User connectivity process management system

• US 7,702,767 B2
• Filed: 07/09/2004
• Issued: 04/20/2010
• Est. Priority Date: 03/09/2004
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Connolly, John, Vekaria, Premila
• Primary Examiner(s): Neurauter, Jr.; George C
• Assistant Examiner(s): Belani; Kishin G
• Application Number:
  US10/888,923
• Publication Number:
  US 20050204029A1
• Time in Patent Office: 2,111 Days
• Field of Search: 709/223, 705/35, 705/37, 705 64- 69, 705/75, 705 77- 79
• US Class Current: 709/223
• CPC Class Codes: G06F 9/4843 by program, e.g. task dispatcher, supervisor, operating system
• CPC Class Codes: G06Q 20/085 involving remote charge determination or related payment systems
• CPC Class Codes: G06Q 20/382 insuring higher security of transaction
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

A system is disclosed according to the present invention that manages the process of providing a client access to a secured service. In the exemplary embodiment, the secured service is a computer system that allows the client to trade financial instruments. Management of this process includes managing execution of tasks that can be automatically executed and delegating tasks that require manual execution; communicating with entities outside of the process management system; and handling “demands,” or unexpected problems that arise in the middle of the client connectivity process.

Claims

1. A system for providing a client access to a secured service, the system comprising:

a computer-readable memory storing a process flow comprising a plurality of tasks associated with providing access to the secured service, the plurality of tasks comprising automatic tasks and at least one manual task, the plurality of tasks further comprising tasks pertaining to transmitting connection information to the client and communicating with a network provider that provides a network external to the secured service;

a manual task computer associated with an individual responsible for executing the manual task;

a process management system communicatively connected to the computer-readable memory and the manual task computer, the process management system advancing through the plurality of tasks in the process flow by performing actions comprising;

(i) instructing automatic execution of a first automatic task when due for execution;

(ii) transmitting, after the execution of the first automatic task, a message to the manual task computer indicating that the manual task is due for execution;

(iii) receiving at the process management system, prior to advancing to a second automatic task, an indication from the manual task computer that the manual task is complete; and

a demand creation computer that transmits a demand to the process management system while the process management system is advancing through the plurality of tasks in the process flow, the demand indicating a problem encountered while creating a connection between the client and the secured service that must be rectified to provide the client access to the secured service, wherein the process management system performs actions further comprising;

(i) receiving the demand from the demand creation computer; and

(ii) inserting a new task into the process flow, the new task associated with rectifying the problem.

2. The system of claim 1 wherein the secured service is provided by a computer system that allows the client to trade financial instruments.

3. The system of claim 1, wherein the new task is a new manual task, and the system further comprises:

a second manual task computer associated with an individual responsible for executing the new manual task, the second manual task computer communicatively connected to the process management system, wherein the process management system is programmed to perform actions further comprising;

transmitting, when the new manual task is due for execution, a message to the second manual task computer indicating that the new manual task is due for execution; and

receiving, prior to advancing the process flow, an indication from the second manual task computer that the new manual task is complete.