Metadata-configurable systems and methods for network services

• US 9,785,903 B2
• Filed: 03/02/2016
• Issued: 10/10/2017
• Est. Priority Date: 01/21/2010
• Status: Active Grant

• Current Assignee: Versaic, Inc. (Benevity, Inc.)
• Original Assignee: Versaic, Inc. (Benevity, Inc.)
• Inventors: Soloway, Mark Grant
• Primary Examiner(s): DAYA, TEJIS A
• Application Number:
  US15/059,194
• Publication Number:
  US 20160180267A1
• Time in Patent Office: 587 Days
• Field of Search: None
• CPC Class Codes: G06F 16/211 Schema design and management
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/51 Discovery or management thereof, e.g. service location protocol [SLP] or web services

Abstract

In some embodiments, the presentation manager is configured to provide an interface requesting information regarding a proposal from a digital device over a network and receive the information from the digital device. The business object manager is configured to instantiate a business object based on the received information and store the instantiated business object within a data structure residing in a computer readable medium. The business rule manager is configured to generate a business rule associated with the business object, the business rule comprising instructions to perform an operation, the instructions being conditional based on the instantiated business object. The metadata manager is configured to generate metadata associated with the instantiated business object, store the generated metadata in the computer readable medium, perform the operation based on the business rule and the generated metadata, and instruct the presentation manager to provide a second interface indicating a status of the proposal.

Claims

1. A system comprising:

a processor;

memory;

a presentation manager configured to control the processor to receive first information regarding a pending agreement from a digital device, at least a portion of the presentation manager being in the memory;

a business object manager configured to control the processor to instantiate a first business object based on the received first information and to store the first business object within a data structure residing in a computer readable medium;

a metadata manager configured to control the processor to retrieve first metadata associated with the first business object; and

a business rule manager configured to control the processor to identify and retrieve a first business rule from a plurality of business rules based on the first metadata, the first business rule comprising instructions to perform an operation that is conditional on the first business object, the business rule manager further configured to control the processor to;

determine whether a first condition is satisfied by the first business object,

determine a status of the pending agreement based on the determination whether the first condition is satisfied, and

instruct the presentation manager to provide the status of the pending agreement to the digital device.

2. The system of claim 1, wherein the business rule manager is further configured to control the processor to determine whether additional information is required based on the first business rule, and the presentation manager is further configured to control the processor to provide a request for additional information based on a determination by the business rule manager that the additional information is required.

3. The system of claim 2, wherein the business object manager is further configured to control the processor to instantiate a second business object based on received second information associated with the request for the additional information, the metadata manager is further configured to control the processor to retrieve second metadata associated with the second business object, and the business rule manager is further configured to control the processor to determine whether a second condition is satisfied by the second business object based on a second business rule of the plurality of business rules.

4. The system of claim 3, wherein if the second condition is satisfied, the business rule manager is further configured to control the processor to determine whether third information is required based on the second business rule.

5. The system of claim 4, wherein the business rule manager is further configured to control the processor to redetermine the status of the pending agreement based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied.

6. The system of claim 4, wherein the business rule manager is further configured to control the processor to redetermine the status of the pending agreement based on the determination whether the second condition is satisfied.

7. The system of claim 6, wherein the presentation manager is further configured to control the processor to provide an updated status of the pending agreement based on the redetermination.

8. The system of claim 1, wherein the metadata manager is further configured to control the processor to contact a second digital device to request approval of the pending agreement.

9. The system of claim 1, wherein the status of the pending agreement indicates if the pending agreement is denied, accepted, or pending.

10. The system of claim 1, wherein the presentation manager is further configured to control the processor to receive first pending agreement information to create a report regarding the pending agreement.

11. The system of claim 10, wherein the business object manager is further configured to control the processor to query the data structure based on the received first pending agreement information and retrieve second pending agreement information to create the report.

12. The system of claim 11, wherein the business rule manager is further configured to control the processor to direct the presentation manager to display the report.

13. The system of claim 12, wherein the report depicts a summary of the status of the pending agreement and at least a portion of other reports that were retrieved as a result of the query by the business object manager.

14. The system of claim 11, wherein the business object manager further configured to control the processor to query the data structure comprises the business object manager configured to control the processor to find a particular business object using a conditional query and to query contents of the found particular business object.

15. The system of claim 1, wherein the data structure is a relational database.

16. A method comprising:

receiving first information regarding a pending agreement from a digital device;

instantiating a first business object based on the received first information;

storing the first business object within a data structure residing in a computer readable medium;

retrieving first metadata associated with the first business object;

identifying and retrieving a first business rule from a plurality of business rules based on the first metadata, the first business rule comprising instructions to perform an operation that is conditional based on the first business object;

determining whether a first condition is satisfied by the first business object;

determining a status of the pending agreement based on the determination whether the first condition is satisfied; and

providing the status of the pending agreement to the digital device.

17. The method of claim 16, further comprising:

if the first condition is satisfied, determining whether additional information is required based on the first business rule;

providing a request for the additional information;

receiving second information associated with the request for the additional information;

instantiating a second business object based on the received second information;

retrieving second metadata associated with the second business object;

identifying and retrieving a second business rule from the plurality of business rules based on the second metadata;

determining whether a second condition is satisfied by the second business object based on the second business rule;

determining an updated status of the pending agreement based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied; and

providing the updated status of the pending agreement to the digital device.

18. The method of claim 17, wherein determining the updated status of the pending agreement based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied comprises redetermining the status of the pending agreement.

19. The method of claim 16, wherein the status of the pending agreement indicates if the pending agreement is denied, accepted, or pending.

20. A non-transitory computer readable medium comprising executable instructions, the executable instructions being executable by a processor to perform a method, the method comprising:

receiving first information regarding a pending agreement from a digital device;

instantiating a first business object based on the received first information;

storing the first business object within a data structure residing in a computer readable medium;

retrieving first metadata associated with the first business object;

identifying and retrieving a first business rule from a plurality of business rules based on the first metadata, the first business rule comprising instructions to perform an operation that is conditional based on the first business object;

determining whether a first condition is satisfied by the first business object;

determining a status of the pending agreement based on the determination whether the first condition is satisfied; and

providing the status of the pending agreement to the digital device.

21. The non-transitory computer readable medium of claim 20, wherein the method further comprises determining whether additional information is required based on the first business rule and providing a request for additional information based on a determination that the additional information is required.

22. The non-transitory computer readable medium of claim 21, wherein the method further comprises:

instantiating a second business object based on received second information associated with the request for the additional information;

retrieving second metadata associated with the second business object; and

determining whether a second condition is satisfied by the second business object based on a second business rule of the plurality of business rules.

23. The non-transitory computer readable medium of claim 22, wherein the method further comprises, if the second condition is satisfied, determining whether third information is required based on the second business rule.

24. The non-transitory computer readable medium of claim 23, wherein the method further comprises redetermining the status of the pending agreement based on the determination whether the first condition is satisfied and the determination whether the second condition is satisfied.

25. The non-transitory computer readable medium of claim 23, wherein the method further comprises redetermining the status of the pending agreement based on the determination whether the second condition is satisfied.

26. The non-transitory computer readable medium of claim 25, wherein the method further comprises providing an updated status of the pending agreement based on the redetermination.

27. The non-transitory computer readable medium of claim 20, wherein the method further comprises contacting a second digital device to request approval of the pending agreement.

28. The non-transitory computer readable medium of claim 20, wherein the status of the pending agreement indicates if the pending agreement is denied, accepted, or pending.

29. The non-transitory computer readable medium of claim 20, wherein the method further comprises receiving first pending agreement information to create a report regarding the pending agreement.

30. The non-transitory computer readable medium of claim 29, wherein the method further comprises querying the data structure based on the received first pending agreement information and retrieving second pending agreement information to create the report.

31. The non-transitory computer readable medium of claim 30, wherein the method further comprises displaying the report.

32. The non-transitory computer readable medium of claim 31, wherein the report depicts a summary of the status of the pending agreement and at least a portion of other reports that were retrieved as a result of the query.