Computer executable workflow control system

• US 6,006,193 A
• Filed: 12/18/1996
• Issued: 12/21/1999
• Est. Priority Date: 12/18/1996
• Status: Expired due to Term

• Current Assignee: FMR LLC
• Original Assignee: Jonathan Schapiro, Kenneth U. Gibson, William N. Turley
• Inventors: Schapiro, Jonathan, Gibson, Kenneth U., Turley, William N.
• Primary Examiner(s): Stamber, Eric W.
• Application Number:
  US08/769,503
• Time in Patent Office: 1,098 Days
• Field of Search: 705/1, 705/2, 705/3, 705/4, 705/5, 705/6, 705/7, 705/8, 705/9, 705/10, 705/11, 705/12, 705/13, 705/14, 707/1, 707/2, 707/9, 707/10, 707/100, 707/104, 707/201
• US Class Current: 705/7.26
• CPC Class Codes: G06Q 10/06316 Sequencing of tasks or work
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99952 Coherency, e.g. same view to multiple users

Abstract

To control the processing of a work item, the work item is stored in a database of work items and is executed by an operator. Organizations use the database, and the operator belongs to one of the organizations. Organization identifiers are associated with corresponding organizations, and definitional data items are associated with corresponding organization identifiers. The definitional data items define rules that can be altered after the system is initially configured and while the system is running.

Claims

1. A system having a computer-readable medium on which are recorded computer programs and data structures for effecting a method for controlling processing of a work item stored in a database of work items for execution by an operator, the database being used by organizations, the operator belonging to one of the organizations, the method comprising:

storing in a memory organization identifiers each associated with a corresponding one of the organizations;

storing in the memory definitional data items, each associated with one of the organization identifiers, the definitional data items defining rules for processing work items;

determining whether to store a new definitional data item based on an associated organizational identifier; and

processing a work item according to a rule specified by the definitional data item.

2. The method of claim 1, wherein the method further comprises:

providing one of the operators of the organization with access to, or affecting said operator by, one of the definitional data items only if the data structure stored in a third memory section associates the one of the operators with the same organization identifier associated with the one of the definitional data items.

3. The method of claim 1 wherein the definitional data item comprises information about a node corresponding to a step in a process for manipulating the work item.

4. The method of claim 1 wherein the definitional data item specifies a display characteristic for the work item.

5. The method of claim 1 wherein the definitional data item specifies a transfer characteristic for the work item.

6. The method of claim 1 wherein the definitional data item specifies a processing characteristic for the work item.

7. The method of claim 1 wherein the definitional data item comprises information about a characteristic of the operator.

8. The method of claim 1 wherein the definitional data item comprises information about a characteristic of a queue associated with a node.

9. The method of claim 1 further comprising verifying the rule after the rule is altered, the rule being stored if the rule is compatible with the organization identifiers associated with the set of definitional data items, the rule not being stored if the rule is incompatible with the organization identifiers associated with the set of definitional data items.

10. The method of claim 1 wherein altering the rule further comprises adding the rule.

11. The method of claim 1 wherein altering the rule further comprises deleting the rule.

12. The method of claim 1 wherein altering the rule further comprises changing the rule.

13. The method of claim 1 wherein the rule is defined by a new definitional data item, the new definitional data item being associated with one of the organization identifiers, the new definitional data item being added to the set of definitional data items.

15. The system of claim 1 wherein the method further comprises storing the new definitional data item if the determination is made to store the new definitional data item.

14. The system of claim wherein the method further comprises receiving a request to score a new definitional data item associated with one of the organizational identifiers.

16. A system having a computer-readable medium on which are recorded computer programs and data structures for effecting a method for controlling processing of work items stored in a database for execution by operators belonging to an organization, the method comprising:

storing in a memory information defining nodes available for use in processing the work items, each node associated with a set of rules;

storing in the memory a programmable data structure defining organizational relationship between selected nodes to control the processing of the work item;

providing the organizational relationship between the nodes to control alteration of processing of one of the work items by one of the operators; and

executing a process, the process controlling the flow of the work items between at least two nodes of the process according to the set of rules associated with each corresponding node of the process, the process being compatible with the organizational relationship between the nodes.

17. The method of claim 16, wherein the organizational relationship is hierarchal.

18. The method of claim 16, wherein the organizational relationship is matrix-oriented.

19. The method of claim 16, wherein the operator is associated with one of the nodes.

20. The method of claim 16, wherein each node corresponds to a step in the process for manipulating the work item.

21. The method of claim 16, wherein the method further comprises

storing a definitional data item, the definitional data item being associated with one of the nodes;

and

using the definitional data item in a determination about whether to provide the operator with access to the work item.

22. The method of claim 21 wherein the definitional data item specifies a display characteristic for the work item.

23. The method of claim 21 wherein the definitional data item comprises information about a characteristic of the operator.

24. The method of claim 21 wherein the definitional data item comprises information about a characteristic of a queue associated with one of the nodes.

25. The method of claim 21 wherein the definitional data item comprises information about a setup component associated with one of the nodes.

26. The method of claim 25 wherein the setup component comprises an item-type code.

27. The method of claim 25 wherein the setup component comprises a status code.

28. The method of claim 25 wherein the setup component comprises a value group.

29. The method of claim 16 further comprising altering a rule of the set of rules.

30. The method of claim 16 further comprising adding a rule of the set of rules.

31. The method of claim 16 further comprising deleting a rule of the set of rules.

32. A system having a computer-readable medium on which are recorded computer programs and data structures for effecting a method for controlling access to a work item stored in a database of work items for execution by an operator in accordance with definitional data, the method comprising:

storing in a first memory a networked data structure having networked entries, the networked data structure corresponding to an organization having nodes for manipulation of work items, the organization organized hierarchally, each networked entry corresponding to one of the nodes;

storing in a second memory a process table specifying a sequence of steps for manipulating the work item;

storing in a third memory a first definitional data item associated with a first node, the first node corresponding to a first networked entry, the first networked entry defining a subset of the networked entries in the networked data structure, the subset consisting of the first networked entry and all networked entries dependent from the first networked entry;

receiving a request to store in a fourth memory a second definitional data item associated with a second node, the second item relying on the first item, the second node corresponding to one of the steps in the sequence, the second node corresponding to a second networked entry in the networked data structure;

determining whether the second networked entry belongs to the subset of networked entries defined by the first networked entry; and

based on the outcome of the determination, storing in the fourth memory the second definitional data item and controlling access to a work item in accordance with the second definitional data item.