Systems and methods using a business object lifecycle for management of business records maintenance

A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computer system including a processor and a non-transient memory cause the system to perform a method, the method comprising:

• storing, by at least the processor, a customer tax role record in the non-transient memory of the associated system, the customer tax role record comprising obligation data representative of an obligation relationship of an associated customer relative to an associated tax authority, the tax role record comprising a tax role business object, the tax role business object comprising a tax role business object lifecycle having a plurality of states representative of selected instances of the tax role business object;
• generating, by at least the processor, a business object instance representative of a status of the associated customer relative to the associated entity in accordance with the customer tax role record;
• associating first business record processing logic with a first state of the plurality of states of the lifecycle;
• associating second business record processing logic with a second state of the plurality of states of the lifecycle;
• periodically monitoring a status of the obligation data of the tax role business object relative to a current time;
• responsive to determining a change in the status of the obligation data of the tax role business object relative to the current time, determining a state of the lifecycle and performing the first business record processing for the lifecycle being in the first state and performing the second business record processing for the lifecycle being in the second state;
• and,
• receiving custom business record processing logic from a user and selectively performing the custom business record processing logic together with the first or second business processing logic responsive to the determining the change in the status of the obligation data of the tax role business object in accordance with the lifecycle.

A computing system, comprising:

• a processor;
• a non-transitory memory coupled with the processor;
• the memory having stored therein at least:
• a customer tax role record, the customer tax role record being representative of an obligation relationship of an associated customer relative to an associated tax authority, the tax role record comprising a tax role business object, the tax role business object comprising a tax role business object lifecycle having canceled plurality of states representative of selected instances of the tax role business object;
• first business record processing logic associated with a first state of the lifecycle and configured to selectively perform first business record processing on the customer tax role record;
• and
• second business record processing logic associated with a second state of the lifecycle and configured to selectively perform second business record processing on the customer tax role record;
• business object instance generating logic configured to generate a business object instance representative of a status of the associated customer relative to the associated entity in accordance with the customer tax role record;
• a graphical user interface configured to receive update data that modifies the customer tax role record;
• the processor, responsive to determining a trigger event, being configured to determine a state of the lifecycle and selectively perform the first business record processing logic if the lifecycle is in the first state and perform the second business record processing logic if the lifecycle is in the second state;
• and,
• wherein in response to receiving custom business record processing logic, the processor is configured to selectively perform the custom business record processing logic responsive to determining the trigger event.

A computer-implemented method that is performed by a computer system, the method comprising:

• defining, by at least the processor, a lifecycle for a customer tax role record having a plurality of possible lifecycle states and assigning an initial active state to the customer tax role record;
• associating, by at least the processor, one or more processing algorithms to the customer tax role record that are triggered by predefined events including an expiration date for a tax obligation and a tax obligation period;
• subsequent to the defining and associating, monitoring a plurality of customer tax role records that have an active state, and for a monitored record, determining if the expiration date has expired;
• if the expiration date has not expired, generating a new tax obligation for a customer associated with the monitored record using at least one of the processing algorithms associated to the monitored record;
• if the expiration date has expired, changing the state of the lifecycle state of the monitored record to an expired state such that the new tax obligation is not generated;
• and
• repeating the monitoring for a next active record from the plurality of customer tax role records.