User connectivity process management system

• US 20050204029A1
• Filed: 07/09/2004
• Published: 09/15/2005
• Est. Priority Date: 03/09/2004
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Connolly, John, Vekaria, Premila
• Granted Patent: US 7,702,767 B2
• Time in Patent Office: Days
• US Class Current: 709/223
• CPC Class Codes: G06F 9/4843 by program, e.g. task dispatcher, supervisor, operating system
• CPC Class Codes: G06Q 20/085 involving remote charge determination or related payment systems
• CPC Class Codes: G06Q 20/382 insuring higher security of transaction
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

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.

Claims

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.

2. The system of claim 1 wherein the secured service is provided by a computer system that allows the client to trade financial instruments.

3. The system of claim 1 further comprising:

a demand creation computer that transmits a demand to the process management system while the process management system is advancing through the process flow, the demand indicating a problem that must be rectified to provide the client access to the secured service,

wherein the process management system performs actions further comprising;

receiving the demand from the demand creation computer; and

inserting a new task into the process flow, the new task associated with rectifying the demand.

4. The system of claim 3, wherein the new task is a new manual task, and the system further comprises:

a second manual task computer associated with an individual responsible for executing the new manual task, the second manual task computer communicatively connected to the process management system,

wherein the process management system is programmed to perform actions further comprising;

transmitting, when the new manual task is due for execution, a message to the second manual task computer indicating that the new manual task is due for execution; and

receiving, prior to advancing the process flow, an indication from the second manual task computer that the new manual task is complete.

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:

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.

6. The method of claim 5 wherein the first, second, and third links are tabs.

7. The method of claim 5 wherein the secured service is provided by a computer system that allows the client to trade financial instruments.

8. The method of claim 5 further comprising:

providing a protocol information form accessible by selecting a fourth link with the selection device, the protocol information form comprising fields where protocol information pertaining to a protocol used for communicating between the secure computer system and the client is input with the data entry device, the fields of the protocol information form displaying the protocol information with the display after it is input.

9. The method of claim 5 further comprising:

providing an activity form accessible by selecting a fourth link with the selection device, the activity form comprising fields displaying activity information pertaining to an activity that must be completed to provide the client access to the secure computer system.

10. A method for providing a client access to a secured service, the method comprising:

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.

11. The method of claim 10 wherein the secured service is provided by a computer system that allows the client to trade financial instruments.

12. The method of claim 11 further comprising:

requesting protocol information by transmitting a fourth message from the computer system;

receiving, with the computer system, the protocol information.

13. The method of claim 12 wherein the protocol information pertains to the FIX protocol.