# US 10,771,591 B2 · Just-in-time auto-provisioning systems and methods for information exchange platform

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- Number: US 10,771,591 B2
- Document ID: US10771591B2
- Status: Granted
- Kind: B2
- Application number: 15/960,136
- Filed: 2018-04-23
- Published: 2018-11-08
- Granted: 2020-09-08
- Earliest claimed: 2017-05-03
- Assignees: Open Text Gxs Ulc
- Applicants: Open Text GXS ULC
- Inventors: Jeffrey Wayne Barton; Waqas Ahmed; Ricardo Ceppi
- Web page: https://patentgrep.com/patent/US10771591B2

## CPC

- H04L 67/63: Routing a service request depending on the request content or context
- G06F 16/22: Indexing; Data structures therefor; Storage structures
- G06Q 10/0633: Workflow analysis
- G06Q 10/06332: {using business process templates}
- H04L 67/06: specially adapted for file transfer, e.g. file transfer protocol [FTP]
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

An information exchange platform receives a file from a client system and processes the file for delivery to a trading partner (TP) of the client system. The TP does not need to be a client of the information exchange platform. So long as the file has some identifying information such as an email address that uniquely identifies the TP within a custom solution for the client system, the information exchange platform can automatically and programmatically provision the TP. An auto-provisioning subsystem is operable to create and/or configure information needed to complete the processing of the file just in time, including creating a legal entity and a routing address for the TP. When completed, the file is processed into a deliverable, which is then provided for delivery to the TP just in time as the file is received from the client system.

## Claims

### Claim 1

A method, comprising:
receiving a file from a client system of an information exchange platform, the receiving performed by a receive process executing on a server machine operating on the information exchange platform;
preparing, from the file, a normalized payload using a normalization model specific to the client system, the preparing performed by a normalize process executing on the server machine operating on the information exchange platform;
calling a just-in-time (JIT) provisioning subsystem with the normalized payload, the calling performed by an orchestration engine executing on the server machine operating on the information exchange platform;
processing, by the JIT provisioning subsystem, the normalized payload to obtain a unique reference that identifies a trading partner of the client system, the unique reference being unique in a custom solution specific to the client system;
determining, by the JIT provisioning subsystem, whether the trading partner of the client system had already been provisioned in the information exchange platform;
automatically programmatically provisioning the trading partner of the client system responsive to the trading partner of the client system not found in the information exchange platform, the automatically programmatically provisioning performed by the JIT provisioning subsystem and including creating a legal entity and a routing address for the trading partner of the client system, the legal entity and the routing address internal to the information exchange platform;
generating a response containing the legal entity and the receiver address for the trading partner of the client system, the generating performed by the JIT provisioning subsystem;
returning the response from the JIT provisioning subsystem to the orchestration engine executing on the server machine operating on the information exchange platform;
utilizing, by the orchestration engine executing on the server machine operating on the information exchange platform, the response from the JIT provisioning subsystem to complete processing of the file from the client system, the processing producing a deliverable; and
providing the deliverable for delivery to the trading partner of the client system.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the preparing further comprises removing data heterogeneity from the file received from the client system.

### Claim 3 (depends on 1)

The method according to claim 1, wherein the determining further comprises searching the unique reference in the custom solution specific to the client system using a lookup service executing on the server machine operating on the information exchange platform.

### Claim 4 (depends on 3)

The method according to claim 3, wherein the lookup service is further configured for locking up access to a workflow of the JIT provisioning subsystem when the JIT provisioning subsystem is in progress to provision the trading partner of the client system.

### Claim 5 (depends on 1)

The method according to claim 1, wherein the automatically programmatically provisioning performed by the JIT provisioning subsystem further comprises creating a data flow tuple for the processing of the file from the client system, the data flow tuple having a set of tuple attributes, the set of tuple attributes including a sender address for the client system, the routing address for the trading partner of the client system, and a document type.

### Claim 6 (depends on 5)

The method according to claim 5, wherein the data flow tuple has globally unique attributes within the custom solution and is associated with an itinerary that describes a processing model for processing the document type.

### Claim 7 (depends on 1)

The method according to claim 1, wherein the automatically programmatically provisioning performed by the JIT provisioning subsystem further comprises accessing workflow definitions and determining, from the workflow definitions, a JIT auto-provisioning workflow model for JIT auto-provisioning the trading partner of the client system.

### Claim 8

A system, comprising:
a processor;
a non-transitory computer-readable medium; and
stored instructions translatable by the processor to perform:
receiving a file from a client system;
preparing, from the file, a normalized payload using a normalization model specific to the client system;
processing the normalized payload to obtain a unique reference that identifies a trading partner of the client system, the unique reference being unique in a custom solution specific to the client system;
determining whether the trading partner of the client system had already been provisioned in the system;
automatically programmatically provisioning the trading partner of the client system responsive to the trading partner of the client system not found in the system, the automatically programmatically provisioning including creating a legal entity and a routing address for the trading partner of the client system, the legal entity and the routing address internal to the system;
generating a response containing the legal entity and the receiver address for the trading partner of the client system;
utilizing the response to complete processing of the file from the client system, the processing producing a deliverable; and
providing the deliverable for delivery to the trading partner of the client system.

### Claim 9 (depends on 8)

The system of claim 8, wherein the preparing further comprises removing data heterogeneity from the file received from the client system.

### Claim 10 (depends on 8)

The system of claim 8, wherein the determining further comprises searching the unique reference in the custom solution specific to the client system using a lookup service executing on the processor.

### Claim 11 (depends on 10)

The system of claim 10, wherein the lookup service is further configured for locking up access to a workflow implementing the automatically programmatically provisioning when the workflow is in progress to provision the trading partner of the client system.

### Claim 12 (depends on 8)

The system of claim 8, wherein the automatically programmatically provisioning further comprises creating a data flow tuple for the processing of the file from the client system, the data flow tuple having a set of tuple attributes, the set of tuple attributes including a sender address for the client system, the routing address for the trading partner of the client system, and a document type.

### Claim 13 (depends on 12)

The system of claim 12, wherein the data flow tuple has globally unique attributes within the custom solution and is associated with an itinerary that describes a processing model for processing the document type.

### Claim 14 (depends on 8)

The system of claim 8, wherein the automatically programmatically provisioning further comprises accessing workflow definitions and determining, from the workflow definitions, a JIT auto-provisioning workflow model for JIT auto-provisioning the trading partner of the client system.

### Claim 15

A computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a server machine operating on an information exchange platform to perform:
receiving a file from a client system of the information exchange platform;
preparing, from the file, a normalized payload using a normalization model specific to the client system;
processing the normalized payload to obtain a unique reference that identifies a trading partner of the client system, the unique reference being unique in a custom solution specific to the client system;
determining whether the trading partner of the client system had already been provisioned in the information exchange platform;
automatically programmatically provisioning the trading partner of the client system responsive to the trading partner of the client system not found in the information exchange platform, the automatically programmatically provisioning including creating a legal entity and a routing address for the trading partner of the client system, the legal entity and the routing address internal to the information exchange platform;
generating a response containing the legal entity and the receiver address for the trading partner of the client system;
utilizing the response to complete processing of the file from the client system, the processing producing a deliverable; and
providing the deliverable for delivery to the trading partner of the client system.

### Claim 16 (depends on 15)

The computer program product of claim 15, wherein the preparing further comprises removing data heterogeneity from the file received from the client system.

### Claim 17 (depends on 15)

The computer program product of claim 15, wherein the determining further comprises searching the unique reference in the custom solution specific to the client system using a lookup service executing on the server machine.

### Claim 18 (depends on 17)

The computer program product of claim 17, wherein the lookup service is further configured for locking up access to a workflow implementing the automatically programmatically provisioning when the workflow is in progress to provision the trading partner of the client system.

### Claim 19 (depends on 15)

The computer program product of claim 15, wherein the automatically programmatically provisioning further comprises creating a data flow tuple for the processing of the file from the client system, the data flow tuple having a set of tuple attributes, the set of tuple attributes including a sender address for the client system, the routing address for the trading partner of the client system, and a document type.

### Claim 20 (depends on 15)

The computer program product of claim 15, wherein the automatically programmatically provisioning further comprises accessing workflow definitions and determining, from the workflow definitions, a JIT auto-provisioning workflow model for JIT auto-provisioning the trading partner of the client system.