# US 2018/0321830 A1 · Screen-based workflow configuration and execution platform

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- Number: US 2018/0321830 A1
- Document ID: US20180321830A1
- Status: Published application
- Kind: A1
- Application number: 15/586,041
- Filed: 2017-05-03
- Published: 2018-11-08
- Earliest claimed: 2017-05-03
- Assignees: Espressive, Inc.
- Applicants: Espressive, Inc.
- Inventors: Patrice Ronald Calhoun; Brian James Espinosa; Francisco Fernandez; Daniel Valdivia Milanes; Rohit Kumar Suri
- Web page: https://patentgrep.com/patent/US20180321830A1

## CPC

- G06F 8/34: Graphical or visual programming
- G06F 8/38: for implementing user interfaces
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A screen-based workflow platform for enabling an administrator to configure an experience is provided. The experience comprises a plurality of sequential workflows, which each comprise sequential activities specific to a user. Each activity corresponds to a screen for interfacing with a corresponding user on a GUI. The platform is operable to configure screen elements within an activity screen template in response to administrator input representing interaction of the administrator with the template screen elements. The platform includes a data structure for each activity. The data structure specifies configured screen elements and user-related data.

## Claims

### Claim 1

A screen-based workflow platform for enabling an administrator to configure an experience, wherein the experience comprises a plurality of sequential workflows, each workflow comprises a plurality of sequential activities specific to a user, and each activity corresponds to a screen for interfacing with a corresponding user on a corresponding graphical user interface (GUI), the platform comprising:
one or more memories storing instructions;
one or more processors coupled to at least one of the one or more memories for executing instructions to cause the platform to:
configure at least one screen element within an activity screen template, that is displayed on a GUI, in response to administrator input representing interaction of the administrator with at least one template screen element, wherein
store a data structure for at least one activity in at least one of the workflows, the data structure for specifying, for display to the user on a screen, the at least one configured screen element.

### Claim 2 (depends on 1)

The platform of claim 1, wherein the administrator input comprises selection, for inclusion within an activity, by the administrator of at least one predefined screen element option within the activity screen template displayed on a GUI.

### Claim 3 (depends on 2)

The platform of claim 2, wherein types of screen element options include at least text, icons, buttons, sliders, content localization, checkboxes, or text-fillable fields.

### Claim 4 (depends on 1)

The platform of claim 1, at least one of the one or more memories storing at least one instruction for configuring at least one condition to control behavior of at least one screen element within the screen, the at least one condition based at least in part upon user interaction with one or more screen elements within the screen or within one or more previous screens in the experience.

### Claim 5 (depends on 1)

The platform of claim 1, at least one of the one or more memories storing at least one instruction for configuring at least one condition to control behavior of at least one screen element within the screen, wherein configuring the at least one condition is based at least in part upon selection of the at least one condition from a plurality of condition options displayed on a GUI.

### Claim 6 (depends on 5)

The platform of claim 5, wherein the at least one condition is further based at least in part upon a context of the experience.

### Claim 7 (depends on 6)

The platform of claim 6, wherein the context is related to at least one of user location, user title, user department membership, user device, or user profile information.

### Claim 8 (depends on 5)

The platform of claim 5, at least one of the one or more memories storing at least one instruction for controlling off-screen behavior based at least in part upon satisfaction of the at least one condition.

### Claim 9 (depends on 1)

The platform of claim 1, at least one of the one or more memories storing at least one instruction for configuring a workflow in response to selection for inclusion, in a workflow, of one or more activity templates from a plurality of activity template options displayed on a GUI.

### Claim 10 (depends on 9)

The platform of claim 9, at least one of the one or more memories storing at least one instruction for positioning on the screen the selected one or more activity templates in functional relationship with at least one other activity template in response to administrator input.

### Claim 11 (depends on 9)

The platform of claim 9, wherein types of the activity template options relate to at least user authentication, receiving data entry, data processing, order entry, or order fulfillment.

### Claim 12 (depends on 9)

The platform of claim 9, wherein the plurality of activity template options includes a limited set of activity template options provided by a provider of the platform.

### Claim 13 (depends on 1)

The platform of claim 1, the data structure further specifying one or more conditions for determining a next activity to perform based at least in part upon one of the one or more conditions being satisfied.

### Claim 14 (depends on 1)

The platform of claim 1, at least one of the one or more memories storing at least one instruction for configuring at least one condition to control transition from a first activity to a second activity within a workflow.

### Claim 15 (depends on 14)

The platform of claim 14, wherein configuring the at least one condition is based at least in part upon selection of the at least one condition from a plurality of condition options displayed on a GUI.

### Claim 16 (depends on 15)

The platform of claim 15, the data structure further specifying the at least one configured condition.

### Claim 17 (depends on 13)

The platform of claim 13, wherein the one or more conditions relate to user behavior with respect to the current or a preceding activity.

### Claim 18 (depends on 13)

The platform of claim 13, wherein the one or more conditions depend upon a context of the experience.

### Claim 19 (depends on 13)

The platform of claim 13, at least one of the one or more memories storing at least one instruction for evaluating satisfaction of the one or more conditions in sequential order.

### Claim 20 (depends on 1)

The platform of claim 1, the data structure specifying one or more conditions for controlling transition from a first user workflow associated with a first user to a second user workflow associated with a second user, based at least in part upon satisfaction of one of the one or more conditions.

### Claim 21 (depends on 20)

The platform of claim 20, wherein the one or more conditions are based upon a context of the experience.

### Claim 22 (depends on 20)

The platform of claim 20, at least one of the one or more memories storing at least one instruction for evaluating satisfaction of the one or more conditions in sequential order.

### Claim 23 (depends on 22)

The platform of claim 22, wherein configuring the one or more conditions is based at least in part upon selection from a plurality of condition options displayed on a GUI.

### Claim 24

A computer-implemented method for for enabling an administrator to configure an experience, wherein the experience comprises a plurality of sequential workflows, each workflow comprises a plurality of sequential activities specific to a user, and each activity corresponds to a screen for interfacing with a corresponding user on a corresponding graphical user interface (GUI), the method comprising:
configuring, using a processor, at least one screen element within an activity screen template, that is displayed on a GUI, in response to administrator input representing interaction of the administrator with at least one template screen element; and
storing a data structure for at least one activity in at least one of the workflows, the data structure for specifying, for display to the user on a screen, the at least one configured screen element.

### Claim at position 25

25-31. (canceled)

### Claim 32 (depends on 24)

The method of claim 24, comprising configuring a workflow in response to selection for inclusion, in a workflow, of one or more activity templates from a plurality of activity template options displayed on a GUI.

### Claim at position 27

33-35. (canceled)

### Claim 36 (depends on 24)

The method of claim 24, the data structure further specifying one or more conditions for determining a next activity to perform based at least in part upon one of the one or more conditions being satisfied.

### Claim at position 29

37-42. (canceled)

### Claim 43 (depends on 24)

The method of claim 24, the data structure specifying one or more conditions for controlling transition from a first user workflow associated with a first user to a second user workflow associated with a second user, based at least in part upon satisfaction of one of the one or more conditions.

### Claim at position 31

44-46. (canceled)

### Claim 47

One or more non-transitory computer-readable media storing instructions that, when executed by one or more computing devices, cause at least one of the one or more computing devices to:
configure at least one screen element within an activity screen template, that is displayed on a GUI, in response to administrator input representing interaction of the administrator with at least one template screen element; and
store a data structure for at least one activity in at least one of the workflows, the data structure for specifying, for display to the user on a screen, the at least one configured screen element.

### Claim at position 33

48-54. (canceled)

### Claim 55 (depends on 47)

The computer-readable media of claim 47, storing at least one instruction that, when executed by one or more computing devices, causes at least one of the one or more computing devices to configure a workflow in response to selection for inclusion, in a workflow, of one or more activity templates from a plurality of activity template options displayed on a GUI.

### Claim at position 35

56-58. (canceled)

### Claim 59 (depends on 47)

The computer-readable media of claim 47, the data structure further specifying one or more conditions for determining a next activity to perform based at least in part upon one of the one or more conditions being satisfied.

### Claim at position 37

60-65. (canceled)

### Claim 66 (depends on 47)

The computer-readable media of claim 47, the data structure specifying one or more conditions for controlling transition from a first user workflow associated with a first user to a second user workflow associated with a second user, based at least in part upon satisfaction of one of the one or more conditions.

### Claim at position 39

-69. (canceled)
