Method and system for workflow integration

• US 20100223557A1
• Filed: 02/28/2009
• Published: 09/02/2010
• Est. Priority Date: 02/28/2009
• Status: Abandoned Application

• Current Assignee: CPA Global Management Services Limited (Clarivate Plc)
• Original Assignee: CPA Global Management Services Limited (Clarivate Plc)
• Inventors: Thompson, Jeffery A., Kenney, Adam, Henderson, Phillip
• Application Number:
  US12/380,578
• Publication Number:
  US 20100223557A1
• Time in Patent Office: Days
• US Class Current: 715/736
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system including a central server and a database for performing Intellectual Property (IP) management workflow processes is provided for creating, defining, and performing IP related workflow process. IP workflow routines present via a graphical user interface workflow screens to facilitate the exchange of data and instructions. An administration module is used to create authorized user accounts and assign roles and privileges involved in execution of IP workflow routines. A workflow creation module generates a user interface to facilitate creation of a user-defined IP workflow routine having user-defined workflow tasks to process IP related data received via user interface workflow screens. An IP management application may access, process and modify IP related data stored at the database while the IP workflow routines access and process IP related data stored at the database simultaneously with execution of the IP management application. Task modifiers associated with user-defined workflow tasks further define workflow routine operation.

Claims

1. A system for performing Intellectual Property (IP) management workflow processes, comprising:

a central server comprising a processor for executing code, including a workflow program comprised of IP workflow routines executed by the central server and adapted to present via a graphical user interface workflow screens adapted to facilitate the exchange of data and instructions in executing IP workflow routines, the workflow program comprising;

an administration module adapted to create authorized user accounts and to assign roles and privileges associated with the created authorized user accounts involved in execution of IP workflow routines;

a workflow creation module adapted to generate a user interface to facilitate creation of a user-defined IP workflow routine comprising first and second user-defined workflow tasks;

a first user-defined workflow task adapted to process an IP related data set received via a user interface workflow screen; and

a second user-defined workflow task and adapted to process a second data set representing a response to a review associated with the IP related data set; and

a database adapted to store IP related data, including the IP related data set, the database being in communication with and adapted to exchange data with the central server.

2. The system of claim 1 wherein the central server communicates with a first client computer having a user account operating thereon having an authorization established by the administration module.

3. The system of claim 1 further comprising a user interface workflow task screen comprising a workflow task type pulldown menu from which a user may select a desired workflow task type for creating a user-defined workflow task.

4. The system of claim 1 wherein a plurality of client computers are in communication with the central server and wherein workflow screens generated by the IP workflow routines are selectively presented at the plurality of client computers based on the roles and privileges associated with the user accounts operating on the plurality of computers.

5. The system of claim 4 wherein the presentation of the workflow screens is further based on association of the user accounts with the IP workflow routines or with the IP related data being processed by the IP workflow routines.

6. The system of claim 1 wherein the IP workflow routines further include at least one workflow routine from the group consisting of:

annuity decision;

annuity payments;

preparation and filing of application;

prosecute application;

international filing of application;

action review;

batch rules process;

secondary filing;

ad-hoc drop/pay;

reminder review;

docketing;

payment discrepancy management;

payment upload;

payment status;

docket and due date reporting;

critical due date review; and

licensing review.

7. The system of claim 1 further comprising an IP rules module adapted to generate IP related data based on a defined set of rules relating to rules governing the patent processes before patent authorities.

8. The system of claim 1 further comprising an IP payments module adapted to generate IP related data concerning IP related fees, due dates, and payment status.

9. The system of claim 1 further comprising an IP management application adapted to access, process and modify IP related data stored at the database, and wherein the IP workflow routines are adapted to access and process IP related data stored at the database with simultaneous execution of the IP management application.

10. The system of claim 9 wherein the system allows both structured and unstructured interaction with IP related data and wherein an IP record comprised of IP related data stored at the database may be locked to prevent simultaneous access and modification to the IP related data comprising the IP record.

11. The system of claim 1 further comprising a docket workflow routine adapted to process docket related data and to generate a message for communication to a client computer operating an authorized user account.

12. The system of claim 1 wherein the IP related data includes trademark related data.

13. The system of claim 1 wherein the administration module is further adapted to establish a category hierarchy for classifying IP related data, wherein a plurality of IP related data sets are received via the first workflow routine, and wherein a subset of the plurality of IP related data sets are associated with an established category.

14. The system of claim 13 wherein the established category is characterized by one of the following:

technical subject matter, product, project, and business.

15. The system of claim 1 wherein the administrative module is further adapted to create a user group comprised of authorized user accounts and wherein at least one IP workflow routine includes a workflow step that is automatically communicated to all user accounts comprising the user group.

17. The system of claim 1 wherein an IP workflow routine is adapted to interact with other applications to generate at least one of the group consisting of:

emails, spreadsheets, correspondence, forms, PDF documents, and electronic messages, in carrying out the business process associated with the IP workflow routine. The system of claim 1 wherein an IP workflow routine generates an email for using in a workflow process, the email including an embedded URL or link to enable the recipient to access the object of the embedded URL or link.

18. The system of claim 1 further comprising a first client computer in browser-based communication with the central server and receiving from the central server a graphical user interface workflow screen related to execution of the first workflow routine and wherein the first client computer communicates signals related to the IP related data set to the central server.

19. The system of claim 1 wherein the workflow creation module further comprises modifiers adapted to be associated with user-defined workflow tasks to further define workflow routine operation.

20. The system of claim 1 further comprising a docket IP workflow routine executed by the central server on a predetermined basis to locate action items associated with IP related data and based on an action code directing subsets of the action items to one or more authorized user accounts assigned responsibility for acting on the subset of action items.

21. The system of claim 20 wherein the docket IP workflow routine is adapted to automatically generate a message to a second authorized user account assigned responsibility for acting on the subset of action items in the event no appropriate action is taken by a first authorized user account assigned primary responsibility.

22. The system of claim 1 further comprising an annuity payment IP workflow routine executable by the central server and adapted to interact with an annuity payment service.

23. The system of claim 1 wherein the database is further adapted to store IP license related information and the system further comprises a license renewal IP workflow routine adapted to query the database for license records identified as terminating within a defined amount of time or by a defined date, the license renewal IP workflow routine further adapted to generate a workflow step to notify based at least in part on an authorized user account.

24. The system of claim 1 wherein the administration module is further adapted to receive user data from either an LDAP or an Active Directory repository.

16.

25. A method for Intellectual Property (IP) management in a computer-based system having a central server executing IP workflow routines and being in communication with a database for storing IP related data, including IP case records, the method comprising:

executing by the central server a user-defined IP workflow routine to generate user interface screens associated with first and second user-defined IP workflow tasks previously created by a workflow creation module, the generated user interface screens for display via client computers operating authorized user accounts;

receiving by the central server a first IP related data set associated with execution of the first user-defined IP workflow task and in association with generation of a first user interface workflow screen;

storing the first IP related data set at the database;

executing by the central server the second user-defined IP workflow task and generating a second user interface workflow screen related to the execution of the second user-defined IP workflow task; and

receiving and processing by the central server data received in response to the generated second user interface workflow screen.

26. The method of claim 25 further comprising selectively presenting user interface workflow task screens associated with the IP workflow routine at a plurality of client computers based on roles and privileges associated with authorized user accounts operating on the plurality of computers.

27. The method of claim 26 wherein the selectively presenting step is further based on association of the authorized user accounts with the IP related data being processed by the IP workflow routine or associated with the user interface workflow task screens being presented.

28. The method of claim 25 further comprising presenting user interface workflow screens associated with at least one workflow routine from the group of workflow routines consisting of:

annuity decision;

annuity payments;

preparation and filing of application;

prosecute application;

international filing of application;

action review;

batch rules process;

secondary filing;

ad-hoc drop/pay;

reminder review;

docketing;

payment discrepancy management;

payment upload;

payment status;

docket and due date reporting;

critical due date review; and

licensing review.

29. The method of claim 25 further comprising executing at the central server an IP rules module to generate IP related data based on a defined set of rules relating to rules governing the patent processes before patent authorities.

30. The method of claim 25 further comprising executing an IP payments module to generate IP related data concerning IP related fees, due dates, and payment status.

31. The method of claim 25 further comprising generating emails associated with the IP workflow routine.

32. The method of claim 25 further comprising generating at least one from the group consisting of:

emails, spreadsheets, correspondence, forms, PDF documents, and electronic messages, in executing the IP workflow routine.

33. The method of claim 25 wherein the IP workflow routine comprises a docket workflow routine that is executed by the central server to process docket related data associated with IP related data and to generate messages for communication to a client computer operating an authorized user account.

34. The method of claim 25 further comprising establishing a category hierarchy for classifying IP related data, wherein a plurality of IP related data sets are received via the first receiving step, and wherein a subset of the plurality of IP related data sets are associated with an established category.

35. The method of claim 34 wherein the established category is characterized by one of the following:

technical subject matter, product, project, and business.

36. The method of claim 25 further comprising creating a user group comprised of authorized user accounts and executing at least one IP workflow routine to automatically communicate a workflow step to all user accounts comprising the user group.

37. The method of claim 25 further comprising executing an IP management application adapted to access, process and modify IP related data stored at the database, and wherein the IP workflow routine accesses and processes IP related data stored at the database with simultaneous execution of the IP management application.

38. The method of claim 25 wherein the central server executes the IP workflow routine and the IP management application to allow both structured and unstructured interaction with IP related data stored at the database and wherein an IP record comprised of IP related data stored at the database may be locked to prevent simultaneous access and modification to the IP related data comprising the IP record.

39. The method of claim 25 further comprising executing a docket IP workflow routine on a predetermined basis to locate action items associated with IP related data and, based on an action code, directing subsets of the action items for further handling by other IP workflow routines.

40. The method of claim 39 further comprising generating by execution of the docket IP workflow routine a workflow step comprised of a subset of action items and automatically communicating a workflow response form to a first user account assigned responsibility for the subset of action items.

41. The method of claim 40 further comprising automatically generating by executing the docket IP workflow routine a message to a second user account assigned responsibility in the event no appropriate response associated with the first user account is received.

42. The method of claim 25 further comprising executing an annuity payment IP workflow routine to query the database for data related to upcoming payment events and decisions, and generating a spreadsheet comprising query results and an email for communicating the spreadsheet to a user account or group of user accounts assigned responsibility for managing payment decisions.

43. The method of claim 25 wherein the database is further adapted to store IP license related information, the method further comprising executing a license renewal IP workflow routine to query the database for license records that are identified as terminating within a defined amount of time or by a defined date, and generating a workflow step to notify a user of a license identified by the query.

44. The method of claim 25 further comprising executing the IP workflow routine to generate a request for IP related payment services.

45. In an enterprise network system comprised of client computers, server computers, and a database, an Intellectual Property (IP) management workflow system comprising:

IP management software stored on computer readable memory and executed on a processor, the IP management software being adapted to communicate with a database having stored therein IP related data, including IP case records;

IP workflow module including a graphical user interface (GUI) generator and adapted to enable an authorized user to create a first user-defined IP workflow routine comprised of first and second user-defined workflow tasks and to associate the first user-defined workflow task with a first user account and associate the second user-defined workflow task with a second user account;

the IP workflow module adapted to generate a first GUI for presenting at a computer operating the first user account and being adapted to receive data associated with execution of the first user-defined IP workflow routine and to present via a GUI the first user-defined workflow task and to process a first input associated with the first user-defined workflow task; and

the IP workflow module being adapted to generate a second GUI for presenting at a computer operating the second user account and being adapted to receive data associated with the first user-defined IP workflow routine and to present via a GUI the second user-defined workflow task and to process a second input associated with the second user-defined workflow task, wherein the first and second inputs represent data processed in performing the first user-defined IP workflow routine.

46. The system of claim 45, wherein data associated with the first and second inputs are IP related data and are stored at the database.

47. The system of claim 45, wherein the IP workflow module accesses from the database a first IP related data set in carrying out the first user-defined workflow routine and wherein the IP management software simultaneously performs operations related to the first IP related data set having been accessed for operation in carrying out the first user-defined workflow routine.

48. The system of claim 45, wherein the IP management software executes on a network server computer and is at least in part browser-based.

49. The system of claim 45, wherein the IP workflow module is software executing on a network server computer and is at least in part browser-based.

50. The system of claim 45, wherein the IP management software comprises server software and client software.

51. A computer-based method for automating and managing workflow for data intake, retrieval, display, and decision management in performing Intellectual Property (IP) related workflow processes, the method comprising:

electronically receiving an invention disclosure submission associated with a first authorized user account and storing data related to the invention disclosure submission at a database;

executing a first user-defined IP workflow routine comprising a first user-defined workflow task and generating a first workflow task screen prompting action from a second authorized user account relating to review of the invention disclosure submission;

receiving for processing by the first IP workflow routine a first response relating to a filing decision concerning the invention disclosure submission and storing data related to the first response at the database;

executing the first user-defined IP workflow routine to associate a third entity with the task of preparing and filing a patent application concerning the invention disclosure submission; and

executing the first user-defined IP workflow routine to perform a docketing function associated with the invention disclosure submission.

52. The method of claim 51 further comprising automatically executing a rules-based workflow task to determine target filing dates associated with the invention disclosure submission.

53. The method of claim 51 further comprising processing by the first user-defined IP workflow routine a request for information relating to the invention disclosure submission and executing a second user-defined workflow task to present a workflow task screen comprising a prompt for information related to the invention disclosure submission at a computer operating an authorized user account other than the second authorized user account.

54. The method of claim 51, wherein the first and second authorized user accounts are associated with employees of a first business concern and the third entity represents legal counsel from outside the first business concern.

55. The method of claim 51 further comprising automatically generating by the first user-defined IP workflow routine an engagement letter associated with preparation of a patent application for sending to the third entity.

56. A computer-based method for creating user-defined IP workflow routines in an Intellectual Property (IP) management system, the system including a central server executing IP workflow routines and a database for storing IP related data, the method comprising:

creating authorized user accounts and associating the created user accounts with roles and privileges involved in execution of IP workflow routines and processing IP related data stored at the database;

executing by the central server a workflow creation module to generate user interface screens; and

generating a signal adapted to be presented at a computer operating an authorized user account a plurality of workflow task creation screens and receiving inputs via the computer in response to the plurality of workflow task creation screens, whereby a user-defined IP workflow routine comprised of first and second user-defined IP workflow tasks is created.

57. The method of claim 56 wherein presenting the plurality of workflow task creation screens further comprises presenting via a user interface a workflow task type pulldown menu comprising a plurality of workflow task types from which to choose in creating a user-defined workflow task.

58. The method of claim 56 further comprising assigning a task modifier to a user-defined workflow task, the modifier determining in part the operation of the user-defined IP workflow routine.

59. The method of claim 58, wherein the task modifier directs the IP workflow routine to one of a plurality of workflow tasks based on a predefined event.

60. The method of claim 59, wherein the predefined event is one of the group consisting of:

timed advance;

time expiration;

alert condition;

threshold number of responses;

user delegation;

default flow;

alternate flow;

conditional routing; and

user response.

61. The method of claim 56 wherein a user-defined IP workflow task is one of the group consisting of:

action-level;

portfolio-level; and

case-level.