System and method to present a summarized task view in a case management system
First Claim
1. A computer implemented method for providing information related to a task in a case management system configured to process a plurality of cases, the computer implemented method comprising:
- identifying among the plurality of cases, by a server, a plurality of case clusters, wherein each of the plurality of case clusters is associated with a case similarity factor shared by at least two cases of the plurality of cases, and the case similarity factor is related to at least one of geographical case specific parameters and contextual case specific parameters;
for a case cluster of the plurality of case clusters, identifying, by the server, a plurality of task clusters, wherein each of the plurality of task clusters is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the plurality of task clusters are performed on cases of the case cluster, and wherein for the case cluster of the plurality of case clusters, the task similarity factor is related to the case similarity factor and task specific parameters and the identifying the plurality of task clusters comprises;
based on the task similarity factor, using task metadata, case metadata, and semantic entities to categorize the tasks into the plurality of task clusters, wherein the semantic entities are extracted from case documents used in performing the tasks;
analyzing, by the server, reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor; and
when performing a task sharing the task similarity factor with the at least two tasks, providing, by the server, at least one report based on the reports and at least one summary based on the documents.
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Abstract
A system and method is illustrated for providing information related to a task in a case management system configured to process a plurality of cases. The system and method includes identifying among the plurality of cases case clusters, for a case cluster of the case clusters, identifying task clusters, wherein each of task cluster is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the task clusters are performed on cases of the case cluster, analyzing reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor, and when performing a task sharing the task similarity factor with the at least two tasks, providing at least one report based on the reports and at least one summary based on the documents.
26 Citations
19 Claims
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1. A computer implemented method for providing information related to a task in a case management system configured to process a plurality of cases, the computer implemented method comprising:
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identifying among the plurality of cases, by a server, a plurality of case clusters, wherein each of the plurality of case clusters is associated with a case similarity factor shared by at least two cases of the plurality of cases, and the case similarity factor is related to at least one of geographical case specific parameters and contextual case specific parameters; for a case cluster of the plurality of case clusters, identifying, by the server, a plurality of task clusters, wherein each of the plurality of task clusters is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the plurality of task clusters are performed on cases of the case cluster, and wherein for the case cluster of the plurality of case clusters, the task similarity factor is related to the case similarity factor and task specific parameters and the identifying the plurality of task clusters comprises; based on the task similarity factor, using task metadata, case metadata, and semantic entities to categorize the tasks into the plurality of task clusters, wherein the semantic entities are extracted from case documents used in performing the tasks; analyzing, by the server, reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor; and when performing a task sharing the task similarity factor with the at least two tasks, providing, by the server, at least one report based on the reports and at least one summary based on the documents. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A system for providing information related to a task in a case management system configured to process a plurality of cases, the system comprising:
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a case categorizer, residing on a server, to identify among the plurality of cases a plurality of case clusters; a task categorizer, operatively coupled to the case categorizer, for a case cluster of the plurality of case clusters, to identifying a plurality of task clusters, wherein each of the plurality of task cluster is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the plurality of task clusters are performed on cases of the case cluster, wherein each of the plurality of case clusters is associated with a case similarity factor shared by at least two cases of the plurality of cases, and the case similarity factor is related to at least one of geographical case specific parameters and contextual case specific parameters, and wherein for the case cluster of the plurality of case clusters, the task similarity factor is related to the case similarity factor and task specific parameters and the identifying the plurality of task clusters comprises;
based on the task similarity factor, using task metadata, case metadata, and semantic entities to categorize the tasks into the plurality of task clusters, wherein the semantic entities are extracted from case documents used in performing the tasks;an activity monitor, operatively coupled to the case categorizer and the task categorizer, to analyze reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor and collect analytic data based on an analysis of the reports and documents; and a list manager, operatively coupled to the activity monitor, when the server executes a task sharing the task similarity factor with the at least two tasks, to provide on an output device at least one report based on the reports and at least one summary based on the documents. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17)
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18. A machine-readable medium including instructions embodied in a tangible, non-transitory, computer readable storage medium and comprising computer instructions for executing a computer implemented method for providing information related to a task in a case management system configured to process a plurality of cases, the computer implemented method comprising:
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identifying among the plurality of cases, by a server, a plurality of case clusters, wherein each of the plurality of case clusters is associated with a case similarity factor shared by at least two cases of the plurality of cases, and the case similarity factor is related to at least one of geographical case specific parameters and contextual case specific parameters; for a case cluster of the plurality of case clusters, identifying, by the server, a plurality of task clusters, wherein each of the plurality of task clusters is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the plurality of task clusters are performed on cases of the case cluster, and wherein for the case cluster of the plurality of case clusters, the task similarity factor is related to the case similarity factor and task specific parameters and the identifying the plurality of task clusters comprises based on the task similarity factor, using task metadata, case metadata, and semantic entities to categorize the tasks into the plurality of task clusters, wherein the semantic entities are extracted from case documents used in performing the tasks; analyzing, by the server, reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor; and when performing a task sharing the task similarity factor with the at least two tasks, providing, by the server, at least one report based on the reports and at least one summary based on the documents.
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19. A computer implemented method for providing information related to a task in a case management system configured to process a plurality of cases, the computer implemented method comprising:
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identifying among the plurality of cases, by a server, a plurality of case clusters, wherein each of the plurality of case clusters is associated with a case similarity factor shared by at least two cases of the plurality of cases, and the case similarity factor is related to at least one of geographical case specific parameters and contextual case specific parameters, and wherein identifying the plurality of case clusters comprises; extracting semantic entities from the plurality of cases; creating at least one data vector based at least on case metadata and the semantic entities of each of the plurality of cases; and using the at least one data vector to categorize the plurality of cases into the plurality of case clusters based on the case similarity factor; for a case cluster of the plurality of case clusters, identifying, by the server, a plurality of task clusters, wherein each of the plurality of task clusters is associated with a task similarity factor shared by at least two tasks of the task cluster, and tasks of the plurality of task clusters are performed on cases of the case cluster; analyzing, by the server, reports and documents used to perform the at least two tasks of the task cluster sharing the task similarity factor; and when performing a task sharing the task similarity factor with the at least two tasks, providing, by the server, at least one report based on the reports and at least one summary based on the documents.
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Specification