Automated approval

• US 10,013,237 B2
• Filed: 10/10/2016
• Issued: 07/03/2018
• Est. Priority Date: 05/30/2012
• Status: Active Grant

• Current Assignee: nCino, Inc.
• Original Assignee: nCino, Inc.
• Inventors: Snell, Nathan
• Primary Examiner(s): Ly, Cheyne D
• Application Number:
  US15/289,440
• Publication Number:
  US 20170024187A1
• Time in Patent Office: 631 Days
• Field of Search: 707758, 707791, 705 35
• CPC Class Codes: G06F 16/168 Details of user interfaces specifically adapted to file systems, e.g. browsing and visualisation, 2d or 3d GUIs query results presentation G06F16/156
• CPC Class Codes: G06F 16/2336 Pessimistic concurrency control approaches, e.g. locking or multiple versions without time stamps
• CPC Class Codes: G06F 16/2365 Ensuring data consistency and integrity
• CPC Class Codes: G06F 16/24573 using data annotations, e.g. user-defined metadata
• CPC Class Codes: G06F 16/289 Object oriented databases
• CPC Class Codes: G06F 16/3331 Query processing
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 7/26 the sorted data being recorded on the original record carrier within the same space in which the data had been recorded prior to their sorting, without using intermediate storage
• CPC Class Codes: G06F 9/5005 to service a request
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: H04L 41/22 comprising specially adapted graphical user interfaces [GUI]

Abstract

Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.

Claims

1. A system for automatically processing content

objects and bucket metadata to facilitate responding to resource requests, the system comprising:

one or more data processors; and

a non-transitory computer-readable storage medium containing instructions that, when executed on the one or more data processors, cause the one or more data processors to perform actions including;

receiving a resource request;

associating the resource request with a chronicle;

identifying a set of content objects for the chronicle to be used in processing the resource request;

generating a set of buckets, wherein a bucket of the set of buckets is generated for each content object of the set of content objects;

for at least one bucket in the set of buckets;

receiving a content object;

associating the content object with the bucket; and

generating metadata for the bucket to indicate that a status of the bucket reflects that the bucket is populated with the content object;

determining, based on the metadata, an extent to which a target number of content objects have been populated within the set of buckets;

generating an advancement score based on the extent to which the target number of content objects have been populated within the set of buckets;

determining, by comparing the advancement score with a predetermined threshold, a decision, wherein the decision is to advance the resource request based on the advancement score exceeding the predetermined threshold;

in response to the decision, processing, in a batch, the set of content objects to produce a chronicle score and a suggested action, wherein the chronicle score is determined based on at least one of aggregated data from each content object or aggregated data from each bucket, and wherein the suggested action includes approving the resource request or requesting a specific content object;

populating a chronicle overview with the chronicle score and the suggested action; and

transmitting an alert communication to an agent device, the alert communication facilitating providing access to the chronicle overview from the agent device.

2. The system for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 1, wherein the instructions, when executed on the one or more data processors, cause the one or more data processors to perform further actions including:

in response to the decision, transmitting a state alert to the agent device facilitating providing access to the advancement score from the agent device.

3. The system for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 1, wherein the set of buckets has a predetermined number of buckets and the predetermined number of buckets is equal to the predetermined threshold.

4. The system for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 3, wherein each content object in the set of content objects is locked such that it cannot be edited or deleted.

5. The system for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 3, wherein the chronicle overview includes the status of each bucket of the set of buckets.

6. A computer processor implemented method for automatically processing content objects and bucket metadata to facilitate responding to resource requests, the method comprising:

receiving a resource request;

associating the resource request with a chronicle;

identifying a set of content objects for the chronicle to be used in processing the resource request;

generating a set of buckets, wherein a bucket of the set of buckets is generated for each content object of the set of content objects;

for at least one bucket in the set of buckets;

receiving a content object;

associating the content object with the bucket; and

generating metadata for the bucket to indicate that a status of the bucket reflects that the bucket is populated with the content object;

determining, based on the metadata, an extent to which a target number of content objects have been populated within the set of buckets;

generating an advancement score based on the extent to which the target number of content objects have been populated within the set of buckets;

determining, by comparing the advancement score with a predetermined threshold, a decision, wherein the decision is to advance the resource request based on the advancement score exceeding the predetermined threshold;

in response to the decision, processing, in a batch, the set of content objects to produce a chronicle score and a suggested action, wherein the chronicle score is determined based on at least one of aggregated data from each content object or aggregated data from each bucket, and wherein the suggested action includes approving the resource request or requesting a specific content object;

populating a chronicle overview with the chronicle score and the suggested action; and

transmitting an alert communication to an agent device, the alert communication facilitating providing access to the chronicle overview from the agent device.

7. The computer processor implemented method for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 6, the computer processor implemented method further comprising:

in response to the decision, transmitting a state alert to the agent device facilitating providing access to the advancement score from the agent device.

8. The computer processor implemented method for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 6, wherein the set of buckets has a predetermined number of buckets and the predetermined number of buckets is equal to the predetermined threshold.

9. The computer processor implemented method for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 6, wherein each content object in the set of content objects is locked such that it cannot be edited or deleted.

10. The computer processor implemented method for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 6, wherein the chronicle overview includes the status of each bucket of the set of buckets.

11. A non-transitory computer-readable medium having sets of instructions stored thereon for automatically processing content objects and bucket metadata to facilitate responding to resource requests, wherein, when the sets of instructions are executed by a computer, the sets of instructions cause the computer to:

receive a resource request;

associate the resource request with a chronicle;

identify a set of content objects for the chronicle to be used in processing the resource request;

generate a set of buckets, wherein a bucket of the set of buckets is generated for each content object of the set of content objects;

for at least one bucket in the set of buckets;

receive a content object;

associate the content object with the bucket; and

generate metadata for the bucket to indicate that a status of the bucket reflects that the bucket is populated with the content object;

determine, based on the metadata, an extent to which a target number of content objects have been populated within the set of buckets;

generate an advancement score based on the extent to which the target number of content objects have been populated within the set of buckets;

determine, by comparing the advancement score with a predetermined threshold, a decision, wherein the decision is to advance the resource request based on the advancement score exceeding the predetermined threshold;

in response to the decision, process, in a batch, the set of content objects to produce a chronicle score and a suggested action, wherein the chronicle score is determined based on at least one of aggregated data from each content object or aggregated data from each bucket, and wherein the suggested action includes approving the resource request or requesting a specific content object;

populate a chronicle overview with the chronicle score and the suggested action; and

transmit an alert communication to an agent device, the alert communication facilitating providing access to the chronicle overview from the agent device.

12. The non-transitory computer-readable medium having sets of instructions stored thereon for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 11, wherein, when the sets of instructions are executed by the computer, the sets of instructions further cause the computer to:

in response to the decision, transmit a state alert to the agent device facilitating providing access to the advancement score from the agent device.

13. The non-transitory computer-readable medium having sets of instructions stored thereon for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 11, wherein the set of buckets has a predetermined number of buckets and the predetermined number of buckets is equal to the predetermined threshold.

14. The non-transitory computer-readable medium having sets of instructions stored thereon for automatically processing content objects and bucket metadata to facilitate responding to resource requests of claim 11, wherein the chronicle overview includes the status of each bucket of the set of buckets.