System and method for contextual workflow automation
First Claim
1. A non-transitory computer-readable medium, comprising computer program code for execution by one or more computers, where a user computer comprises one of the one or more computers, comprising instructions to perform the method:
- receiving active content, where the active content comprises computer code for configuring a display with user-requested content in a first display interface on a display screen of the user computer;
automatically matching or having matched without user intervention, selected data from the active content to target category data, wherein the target category data comprises predefined categories of information of interest to a user;
when there is a match for items of the selected data, then extracting or having extracted, data from the active content that matches object selector data, including a unique key;
searching or sending a request to search a customer database of database records using at least the unique key to obtain database records;
when there are no database records found or returned from the search operation, then automatically creating or having created without user intervention a new record comprising a first plurality of fields based at least in part on the selected data extracted from the active content for provision to the customer database;
when there is one database record found or returned from the search operation, then automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the one database record based at least in part on the selected data extracted from the active content, and selecting a second plurality of fields from the one database record;
when there are two or more database records found or returned from the search operation, then automatically determining or having determined a primary database record, based on one or more criteria, and automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the primary database record based at least in part on the selected data extracted from the active content, and selecting a third plurality of fields from the primary database record;
creating or requesting creation, of display data based at least in part on the first plurality of fields of the new record, or the second plurality of fields for the one record, or the third plurality of field for the primary record; and
displaying, by the user computer, in a second display interface on the display screen the display data created.
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Accused Products
Abstract
A program product, system and method, the program product comprising a non-transitory computer-readable medium, comprising computer program code comprising instructions to perform the method: receiving active content, where the active content comprises computer code for configuring a display in a first display interface; automatically matching without user intervention selected data from the active content to target category data; when there is a match, extracting data from the active content that matches object selector data, including a unique key; searching a customer database of database records using the unique key; when no records found, automatically creating new record; when one record is found, automatically updating without user intervention, items within the database record; when multiple records found, automatically determining a primary database record and automatically updating the primary database record; creating and displaying data in a second display interface from the records.
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Citations
22 Claims
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1. A non-transitory computer-readable medium, comprising computer program code for execution by one or more computers, where a user computer comprises one of the one or more computers, comprising instructions to perform the method:
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receiving active content, where the active content comprises computer code for configuring a display with user-requested content in a first display interface on a display screen of the user computer; automatically matching or having matched without user intervention, selected data from the active content to target category data, wherein the target category data comprises predefined categories of information of interest to a user; when there is a match for items of the selected data, then extracting or having extracted, data from the active content that matches object selector data, including a unique key; searching or sending a request to search a customer database of database records using at least the unique key to obtain database records; when there are no database records found or returned from the search operation, then automatically creating or having created without user intervention a new record comprising a first plurality of fields based at least in part on the selected data extracted from the active content for provision to the customer database; when there is one database record found or returned from the search operation, then automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the one database record based at least in part on the selected data extracted from the active content, and selecting a second plurality of fields from the one database record; when there are two or more database records found or returned from the search operation, then automatically determining or having determined a primary database record, based on one or more criteria, and automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the primary database record based at least in part on the selected data extracted from the active content, and selecting a third plurality of fields from the primary database record; creating or requesting creation, of display data based at least in part on the first plurality of fields of the new record, or the second plurality of fields for the one record, or the third plurality of field for the primary record; and displaying, by the user computer, in a second display interface on the display screen the display data created. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A computer system, comprising:
one or more computers, where a user computer comprises one of the one or more computers, configured with; a receiving component configured in the one or more computers to receive active content, where the active content comprises computer code for configuring a display with user-requested content in a first display interface on a display screen of the user computer; a matching engine configured in the one or more computers, to automatically match or have matched without user intervention selected data from the active content to target category data, wherein the target category data comprises predefined categories of information of interest to a user; an extraction engine configured in the one or more computers to operate, when there is a match for items of the selected data, to extract data from the active content that matches object selector data, including a unique key; a search request component configured in the one or more computers to search or send a request to search a customer database of database records using at least the unique key to obtain database records; a creation and update component configured in the one or more computers to operate; when there are no database records found or returned from the search operation, then automatically creating or having created without user intervention, a new record comprising a first plurality of fields based at least in part on the selected data extracted from the active content for provision to the customer database; when there is one database record found or returned from the search operation, then automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the one database record based at least in part on the selected data extracted from the active content, and selecting a second plurality of fields from the one database record; when there are two or more database records found or returned from the search operation, then automatically determining a primary database record, based on one or more criteria, and automatically updating or having updated without user intervention when one or more conditions is met, one or more items within the primary database record based at least in part on the selected data extracted from the active content, and selecting a third plurality of fields from the primary database record; a display data generator configured in the one or more computers to create display data based at least in part on the first plurality of fields of the new record, or the second plurality of fields for the one record, or the third plurality of field for the primary record; and wherein the display displays the display data created in a second display interface on the display screen. - View Dependent Claims (18, 19, 20, 21, 22)
Specification