# US 2019/0171989 A1 · Dynamic Workflow Control Based on Database Logic

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- Number: US 2019/0171989 A1
- Document ID: US20190171989A1
- Status: Published application
- Kind: A1
- Application number: 15/833,199
- Filed: 2017-12-06
- Published: 2019-06-06
- Earliest claimed: 2017-12-06
- Assignees: Bank of America Corporation
- Applicants: Bank of America Corporation
- Inventors: Timothy Smith; Daniel J. Serna
- Web page: https://patentgrep.com/patent/US20190171989A1

## CPC

- G06Q 10/06316: {Sequencing of tasks or work}
- G06F 9/3836: {Instruction issuing, e.g. dynamic instruction scheduling or out of order instruction execution}
- G06F 9/5038: {considering the execution order of a plurality of tasks, e.g. taking priority or time dependency constraints into consideration (scheduling strategies G06F9/4881 and subgroups)}
- G06F 16/2228: {Indexing structures}
- G06F 16/25: Integrating or interfacing systems involving database management systems
- G05B 19/02: electric
- H04W 84/02: Hierarchically pre-organised networks, e.g. paging networks, cellular networks, WLAN [Wireless Local Area Network] or WLL [Wireless Local Loop]
- 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)
- G05B: CONTROL OR REGULATING SYSTEMS IN GENERAL; FUNCTIONAL ELEMENTS OF SUCH SYSTEMS; MONITORING OR TESTING ARRANGEMENTS FOR SUCH SYSTEMS OR ELEMENTS (systems for controlling or regulating non-electric variables G05D; systems for regulating electric or magnetic variables G05F; control devices or systems insofar as characterised by mechanical features only G05G)
- H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72)

## Abstract

Methods, systems, and apparatuses for dynamic workflow control based on database logic are described herein. In some arrangements, a workflow control server may configure a workflow engine based on one or more data tables stored in a workflow database which may comprise a logical arrangement of workflow steps, actions, and transitions. The workflow control server may perform one or more workflow actions corresponding to a workflow step based on one or more triggers provided by a participant computing device. Responsive to performing the one or more workflow actions, the workflow control server may execute the workflow engine to perform a workflow transition between workflow steps.

## Claims

### Claim 1

A workflow control server, including:
one or more processors; and
memory storing at least a workflow engine, a workflow database, and computer-readable instructions that, when executed by the one or more processors, cause the workflow control server to:
configure the workflow engine based on the workflow database, wherein the workflow database comprises one or more data tables including a logical arrangement of workflow steps, workflow actions, and workflow transitions;
receive, from a first computing device, a work effort request corresponding to a workflow;
cause the first computing device to display a first user interface comprising a plurality of first user interface elements, the first user interface corresponding to a first workflow step of a work effort related to the work effort request and the workflow;
receive, from the first computing device and through the first user interface, a first trigger associated with one or more of the first plurality of user interface elements;
based on the first trigger, execute the workflow engine to perform at least a first workflow action; and
responsive to performing at least the first workflow action, perform a first workflow transition to progress the work effort from the first workflow step to a second workflow step.

### Claim 2 (depends on 1)

The workflow control server of claim 1, wherein the memory stores further computer-readable instructions that, when executed by the one or more processors, cause the workflow control server to:
based on performing the first workflow transition to progress the work effort to the second workflow step, cause a second computing device to display a second user interface comprising a plurality of second user interface elements, the second user interface corresponding to the second workflow step of the work effort related to the work effort request;
receive, from the second computing device and through the second user interface, a second trigger associated with one or more of the second plurality of user interface elements;
based on the second trigger, execute the workflow engine to perform at least a second workflow action; and
responsive to performing at least the second workflow action, perform a second workflow transition to conclude the work effort in the workflow.

### Claim 3 (depends on 2)

The workflow control server of claim 2, wherein the memory stores further computer-readable instructions that, when executed by the one or more processors, cause the workflow control server to:
based on performing the second workflow transition to conclude the work effort in the workflow, cause a third computing device to display a third user interface comprising a plurality of third user interface elements, the third user interface corresponding to a workflow processing assessment interface;
receive, from the third computing device and through the third user interface, a third trigger associated with one or more of the third plurality of user interface elements; and
based on the third trigger, update one or more of the workflow engine and the workflow database.

### Claim 4 (depends on 3)

The workflow control server of claim 3, wherein the memory stores further computer-readable instructions that, when executed by the one or more processors, cause the workflow control server to:
based on the third trigger, update the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables of the workflow database.

### Claim 5 (depends on 4)

The workflow control server of claim 4, wherein the memory further stores a workflow library, and wherein the workflow engine calls operations from the workflow library to perform the first workflow transition and the second workflow transition.

### Claim 6 (depends on 5)

The workflow control server of claim 5, wherein the memory stores further computer-readable instructions that, when executed by the one or more processors, cause the workflow control server to:
based on the third trigger, update the workflow library and the workflow engine.

### Claim 7 (depends on 5)

The workflow control server of claim 5, wherein the workflow library is configured based on the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables of the workflow database.

### Claim 8

One or more non-transitory computer-readable media storing instructions that, when executed by a computing device comprising one or more processors and memory storing at least a workflow engine and a workflow database, cause the computing device to:
con the workflow engine based on the workflow database, wherein the workflow database comprises one or more data tables including a logical arrangement of workflow steps, workflow actions, and workflow transitions;
receive, from a first computing device, a work effort request corresponding to a workflow;
cause the first computing device to display a first user interface comprising a plurality of first user interface elements, the first user interface corresponding to a first workflow step of a work effort related to the work effort request and the workflow;
receive, from the first computing device and through the first user interface, a first trigger associated with one or more of the first plurality of user interface elements;
based on the first trigger, execute the workflow engine to perform at least a first workflow action; and
responsive to performing at least the first workflow action, perform a first workflow transition to progress the work effort from the first workflow step to a second workflow step.

### Claim 9 (depends on 8)

The one or more non-transitory computer-readable media of claim 8, storing additional instructions that, when executed by the computing device comprising the one or more processors and the memory storing at least the workflow engine and the workflow database, cause the computing device to:
based on performing the first workflow transition to progress the work effort to the second workflow step, cause a second computing device to display a second user interface comprising a plurality of second user interface elements, the second user interface corresponding to the second workflow step of the work effort related to the work effort request;
receive, from the second computing device and through the second user interface, a second trigger associated with one or more of the second plurality of user interface elements;
based on the second trigger, execute the workflow engine to perform at least a second workflow action; and
responsive to performing at least the second workflow action, perform a second workflow transition to conclude the work effort in the workflow.

### Claim 10 (depends on 9)

The one or more non-transitory computer-readable media of claim 9, storing additional instructions that, when executed by the computing device comprising the one or more processors and the memory storing at least the workflow engine and the workflow database, cause the computing device to:
based on performing the second workflow transition to conclude the work effort in the workflow, cause a third computing device to display a third user interface comprising a plurality of third user interface elements, the third user interface corresponding to a workflow processing assessment interface;
receive, from the third computing device and through the third user interface, a third trigger associated with one or more of the third plurality of user interface elements; and
based on the third trigger, update one or more of the workflow engine and the workflow database.

### Claim 11 (depends on 10)

The one or more non-transitory computer-readable media of claim 10, storing additional instructions that, when executed by the computing device comprising the one or more processors and the memory storing at least the workflow engine and the workflow database, cause the computing device to:
based on the third trigger, update the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables of the workflow database.

### Claim 12 (depends on 11)

The one or more non-transitory computer-readable media of claim 11, wherein the memory of the computing devices stores a workflow library, and wherein the workflow engine calls operations from the workflow library to perform the first workflow transition and the second workflow transition.

### Claim 13 (depends on 12)

The one or more non-transitory computer-readable media of claim 12, storing additional instructions that, when executed by the computing device comprising the one or more processors and the memory storing at least the workflow engine and the workflow database, cause the computing device to:
based on the third trigger, update the workflow library and the workflow engine.

### Claim 14 (depends on 12)

The one or more non-transitory computer-readable media of claim 12, wherein the workflow library is configured based on the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables of the workflow database.

### Claim 15

A method, comprising:
at a computing device comprising one or more processors and memory storing at least a workflow engine and a workflow database:
configuring the workflow engine based on the workflow database, wherein the workflow database comprises one or more data tables including a logical arrangement of workflow steps, workflow actions, and workflow transitions;
receiving, from a first computing device, a work effort request corresponding to a workflow;
causing the first computing device to display a first user interface comprising a plurality of first user interface elements, the first user interface corresponding to a first workflow step of a work effort related to the work effort request and the workflow;
receiving, from the first computing device and through the first user interface, a first trigger associated with one or more of the first plurality of user interface elements;
based on the first trigger, executing the workflow engine to perform at least a first workflow action; and
responsive to performing at least the first workflow action, performing a first workflow transition to progress the work effort from the first workflow step to a second workflow step.

### Claim 16 (depends on 15)

The method of claim 15, further comprising:
based on performing the first workflow transition to progress the work effort to the second workflow step, causing a second computing device to display a second user interface comprising a plurality of second user interface elements, the second user interface corresponding to the second workflow step of the work effort related to the work effort request;
receiving, from the second computing device and through the second user interface, a second trigger associated with one or more of the second plurality of user interface elements;
based on the second trigger, executing the workflow engine to perform at least a second workflow action; and
responsive to performing at least the second workflow action, performing a second workflow transition to conclude the work effort in the workflow.

### Claim 17 (depends on 16)

The method of claim 16, further comprising:
based on performing the second workflow transition to conclude the work effort in the workflow, causing a third computing device to display a third user interface comprising a plurality of third user interface elements, the third user interface corresponding to a workflow processing assessment interface;
receiving, from the third computing device and through the third user interface, a third trigger associated with one or more of the third plurality of user interface elements; and
based on the third trigger, updating one or more of the workflow engine and the workflow database.

### Claim 18 (depends on 17)

The method of claim 17, further comprising:
based on the third trigger, updating the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables of the workflow database.

### Claim 19 (depends on 18)

The method of claim 18, wherein the memory of the computing device further stores a workflow library, and wherein the workflow engine calls operations from the workflow library to perform the first workflow transition and the second workflow transition.

### Claim 20 (depends on 19)

The method of claim 19, wherein the workflow library is configured based on the logical arrangement of the workflow steps, workflow actions, and workflow transitions of the one or more data tables.
