Metadata-configurable systems and methods for network services

• US 10,304,021 B2
• Filed: 08/22/2017
• Issued: 05/28/2019
• Est. Priority Date: 01/21/2010
• Status: Active Grant

• Current Assignee: Versaic, Inc. (Benevity, Inc.)
• Original Assignee: Versaic, Inc. (Benevity, Inc.)
• Inventors: Soloway, Mark Grant
• Primary Examiner(s): Daya, Tejis
• Application Number:
  US15/683,230
• Publication Number:
  US 20170351985A1
• Time in Patent Office: 644 Days
• CPC Class Codes: G06F 16/211 Schema design and management
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/51 Discovery or management thereof, e.g. service location protocol [SLP] or web services

Abstract

In some embodiments, the presentation manager is configured to provide an interface requesting information regarding a proposal from a digital device over a network and receive the information from the digital device. The business object manager is configured to instantiate a business object based on the received information and store the instantiated business object within a data structure residing in a computer readable medium. The business rule manager is configured to generate a business rule associated with the business object, the business rule comprising instructions to perform an operation, the instructions being conditional based on the instantiated business object. The metadata manager is configured to generate metadata associated with the instantiated business object, store the generated metadata in the computer readable medium, perform the operation based on the business rule and the generated metadata, and instruct the presentation manager to provide a second interface indicating a status of the proposal.

Claims

1. A system comprising:

at least one processor;

memory;

a business object manager configured to control the at least one processor to receive grant information, to identify based on the grant information at least one business object of a plurality of business objects related to a plurality of grants, and to instantiate a first business object related to a first grant, the first business object inheriting at least one rule from the at least one business object of the plurality of business objects, the at least one rule providing at least one condition that when triggered executes a status update of the first grant;

a metadata manager configured control the at least one processor to define at least a portion of the first business object with a first set of metadata, the first set of metadata defining a first condition of the first grant;

a presentation manager configured to control the at least one processor to enable a plurality of grant applicants to apply for the first grant and receive applicant information from a first grant applicant of the plurality of grant applicants; and

a business rule manager configured to control the at least one processor to identify and retrieve a first business rule based on a second set of metadata from the applicant information, the first business rule comprising instructions to perform an operation that is conditional on the first business object to determine if the first condition is satisfied by the first business object based at least in part on the second set of metadata, determine a status of the first grant based on the determination whether the first condition is satisfied, and instruct the presentation manager to provide the status of the first grant to a digital device.

2. The system of claim 1, wherein the presentation manager is further configured to control the at least one processor to present a dashboard indicating statuses of the plurality of grants including the first grant associated with the plurality of grant applicants, including the first grant applicant.

3. The system of claim 2, wherein the presentation manager is further configured to control the at least one processor to receive instructions from the business rule manager and update the dashboard.

4. The system of claim 1, wherein the business rule manager is further configured to control the at least one processor to determine whether additional information is required based on the first business rule, and the presentation manager is further configured to control the at least one processor to provide a request for additional information from the first grant applicant based on a determination by the business rule manager that the additional information is required.

5. The system of claim 4, wherein the business object manager is further configured to control the at least one processor to instantiate a second business object based on received information associated with the request for the additional information, the metadata manager is further configured to control the at least one processor to retrieve a third set of metadata associated with the second business object, and the business rule manager is further configured to control the at least one processor to determine whether a second condition is satisfied by the second business object and the third set of metadata based on a second business rule.

6. The system of claim 5, wherein if the second condition is satisfied, the business rule manager is further configured to control the at least one processor to determine whether additional information is required based on the second business rule.

7. The system of claim 6, wherein the business rule manager is further configured to control the at least one processor to redetermine the status of the first grant based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied.

8. The system of claim 7, wherein the business rule manager is further configured to control the at least one processor to redetermine the status of the first grant based on the determination whether the second condition is satisfied.

9. The system of claim 8, wherein the business rule manager is further configured to control the at least one processor to provide an updated status of the first grant based on the redetermination of the status of the first grant.

10. The system of claim 1, wherein the metadata manager is further configured to control the at least one processor to contact a second digital device to request approval of the first grant.

11. A non-transitory computer readable medium comprising executable instructions, the executable instructions being executable by a processor to perform a method, the method comprising:

receiving grant information, to identify based on the grant information, at least one business object of a plurality of business objects related to a plurality of grants;

instantiating a first business object related to a first grant, the first business object inheriting at least one rule from at least one business object of the plurality of business objects, the at least one rule providing at least one condition that when triggered executes a status update of the first grant;

defining at least a portion of the first business object with a first set of metadata, the first set of metadata defining a first condition of the first grant;

enabling a plurality of grant applicants to apply for the first grant and receiving applicant information from a first grant applicant of the plurality of grant applicants;

identifying and retrieving a first business rule based on a second set of metadata from the applicant information, the first business rule comprising instructions to perform an operation that is conditional on the first business object to determine if the first condition is satisfied by the first business object based at least in part on the second set of metadata;

determining a status of the first grant based on the determination whether the first condition is satisfied; and

providing the status of the first grant to a digital device.

12. The non-transitory computer readable medium of claim 11, the method further comprising presenting a dashboard indicating statuses of the plurality of grants including the first grant associated with the plurality of grant applicants, including the first grant applicant.

13. The non-transitory computer readable medium of claim 12, the method further comprising updating the dashboard.

14. The non-transitory computer readable medium of claim 11, the method further comprising determining whether additional information is required based on the first business rule, and providing a request for additional information from the first grant applicant based on a determination that the additional information is required.

15. The non-transitory computer readable medium of claim 14, the method further comprising instantiating a second business object based on received information associated with the request for the additional information, retrieving a third set of metadata associated with the second business object, and determining whether a second condition is satisfied by the second business object and the third set of metadata based on a second business rule.

16. The non-transitory computer readable medium of claim 15, wherein if the second condition is satisfied, the method further comprises determining whether additional information is required based on the second business rule.

17. The non-transitory computer readable medium of claim 16, the method further comprising redetermining the status of the first grant based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied.

18. The non-transitory computer readable medium of claim 17, the method further comprising redetermining the status of the first grant based on the determination whether the second condition is satisfied.

19. The non-transitory computer readable medium of claim 18, the method further comprising providing an updated status of the first grant based on the redetermination.

20. The non-transitory computer readable medium of claim 11, the method further comprising contacting a second digital device to request approval of the first grant.

21. A method comprising:

receiving grant information, to identify based on the grant information, at least one business object of a plurality of business objects related to a plurality of grants;

instantiating a first business object related to a first grant, the first business object inheriting at least one rule from at least one business object of the plurality of business objects, the at least one rule providing at least one condition that when triggered executes a status update of the first grant;

defining at least a portion of the first business object with a first set of metadata, the first set of metadata defining a first condition of the first grant;

enabling a plurality of grant applicants to apply for the first grant and receiving applicant information from a first grant applicant of the plurality of grant applicants;

identifying and retrieving a first business rule based on a second set of metadata from the applicant information, the first business rule comprising instructions to perform an operation that is conditional on the first business object to determine if the first condition is satisfied by the first business object based at least in part on the second set of metadata;

determining a status of the first grant based on the determination whether the first condition is satisfied; and

providing the status of the first grant to a digital device.