System for distributed workflow in which a routing node selects next node to be performed within a workflow procedure

• US 5,745,687 A
• Filed: 05/20/1997
• Issued: 04/28/1998
• Est. Priority Date: 09/30/1994
• Status: Expired due to Term

• Current Assignee: PTC Inc.
• Original Assignee: Hewlett-Packard Company (HP Inc.)
• Inventors: Randell, Jim
• Primary Examiner(s): Lee, Thomas C.
• Assistant Examiner(s): Kim, Ki S.
• Application Number:
  US08/858,956
• Time in Patent Office: 343 Days
• Field of Search: 395/200.31, 395/672, 395/676, 395/208, 395/209, 364/468.03
• US Class Current: 709/201
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A workflow system that automates the definition and execution of a procedure that can be carried out according to defined rules among agents. Agents may be individual users, work groups, organizations, or automatic systems. Automation is used to guarantee that all the individual activities are taken in the defined sequence, form, and time. The system separates the three basic elements necessary to perform a procedure--a co-ordination service, an organization service, and a transport service. The coordination service ensures proper sequence of the activities of the procedure. The organization services identifies a particular agent to perform a task within a procedure. The agent selection can be made when the procedure is defined, or it can be deferred until an instance using the procedure is performed. The transport service is used to move information between agents and an information service, which holds instance data, while processing an instance.

Claims

1. A computer implemented workflow system for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said workflow system comprising:

a coordination service system for executing a workflow procedure to cause nodes of said workflow procedure to be performed in a predetermined order, and for allowing a routing node within said workflow procedure to select at least one of a plurality of nodes to be performed within said workflow procedure after said routing node is performed;

an information service system, attached to said coordination service, for storing said workflow procedure and for retrieving nodes of said workflow procedure when requested by said coordination service system;

an organization service system, attached to said coordination service system, for identifying an agent for performing a node of said workflow procedure; and

a transport service system connected between said coordination service system and each agent within said computer system for transferring data to and from each agent.

2. The computer implemented workflow system of claim 1 wherein said information service system comprises a database.

3. The computer implemented workflow system of claim 1 wherein said organization service system is located in a separate computer system.

4. The computer implemented workflow system of claim 1 wherein said transport service system further comprises at least one communications channel wherein said coordination service system sends messages from one workflow procedure to another workflow procedure.

5. The computer implemented workflow system of claim 1 wherein said at least one node comprises one of a plurality of types of nodes comprising:

a work node defining an activity to be performed;

a routing node for determining a subsequent node to be performed;

a modifier node for determining which nodes to be performed again after an error is detected;

a timer node for informing said coordination service system after a predetermined amount of time;

a generator node for sending information to another workflow procedure; and

a detector node for receiving information from another workflow procedure.

6. A workflow method for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said method comprising the steps of:

(a) storing all workflow procedures in an information service;

(b) for each time a procedure is to be performed, retrieving said procedure from said information service into a coordination service and defining an instance for said procedure, said instance comprising said plurality of nodes with connections defined therebetween and an information packet comprising initial data for said instance;

(c) selecting a node of said instance to be performed;

(d) creating a task for said node;

(e) identifying an agent for performing said task through an organization service, sending said information packet in said instance to said agent through a transport service, and receiving results from said agent, whereby said agent performs all activities of said task;

(f) selecting a next node connected to said node processed in steps (d) through (e) and repeating steps (d) through (e) for said selected next node, wherein said next node selected is a next node defined within said instance after a node just performed, unless said node just performed was a routing node, wherein said routing node selects at least one of a plurality of next nodes to be performed within said workflow procedure; and

(g) repeating step (f) until all nodes of said procedure have been performed.

7. The method of claim 6 wherein step (e) further comprises the step of:

(e1) identifying said agent through an organization service external to said computer system.

8. The method of claim 6 wherein said at least one node comprises one of a plurality of types of nodes comprising:

a work node defining an activity to be performed;

a routing node for determining a subsequent node to be performed;

a modifier node for determining which nodes to be performed again after an error is detected;

a timer node for informing said coordination service system after a predetermined amount of time;

a generator node for sending information to another workflow procedure; and

a detector node for receiving information from another workflow procedure.

9. A computer implemented workflow system for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said workflow system comprising:

a coordination service system for executing a workflow procedure to cause nodes of said workflow procedure to be performed in a predetermined order, and for allowing a modifier node within said workflow procedure to determine a next node to be performed after an error occurs within said workflow procedure;

an information service system, attached to said coordination service, for storing said workflow procedure and for retrieving nodes of said workflow procedure when requested by said coordination service system;

an organization service system, attached to said coordination service system, for identifying an agent for performing a node of said workflow procedure; and

a transport service system connected between said coordination service system and each agent within said computer system for transferring data to and from each agent.

10. The computer implemented workflow system of claim 9 wherein said information service system comprises a database.

11. The computer implemented workflow system of claim 9 wherein said organization service system is located in a separate computer system.

12. The computer implemented workflow system of claim 9 wherein said transport service system further comprises at least one communications channel wherein said coordination service system sends messages from one workflow procedure to another workflow procedure.

13. The computer implemented workflow system of claim 9 wherein said at least one node comprises one of a plurality of types of nodes comprising:

a work node defining an activity to be performed;

a routing node for determining a subsequent node to be performed;

a modifier node for determining which nodes to be performed again after an error is detected;

a timer node for informing said coordination service system after a predetermined amount of time;

a generator node for sending information to another workflow procedure; and

a detector node for receiving information from another workflow procedure.

14. The word flow system of claim 9, wherein each node within a workflow procedure further comprises a generation counter and further wherein said modifier node increments said generation counter in each node to be performed after an error occurs.