User connectivity process management system
First Claim
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1. A system for providing a client access to a secured service, the system comprising:
- a computer-readable memory storing a process flow comprising a plurality of tasks associated with providing access to the secured service, the plurality of tasks comprising automatic tasks and at least one manual task, the plurality of tasks further comprising tasks pertaining to transmitting connection information to the client and communicating with a network provider that provides a network external to the secured service;
a manual task computer associated with an individual responsible for executing the manual task;
a process management system communicatively connected to the computer-readable memory and the manual task computer, the process management system advancing through the plurality of tasks in the process flow by performing actions comprising;
instructing automatic execution of the automatic tasks when due for execution;
transmitting, when the manual task is due for execution, a message to the manual task computer indicating that the manual task is due for execution;
receiving, prior to advancing to a next task in the process flow, an indication from the manual task computer that the manual task is complete.
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Abstract
A system is disclosed according to the present invention that manages the process of providing a client access to a secured service. In the exemplary embodiment, the secured service is a computer system that allows the client to trade financial instruments. Management of this process includes managing execution of tasks that can be automatically executed and delegating tasks that require manual execution; communicating with entities outside of the process management system; and handling “demands,” or unexpected problems that arise in the middle of the client connectivity process.
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Citations
13 Claims
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1. A system for providing a client access to a secured service, the system comprising:
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a computer-readable memory storing a process flow comprising a plurality of tasks associated with providing access to the secured service, the plurality of tasks comprising automatic tasks and at least one manual task, the plurality of tasks further comprising tasks pertaining to transmitting connection information to the client and communicating with a network provider that provides a network external to the secured service;
a manual task computer associated with an individual responsible for executing the manual task;
a process management system communicatively connected to the computer-readable memory and the manual task computer, the process management system advancing through the plurality of tasks in the process flow by performing actions comprising;
instructing automatic execution of the automatic tasks when due for execution;
transmitting, when the manual task is due for execution, a message to the manual task computer indicating that the manual task is due for execution;
receiving, prior to advancing to a next task in the process flow, an indication from the manual task computer that the manual task is complete. - View Dependent Claims (2, 3, 4)
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5. In a computer system having a graphical user interface including a display, a selection device, and a data entry device, a method of inputting and viewing data pertaining to providing a client access to a secured service, the method comprising:
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providing a general information form accessible by selecting a first link with the selection device, the general information form comprising fields where general information pertaining to the client is input with the data entry device, the fields of the general information form displaying the general information with the display after it is input;
providing a testing information form accessible by selecting a second link with the selection device, the testing information form comprising fields where testing information pertaining to client acceptance testing is input with the data entry device, the fields of the testing information form displaying the testing information with the display after it is input; and
providing a connection information form accessible by selecting a third link with the selection device, the connection information form comprising fields where connection information pertaining to connecting the client to the secured service is input with the data entry device, the fields of the connection information form displaying the connection information with the display after it is input. - View Dependent Claims (6, 7, 8, 9)
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10. A method for providing a client access to a secured service, the method comprising:
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requesting client connection information by transmitting a first message from a computer system;
receiving, with the computer system, the client connection information;
transmitting the connection information to the client from the computer system;
requesting connection be established between the secured service and the client by transmitting a second message from the computer system;
receiving, with the computer system, an indication that a connection has been established between the secured service and the client requesting that the connection be tested by transmitting a third message from the computer system;
receiving, with the computer system, an indication that the connection has been tested;
transmitting a notification indicating that client access to the secured service has been established. - View Dependent Claims (11, 12, 13)
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Specification