Imaging and workflow system

• US 5,860,066 A
• Filed: 06/27/1996
• Issued: 01/12/1999
• Est. Priority Date: 06/27/1996
• Status: Expired due to Term

• Current Assignee: PSCU, Inc.
• Original Assignee: PSCU, Inc.
• Inventors: Rouse, Lonnie D.
• Primary Examiner(s): Feild, Joseph H.
• Application Number:
  US08/671,220
• Time in Patent Office: 929 Days
• Field of Search: 707/500, 707/7, 364/478.01, 364/478.02, 364/478.03, 705/1-2, 705/7, 705/9, 706/45, 345/326
• US Class Current: 705/301
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

An imaging and workflow method, and a system for processing information efficiently for a service industry, the system being particularly well suited for use in the cardholder service industry. The system includes support for document scanning, automated rules-based workcase processing, statistical reporting, document generation and document storage and retrieval. This method and system takes advantage of imaging technology to assist the user in scanning information into the system and software modules to improve the processing of workcases. The system also includes a database table that identifies to application processing logic the types and sequences of actions to be implemented for defined workcase types. The computer program utilized by the system is modularized in order to facilitate adding new functions into the system. These new functions are supported through entries in the database tables.

Claims

1. A new method for performing imaging and workflow processing in a computer network comprising:

classifying and grouping similar workeases into a batch, each workcase comprising a plurality of documents;

attaching a header sheet comprising information identifying a workcase batch, the workcase batch comprising a plurality of workcases;

scanning the workcase batch, using a scanner, to create a digital record of the workcase batch;

assigning indexes to each scanned document to allow linking of each document to a workcase;

performing rule-based workcase processing of the scanned batch of workeases;

performing batch/background processing of the workcases comprising;

weighting workcases, the weighting comprising calculating an initial target date, weight, and priority recalculating a workcase'"'"'s weight and priority recalculating all weights and priorities of all active and pending workcases on a daily basis.

2. The method of claim 1 wherein scanning further comprises:

entering information about the workcase;

accepting the entered information about the workcase batch;

validating the entered information about the workcase batch;

feeding the workcase batch documents through the scanner;

verifying that the number of scanned documents matches a value entered for the number of pares in the batch;

accepting the scanned documents if the number of scanned documents matches a value entered for the number of pages in the batch;

rejecting the scanned documents if the number of scanned documents does not match the value entered for the number of pages in the batch; and

placing the digital record of the scanned documents into a scan queue.

3. The method of claim 1, wherein indexing further comprises:

logging onto the system;

displaying the first document in the first batch of documents from the scan queue;

entering workcase information into the application;

copying the entered information into the required locations;

prompting an user to enter workcase information for verification; and

creating records in the database based on information entered and indicators set.

4. The method of claim 3, wherein indexing further comprises:

rejecting an unacceptable image of a scalded document;

browsing to view additional pages in the displayed document;

ending the indexing process including updating index statistics file records, storing the workcase and saving the workcase;

ending the indexing process on a document that is associated with multiple sets of index values;

ending the indexing process on a document that is associated with more than one instance of the same type of workcase or several different workcase types for the same account; and

exiting the indexing session.

5. The method of claim 1, wherein workcase processing further comprises:

logging onto the system;

determining which workcase to present to the user;

displaying workcases to user;

performing rules-based processing on workcases according to predefined rules and initiating other application processes depending on the actions performed on a workcase; and

restarting rules-based processing on workcases following an interruption in processing.

6. The method of claim 5, wherein workcase processing further comprises:

browsing within the folder for the displayed workcase;

closing a workcase;

exiting the workcase window to terminate all open communication sessions and return the user to the application;

creating a document to include in the workcase folder;

accessing other PC based applications on the network;

pending a workcase;

requesting a document to be printed;

requesting a document to be faxed;

searching the work queue for an active workcase;

changing the index values for a workcase;

computing and maintaining a pend date for a workcase;

routing a workcase to another user level as permitted by the user'"'"'s routing privileges;

maintaining the application'"'"'s reference table;

reassigning workcases;

browsing the workcases in a selected queue and to work a selected workcase;

moving documents from one folder to another;

querying the imaging database for active workcases according to user-specified search criteria;

locating a folder for a closed workcase and enabling the user to browse the documents within the folder;

revising a workcase'"'"'s target date by adding a specified number of days to the existing target date; and

assigning documents, with index values that match the corresponding index values of more than one workeases, to existing workcases or to new workcases.

7. The method of claim 1, wherein batch/background processing further comprises:

archiving data for closed workcases to storage means;

placing selected workcases into a quality assurance queue for review;

deleting data for closed workcases;

filing unmatched documents;

weighting and computing priorities for workcases;

processing print queue requests for printing documents;

processing fax queue requests for faxing documents;

distributing indexed documents to appropriate queues; and

fetching workcase documents.

8. The method of claim 7, wherein distributing indexed documents to the appropriate queues further comprises:

comparing index values of each document in the distribution queue to documents in the location queue;

creating a new folder for an unmatched document;

calculating the target date, weighting, and priority for the new folder;

routing the folder to the appropriate work queue;

filing the unmatched documents; and

copying documents from optical storage into cache memory.

9. The method of claim 8, wherein weighting and prioritizing documents further comprises:

calculating the initial target date, weight and priority for a new workcase;

recalculating an existing workcase'"'"'s weight and priority;

recalculating weights and priorities for all active and pending workcases; and

recalculating weights and priorities for workcases to determine which workcases are approaching their review or target dates.

10. A system for providing imaging and workflow processing on a computer network comprising;

a computer network;

a CPU connected to the network;

storage and memory connected to the CPU for storing software modules;

at least one scanner connected to the CPU for scanning documents;

communication means connected to the CPU for communicating with users;

at least one display connected to the CPU for displaying reports created by the system;

output means for printing and faxing output;

the software modules stored in the storage and memory comprising;

a scanning module;

an indexing module;

a workcase module;

a table processing module;

a batch/background processing modules;

and, wherein the batch/background modules further comprise logic for workcase weighting comprising calculating an initial target date, weight and priority, recalculating a workcase weight, and recalculating all weights and priorities of all active and pending workcases on a daily basis.

11. The system of claim 10, wherein the workcase processing module, further comprises logic for changing and adding parameterized table structures referenced by the system stored in the system storage and memory.

12. The system of claim 10, wherein the workcase processing module further comprises logic for accessing special processing support modules and utilities routines stored in the system storage and memory.

13. The system of claim 10, wherein the batch/background processing module further comprises logic for weighting and prioritizing workcases in work queues stored in the system storage and memory.

14. The system of claim 10, wherein the batch/background processing module further comparing logic for archiving closed workcases stored in the system storage add memory.

15. The system of claim 10, wherein the batch/background processing module further comprises logic for purging data for closed workcases from queues stored in the system storage and memory.

16. The system of claim 10, wherein the batch/background processing module further comprises logic for exporting data to a database application for use in creating management reports.