System and method for task management of rule geverned tasks

• US 20060136922A1
• Filed: 11/21/2005
• Published: 06/22/2006
• Est. Priority Date: 12/20/2004
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Brennan, Patrick J., Zimberg, Michael, Haines, Peter, Slack, Martin, Beyda, Joseph Jay, Tokar, Andrei
• Granted Patent: US 8,499,300 B2
• Time in Patent Office: Days
• US Class Current: 718/100
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

System and methods for task management of rule bases tasks. The task management system of the invention includes various modules that work together to accomplish task monitoring, scheduling, prioritization, compliance and reporting. A task management module facilitates the development of task compliance by scheduling and prioritizing tasks based on the needs of the enterprise. The tasks are provided in task modules that set out specific steps for completing the tasks. A common database is operatively connected to the task management module, task module and other modules to maintain the rules and policies, the tasks to be completed and the responses to those tasks.

Claims

1. A task management system comprising:

a task module defining at least one task to be completed;

a task management module for controlling the completion of the task module; and

a common database operatively connected to the task module and the task management module, wherein the task module, the task management module, and the common database are together operative to schedule the completion of tasks.

2. The system of claim 1 wherein the task module defines a series of steps to be completed.

3. The system of claim 2 wherein a response is provided and stored in the common data base.

4. The system of claim 3 wherein the response can be retrieved and reviewed from the common data base.

5. The system according to claim 1 wherein the task management module further defines a plurality of tasks and includes a priority assigned to each of said plurality of tasks wherein the tasks are completed in priority order.

6. A method of managing tasks for an organization, the method comprising:

identifying a plurality of tasks to be completed;

creating steps to be completed for each task of the plurality of tasks;

prioritizing the completion of the tasks;

assigning a prioritized list of tasks to a role for completion; and

using the prioritized list of tasks to access the steps.

7. The method of claim 6 wherein the identifying includes determining rules applicable to the organization.

8. The method of claim 6 wherein the prioritizing further includes identifying a determined number of tasks to be completed in a defined work period.

9. The method of claim 6 wherein prioritizing includes the use of a priority hierarchy.

10. The method of claim 6 further including receiving a response to complete the steps.

11. The method of claim 10 wherein the response is stored in a data base.

12. The method of claim 6 wherein the plurality of tasks are competed by more than one role.

13. The method of claim 6 wherein the plurality of tasks are completed at more than one work station.

14. The method of claim 6 wherein the steps are based on a rule.

15. The method of claim 10 further comprising accessing the response after completion of the task.

16. The method of claim 10 further comprising providing a report based on the response.

17. The method of claim 16 further comprising providing the report automatically.

18. A computer program product comprising a computer program for facilitating task management, the computer program further comprising:

instructions for identifying a plurality of tasks to be completed;

instructions for creating a series of steps to be completed to complete each task of the plurality of tasks;

instructions for prioritizing the completion of the tasks;

instructions for assigning a prioritized list of tasks to a role for completion;

instructions for accessing the series of steps based on the prioritized list of tasks to access the series of steps; and

instructions for collecting responses to at least some of said series of steps.

19. Apparatus for managing tasks, comprising:

means for identifying a plurality of tasks to be completed;

means for defining steps to be completed to complete each task of the plurality of tasks;

means for creating a prioritized list of tasks;

means for assigning the prioritized list of tasks to a role for completion; and

means for accessing the steps associated with the plurality of tasks.

20. A system comprising:

a computing platform further comprising at least one application module for facilitating task management, wherein the at least one application module comprises at least a task management module, the task management module operable to produce a prioritized list of tasks to be completed;

a task module defining steps to be completed to complete each task; and

a database operatively connected to the task management module and the task module for storing and retrieving data produced by the task module in response to completion of the list of tasks produced by the task management module.

21. The system of claim 20 wherein the database is disposed within the computing platform.

22. The system of claim 20 wherein the database is disposed within a server which is operatively connected to the at least one application module through a network.

23. The system of claim 20 wherein the at least one application module is accessed by a role via a web page.

24. The system of claim 20 further comprising an Email server for sending Email notifications related to the task.

25. The system of claim 28 wherein the task module further comprises a plurality of instructions for completing the tasks.

26. A task management system comprising:

a task management module identifying at least one rule and defining at least one task to be completed based on said rule;

a task management module for controlling the completion of the task module; and

a common database operatively connected to the task module and the task management module, wherein the task module, the task management module, and the common database are together operative to schedule the completion of tasks.