Integration of applications with a financial close management system
First Claim
1. A non-transitory computer-readable medium having instructions stored thereon that, when executed by a processor, cause the processor to integrate a financial close management system with an external application, the integrating comprising:
- creating an integration type in the financial close management system, wherein the integration type comprises a reusable definition that describes an action involving a service or user interface of the external application, and wherein the integration type further comprises a set of parameters that are used to call the service or user interface of the external application;
creating a task type based on the integration type in the financial close management system, wherein the task type defines a type of task that can be performed by the financial close management system, and wherein the task type inherits the set of parameters that are used to call the service or user interface of the external application from the integration type;
creating a task that is based on the task type in the financial close management system, wherein the task is a component of a financial close process, and wherein the task inherits one or more attributes or one or more parameters from the task type; and
executing the task in the financial close management system, wherein the task interfaces with the external application by calling the service or user interface of the external application using the integration type.
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Abstract
A computer-readable medium, computer-implemented method, and financial close management system are provided that includes a integration framework that allows an end user to leverage services or interfaces from external applications as part of a business process, such as a financial close process, of a financial close management system. The integration framework can integrate a task that requires the user to interact with a user interface of an external application (identified as an “end user task”) with the financial close management system. The integration framework can also integrate a task that runs without any user interaction required, and that interacts with a web service of an external application (identified as a “system automated task”) with the financial close management system.
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Citations
20 Claims
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1. A non-transitory computer-readable medium having instructions stored thereon that, when executed by a processor, cause the processor to integrate a financial close management system with an external application, the integrating comprising:
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creating an integration type in the financial close management system, wherein the integration type comprises a reusable definition that describes an action involving a service or user interface of the external application, and wherein the integration type further comprises a set of parameters that are used to call the service or user interface of the external application; creating a task type based on the integration type in the financial close management system, wherein the task type defines a type of task that can be performed by the financial close management system, and wherein the task type inherits the set of parameters that are used to call the service or user interface of the external application from the integration type; creating a task that is based on the task type in the financial close management system, wherein the task is a component of a financial close process, and wherein the task inherits one or more attributes or one or more parameters from the task type; and executing the task in the financial close management system, wherein the task interfaces with the external application by calling the service or user interface of the external application using the integration type. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A computer-implemented method for integrating a financial close management system with an external application, comprising:
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creating, by a processor, an integration type in the financial close management system, wherein the integration type comprises a reusable definition that describes an action involving a service or user interface of the external application, and wherein the integration type further comprises a set of parameters that are used to call the service or user interface of the external application; creating, by the processor, a task type based on the integration type in the financial close management system, wherein the task type defines a type of task that can be performed by the financial close management system, and wherein the task type inherits the set of parameters that are used to call the service or user interface of the external application from the integration type; creating, by the processor, a task that is based on the task type in the financial close management system, wherein the task is a component of a financial close process, and wherein the task inherits one or more attributes or one or more parameters from the task type; and executing, by the processor, the task in the financial close management system, wherein the task interfaces with the external application by calling the service or user interface of the external application using the integration type. - View Dependent Claims (14, 15, 16)
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17. A financial close management system, comprising:
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a memory configured to store instructions; and a processor configured to execute the instructions stored on the memory; wherein the processor is further configured, when executing the instructions stored on the memory, to; create an integration type, wherein the integration type comprises an action involving a service or user interface of the external application, and wherein the integration type further comprises a set of parameters that are used to call the service or user interface of an external application; create a task type based on the integration type, wherein the task type comprises a type of task that can be performed by the financial close management system, and wherein the task type inherits the set of parameters that are used to call the service or user interface of the external application from the integration type; create a task that is based on the task type, wherein the task is a component of a financial close process, and wherein the task inherits one or more attributes or one or more parameters from the task type; and execute the task, wherein the task interfaces with the external application by calling the service or user interface of the external application using the integration type. - View Dependent Claims (18, 19, 20)
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Specification