Patents

US 11734505 B2: System and method for document branching

Granted
2023-08-22
Filed
2022-08-05 application 17882257
Type
Utility · 22 claims
Elsewhere
Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗

Abstract

Disclosed are systems and methods for document branching. In some embodiments, the method includes the steps of: obtaining a branch model associated with a set of related documents, the branch model comprising one or more branches, each branch of the one or more branches comprising a branch type and one or more nodes, the one or more branches comprising a primary branch associated with a primary document, the set of related documents comprising the primary document having a first document identifier; generating a secondary branch based upon a revision of the primary document, the secondary branch associated with a secondary document of the set of related documents, the secondary document having a second document identifier; and adding the secondary branch to the branch model.

Source: PVGPATDIS, file of 2026-04-10 (ipg230822.xml).

Assignees

AssigneeTypePlaceAlso on furp.orgSource
WORKIVA INC. 88 patentsUS company or organizationAmes, IAWORKIVA INC SEC filer EXACT medium confidence: identical full name, one of each nationally
WORKIVA LLC Form D issuer FUZZY medium confidence: same name (legal endings aside) and state
PVGPATDIS, file of 2026-04-10

Inventors

InventorPlacePatentsPerson pageSource
Benjamin Paul CampbellMissoula, MT3PVGPATDIS, file of 2026-04-10
Matthew Peter HinrichsenAmes, IA9PVGPATDIS, file of 2026-04-10
Dustin John HolmesAnkeny, IA4PVGPATDIS, file of 2026-04-10
Payson Merrit LippertMissoula, MT3PVGPATDIS, file of 2026-04-10
Patrick C. KujawaMissoula, MT5PVGPATDIS, file of 2026-04-10

CPC categories

SubclassCategoryFirst groupSource
G06FElectric digital data processingG06F40/18PVGPATDIS, file of 2026-04-10

Cooperative Patent Classification, as currently assigned (one row per subclass).

Assignments and security interests

RecordedWhatFromToReel/frameSource
2022-08-05Assignment
Assignment of assignor's interest
CAMPBELL, BENJAMIN PAUL signed 2021-03-25
HOLMES, DUSTIN JOHN signed 2021-03-25
KUJAWA, PATRICK C. signed 2021-03-25
LIPPERT, PAYSON MERRIT signed 2021-03-25
HINRICHSEN, MATTHEW PETER signed 2021-03-26
WORKIVA INC. AMES, IA60736/919ECORSEXC, file of 2026-09-25

Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.

USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.