Schematization of establishing relationships between applications
First Claim
1. A computerized method of establishing relationships between one or more entities of a workflow application and one or more entities of a customer relationship management (CRM) application, said computerized method comprising:
- receiving a request from a user input for designing a workflow process to perform an action on an entity of the workflow application, said workflow process defining a hierarchical structure for processing the entity, said workflow application being executable by a processor, said CRM application being executable by another processor, said workflow application lacking prior knowledge for interacting with the one or more entities of the CRM application;
identifying at least one entity of the CRM application for establishing a relationship with the entity of the workflow application in response to the workflow process in the received request;
generating, at the CRM application, metadata from non-hierarchical CRM application information associated with the at least one identified entity of the CRM application, wherein the generated metadata defines an interaction structure that fits the at least one identified entity of the CRM application to the defined hierarchical structure of the workflow application for processing the entity in the workflow process based on the metadata without specifying a specific workflow expression for processing the workflow process, said interaction structure including at least the following information;
role access permission, role access privileges, role type, role limitations, role-to-role relationships, business role information, business entity information, information pertaining to a business entity hierarchy, and information pertaining to a relationship graph;
receiving, at the workflow application, the generated metadata from the CRM application; and
dynamically generating, based on the generated metadata, a workflow expression for the user to be processed in the workflow process between the entity of the workflow application and the identified entity of the CRM application to perform the action, said generating comprising identifying the business role information and the business entity information of the identified entity of the CRM application and associating the identified information with the entity of the workflow application.
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Accused Products
Abstract
Establishing relationships between one or more entities of a first application and one or more entities of a second application using metadata. At least one entity of the second application is identified for establishing a relationship with at least one entity of the first application. Metadata from the second application is received at the first application. The metadata includes information associated with the identified entity of the second application. An expression is generated, based on the metadata, specifying a relationship between the entity of the first application with the identified entity of the second application.
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Citations
15 Claims
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1. A computerized method of establishing relationships between one or more entities of a workflow application and one or more entities of a customer relationship management (CRM) application, said computerized method comprising:
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receiving a request from a user input for designing a workflow process to perform an action on an entity of the workflow application, said workflow process defining a hierarchical structure for processing the entity, said workflow application being executable by a processor, said CRM application being executable by another processor, said workflow application lacking prior knowledge for interacting with the one or more entities of the CRM application; identifying at least one entity of the CRM application for establishing a relationship with the entity of the workflow application in response to the workflow process in the received request; generating, at the CRM application, metadata from non-hierarchical CRM application information associated with the at least one identified entity of the CRM application, wherein the generated metadata defines an interaction structure that fits the at least one identified entity of the CRM application to the defined hierarchical structure of the workflow application for processing the entity in the workflow process based on the metadata without specifying a specific workflow expression for processing the workflow process, said interaction structure including at least the following information;
role access permission, role access privileges, role type, role limitations, role-to-role relationships, business role information, business entity information, information pertaining to a business entity hierarchy, and information pertaining to a relationship graph;receiving, at the workflow application, the generated metadata from the CRM application; and dynamically generating, based on the generated metadata, a workflow expression for the user to be processed in the workflow process between the entity of the workflow application and the identified entity of the CRM application to perform the action, said generating comprising identifying the business role information and the business entity information of the identified entity of the CRM application and associating the identified information with the entity of the workflow application. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A system of establishing relationships between one or more entities of a first application and one or more entities of a second application, said system comprising:
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a memory; the first application, said first application being a workflow application; the second application, said second application being a customer relationship management (CRM) application; an interface for receiving a request from a user input for designing a workflow process to perform an action on an entity of the first application, said workflow process defining a hierarchical structure for processing the entity, said first application lacking prior knowledge for interacting with the one or more entities of the second application; a processor for executing computer-executable instructions for; identifying the one or more entities of the second application for establishing a relationship with the one or more entities of the first application in response to the workflow process in the received request; generating, at the second application, metadata from non-hierarchical second application information associated with the one or more identified entities of the second application, wherein the generated metadata defines an interaction structure that fits the at least one identified entity of the second application to the defined hierarchical structure of the first application for processing the entity of the workflow process based on the metadata without specifying a specific workflow expression for processing the workflow process, said metadata including information relating to at least one of the following associated with one or more entities of the second application;
business role information and business entity information;wherein the interface receives the generated metadata for the first application from the second application; and wherein the processor dynamically generates, based on the generated metadata, a workflow expression for the user to be processed in the workflow process between the one or more entity of the first application and the one or more identified entities of the second application to perform the action, wherein the processor identifies the business role information and the business entity information of the identified entity of the CRM application and associating the identified information with the entity of the workflow application. - View Dependent Claims (8, 9, 10, 11, 12, 13)
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14. A computer storage medium having stored thereon a data structure for establishing relationships between one or more entities of a first application and one or more entities of a second application, said first application being a workflow application, said second application being a customer relationship management (CRM) application, said computer storage medium comprising:
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a first data field including metadata, said metadata being generated, by the second application, from non-hierarchical CRM application information associated with the one or more entities of the second application, wherein the generated metadata defines an interaction structure that fits the one or more entities of the second application into a hierarchical structure of the one or more entities of the first application for processing the one or more entities of the first application in a workflow process based on the metadata without specifying a specific workflow expression for processing the workflow process, said first application lacking prior knowledge for interacting with the one or more entities of the second application, said metadata in the first data field includes information relating to at least one of the following associated with the one or more entities of the second application;
business role information, and business entity information; anda second data field including metadata representing an expression, based on the generated metadata by the second application, to be processed in the workflow process specifying a relationship associating one or more entities of the first application with the one or more entities of the second application based on the metadata of said first data field, said specified relationship in the expression defining a proper role to perform an action on an entity of the first application such that a user can use the generated expression to interact with the second application, said represented expression identifying the business role information and the business entity information of the identified entity of the CRM application and associating the identified information with the entity of the workflow application. - View Dependent Claims (15)
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Specification