Object based workflow system and method
First Claim
1. A workflow management system for hosting process-based tasks and decisioning, the workflow management system comprising:
- a collection of software components stored in computer-readable memory and on a single platform, the collection comprising;
a collection of software components on a single platform, the collection comprising;
a software component for business user to establish configurable workflow checklists in real-time in which a plurality of differentiated tasks are set up and made available for configuring any type of workflow;
wherein each workflow task can avail of a plurality of existing or new underlying business parameter objects that can be embedded for workflow task automation;
a data dictionary associated with each workflow, wherein each workflow is driven by the associated data dictionary for a selected industry to which that workflow corresponds, the software component for business users having the ability to use, handle, and manage the data dictionary and to generated entry conditions and rules dynamically without restarting applications or rewriting underlying software code;
wherein the software component for business users includes a graphical interface usable to configure workflows at runtime, wherein runtime follows a software programming stage, the graphical user interface having a list of business parameter objects represented as geometric shapes and a workspace, each business parameter object represented as a geometric shape being an abstracted object-based representation of functions within the collection of software components, the workspace for organizing and linking multiple geometric shapes at runtime in an ordered arrangement of objects, the ordered arrangement of objects corresponding to an order in which the multiple differentiated tasks are performed when any of the configurable workflow checklists are executed; and
a database for storing the arranged objects in the configurable workflow checklists as well as for storing the entry conditions and embedding information for the business parameter objects that are associated with each of the multiple differentiated tasks.
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Abstract
A workflow engine for rendering instant workflow decisions includes a workflow designer, a web site interface, a database, checklists created by the workflow designer and associated with at least one workflow process, and a messaging system for brokering messages. The workflow engine uses checklists to evaluate workflow processes. Each checklist is associated with one workflow decision. The workflow checklist is an object-based representation of the sequential ordering of functions within the workflow engine. Administrative tools allow an end-user to modify workflow checklists and their associated parameters without recompiling or rebooting the system.
127 Citations
21 Claims
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1. A workflow management system for hosting process-based tasks and decisioning, the workflow management system comprising:
a collection of software components stored in computer-readable memory and on a single platform, the collection comprising; a collection of software components on a single platform, the collection comprising; a software component for business user to establish configurable workflow checklists in real-time in which a plurality of differentiated tasks are set up and made available for configuring any type of workflow; wherein each workflow task can avail of a plurality of existing or new underlying business parameter objects that can be embedded for workflow task automation; a data dictionary associated with each workflow, wherein each workflow is driven by the associated data dictionary for a selected industry to which that workflow corresponds, the software component for business users having the ability to use, handle, and manage the data dictionary and to generated entry conditions and rules dynamically without restarting applications or rewriting underlying software code; wherein the software component for business users includes a graphical interface usable to configure workflows at runtime, wherein runtime follows a software programming stage, the graphical user interface having a list of business parameter objects represented as geometric shapes and a workspace, each business parameter object represented as a geometric shape being an abstracted object-based representation of functions within the collection of software components, the workspace for organizing and linking multiple geometric shapes at runtime in an ordered arrangement of objects, the ordered arrangement of objects corresponding to an order in which the multiple differentiated tasks are performed when any of the configurable workflow checklists are executed; and a database for storing the arranged objects in the configurable workflow checklists as well as for storing the entry conditions and embedding information for the business parameter objects that are associated with each of the multiple differentiated tasks. - View Dependent Claims (2, 3, 4, 5, 6, 7, 15)
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8. A workflow system for programmatically managing dynamic workflow processes, the workflow system comprising:
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a rules database containing logical mathematical operators made available at runtime; a workflow engine having computer-executable instructions stored in computer-readable memory and for performing task list processing as defined by a plurality of task lists, with any number of the plurality of task lists processed by the workflow engine at any given time, the workflow engine being a software component containing a plurality of discrete functions defined for each application within the workflow system prior to runtime; a workflow designer for configuring the plurality of task lists, the workflow designer having an object-based interface for creation and modification of task lists at runtime using functionality of a drag-and-drop approach, the workflow designer having a display window comprising; a function list containing multiple symbols, each symbol corresponding to at least one of the plurality of discrete functions accessible within the workflow engine at runtime; a business parameter object list, each business parameter object able to be embedded with any of the discrete functions represented as symbols; a workspace providing a graphical area for assembly of ordered task lists at runtime, the workflow designer allowing for assembly of ordered tasks by dragging and dropping one of the multiple symbols into the workspace, and embedding business parameter objects with any of the discrete functions represented as symbols, the workflow designer provides graphical links for assembling and reassembling an ordered task list from multiple discrete symbols; and tools for configuring entry conditions associated with any of the plurality of discrete functions for each task list according to logical mathematical operators selected from the rules database and configured at runtime, wherein each entry condition is evaluated by the workflow engine with respect to each of the plurality of discrete functions such that a particular one of the plurality of discrete functions is executed by the workflow engine only if all of the entry conditions associated with that particular one of the plurality of discrete functions evaluate to true; and a data dictionary configurable for each task list for defining discrete data elements and data relationships that are associated with each of the plurality of discrete functions of the workflow engine, wherein the contents of each data dictionary are specific to a selected industry, and wherein the data dictionaries associated with each task list is dynamically modifiable via the workflow designer in real time without restarting applications or rewriting underlying software programming; wherein the workflow engine performs discrete functions for which all associated entry conditions evaluate to true in an order determined by the ordered task list to render a decision to a remote user. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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16. A system for programmatically rendering a process-based decision, the system comprising:
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a plurality of configurable discrete tasks made available at runtime; a plurality of business parameter objects made available at runtime, and capable of being embedded with any of the plurality of configurable discrete tasks for specifying automation of the process-based decisioning for a chicklist; a rules database made available for configuring rule-based entry conditions and selection criteria associated with the configurable discrete tasks at runtime; an administrative interface utilized by business users at runtime for creating process categories and checklists associated with each process and for modifying the entry conditions and the selection criteria associated with the discrete tasks, wherein the entry conditions govern whether or not each of the discrete tasks is performed during execution of a given checklist at runtime for generating the instant decision as a function of the processed input associated with the entry conditions and the selection criteria; a decision database for storing the process categories, the checklists, the entry conditions and the selection criteria as configured by business users at runtime; a workflow engine having computer-executable instructions stored in computer-readable memory and defined on a single platform prior to runtime for automatically processing input from a remote user and generating an instant decision based on the checklist at runtime; a dynamic data dictionary associated with each checklist formatted in XML for defining data elements and data relationships specific to a selected industry, wherein the dynamic data dictionary associated with each checklist provides a dynamic fetch and store interface with the decision database, and wherein the dynamic data dictionary for each checklist is configurable by the business users through the administrative interface at runtime to provide, translate and modify data presentation with respect to both the remote user and the workflow engine such that the workflow engine and the administrative tools can be utilized at runtime by business users across a plurality of industries at runtime without requiring restarting or reprogramming of the administrative interface or the workflow engine to customize the workflow engine and the administrative tools for relevant industries; and a messaging system for routing two-way communications between the remote user and the process administrator, the messaging system providing a digital record of programmatic transactions; a messaging system for routing two-way communications between the remote user and the process administrator, the messaging system providing a digital record of programmatic transactions. - View Dependent Claims (17, 18)
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19. A method for workflow processing and programmatic decision-making based on object-based processes stored in memory, the method comprising:
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defining a plurality of configurable differentiated tasks made available at runtime; defining business parameter objects made available at runtime; defining a rules database containing logical operators for configuring rules-based entry conditions at runtime that are associated with each of the plurality of differentiated tasks; configuring a data dictionary for each of a plurality of process checklists, the data dictionary populated with data elements specific to a particular industry associated with a selected one of the process checklists and data relationships specific to defined software utilized for processing any of the checklists; configuring the plurality of process checklists at runtime, the step of configuring each process checklist comprising; configuring a selected set of the plurality of differentiated tasks in an ordered arrangement; configuring entry conditions associated with each of the selected set of differentiated tasks based upon logical operators from the rules database; and embedding business parameter objects with any of the selected set of differentiated tasks for configuring a degree of automation for the process checklist; receiving input from a remote source; determining programmatically an input type according to the received input; retrieving automatically a selected one of the plurality of process checklists according to the input type wherein the selected data dictionary acts as an interface between the selected process checklist and the sets of entry conditions and as an interface between the entry conditions and both the data elements and the data relationships as a function of the particular industry to which the received input corresponds; processing programmatically the received information utilizing one or more of the selected set of differentiated tasks based on the entry conditions associated with the stored process checklist, wherein each set of entry conditions is evaluated with respect to each of the selected set of differentiated tasks such that a particular one of the selected set of differentiated tasks is performed only if all of the entry conditions associated with that particular one of the selected set of differentiated tasks evaluate to true; rendering an automatic decision based on the processed received information; and communicating programmatically the automatic decision to the remote source and to other partners as specified by the embedded business parameter objects. - View Dependent Claims (20, 21)
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Specification