Dynamic splitting and merging of agents in document management systems

Patent metadata

Field	Value
Publication number	US-2026064751-A1
Application number	US-202418820639-A
Country	US
Kind code	A1
Filing date	Aug 30, 2024
Priority date	Aug 30, 2024
Publication date	Mar 5, 2026
Grant date	—

Abstract

A system generates a first agent for the first persona based on both a first plurality of changes and first source data. The system determines a first plurality of vector embeddings for the first agent based on the first source data and determines a second plurality of vector embeddings based on second source data. The system determines a similarity value based on the first plurality of vector embeddings and the second plurality of vector embeddings. Based on the similarity value, the system determines that the first source data is associated with a second persona different from the first persona. The system generates a second agent for the second persona based on the first source data.

First claim

What is claimed is:

1 . A system for managing agents providing feedback to electronic documents, the system comprising:
processing circuitry; and computer readable media comprising instructions that, when executed, cause the processing circuitry to:
based on a determination that each change of a first plurality of changes to a first plurality of historical documents is associated with a first user and that the first user is assigned a first persona, generate a first agent for the first persona based on both the first plurality of changes and first source data;
determine a first plurality of vector embeddings for the first agent based on the first source data;
determine a second plurality of vector embeddings based on second source data;
determine a similarity value based on the first plurality of vector embeddings and the second plurality of vector embeddings;
based on the similarity value, determine that the first source data is associated with a second persona different from the first persona; and
generate a second agent for the second persona based on the first source data.

2 . The system of claim 1 , wherein the instructions further cause the processing circuitry to:
generate, based on the second agent and content of an electronic document, feedback information for the second persona; generate data for a user interface configured to display an indication of the feedback information for the second persona; and output, to a user device, the data for the user interface to cause the user device to display the user interface configured to display the indication of the feedback information for the second persona.

3 . The system of claim 1 , wherein the instructions further cause the processing circuitry to:
generate, based on the second agent and content of an electronic document, feedback information for the second persona; and output an indication of the feedback information to a user device associated with the electronic document.

4 . The system of claim 1 , wherein the instructions further cause the processing circuitry to:
generate an encoder based on external data associated with the first agent, wherein to determine the first plurality of vector embeddings for the first agent, the instructions cause the processing circuitry to generate, with the encoder, the first plurality of vector embeddings based on the first source data, and wherein to determine the second plurality of vector embeddings for the second agent, the instructions cause the processing circuitry to generate, with the encoder, the second plurality of vector embeddings based on the second source data.

5 . The system of claim 4 , wherein to generate the encoder, the instructions cause the processing circuitry to:
determine vocabulary information based on the external data; and generate the encoder based on the vocabulary information.

6 . The system of claim 4 , wherein the instructions further cause the processing circuitry to:
determine whether to initiate the generation of the encoder based on the external data.

7 . The system of claim 1 , wherein to determine the similarity value, the instructions cause the processing circuitry to:
determine a cosine similarity value between the first plurality of vector embeddings and the second plurality of vector embeddings; or determine a Euclidean distance value between the first plurality of vector embeddings and the second plurality of vector embeddings.

8 . The system of claim 1 ,
wherein the second plurality of vector embeddings are for a third agent associated with a third persona different from the first agent; wherein to determine that the first source data is associated with the second persona, the instructions cause the processing circuitry to determine that the similarity value satisfies a threshold value for merging agents, and wherein the instructions cause the processing circuitry to generate the second agent for the second persona based on the first source data and based further on the second source data.

9 . The system of claim 8 , wherein the instructions further cause the processing circuitry to:
determine that each change of a second plurality of changes to a second plurality of historical documents is associated with one or more users and that each user of the one or more users is associated with the second persona, wherein the instructions cause the processing circuitry to generate the second agent for the second persona based on the first source data and the second source data and based further on the second plurality of changes.

10 . The system of claim 8 ,
wherein the second persona is associated with a combined role; wherein the first persona is associated with a first portion of the combined role; and wherein the third persona is associated with a second portion of the combined role.

11 . The system of claim 1 , wherein the instructions further cause the processing circuitry to:
generate, based on the second agent and content of an electronic document, feedback information for the second persona; generate, based on the feedback information for the second persona, a multi-agent report for the electronic document; and output the multi-agent report.

12 . The system of claim 1 ,
wherein the instructions cause the processing circuitry to generate the first agent for the first persona based on both the first plurality of changes and first source data and based further on the second source data; and wherein to determine that the first source data is associated with the second persona, the instructions cause the processing circuitry to determine that the similarity value satisfies a threshold value for splitting agents.

13 . The system of claim 12 , wherein the instructions further cause the processing circuitry to:
determine that each change of a second plurality of changes to a second plurality of historical documents is associated with one or more users and that each user of the one or more users is associated with the second persona, wherein the instructions cause the processing circuitry to generate the second agent for the second persona based on the first source data and based further on the second plurality of changes.

14 . The system of claim 12 , the instructions further cause the processing circuitry to:
determine a centroid position for cluster of vector embeddings for the first agent, the cluster of vector embeddings for the first agent comprising the first plurality of vector embeddings and the second plurality of vector embeddings; and based on disturbing the centroid position of the cluster of vector embeddings, select a first subset of the cluster of vector embeddings as the first plurality of vector embeddings and a second subset of the cluster of vector embeddings as the second plurality of vector embeddings.

15 . The system of claim 12 , wherein the instructions further cause the processing circuitry to generate a third agent for a third persona based the second source data.

16 . The system of claim 15 ,
wherein the first persona is associated with a combined role; wherein the second persona is associated with a first portion of the combined role; and wherein the third persona is associated with a second portion of the combined role.

17 . The system of claim 15 ,
wherein the first persona is associated with a realtor role; wherein the second persona is associated with a buyer of the realtor role; and wherein the third persona is associated with a seller of the realtor role.

18 . A method for managing ag

Assignees

• Docusign Inc

Inventors

• Zhao Bing
• Kommalapati Hanumantha Rao
• Narayanan Kaushik
• Kota Rama Chandra
• He Yan

Classifications

• G06F16/383

  using metadata automatically derived from the content · CPC title

• G06F16/337

  Profile generation, learning or modification · CPC title

• G06F16/345 Primary

  Summarisation for human users · CPC title