Workiva. has been granted a patent for a method of document branching that involves creating a branch model for related documents. This method allows for the generation of secondary branches linked to primary documents, facilitating revisions and input integration from reviewers. GlobalData’s report on Workiva gives a 360-degree view of the company including its patenting strategy. Buy the report here.
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According to GlobalData’s company profile on Workiva, Intelligent voice assistant was a key innovation area identified from patents. Workiva's grant share as of July 2024 was 69%. Grant share is based on the ratio of number of grants to total number of patents.
Document branching systems and methods for related documents
The patent US12056447B2 outlines a method and computing device for managing a branch model associated with a set of related documents. This method involves obtaining a branch model that includes a primary branch linked to a primary document and a secondary branch linked to a secondary document, each identified by unique document identifiers. The process includes receiving input from a reviewer related to the secondary document, which is then populated into the primary document. A new node representing a revision of the primary document is generated based on this input and added to the primary branch. The secondary branch is also associated with a revision identifier and a specific branch type that corresponds to the nature of the input received.
Additionally, the claims detail various types of inputs that can be received, such as comments, edits, comparisons, or translations of the secondary document. The method also addresses permissions for accessing the secondary document, which may differ from those associated with the primary document. The branch model can include multiple branches, each with distinct types, such as mainline, review, or translation branches. Furthermore, the related documents can be represented by various document services, including comment and translation services, enhancing the functionality and versatility of the system. Overall, the patent presents a structured approach to document revision and collaboration, facilitating efficient management of related documents through a branching model.
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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.
