# US 12,223,157 B2 · Interactive display with workflow management system

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- Number: US 12,223,157 B2
- Document ID: US12223157B2
- Status: Granted
- Kind: B2
- Application number: 17/443,940
- Filed: 2021-07-28
- Published: 2022-01-13
- Granted: 2025-02-11
- Earliest claimed: 2018-05-25
- Assignees: Palantir Technologies Inc.
- Applicants: Palantir Technologies Inc.
- Inventors: Eric Porter; Paige Pauli; John Wiseheart; Aditya Shashi; Benjamin Lee; Maciej Foks; Jakob Frick; Joshua Chomicki; Bianca Rahill-Marier
- Web page: https://patentgrep.com/patent/US12223157B2

## CPC

- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/0484: for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06F 9/4881: {Scheduling strategies for dispatcher, e.g. round robin, multi-level priority queues}
- G06F 21/31: User authentication
- G06F 21/53: by executing in a restricted environment, e.g. sandbox or secure virtual machine
- G06Q 10/06: Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06F 21/604: {Tools and structures for managing or administering access control systems}
- G06F 2203/04803: Split screen, i.e. subdividing the display area or the window area into separate subareas
- 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

A user interface for working through workflows can include a dual-region approach. The first display region can display a series of workflows that an assigned worker (“assignee”) may have. Each of the workflows can have one or more tasks associated therewith. Each workflow and/or task can be associated with one or more triggers that initiate the assignment of that workflow and/or task. In response to selection of a workflow or task, the second display region can display information associated with the workflow or task.

## Claims

### Claim 1

A computing system comprising:
a computer readable storage medium having program instructions embodied therewith; and
one or more processors configured to execute the program instructions to cause the computing system to:
generate data for rendering an interactive graphical user interface, the interactive graphical user interface comprising a list of tasks, wherein at least a task of the tasks is associated with:
at least a first trigger event and a second trigger event, wherein the first and second trigger events are user defined, and
a dynamic pointer to a resource;
in response to at least the first trigger event:
update the dynamic pointer to point to first resource material, and
update the data to display a resource link configured, based on the dynamic pointer and the first trigger event, to point to the first resource material associated with the task comprising one or more task items, the first trigger event comprising an event associated with the task;
in response to a user selection of the resource link, update the data to display the first resource material associated with the task in the interactive graphical user interface; and
receive user input configured to indicate that the task is complete.

### Claim 2 (depends on 1)

The computing system of claim 1, wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
in response to at least the second trigger event, update the data to display a second resource link configured, based on the dynamic pointer and the second trigger event, to point to second resource material associated with the task, the second trigger event comprising an event associated with the task.

### Claim 3 (depends on 2)

The computing system of claim 2, wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
in response to a user selection of the second resource link, update the data to display the second resource material associated with the task in the interactive graphical user interface.

### Claim 4 (depends on 1)

The computing system of claim 1, wherein one or more task elements are configured to allow a user to indicate completion of the corresponding one or more task items of the task.

### Claim 5 (depends on 1)

The computing system of claim 1, wherein the task comprises a workflow, the workflow comprising a plurality of tasks.

### Claim 6 (depends on 5)

The computing system of claim 5, wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
update the data to display an indication of the workflow comprising the plurality of tasks without displaying an indication of the plurality of tasks.

### Claim 7 (depends on 1)

The computing system of claim 1, wherein the list of tasks comprises a workflow comprising a plurality of tasks associated with the workflow.

### Claim 8 (depends on 1)

The computing system of claim 1, wherein the list of tasks comprises a workflow comprising a plurality of tasks, and wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
update the data to display, in response to a selection of the resource link, a report comprising data received during completion of the plurality of tasks.

### Claim 9 (depends on 1)

The computing system of claim 1, wherein the list of tasks comprises a first task associated with a user and a second task not associated with the user, wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
receive an indication of a user identity; and
generate data to display the first task and not the second task in response to receiving the indication of the user identity.

### Claim 10 (depends on 9)

The computing system of claim 9, wherein indication of a user identity comprises an access permission.

### Claim 11 (depends on 9)

The computing system of claim 9, wherein the one or more processors are configured to execute the program instructions to cause the computing system to:
generate data for rendering a second interactive graphical user interface, the second interactive graphical user interface comprising the second task.

### Claim 12 (depends on 1)

The computing system of claim 1, wherein the generated data for rendering an interactive graphical user interface are configured to display the list of tasks in a first display region.

### Claim 13

A computer-implemented method comprising:
generating data for rendering an interactive graphical user interface, the interactive graphical user interface comprising a list of tasks, wherein at least a task of the tasks is associated with:
at least a first trigger event and a second trigger event, wherein the first and second trigger events are user defined, and
a dynamic pointer to a resource;
in response to at least the first trigger event:
updating the dynamic pointer to point to first resource material, and
updating the data to display a resource link configured, based on the dynamic pointer and the first trigger event, to point to the first resource material associated with the task comprising one or more task items, the first trigger event comprising an event associated with the task;
in response to a user selection of the resource link, updating the data to display the first resource material associated with the task in the interactive graphical user interface; and
receiving user input configured to indicate that the task is complete.

### Claim 14 (depends on 13)

The computer-implemented method of claim 13 further comprising:
in response to at least the second trigger event, update the data to display a second resource link configured, based on the dynamic pointer and the second trigger event, to point to second resource material associated with the task, the second trigger event comprising an event associated with the task.

### Claim 15 (depends on 14)

The computer-implemented method of claim 14 further comprising:
in response to a user selection of the second resource link, update the data to display the second resource material associated with the task in the interactive graphical user interface.

### Claim 16 (depends on 13)

The computer-implemented method of claim 13, wherein the list of tasks comprises a first task associated with a user and a second task not associated with the user, and the computer-implemented method further comprising:
receive an indication of a user identity; and
generate data to display the first task and not the second task in response to receiving the indication of the user identity.

### Claim 17 (depends on 16)

The computer-implemented method of claim 16 further comprising generating data for rendering a second interactive graphical user interface, the second interactive graphical user interface comprising the second task.

### Claim 18 (depends on 16)

The computer-implemented method of claim 16, wherein indication of a user identity comprises an access permission.

### Claim 19 (depends on 13)

The computer-implemented method of claim 13, wherein the list of tasks comprises a workflow comprising a plurality of tasks, and the computer-implemented method further comprising:
updating the data to display, in response to a selection of the resource link, a report comprising data received during completion of the plurality of tasks.

### Claim 20

A non-transitory machine-readable storage medium encoded with instructions executable by a processor of a computing device, wherein the instructions, when executed by the processor, cause the computing device to at least:
generate data for rendering an interactive graphical user interface, the interactive graphical user interface comprising a list of tasks, wherein at least a task of the tasks is associated with:
at least a first trigger event and a second trigger event, wherein the first and second trigger events are user defined, and
a dynamic pointer to a resource;
in response to at least the first trigger event:
update the dynamic pointer to point to first resource material, and
update the data to display a resource link configured, based on the dynamic pointer and the first trigger event, to point to the first resource material associated with the task comprising one or more task items, the first trigger event comprising an event associated with the task;
in response to a user selection of the resource link, update the data to display the first resource material associated with the task in the interactive graphical user interface; and
receive user input configured to indicate that the task is complete.