# US 2017/0285879 A1 · Automated user interface generation for process tracking

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- Number: US 2017/0285879 A1
- Document ID: US20170285879A1
- Status: Published application
- Kind: A1
- Application number: 15/085,802
- Filed: 2016-03-30
- Published: 2017-10-05
- Earliest claimed: 2016-03-30
- Assignees: Experian Health, Inc.
- Applicants: Experian Health, Inc.
- Inventors: Edmond Chase Pilkington; David Stephen Phoebus; Aniss Driss; Julie F. Radtke; Keith Daniel Wenzler; Michael Ryan Kirton
- Web page: https://patentgrep.com/patent/US20170285879A1

## CPC

- G06Q 10/06311: {Scheduling, planning or task assignment for a person or group}
- G06F 3/0481: based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
- 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 40/174: Form filling; Merging
- G06Q 10/063114: {Status monitoring or status determination for a person or group}
- G06Q 10/06316: {Sequencing of tasks or work}
- H04L 67/10: in which an application is distributed across nodes in the network (software deployment G06F8/60; multiprogramming arrangements G06F9/46)
- H04L 67/535: {Tracking the activity of the user (network monitoring arrangements H04L43/00; recording of computer activity G06F11/34)}
- 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
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

Tracking the process of a client activity via an electronic system involves the provision of user interfaces by which data are communicated to user. Optimizing the generation of these user interfaces in a cloud-based system reduces processing resources required by the cloud-based portion, improves the user experience on the local portions, and improves the data collected by users. Using, as described herein, historical data known to the cloud-based portion related to both the user and the client, the user interfaces are updated to show progress of the activity and to organize the tasks for the given user in an optimal arrangement. Reports may also be generated regarding the efficacy of the users in shepherding the activity to completion in a more efficient manner. Various user interface elements are integrated into the cloud-based system for quick provision of activity and task statuses to the user.

## Claims

### Claim 1

A cloud-based system with improved efficiency in generating optimized user interfaces relating to a client activity, comprising:
a processor; and
a computer readable memory storage device, including instructions, which when executed by the processor are operable to enable the cloud-based system to:
receive input data from a user regarding a client and the client activity;
determine a plurality of tasks that are related to the client activity based on the input data;
retrieve historical client data from a repository based on the input data;
determine which of the plurality of tasks to prompt the user to provide additional input data for based on the historical client data and the input data;
retrieve historical user data from a repository based on the input data;
determine a customized order in which to present the plurality of tasks to prompt the user for the additional input data, wherein the customized order prioritizes tasks for the user to supply the additional input data based on the historical user data;
generate a user interface including the plurality of tasks organized according to the customized order in which to prompt the user for the additional input data; and
transmit the user interface to the user.

### Claim 2 (depends on 1)

The system of claim 1, wherein the input data and the additional input data regarding the client are compared against the historical client data, and the cloud-based system inserts alerts into the user interface indicating mismatches between the input data and the additional input data regarding the client and the historical client data.

### Claim 3 (depends on 1)

The system of claim 1, wherein the instructions are further operable to enable the cloud-based system to:
track a status of the client activity by tracking statuses of tasks, wherein the statuses of tasks are chosen from among:
not presented;
presented and not started;
presented and in-progress;
presented and complete; and
presented and alert; and
update the user interface with the status of the client activity as a percentage of the tasks that have the statuses of presented and complete out of a number of the tasks that have the statuses of presented and not started, presented and in-progress, presented and complete, and presented and alert.

### Claim 4 (depends on 3)

The system of claim 3, wherein updating the user interface further comprises:
determining when a given task has statuses of presented and complete; and
in response to determining that the given task has been completed, updating the customized order to denigrate a prominence of the given task.

### Claim 5 (depends on 4)

The system of claim 4, wherein deprecating the prominence of the given task includes at least one of:
moving the given task behind a last uncompleted task in the customized order;
changing a color of the given task in the user interface;
removing an icon from the given task in the user interface;
decreasing a size of the given task in the user interface; and
closing a dialog window associated with the given task in the user interface.

### Claim 6 (depends on 1)

The system of claim 1, wherein the tasks prioritized for presentation in the user interface comprise a subset of tasks comprising the client activity, wherein the subset of tasks are based on historical user data indicating a role of the user, and wherein tasks comprising the client activity that are not part of the subset are prioritized for display to a different user based on historical user data indicating a different role for the different user.

### Claim 7 (depends on 1)

The system of claim 1, wherein the instructions are further operable to enable the cloud-based system to:
receiving a request for a user efficacy report, including an identity of the user;
identifying a number of tracked tasks, including completed and incomplete tasks, that belong to completed client activities and have been presented to the user;
tallying the tracked tasks having statuses of:
in-processes;
not started;
completed but associated with an alert;
generating the user efficacy report based on the tracked tasks that were tallied compared to the number tracked tasks; and
transmitting the user efficacy report.

### Claim 8

A method for improving efficiency of a cloud-based system in generating optimized user interfaces relating to a client activity, comprising:
receiving, at the could-based system, input data from a user regarding a client and the client activity;
determining, by the cloud-based system, a plurality of tasks that are related to the client activity based on the input data;
retrieving, by the cloud-based system, historical client data from a repository based on the input data;
determining, by the cloud-based system which of the plurality of tasks to prompt the user to provide additional input data based on the historical client data and the input data;
retrieving, by the cloud-based system, historical user data from a repository based on the input data;
determining, by the cloud-based system, a customized order in which to present the plurality of tasks to prompt the user for the additional input data, wherein the customized order prioritizes tasks for the user to supply the additional input data based on the historical user data;
generating a user interface including the plurality of tasks organized according to the customized order in which to prompt the user for the additional input data;
transmitting the user interface to the user;
tracking statuses of the tasks; and
updating the user interface to indicate a status of the client activity based on the statuses of the tasks as the user provides the additional input data.

### Claim 9 (depends on 8)

The method of claim 8, wherein the input data and the additional input data are extracted from structured communications transmitted to the cloud-based system from the user.

### Claim 10 (depends on 8)

The method of claim 8, wherein the input data and the additional input data regarding the client are compared against with the historical client data and the cloud-based system inserts verification tasks into the user interface in response to mismatches between the input data and the additional input data regarding the client and the historical client data.

### Claim 11 (depends on 8)

The method of claim 8, wherein tracking the status of the tasks further comprises:
determining, by the cloud-based system, when a given task is complete; and
in response to determining that the given task is complete, updating the customized order to deprecate a prominence of the given task.

### Claim 12 (depends on 11)

The method of claim 11, wherein deprecating the prominence of the given task includes at least one of:
moving the given task behind a last uncompleted task in the customized order;
changing a color of the given task in the user interface;
removing an icon from the given task in the user interface;
decreasing a size of the given task in the user interface; and
closing a dialog window associated with the given task in the user interface.

### Claim 13 (depends on 8)

The method of claim 8, wherein the tasks prioritized for presentation in the user interface comprise a subset of tasks comprising the client activity, wherein the subset of tasks are based on historical user data indicating a role of the user.

### Claim 14 (depends on 13)

The method of claim 13, wherein tasks comprising the client activity that are not part of the subset are prioritized for display to a different user based on historical user data indicating a different role for the different user.

### Claim 15 (depends on 8)

The method of claim 8, wherein. tracking statuses of tasks further comprises:
determining a status for each task from among:
not presented;
presented and not started;
presented and in-progress;
presented and complete; and
presented and alert; and
updating the user interface with the status of the client activity as a percentage of the tasks that have the statuses of presented and complete out of a number of the tasks that have the statuses of presented and not started, presented and in-progress, presented and complete, and presented and alert.

### Claim 16 (depends on 8)

The method of claim 8, wherein the cloud-based system is further operable to use the historical user data to produce an efficacy report regarding the user.

### Claim 17 (depends on 16)

The method of claim 16, wherein producing the efficacy report regarding the user is produce by the cloud-based system performing steps of:
receiving, at the cloud-based system, a request for a user efficacy report, identifying the user;
identifying, by the cloud-based system, completed client activities;
tallying, by the cloud-based system, tracked tasks from the completed client activities that have been presented to the user having statuses of:
completed without an alert;
in-processes;
not started; and
completed with an alert;
generating, by the cloud-based system, the user efficacy report based on the tracked tasks that were tallied; and
transmitting the user efficacy report from the cloud-based system.

### Claim 18

A system for improving efficiency of a cloud-based system in generating optimized user interfaces relating to a client activity, comprising:
a user workstation, operable to provide input data regarding a client and the client activity, comprising a plurality of tasks;
a repository, operable to store historical client data and historical user data;
a workflow system, in communication with the user workstation and the repository, operable to generate user interfaces for display on the user workstation based on the input data and the historical client data, and including:
a process tracker, operable to optimize generation of the user interfaces based on the historical user data, wherein the process tracker customizes an order in which to present the plurality of tasks in the user interfaces to prompt a user for additional input data, wherein the order prioritizes tasks for the user to supply the additional input data based on the historical user data.

### Claim 19 (depends on 18)

The system of claim 18, wherein the process tracker is further operable to:
receive a request for a user efficacy report, including an identity of the user;
identify a number of tracked tasks that belong to completed client activities and have been presented to the user;
tally the tracked having statuses of:
completed;
in-processes;
not started; and
alerted;
generate the user efficacy report based on the tracked tasks that were tallied having a status of completed out of a total number of tracked tasks; and
transmit the user efficacy report to the user workstation.

### Claim 20 (depends on 18)

The system of claim 18, wherein the user workstation is communicated to the workflow system via an internal repository, operable to provide centralized management of records within an institution to which the user workstation belongs.