Automatic case determination and assignment

• US 7,753,263 B2
• Filed: 05/02/2006
• Issued: 07/13/2010
• Est. Priority Date: 05/02/2006
• Status: Active Grant

• Current Assignee: SAP SE
• Original Assignee: SAP AG (SAP SE)
• Inventors: Schader, Jens
• Primary Examiner(s): TRAIL, ALLYSON NEEL
• Application Number:
  US11/416,637
• Publication Number:
  US 20070260501A1
• Time in Patent Office: 1,533 Days
• Field of Search: 235/380, 705/3, 705/37, 705/59, 705/14
• US Class Current: 235/380
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G16H 40/67 for remote operation

Abstract

In a method and system for automatic case determination and assignment for a business transaction, upon creation of a transaction, a computer system verifies transaction data to determine whether the transaction is assigned to a case. If the transaction is not assigned to a case, the system searches a database for an existing case that is related to the unassigned transaction. If an existing case is discovered, the transaction is automatically assigned to the existing case. If no existing case is found, the system creates a new case, defines new case parameters, and automatically assigns the transaction to the new case.

Claims

1. A computer-implemented method of automatic case determination and assignment, the method comprising:

at a server in communication with a user terminal via a network;

receiving transaction data submitted from the user terminal, the transaction data representing a business transaction having a business transaction type from among a plurality of business transaction types;

verifying the transaction data to determine if the transaction is assigned to a case;

if no assignment exists, executing a case determination strategy application maintained in a case assignment profile associated with the business transaction type, the case determination strategy application storing case search algorithms for the business transaction type for searching existing cases maintained in a database;

iteratively searching the database for an existing case that is related to the transaction using each of the stored case search algorithms associated with the business transaction type;

if an existing case is found during the searching, automatically assigning the transaction to the existing case; and

if no existing case is found, creating a new case and defining new case parameters and automatically assigning the transaction to the new case.

2. The method of claim 1, wherein the searching occurs by a transaction predecessor algorithm.

3. The method of claim 1, wherein the searching occurs by a case search algorithm based on predefined case parameters.

4. The method of claim 1, wherein the searching occurs by a customer-defined search algorithm.

5. The method of claim 1, wherein the new case parameters include a business partner and a business partner function.

6. The method of claim 1, wherein the new case parameters include a case type and a case category.

7. The method of claim 1, further comprising:

responsive to a successful existing case search, generating an error message if multiple existing cases are found; and

manually assigning the transaction to an appropriate existing case selected from the multiple existing cases.

8. The method of claim 1, further comprising:

responsive to a successful existing case search or the new case creation, verifying the assignment of a first business partner to the existing case or the new case; and

if no business partner assignment exists, assigning a second business partner listed in the transaction data to the existing case or the new case.

9. A computer-readable storage medium containing a set of instructions, the set of instructions capable of causing a computer to implement a method comprising:

receiving transaction data submitted from the user terminal, the transaction data representing a business transaction having a business transaction type from among a plurality of business transaction types;

verifying the transaction data to determine if the transaction is assigned to a case;

if no assignment exists, executing a case determination strategy application maintained in a case assignment profile associated with the business transaction type, the case determination strategy application storing case search algorithms for the business transaction type for searching existing cases maintained in a database;

iteratively searching the database for an existing case that is related to the transaction using each of the stored case search algorithms associated with the business transaction type;

if an existing case is found during the searching, automatically assigning the transaction to the existing case; and

if no existing case is found, creating a new case and defining new case parameters and automatically assigning the transaction to the new case.

10. The computer-readable storage medium of claim 9, wherein the searching occurs by a transaction predecessor algorithm.

11. The computer-readable storage medium of claim 9, wherein the searching occurs by a case search algorithm based on predefined case parameters.

12. The computer-readable storage medium of claim 9, wherein the searching occurs by a algorithm is a customer-defined search algorithm.

13. The computer-readable storage medium of claim 9, wherein the new case parameters include a business partner and a business partner function.

14. The computer-readable storage medium of claim 9, wherein the new case parameters include a case type and a case category.

15. The computer-readable storage medium of claim 9, further comprising:

responsive to a successful existing case search, generating an error message if multiple existing cases are found; and

manually assigning the transaction to an appropriate existing case selected from the multiple existing cases.

16. The computer-readable storage medium of claim 9, further comprising:

responsive to a successful existing case search or the new case creation, verifying the assignment of a first business partner to the existing case or the new case; and

if no business partner assignment exists, assigning a second business partner contained in the transaction data to the existing case or the new case.

17. A case determination and assignment system, comprising:

a database storing data representing an unassigned transaction having a business transaction type from among a plurality of business transaction types;

a case search module storing case search algorithms for each business transaction type for searching existing cases maintained in a database and operable to iteratively search the database for an existing case that is related to the unassigned transaction using each of the stored search algorithms associated with the business transaction type;

a case creation module operable to create a new case, if no existing case related to the unassigned transaction is found; and

a case assignment module operable to automatically assign the unassigned transaction to the existing case or the new case, if no existing case is found.

18. The case determination and assignment system of claim 17, further comprising:

a case determination strategy module operable to store case search algorithms used by the case search module to search the database.

19. The case determination and assignment system of claim 18, wherein the case search algorithms include a transaction predecessor algorithm.

20. The case determination and assignment system of claim 18, wherein the case search algorithms include a case search algorithm based on predefined case search parameters.

21. The case determination and assignment system of claim 18, wherein the case search algorithms include a customer-defined search algorithm.

22. The case determination and assignment system of claim 17, further comprising:

a case creation strategy module operable to define new case parameters for the new case.

23. The case determination and assignment system of claim 17, further comprising:

a business partner function module operable to;

verify assignment of a first business partner and a first business partner function to the existing case or the new case, if no existing case is found; and

if no first business partner or first business partner function assignment exists, assign a second business partner and a second business partner function listed in the unassigned transaction data to the existing case or the new case, if no existing case is found.

24. The case determination and assignment system of claim 22, further comprising:

a case type determination module operable to store a plurality of case types and a plurality of case categories, and assign a first case type and a first case category as the new case parameters for the new case.

25. The case determination and assignment system of claim 17, further comprising:

an error handling module operable to generate an error message if multiple existing cases are found, and prompt a user to manually assign the unassigned transaction to an appropriate existing case selected from the multiple existing cases.