# US 12,224,917 B2 · Systems and methods for communication flow modeling

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- Number: US 12,224,917 B2
- Document ID: US12224917B2
- Status: Granted
- Kind: B2
- Application number: 18/484,828
- Filed: 2023-10-11
- Published: 2024-02-01
- Granted: 2025-02-11
- Earliest claimed: 2018-07-05
- Assignees: Open Text SA ULC
- Applicants: Open Text SA ULC
- Inventors: Robert Smith; Christian Askland; Philip Gyuling; Christian Wessman; Dennis Reil
- Web page: https://patentgrep.com/patent/US12224917B2

## CPC

- H04L 41/18: Delegation of network management function, e.g. customer network management [CNM]
- G06F 16/958: Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
- H04L 41/0253: using browsers or web-pages for accessing management information
- H04L 67/02: based on web technology, e.g. hypertext transfer protocol [HTTP]
- H04L 51/02: using automatic reactions or user delegation, e.g. automatic replies or chatbot-generated messages
- H04L 51/046: Interoperability with other network applications or services
- H04L 51/23: Reliability checks, e.g. acknowledgments or fault reporting
- H04L 51/56: Unified messaging, e.g. interactions between e-mail, instant messaging or converged IP messaging [CPM]
- 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)

## Abstract

Disclosed communication flow modeling solution is significantly streamlined in a user friendly way to shield users from the technical complexities usually required. At design time, an orchestration flow modeling application receives user instruction to open or create a communication flow modeling project. Per configuration specific to an enterprise associated with the user, a custom drag-and-drop communication flow modeling environment with a canvas and modeling entities is provided. Responsive to the user dragging and dropping a set of modeling entities from the menu onto the communication flow modeling canvas and drawing connections between them, the orchestration flow modeling application logically connects the modeling entities to form a valid communication flow and stores it in a database. The communication flow undergoes an approval process. Once approved, it is activated for execution by an orchestration server. The orchestration server automatically orchestrates services needed by the communication flow at runtime without user programming.

## Claims

### Claim 1

A method, comprising:
receiving, by a computer from a user device, an instruction referencing a configuration for a drag-and-drop communication flow modeling environment, the configuration including elements for composing a communication flow model in the drag-and-drop communication flow modeling environment;
generating, by the computer utilizing the configuration, a user interface that includes the elements and the drag-and-drop communication flow modeling environment, wherein the elements comprise orchestration server settings associated with a user group or persona;
connecting, by the computer, a set of elements being dragged and dropped in the drag-and-drop communication flow modeling environment via the user interface, the set of elements including an input connector and an output connector for a document architecture, wherein the set of elements thus connected models a communication flow for controlling how a communication flows from a data source via the input connector to a communication channel via the output connector; and
storing, by the computer, the communication flow in a database, wherein the communication flow undergoes a review and approval process and wherein, once approved, the communication flow is activated by an orchestration server for orchestrating services provided by the document architecture in accordance with the communication flow without requiring user input.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the configuration is specific to a tenant of a multitenancy platform on which the computer operates and wherein the communication flow modeling environment is customized for a user on the user device based the user's association with the tenant.

### Claim 3 (depends on 1)

The method according to claim 1, wherein the set of elements further includes at least one of: a switch, an event, an action, a decider, or a chat bot.

### Claim 4 (depends on 3)

The method according to claim 3, wherein the chat bot enables a bidirectional conversation in the communication flow.

### Claim 5 (depends on 1)

The method according to claim 1, wherein the communication flow includes an action that leverages a chat service or a chat bot function.

### Claim 6 (depends on 1)

The method according to claim 1, wherein the communication flow defines how input data from the data source is to be composed from fragments as a type of communication that is supported by the communication channel.

### Claim 7

A system, comprising:
a processor;
a non-transitory computer-readable medium; and
instructions stored on the non-transitory computer-readable medium and translatable by the processor for:
receiving, from a user device, an instruction referencing a configuration for a drag-and-drop communication flow modeling environment, the configuration including elements for composing a communication flow model in the drag-and-drop communication flow modeling environment;
generating, utilizing the configuration, a user interface that includes the elements and the drag-and-drop communication flow modeling environment, wherein the elements comprise orchestration server settings associated with a user group or persona;
connecting a set of elements being dragged and dropped in the drag-and-drop communication flow modeling environment via the user interface, the set of elements including an input connector and an output connector for a document architecture, wherein the set of elements thus connected models a communication flow for controlling how a communication flows from a data source via the input connector to a communication channel via the output connector; and
storing the communication flow in a database, wherein the communication flow undergoes a review and approval process and wherein, once approved, the communication flow is activated by an orchestration server for orchestrating services provided by the document architecture in accordance with the communication flow without requiring user input.

### Claim 8 (depends on 7)

The system of claim 7, wherein the configuration is specific to a tenant of a multitenancy platform on which the system operates and wherein the communication flow modeling environment is customized for a user on the user device based the user's association with the tenant.

### Claim 9 (depends on 7)

The system of claim 7, wherein the set of elements further includes at least one of: a switch, an event, an action, a decider, or a chat bot.

### Claim 10 (depends on 9)

The system of claim 9, wherein the chat bot enables a bidirectional conversation in the communication flow.

### Claim 11 (depends on 7)

The system of claim 7, wherein the communication flow includes an action that leverages a chat service or a chat bot function.

### Claim 12 (depends on 7)

The system of claim 7, wherein the communication flow defines how input data from the data source is to be composed from fragments as a type of communication that is supported by the communication channel.

### Claim 13

A computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a processor of a computer for:
receiving, from a user device, an instruction referencing a configuration for a drag-and-drop communication flow modeling environment, the configuration including elements for composing a communication flow model in the drag-and-drop communication flow modeling environment;
generating, utilizing the configuration, a user interface that includes the elements and the drag-and-drop communication flow modeling environment, wherein the elements comprise orchestration server settings associated with a user group or persona;
connecting a set of elements being dragged and dropped in the drag-and-drop communication flow modeling environment via the user interface, the set of elements including an input connector and an output connector for a document architecture, wherein the set of elements thus connected models a communication flow for controlling how a communication flows from a data source via the input connector to a communication channel via the output connector; and
storing the communication flow in a database, wherein the communication flow undergoes a review and approval process and wherein, once approved, the communication flow is activated by an orchestration server for orchestrating services provided by the document architecture in accordance with the communication flow without requiring user input.

### Claim 14 (depends on 13)

The computer program product of claim 13, wherein the configuration is specific to a tenant of a multitenancy platform on which the computer operates and wherein the communication flow modeling environment is customized for a user on the user device based the user's association with the tenant.

### Claim 15 (depends on 13)

The computer program product of claim 13, wherein the set of elements further includes at least one of: a switch, an event, an action, a decider, or a chat bot.

### Claim 16 (depends on 15)

The computer program product of claim 15, wherein the chat bot enables a bidirectional conversation in the communication flow.

### Claim 17 (depends on 13)

The computer program product of claim 13, wherein the communication flow includes an action that leverages a chat service or a chat bot function.
