Strategy driven planning system and method of operation

• US 5,845,258 A
• Filed: 06/16/1995
• Issued: 12/01/1998
• Est. Priority Date: 06/16/1995
• Status: Expired due to Term

• Current Assignee: JDA Software Group Incorporated (RedPrairie Holding Incorporated)
• Original Assignee: i2 Technologies Incorporated (Panasonic Holdings Corporation)
• Inventors: Kennedy, Brian M.
• Primary Examiner(s): Thomas, Joseph
• Application Number:
  US08/491,168
• Time in Patent Office: 1,264 Days
• Field of Search: 395/207, 395/208, 395/209, 364/468.06, 364/468.08, 364/468.12, 705/7, 705/8, 705/9, 706/45, 706/903, 706/906
• US Class Current: 705/7.25
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/06316 Sequencing of tasks or work
• CPC Class Codes: G06Q 10/0633 Workflow analysis

Abstract

A strategy driven planning system (10) is provided that includes a plan (14) defining a scheduled operation of a user environment. An environment (16) defines behavior and constraints of the user environment. A plurality of strategies (20) each defining a plan domain (22), problem selection criteria (24), plan optimality criteria (28), and termination criteria (32). A planning engine (12) is coupled to the plan (14), the plurality of constraints (16) and the plurality of strategies (20). The planning engine (12) is operable to identify a plurality of problems (18) by comparing the plan (14) to the behavior and constraints defined by the environment (16) and is operable to adjust the plan (14) according to a selected strategy. A user interface (28) is coupled to the planning engine (12). The user interface (28) is operable to allow a user to interact with the planning engine (12) in order to adjust the plan (14) and the environment (16) and to select and initiate execution of a selected strategy.

Claims

1. A strategy driven planning system for automatic execution of planning strategies, comprising:

a plan defining a scheduled operation of a user environment;

an environment defining behavior and constraints of the user environment;

a plurality of automatic strategies, each automatic strategy defining a plan domain, problem selection criteria, plan optimality criteria and termination criteria;

each plan domain defining a portion of the plan that the automatic strategy can adjust;

each problem selection criteria defining problems within the plan domain that the automatic strategy can attempt to resolve;

each plan optimality criteria defining a level of optimality to be achieved by the automatic strategy; and

each termination criteria defining a termination point for execution of the automatic strategy;

a planning engine operable to access the plan, the environment and the plurality of automatic strategies, the planning engine further operable to identify a plurality of problems by comparing the plan to the behavior and constraints defined by the environment, and operable to execute a selected automatic strategy and to adjust the plan according to the selected automatic strategy; and

a user interface coupled to the planning engine, the user interface operable to allow a user to interact with the planning engine in order to select and initiate execution of the selected automatic strategy.

2. The system of claim 1, wherein each automatic strategy further defines change selection criteria and search criteria, each change selection criteria defining adjustments that the automatic strategy can make to the plan, and each search criteria defining parameters for the automatic strategy to identify problems.

3. The system of claim 1, wherein the planning engine is operable to identify problems that comprise feasibility problems and desirability problems.

4. The system of claim 1, wherein at least one automatic strategy in the plurality of automatic strategies comprises at least one sub-strategy.

5. The system of claim 4, wherein the sub-strategy comprises an automated sequence of strategies.

6. The system of claim 4, wherein the sub-strategy includes a manual strategy.

7. The system of claim 1, wherein the planning engine is further operable to allow execution of a manual strategy.

8. The system of claim 1, wherein the user environment comprises a manufacturing plant and the plan comprises a scheduled operation of the manufacturing plant.

9. The system of claim 8, wherein the behavior and constraints comprise limits of capacity and resources in the manufacturing plant.

10. The system of claim 9, wherein the plurality of problems comprise identified instances where scheduled operation of the manufacturing plant violates limits of capacity and resources in the manufacturing plant.

11. The system of claim 8, wherein the behavior and constraints comprise limits of buffers and material flow in the manufacturing plant.

12. The system of claim 11, wherein the plurality of problems comprise identified instances where scheduled operation of the manufacturing plant violates limits of buffers and material flow in the manufacturing plant.

13. The system of claim 8, wherein the behavior and constraints comprise limits of capacity and transportation resources in a distribution network.

14. The system of claim 13, wherein the plurality of problems comprise identified instances where scheduled operation of the manufacturing plant violates limits of capacity and resources in the manufacturing plant.

15. The system of claim 8, wherein the behavior and constraints comprise limits of buffers and material flow through a distribution network.

16. The system of claim 15, wherein the plurality of problems comprise identified instances where scheduled operation of the manufacturing plant violates limits of buffers and material flow in the manufacturing plant.

17. A digital computer executing a software system for automatic execution of planning strategies, comprising:

a data storage device operable to store data representing a plan, an environment and a plurality of automatic strategies, wherein the plan defines a scheduled operation of a user environment, the environment defines behavior and constraints of the user environment, and each of the plurality of automatic strategies defines a plan domain, problem selection criteria, plan optimality criteria, and termination criteria;

each plan domain defining a portion of the plan that the automatic strategy can adjust;

each problem selection criteria defining problems within the plan domain that the automatic strategy can attempt to resolve;

each plan optimality criteria defining a level of optimality to be achieved by the automatic strategy; and

each termination criteria defining a termination point for execution of the automatic strategy;

an execution memory operable to store data representing a software system;

a display operable to provide a user interface to a user to allow a user to select and initiate execution of an automatic strategy; and

a processor coupled to the data storage device, the execution memory and the display, the processor executing the software system to provide;

a planning engine operable to identify a plurality of problems by comparing the plan to the behavior and constraints defined by the environment and operable to execute the selected automatic strategy and to adjust the plan automatically according to the selected automatic strategy.

18. The digital computer of claim 17, wherein the data storage device comprises at least one magnetic data storage device.

19. The digital computer of claim 17, wherein the data storage device comprises at least one memory device.

20. The digital computer of claim 17, wherein the user interface provided by the display comprises a graphical user interface.

21. The digital computer of claim 17, wherein the planning engine is operable to identify problems that comprise feasibility problems and desirability problems.

22. The digital computer of claim 17, wherein at least one strategy in the plurality of strategies comprises at least one sub-strategy.

23. The digital computer of claim 17, wherein the data storage device is further operable to store data representing a manual strategy and the planning engine is operable to allow execution of the manual strategy.

24. A method of automatically operating a strategy driven planning system in a digital computer to execute planning strategies, comprising:

providing a plan defining a scheduled use of a user environment;

providing an environment defining behavior and constraints of the user environment;

providing a plurality of automatic strategies each defining a plan domain, problem selection criteria, plan optimality criteria, and termination criteria;

each plan domain defining a portion of the plan that the automatic strategy can adjust;

each problem selection criteria defining problems within the plan domain that the automatic strategy can attempt to resolve;

each plan optimality criteria defining a level of optimality to be achieved by the automatic strategy; and

each termination criteria defining a termination point for execution of the automatic strategy;

identifying a plurality of problems by comparing the plan with the behavior and constraints defined by the environment;

executing a selected automatic strategy and adjusting the plan according to the selected automatic strategy; and

repeating the steps of identifying and executing to create an acceptable plan.

25. The method of claim 24, wherein providing a plurality of automatic strategies comprises providing automatic strategies each further defining change selection criteria and search criteria, each chance selection criteria defining adjustments that the automatic strategy can make to the plan, and each search criteria defining parameters for the automatic strategy to identify problems.

26. The method of claim 24, wherein identifying comprises generating a list of problems that comprise feasibility problems and desirability problems.

27. The method of claim 24, wherein providing a plurality of automatic strategies comprises providing at least one automatic strategy that comprises at least one sub-strategy.

28. The method of claim 24, further comprising allowing execution of a manual strategy.

29. The method of claim 24, wherein executing a selected automatic strategy and adjusting the plan comprises the steps of:

identifying problems in the plan domain of the selected automatic strategy;

selecting problems according to the problem selection criteria of the selected automatic strategy;

selecting a problem to resolve;

selecting an allowed change according to the change selection criteria of the selected automatic strategy;

executing the selected change;

identifying problems with the adjusted plan;

returning to the step of selecting an allowed change if the number of problems was not reduced;

returning to the step of selecting an allowed change if allowed changes are exhausted; and

returning to the step of selecting a problem to resolve if the problem subset is not resolved.