System and method for dynamic business workflow monitoring and regulation
AssigneeOpenMethods, Inc.
InventorsShannon Lekas, Gerrit Voorhis Lydecker, Jr., Carlos Gustavo Colombo, Ankur Kanti Patel
Life of this patent
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Abstract
A system and method for dynamic business workflow monitoring and regulation with third party application integration into browser client application, utilizing a workflow engine configured to monitor a plurality of client application data to detect a workflow event, select an appropriate modal dialog associated with the detected workflow event, and display the selected modal dialog in the browser client application until a workflow engine determines a valid action associated with the displayed modal dialog has occurred.
Claims4
A system for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow for an enterprise, comprising:
- a customer relationship management (CRM) workflow engine comprising at least a first plurality of programming instructions stored in a memory of, and operating on at least one processor of, a computing device, wherein the first plurality of programming instructions, when operating on the at least one processor, causes the computing device to:
- receive a plurality of application data from a user of a third-party browser-based CRM application, the user associated with the enterprise;
- analyze the plurality of third-party browser-based CRM application data to detect a modal event associated with the CRM workflow;
- select a modal dialog associated with the detected modal event;
- detect a skippable dialog box associated with the modal event displayed by the third-party browser-based CRM application;
- retrieve one or more enterprise-specific formatting rules from a database, the one or more enterprise-specific formatting rules comprising formatting rules for the detected skippable dialog box;
- format the selected modal dialog based on the one or more enterprise-specific formatting rules to be identical to the detected skippable dialog box;
- display the modal dialog overlayed on the detected skippable dialog box such that a user cannot interact with the skippable dialog box;
- receive, responsive to the displayed modal dialog, action data from the user;
- determine if the action data is valid or invalid for the CRM workflow;
- and
- wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.
A method for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow for an enterprise, comprising the steps of:
- receiving, by a CRM workflow engine, a plurality of application data from a user of a third-party browser-based CRM application, the user associated with the enterprise;
- analyzing, by a CRM workflow engine, the plurality of third-party browser-based application data to detect a modal event associated with the CRM workflow;
- selecting a modal dialog associated with the detected modal event;
- detecting, by a CRM workflow engine, a skippable dialog box associated with the modal event displayed by the third-party browser-based CRM application;
- retrieving one or more enterprise-specific formatting rules from a database, the one or more enterprise-specific formatting rules comprising formatting rules for the detected skippable dialog box;
- formatting the selected modal dialog based on the one or more enterprise-specific formatting rules to be identical to the detected skippable dialog box;
- displaying, by a CRM workflow engine, the modal dialog overlayed on the skippable detected dialog box such that the user cannot interact with the skippable dialog box;
- receiving, responsive to the displayed modal dialog, user action data from the user;
- determining, by a CRM workflow engine, if the action data is valid or invalid for the CRM workflow;
- and
- wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.
Dependencies are inferred from the claim text.