Apparatus and method for creating and executing graphically depicted communication

• US 5,831,611 A
• Filed: 08/07/1997
• Issued: 11/03/1998
• Est. Priority Date: 02/24/1995
• Status: Expired due to Term

• Current Assignee: Infor (US) Incorporated (Infor Incorporated)
• Original Assignee: SalesLogix Corporation (Infor Incorporated)
• Inventors: Mueller, Peter Andrew, Kennedy, William Daniel
• Primary Examiner(s): Bayerl, Raymond J.
• Assistant Examiner(s): SAX, STEVEN PAUL
• Application Number:
  US08/908,280
• Time in Patent Office: 453 Days
• Field of Search: 345/326, 345/340, 345/346, 345/341, 345/347, 345/348, 345/339, 345/335, 345/333, 345/334, 345/349, 345/350, 345/351, 345/352
• US Class Current: 715/763
• CPC Class Codes: G06F 3/04817 using icons graphical or visual programming using iconic symbols G06F8/34
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: Y10S 715/967 Visual or iconic programming

Abstract

A process management system is described for creating and executing graphically depicted communication processes. The process management system includes a graphical process editor facilitating the creation of communication processes on a graphical user interface. The graphically depicted communication processes visually represent to a process programmer the relationships between the events comprising the communication process. A process manager executes a set of events comprising both scheduled events and control events corresponding to the graphically displayed events. Furthermore, the process manager may operate in an immediate or real time mode to process the events of the communication process.

Claims

1. A system for producing a program for creating and maintaining business contacts by executing graphically represented communication processes, said system comprising:

at least one communication process defined as a set of graphically displayed events and graphically displayed relation indicators extending between events, wherein each event is either a scheduled event or a control event; and

a process manager for executing said program as a series of computer implemented tasks to execute said graphically represented communication process in accordance with the defined events and the path defined by the relation indicators between events.

2. The system of claim 1 wherein a scheduled event is the production of a predefined communication.

3. The system of claim 1 wherein a scheduled event includes a prompt for intervention by a user.

4. The system of claim 1 wherein a control event includes a prompt for entry of information by a user.

5. The system as set forth in claim 2 wherein the predefined communication is a form letter.

6. The system as set forth in claim 2 wherein the predefined communication is a telephone call.

7. The system as set forth in claim 1 and further including at least one database of business contacts, wherein a control event includes access to and evaluation of information from said at least one database.

8. The system as set forth in claim 1 wherein said relation indicators impose a predetermined delay between two events.

9. A method for producing a program for scheduling and maintaining business contacts on a computer, said method comprising the steps of:

displaying a communication process as a set of graphically represented scheduled events and control events upon a graphical user interface;

defining relationships between the scheduled events and the control events with graphical relation indicators, wherein the control events direct the execution of the scheduled events; and

executing said program as a series of computer implemented tasks to execute.

10. The method as set forth in claim 9 wherein said displaying step includes the steps of:

selecting a first event from a palette;

selecting a second event from a palette;

and said defining step includes the step of;

connecting the second event to the first event with a graphical relation indicator.

11. The method as set forth in claim 9 wherein said displaying step includes the steps of:

selecting a first event from a palette, wherein the first event is a control event;

selecting a second event from a palette;

selecting a third event from a palette;

and said defining step includes the steps of;

connecting the second event to the first event with a first graphical relation indicator and connecting the third event to the first event with a second graphical relation indicator.

12. The method of claim 9 wherein a scheduled event includes the step of:

delivering communications without user intervention.

13. The method of claim 9 wherein a scheduled event includes the step of prompting a user for intervention.

14. The method of claim 9 wherein a control event includes the steps of accessing at least one database of business contacts and evaluating information from the database.

15. The method of claim 9 wherein a control event includes the step of prompting a user to enter information.