Process/viewer interface

• US 7,178,109 B2
• Filed: 08/12/2003
• Issued: 02/13/2007
• Est. Priority Date: 08/12/2003
• Status: Active Grant

• Current Assignee: Pegasystems Incorporated
• Original Assignee: Chordiant Software Incorporated (Pegasystems Incorporated)
• Inventors: St. Jean, James D., Myles, J. Michael, Hewson, Darren M., Ruggieri, Michael J. Jr.
• Primary Examiner(s): Bayerl; Raymond J.
• Application Number:
  US10/639,735
• Publication Number:
  US 20050039191A1
• Time in Patent Office: 1,281 Days
• Field of Search: 715/781, 715/797, 715/771, 715/804, 715/790, 715/792, 715/794, 715/767, 715/777, 715/776, 715/968, 715/742, 715/743, 715/741, 715/766, 715/779, 715/783, 715/788, 715/841, 715/854, 707/104.1, 707/10
• US Class Current: 715/790
• CPC Class Codes: G06F 9/451 Execution arrangements for user interfaces

Abstract

A user interface for viewing reference data associated with a conceptual entity and for execution of one or more complex processes for manipulating the data includes a process panel having one or more on-screen objects for the execution of the complex processes and a process work area for displaying a state of selected complex processes. A data viewer includes a content pane for the display of the reference data and one or more on-screen objects for selectively displaying at least a portion of the reference data and the process panel and data viewer are framed within a common window. The process panel and data viewer are selectably viewable and occupy overlapping positions within the common window.

Claims

1. A user interface for viewing reference data associated with a conceptual entity and for selectively executing multiple complex processes for manipulating said data, comprising:

a process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

a data viewer comprising a content pane for the display of said reference data and one or more on-screen objects for selectively displaying at least a portion of said reference data;

a common window framing the process panel and data viewer; and

said process panel and data viewer being selectably viewable and occupying overlapping positions within said common window, said user interface arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.

2. The user interface of claim 1, wherein the process work area is coextensive with said content pane.

3. The user interface of claim 2, wherein each of said multiple complex processes listed in said first region is selectable to cause one or more of:

display of a state of a selected complex process in said process work area;

execution of a selected complex process; and

queuing of a selected complex process for later execution.

4. The user interface of claim 2, wherein each process listed in said second region is selectable to cause one or both of:

display of a state of a selected complex process in said process work area; and

execution of a selected complex process.

5. The user interface of claim 1, wherein said first region and said second region are located adjacent to each other in the process panel.

6. The user interface of claim 1, wherein the process work area is coextensive with said content pane, and further wherein the data viewer includes multiple pages of data, each of said multiple pages selectively displayable within said content pane.

7. The user interface of claim 6, wherein said one or more on-screen objects for selectively displaying at least a portion of said reference data comprise:

a tab associated with each of said multiple pages of data for displaying a selected one of said multiple pages of data.

8. The user interface of claim 1, wherein the process panel further comprises:

an on-screen object for the selective display of a default process page in said process work area.

9. The user interface of claim 1, wherein the conceptual entity is a customer.

10. A combined data viewer and data processing system for use with a computer-based information handling system having a display device and that displays on a screen of said display device a user interface for viewing reference data associated with a conceptual entity and for execution of multiple complex processes for manipulating said reference data, said combined data viewer and data processing system comprising:

a process panel comprising a first region including a list of all available complex processes, a second region for displaying a list of all currently running ones of said complex processes, and a third region comprising a process work area for the display of a state of a selected process and/or receiving user input;

a data viewer comprising a content pane for the display of data associated with said conceptual entity;

a common window framing the process panel and the data viewer;

said process work area and said content pane being selectably viewable and occupying overlapping positions within said common window; and

said first, second, and third regions being mutually non-overlapping.

11. The combined data viewer and data processing system of claim 10, wherein the process work area and content pane are coextensive.

12. The combined data viewer and data processing system of claim 11, wherein said first region includes, for each of said multiple complex processes that are available for manipulating said reference data, an on-screen object selectable to cause one or more of:

display of a state of a selected complex process in said process work area;

execution of a selected complex process; and

queuing of a selected complex process for later execution.

13. The combined data viewer and data processing system of claim 12, wherein said second region includes, for each of said multiple complex processes that are currently running, an on-screen object selectable to cause one or both of:

display of a state of a selected complex process in said process work area; and

execution of a selected complex process.

14. A computer-based information handling system for the display of reference data and multiple complex processes for manipulating said reference data in a single window, said complex processes and reference data associated with a conceptual entity represented in software, comprising:

a processor for executing a program of instructions on the information handling system;

a memory coupled to the processor for storing the program of instructions executable by the processor; and

a display system coupled to the processor;

wherein the program of instructions configures the information handling system to display a user interface comprising;

a process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

a data viewer comprising a content pane for the display of said reference data and one or more on-screen objects for selectively displaying at least a portion of said reference data;

a common window framing the process panel and data viewer; and

said process panel and data viewer being selectably viewable and occupying overlapping positions within said common window, said user interface arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.

15. A user interface for viewing reference data associated with a conceptual entity and for execution of multiple complex processes for manipulating said data, comprising:

a process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

a data viewer for the display of reference data;

a common window containing said process panel and said data viewer; and

said process panel and data viewer being arranged in an overlapping and individually selectable manner within said common window, said user interface arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.

16. A system for generating a combined process and data viewer interface, comprising:

a client computer system connected to a network;

a server computer system connected to the network, the network interconnecting the client computer system and the server computer system; and

a program of instructions comprising a user interface running on at least one of the server computer system and the client computer system, said user interface comprising;

a process panel for executing multiple complex processes for manipulating reference data associated with a conceptual entity and displaying a state of said complex processes, said process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

a data viewer for the display of said reference data;

a common window containing said process panel and said data viewer; and

said process panel and data viewer being arranged in an overlapping and individually selectable manner within said common window, said user interface arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.

17. The system of claim 16, wherein the user interface comprises one or more interface elements defined using HTML.

18. The system of claim 16, wherein the client computer system comprises a web browser for accessing the network and communicating with the server over the network.

19. The system of claim 16, wherein the server computer system comprises a database containing the reference data.

20. The system of claim 19, wherein said conceptual entity is a customer and said information comprises one or more prestored items associated with the customer.

21. The system of claim 16, wherein the client computer system and the server computer system communicate via the Internet.

22. A method for the display of multiple complex processes and reference data in a single window, said complex processes and reference data associated with a conceptual entity represented in software, said complex processes for manipulating said reference data, comprising:

opening a common window;

displaying a process panel within said common window, the process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

displaying a data viewer comprising a content pane for the display of said reference data and one or more on-screen objects for selectively displaying at least a portion of said reference data; and

said process panel and data viewer being selectably viewable and occupying overlapping positions within said common window, said process panel and data viewer arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.

23. The method of claim 22, wherein the process work area is coextensive with said content pane.

24. The method of claim 22, further comprising:

in response to a user selection of a selected one of said multiple complex processes in said first region, causing one or more of;

display of a state of a selected complex process in said process work area;

execution of a selected complex process; and

queuing of a selected complex process for later execution.

25. The method of claim 22, further comprising:

in response to a user selection of a process listed in said second region, causing one or both of;

display of a state of a selected complex process in said process work area; and

execution of a selected complex process.

26. The method of claim 22, further comprising:

defining multiple levels of user access;

assigning users one of said levels of user access;

associating each of said complex processes with one or more multiple levels of user access;

identifying an assigned level of user access for a user; and

configuring the process panel to allow execution of only complex processes that are associated with an identified level of user access.

27. The method of claim 22, wherein said first region and said second region are located adjacent to each other in the process panel.

28. The method of claim 22, wherein the process work area is coextensive with said content pane, and further wherein the data viewer includes multiple pages of data, each of said multiple pages selectively displayable within said content pane.

29. The method of claim 28, wherein said one or more on-screen objects for selectively displaying at least a portion of said reference data comprise:

a tab associated with each of said multiple pages of data for displaying a selected one of said multiple pages of data.

30. The method of claim 22, wherein the process panel further comprises:

an on-screen object for the selective display of a default process page in said process work area.

31. The method of claim 22, wherein the conceptual entity is a customer.

32. The method of claim 22, further comprising:

dynamically defining a set of available complex processes; and

displaying a representation of said set of available complex processes in said process panel.

33. A computer readable medium whose contents cause a computer to perform method steps for the display of multiple complex processes and reference data in a single window, said complex processes and reference data associated with a conceptual entity represented in software, said complex processes for the manipulation of said reference data, the method steps comprising:

opening a common window;

displaying a process panel within said common window, the process panel including;

(a) a process work area for displaying a state of a selected one of said complex processes;

(b) a first display region displaying a list of all available ones of said multiple complex processes; and

(c) a second display region for displaying one or both of;

(i) all currently running ones of said multiple complex processes; and

(ii) all ones of said multiple complex processes that have been run in a computing session;

displaying a data viewer comprising a content pane for the display of said reference data and one or more on-screen objects for selectively displaying at least a portion of said reference data; and

said process panel and data viewer being selectably viewable and occupying overlapping positions within said common window, said process panel and data viewer arranged to display the first display region, the second display region, and the data viewer in contemporaneous and non-overlapping manner when the data viewer is selected, and to display the first display region, the second display region, and the process work area in contemporaneous and non-overlapping manner when the process panel is selected.