System and method for enterprise-wide business process management

• US 6,817,008 B2
• Filed: 02/03/2003
• Issued: 11/09/2004
• Est. Priority Date: 02/22/2002
• Status: Active Grant

• Current Assignee: Total Systems Services Incorporated
• Original Assignee: Total System Services Incorporated (Global Payments Incorporated)
• Inventors: Marks, Richard, Sorrell, Ben, Ledford, Bobby, Paul, Chuck
• Primary Examiner(s): NGUYEN BA, HOANG VU A
• Application Number:
  US10/356,971
• Publication Number:
  US 20030171947A1
• Time in Patent Office: 645 Days
• Field of Search: 717/100-105, 717/120-123, 705/1, 705/5-9, 705/38, 715/513, 706/45, 709/101, 709/246
• US Class Current: 717/102
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Implementing a business process management system across an entire enterprise. An exemplary computer-based system for implementing business processes can access data existing on one or more of the computer platforms of an enterprise to implement workflows by a workflow engine. A business process can be broken into business rules that define the process. These business rules can then be categorized into work element categories and translated into workflow elements. Data for supporting the workflow can be identified, including sources of that data within the enterprise. Delegates can be designed to implement each individual workflow element. For example, a delegate can be designed to support the retrieval of data from a computer platform other than the platform hosting a workflow engine. These delegates, which typically comprise XML documents, can be assembled and operated as workflow elements to form the workflow processed by the workflow engine.

Claims

1. A method for implementing a business process on a computer system comprising the steps of:

developing at least one business rule that describes the business process;

for each business rule, developing an element of a workflow that implements the business process;

determining at least one data item for implementing each workflow element;

identifying sources of each data item from a plurality of computer systems;

defining a delegate to perform each workflow element, wherein the delegate comprises a computer software program capable of implementing each of the workflow elements;

representing each delegate by a visual representation comprising a workflow element type representing a function supported by the workflow element wherein each visual representation corresponds to actual computer code for the delegate; and

arranging each delegate to form a workflow by organizing the visual representation representing the corresponding delegate to order the workflow elements in a manner that corresponds to the order of the business rules in the business process.

2. The method of claim 1 wherein the step of defining a delegate to perform each workflow element further comprises the steps of:

determining if the workflow element specifies retrieval of the data items from one of the computer systems comprising the identified data sources;

determining if more than one communications link exists between each of the plurality of computer systems and a computer system comprising a workflow engine;

if more than one communications link exists, then selecting one of the communications links based on at least one selection criterion; and

defining the delegate to perform the workflow element, wherein the delegate instantiates an action to retrieve the data item.

3. The method of claim 1 wherein the step of defining the delegate to perform each workflow element comprises determining if the delegate exists in a delegate library maintained by the computer system comprising a workflow engine, wherein the delegate can be reused in a workflow.

4. The method of claim 1 wherein the visual representation comprises a geometric shape associated with a category of the function supported by the workflow element.

5. The method of claim 1 wherein each delegate is defined by an XML document.

6. The method of claim 1 further comprising the step of operating a workflow engine to implement the workflow.

7. The method of claim 6 wherein the workflow can be modified during the step of operating the workflow engine to implement the workflow without restarting the workflow from the beginning of the workflow.

8. A method for implementing a business process for an enterprise, wherein the business process comprises at least one business rule, comprising the steps of:

developing a workflow element from each business rule of the business process;

identifying each source of data items for the workflow elements;

defining a delegate to perform each workflow element, wherein the delegate comprises a computer software program capable of implementing each of the workflow elements;

representing each delegate by a geometric shape comprising a category for a workflow element type representing a function supported by the workflow element wherein each geometric shape corresponds to actual computer code for the delegate;

arranging each delegate to form a workflow, by organizing the geometric shape representing the corresponding delegate to order the workflow elements in a manner that corresponds to the order of the business rules in the business process; and

operating a workflow engine that processes the workflow, wherein at least one of the workflow elements specifies the retrieval by the workflow engine of one of the data items from one of the identified sources.

9. The method of claim 8 wherein the step of defining a delegate to perform each workflow element further comprises the steps of:

determining if the workflow element specifies retrieval of data from one of the computer systems of the enterprise comprising the identified data sources;

determining if more than one communications link exists between each of the computer systems and the computer system comprising the workflow engine;

if more than one communications link exists, then selecting one of the communications links based on at least one selection criterion; and

defining the delegate to perform the workflow element, wherein the delegate instantiates an action to retrieve the data using the selected communications link.

10. The method of claim 8 wherein the step of defining a delegate to perform each workflow element comprises the step of determining if the delegate exists in a delegate library maintained by the computer system comprising the workflow engine, wherein the delegate can be reused in the workflow.

11. The method of claim 8 wherein each delegate is defined by an XML document.

12. The method of claim 8 further comprising the step of operating the workflow engine to implement the workflow.

13. The method of claim 12 wherein the workflow can be modified during the step of operating the workflow engine to implement the workflow without restarting the workflow from the beginning of the workflow.

14. A system for implementing a computer-based workflow representing a business process, wherein the business process comprises at least one business rule, comprising:

a first computer, logically connected to a second computer, wherein the first computer comprises a client computer software application operable to receive a delegate comprising a computer software program capable of implementing a workflow element of the computer-based workflow, wherein the workflow element corresponds to a business rule and each delegate is represented by a visual representation corresponding to actual computer code for the delegate.

15. The system of claim 14 wherein the first computer is further operable to receive at least one display image from the second computer, wherein the second computer comprises a workflow engine that operates on the workflow and each display image is displayed on the first computer as a result of the second computer operating on the workflow.

16. A method for implementing a business process for an enterprise, wherein the business process comprises at least one business rule, comprising the steps of:

developing a workflow element from each business rule of the business process;

defining the functionality of a delegate to perform each workflow element;

wherein the delegate comprises a corresponding XML document;

determining if the delegate to perform the defined functionality exists in a delegate library maintained by the computer system comprising a workflow engine;

if the delegate exists in the delegate library, reusing the delegate as a workflow element;

if the delegate does not exists in the delegate library, developing a new XML document for the delegate;

representing each delegate by a visual representation comprising a workflow element type representing a function supported by the workflow element wherein each visual representation corresponds to the XML document for the delegate;

arranging each visual representation of a delegate to form a workflow, wherein the workflow corresponds to an order of the business rules in the business process; and

operating a workflow engine that processes the workflow.

17. The method of claim 16 wherein the step of arranging each delegate to form the workflow by organizing the visual representation representing the corresponding delegate to order the workflow elements in a manner that corresponds to the order of the business rules in the business process.

18. A computer readable storage device storing a set of computer-executable instructions implementing a method for implementing a business process for an enterprise, wherein the business process comprises at least one business rule, comprising the steps of:

developing a workflow element from each business rule of the business process;

identifying each source of data items for the workflow elements;

defining a delegate to perform each workflow element, the delegate comprising a computer software program capable of implementing each of the workflow elements;

representing each delegate by a visual representation comprising a workflow element type representing a function supported by the workflow element, each visual representation corresponding to actual computer code for the delegate; and

arranging each delegate to form a workflow by organizing the visual representation representing the corresponding delegate to order the workflow elements in a manner that corresponds to the order of the business rules in the business process.

19. The computer readable storage medium of claim 18 wherein the step of defining a delegate to perform each workflow element further comprises the steps of:

determining if the workflow element specifies retrieval of data from one of a plurality of computer systems of the enterprise comprising the identified data sources;

determining if more than one communications link exists between each of the computer systems and the computer system comprising a workflow engine;

if more than one communications link exists, then selecting one of the communications links based on at least one selection criterion; and

defining the delegate to perform the workflow element, wherein the delegate instantiates an action to retrieve the data using the selected communications link.

20. The computer readable storage medium of claim 18 wherein the step of defining a delegate to perform each workflow element comprises the step of determining if the delegate exists in a delegate library maintained by the computer system comprising a workflow engine, wherein the delegate can be reused in the workflow.

21. The computer readable storage medium of claim 18 wherein the step of arranging each delegate to form the workflow comprises using a visual representation comprises a geometric shape associated with a category of the function supported by the workflow element.

22. The computer readable storage medium of claim 18 wherein each delegate is defined by an XML document.