System and method for developing rules utilized in a knowledge management system

• US 7,669,133 B2
• Filed: 04/17/2002
• Issued: 02/23/2010
• Est. Priority Date: 04/16/2001
• Status: Expired due to Fees

• Current Assignee: Wellogix Technology Licensing LLC (Wellogix Incorporated)
• Original Assignee: Wellogix Technology Licensing LLC (Wellogix Incorporated)
• Inventors: Livesay, Jeff A., Chikirivao, Bill S.
• Primary Examiner(s): RIES, LAURIE ANNE
• Application Number:
  US10/125,120
• Publication Number:
  US 20030163783A1
• Time in Patent Office: 2,869 Days
• Field of Search: 706/45, 706/47, 715/744
• US Class Current: 715/744
• CPC Class Codes: G06N 5/022 Knowledge engineering; Knowledge acquisition

Abstract

A system and method for developing rules for validating a process having one or more parameters. The system or method may be used with a knowledge management system to validate the process. In one example, one or more rules are created to be used to validate the process, and the one or more rules are stored in a repository. One or more parameters relating to the process are obtained, one or more rules associated with the process are obtained from the repository, and the one or more rules obtained are used to validate the one or more parameters of the process. If the one or more parameters comply with the one or more rules, an indication thereof may be provided. Or if the one or more parameters do not comply with the one or more rules, an indication thereof may be provided.

Claims

1. A system for developing rules utilized in a knowledge management system for validating a selected process having one or more parameters, comprising:

a builder module for creating one or more new rules utilized to validate at least one parameter of the selected process, wherein the selected process comprises a complex transaction relating to a transfer of oilfield goods, oilfield services, or combinations thereof, and the one or more rules determine compliance of the at least one parameter of the complex transaction to reconcile errors, to facilitate adherence to an industry standard, or combinations thereof;

a repository for storing the one or more rules; and

a server for obtaining the one or more parameters relating to the selected process, said server retrieving the one or more parameters relating to the selected process, said server retrieving the one or more rules associated with the selected process from the repository and utilizing the one or more rules to validate the one or more parameters of the selected process, and permitting a user to selectively modify the one or more parameters of the selected process when the one or more parameters do not comply with the one or more rules.

2. The system of claim 1, wherein the one or more rules include one or more customizable rules having variable data fields.

3. The system of claim 1, wherein the builder module permits an administrator to build the one or more rules based on one or more industry standards related to the selected process.

4. The system of claim 1, wherein the builder module permits an administrator to build the one or more rules based on historical data related to the selected process.

5. The process of claim 1, wherein the builder module permits an administrator to build the one or more rules based on historical data related to the selected process.

6. The system of claim 1, wherein the builder module permits an administrator to modify the one or more rules to form modified rules to be stored in the repository.

7. The system of claim 1, wherein the repository is a relational database.

8. The system of claim 1, wherein the server compares the one or more parameters of the selected process to the one or more rules associated with the selected process, and if the one or more parameters comply with the one or more rules, the server provides an indication thereof.

9. The system of claim 1, wherein the server compares the one or more parameters of the selected process to the one or more rules associated with the selected process, and if the one or more parameters do not comply with the one or more rules, the server provides an indication thereof.

10. A method for developing rules for use with a knowledge management system for validating a selected process having one or more parameters, the method comprising:

creating one or more new rules utilized to validate at least one parameter of the selected process, wherein the selected process comprises a complex transaction relating to a transfer of oilfield goods, oilfield services, or combinations thereof, and the one or more rules determine compliance of the at least one parameter of the complex transaction to reconcile errors, to facilitate adherence to an industry standard, or combinations thereof;

storing the one or more rules in a repository;

obtaining the one or more parameters relating to the process;

retrieving the one or more rules associated with the process form the repository;

utilizing the one or more rules to validate the one or more parameters of the process; and

selectively modifying the one or more parameters of the selected process when the one or more parameters do not comply with the one or more rules.

11. The method of claim 10, wherein the knowledge management system contains one or more industry standards related to the selected process, and the creating operation further comprises:

accessing the knowledge management system to create the one or more rules based in part on the one or more industry standards.

12. The method of claim 10, wherein the knowledge management system contains one or more government regulations related to the selected process, and the creating operation further comprises:

accessing the knowledge management system to create the one or more rules based in part on the one or more government regulations.

13. The method of claim 10, wherein the knowledge management system contains historical data related to the selected process, and the creating operation further comprises:

accessing the knowledge management system to create the one or more rules based in part on the historical data.

14. The method of claim 10, wherein the obtaining operation queries a user for the one or more parameters.

15. The method of claim 14, wherein the storing operation further comprises:

replacing the one or more rules with the one or more modified rules.

16. The method of claim 10, wherein the utilizing operation further comprises:

comparing the one or more parameters of the selected process to the one or more rules associated with the process, and if the one or more parameters comply with the one or more rules, providing an indication thereof.

17. The method of claim 10, wherein the utilizing operation further comprises:

comparing the one or more parameters of the selected process to the one or more rules associated with the process, and if the one or more parameters do not comply with the one or more rules, providing an indication thereof.

18. The method of claim 10, further comprising,

providing for an administrator to modify the one more rules to form one or more modified rules;

and

storing the one or more modified rules in the repository.

19. The method of claim 10, wherein the one or more rules comprise a tolerance relating to an industry product or service for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors, adherence to a industry standard, or combinations thereof.

20. The method of claim 10, wherein the one or more rules comprise a tolerance relating to pricing of a contract, pricing of an order or requisition, or combinations thereof, for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors.

21. The method of claim 10, wherein the one or more rules classify the at least one parameter in accordance with a business requirement.

22. The method of claim 10, wherein the one or more rules cause at least one item of information relating to the at least one parameter to be transmitted to a selected user.

23. The method of claim 10, wherein the one or more rules comprise a tolerance relating to a time within which a payment, at least one requisitioned material, at least one item of information, or combinations thereof, is transmitted to a selected user.

24. A computer program product comprising:

a computer usable medium and computer readable code embodied on said computer usable medium for developing rules for use with a knowledge management system for validating a selected process having one or more parameters, the computer readable code comprising;

computer readable program code devices configured to cause the computer to effect a creating of one or more new rules utilized to validate at least one parameter of the selected process, wherein the process comprises a complex transaction relating to a transfer of oilfield goods, oilfield services, or combinations thereof, and the one or more new rules determine compliance of the at least one parameter of the complex transaction to reconcile errors, to facilitate adherence to an industry standard, or combinations thereof;

computer readable program code devices configured to cause the computer to effect a storing of the one or more rules in a repository;

computer readable program code devices configured to cause the computer to effect an obtaining of the one or more parameters relating to the selected process,

computer readable program code devices configured to cause the computer to effect a retrieving of the one or more rules associated with the selected process from the repository;

computer readable program code devices configured to cause the computer to effect a validating of the one or more parameters of the selected process against the one or more rules; and

computer readable program code devices configured to effect permitting of a user to modify the one or more parameters of the selected process when the one or more parameters do not comply with the one or more rules.

25. The computer program produce of claim 24, further comprising:

computer readable program code devices configured to cause the computer to effect a comparing of the one or more parameters of the selected process to the one or more rules associated with the process, and if the one or more parameters comply with the one or more rules, providing and indication thereof.

26. The computer program product of claim 24, further comprising:

computer readable program code devices configured to cause the computer to effect a comparing the one or more parameters of the selected process to the one or more rules associated with the process, and if the one or more parameters do not comply with the one or more rules, providing an indication thereof.

27. The method of claim 24, wherein the at least one rule comprises comprise a tolerance relating to an industry product or service for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors, adherence to a industry standard, or combinations thereof.

28. The method of claim 24, wherein the at least one rule comprises a tolerance relating to pricing of a contract, pricing of an order or requisition, or combinations thereof, for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors.

29. The method of claim 24, wherein the at least one rule classifies the at least one parameter in accordance with a business requirement.

30. The method of claim 24, wherein the at least one rule causes the validation of the at least one parameter to be transmitted to a selected user.

31. The method of claim 24, wherein the at least one rule comprises a tolerance relating to a time within which a payment, at least one requisitioned material, at least one item of information, or combinations thereof, is transmitted to a selected user.

32. A method for evaluating parameters of a complex transaction using a plurality of rules adapted for application to the parameters, the method comprising the steps of:

gathering data intelligence by a user relating to the parameters of the complex transaction from a repository;

creating by the user at least one customized rule adapted for application to at least one parameter of the complex transaction, wherein the complex transaction relates to a transfer of oilfield goods, oilfield services, or combinations thereof, and the at least one rule determines compliance of the at least one parameter of the complex transaction to reconcile errors, to facilitate adherence to an industry standard, or combinations thereof;

storing by the user the at least one customized rule in the repository;

retrieving the at least one rule from the repository;

processing the at least one rule to determine the at least one parameter required by the at least one rule;

retrieving the at least one parameter required by the at least one rule from the repository;

applying the at least one rule to the at least one parameter;

receiving by the user a validation of the at least one parameter indicating compliance of the at least one parameter with the at least one rule;

selectively modifying by the user the at least one parameter of the complex transaction; and

selectively modifying by the user the at least one customized rule.

33. The method of claim 32, further comprising the step of testing by the user the at least one rule.

34. The method of claim 32, further comprising the step of restricting modification of the at least one parameter, the at least one customized rule, or combinations thereof, based on an access level of the first user.

35. The method of claim 32, further comprising the step of receiving by the user at least one recommended change to the at least one rule, the at least one parameter, or combinations thereof.

36. The method of claim 32, wherein the at least one rule is adapted to reconcile a list price of the complex transaction, a negotiated contract price of the complex transaction, or combinations thereof.

37. The method of claim 32, wherein the at least one rule comprises an electronic invoice, and wherein the at least one parameter comprises a charge, a receipt document, or combinations thereof.

38. The method of claim 32, wherein the at least one rule is adapted to identify opportunities to pay for the complex transaction early to obtain a discount.

39. The method of claim 32, wherein the at least one rule comprises comprise a tolerance relating to an industry product or service for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors, adherence to a industry standard, or combinations thereof.

40. The method of claim 32, wherein the at least one rule comprises a tolerance relating to pricing of a contract, pricing of an order or requisition, or combinations thereof, for determining compliance of the at least one parameter within the tolerance to facilitate reconciling of errors.

41. The method of claim 32, wherein the at least one rule classifies the at least one parameter in accordance with a business requirement.

42. The method of claim 32, wherein the at least one rule causes the validation of the at least one parameter to be transmitted to a selected user.

43. The method of claim 32, wherein the at least one rule comprises a tolerance relating to a time within which a payment, at least one requisitioned material, at least one item of information, or combinations thereof, is transmitted to a selected user.