Automated work-flow management system with dynamic interface
First Claim
1. A system for the automated processing of a property transaction, including a real estate closing process and its attendant documentation, including:
- a network accessible by a plurality of users involved in the property transaction;
a database, accessible via said network, said database allowing controlled access by the plurality of users and storing data related to said client, said database further including at least a first table having embedded rules wherein the rules define a work-flow for the property transaction and at least a second table defining at least one attribute of a display of information associated with said property transaction; and
a web-based user interface providing access to said database, wherein said user interface is dynamically controlled as a function of the at least one attribute defined in the second table.
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Abstract
The present invention is a method and apparatus for the dynamic and customizable display of information pertaining to a work-flow management and document generation system. More particularly the invention utilizes a data driven interface, where at least one table within a database associated with the system is used to generate the customizable interface and dynamic display of information therein. The interface is preferably a browser-based interface where the code for creation of the interface is generated, at least partially, as a function of the information stored within the table. Such a system may be employed, for example, for the display of information relating to the automated processing of a transaction, including a real estate closing process.
137 Citations
20 Claims
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1. A system for the automated processing of a property transaction, including a real estate closing process and its attendant documentation, including:
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a network accessible by a plurality of users involved in the property transaction;
a database, accessible via said network, said database allowing controlled access by the plurality of users and storing data related to said client, said database further including at least a first table having embedded rules wherein the rules define a work-flow for the property transaction and at least a second table defining at least one attribute of a display of information associated with said property transaction; and
a web-based user interface providing access to said database, wherein said user interface is dynamically controlled as a function of the at least one attribute defined in the second table. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A system for the automated processing of a transaction, including:
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a network accessible by a plurality of users involved with the transaction;
a database, accessible via said network, allowing controlled access thereto by the plurality of users and storing data related to a client, said database further including at least a first table having embedded rules wherein the rules define a work-flow for the transaction and at least a second table defining attributes for the display of information in said database; and
a user interface, responsive to information stored in said second table, that provides access to said database, such that the appearance of said user interface is dynamically controlled as a function of the attributes defined in the second table. - View Dependent Claims (8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A method for dynamically creating a user interface for managing work-flow during the provision of services in a transaction, including the steps of:
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providing a network accessible by a plurality of users involved in the transaction;
creating a database, accessible via the network, the database allowing controlled access by the plurality of users and storing data related to the transaction, the database further including at least a first table having embedded rules wherein the rules define a work-flow for the transaction and at least a second table defining the attributes of a display of information associated with said transaction; and
providing access to the database for the plurality of users, via a user interface, wherein said user interface is dynamically controlled as a function of data stored in the second table. - View Dependent Claims (18, 19, 20)
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Specification