Workflow processing using unique identifiers
AssigneeWells Fargo Bank, N.A.
InventorsCameron H. River, Michael Paltayan
Life of this patent
Estimating the term…
Abstract
Systems and methods of managing workflow tasks and decisions. A workflow system generates a workflow with tasks assigned to users. The tasks have options for responding to the task to be obtained from the assigned users in order to the complete or update the task. Each option is assigned a unique identifier that also corresponds to each assigned user, such that one unique identifier identifies one option and one user. Links to select an option are sent to the user along with the unique identifiers. When a response is received, the unique identifier is returned and is checked for a match with the unique identifier sent. The workflow system processes the response when the unique identifiers match.
Claims20
An electronic workflow processing method in an electronic workflow processing system, comprising:
- receiving a request for a project;
- the project comprising at least one document to be generated and processed for evaluation;
- generating a data structure for an electronic workflow for the project, wherein the electronic workflow is divided into a plurality of workflow tasks for generating and evaluating the at least one document, and wherein the data structure reflects the plurality of workflow tasks;
- generating, in the data structure, at least one decision point for each of the plurality of workflow tasks, wherein the at least one decision point includes one or more decision point options;
- generating, in the data structure, a specific unique identifier for each of the one or more decision point options;
- assigning a workflow task of the plurality of workflow tasks and at least one decision point to a user of a plurality of users based on the specific unique identifier, wherein the user of the plurality of users is assigned based at least in part on a user database and is recognized as an assigned user;
- and
- receiving a response for the at least one decision point for the assigned workflow task of the plurality of workflow tasks from the user from the plurality of users and updating the data structure in order to process a next task of the plurality of workflow tasks based at least in part on the response, wherein processing of a total plurality of the plurality of workflow tasks iterates through and completes the project.
(canceled)
A workflow processing system for completing a project comprising:
- a processor that executes computer executable components stored in a memory to generate a data structure for managing an electronic workflow associated with the project, wherein the computer executable components comprise:
- a generator component that receives a request for the project and generates the data structure for managing the electronic workflow, the project comprising at least one document to be generated and processed for evaluation;
- a tasks component that generates a plurality of workflow tasks corresponding to steps for generating and processing the at least one document;
- and
- a unique identifier component that generates at least one decision point and a plurality of decision point options for each workflow task of the plurality of workflow tasks, that generates a unique identifier for each decision point option of the plurality of decision point options of the at least one decision point, and that associates the unique identifier to at least one user.
(canceled)
A computer readable medium having instructions to control one or more processors configured to:
- receive a request for a project;
- the project comprising at least one document to be generated and processed for evaluation;
- generate a data structure for an electronic workflow that comprises a plurality of workflow tasks corresponding to steps for generating and processing documents and associating a plurality of users to perform the plurality of workflow tasks;
- assign each workflow task of the plurality of workflow tasks to a first user and a second user of the plurality of users, wherein the assignment of the each workflow task of the plurality of workflow tasks designates an update to the data structure corresponding to the first user and the second user of the plurality of users;
- generate a decision point for the first user and the second user of the plurality of users assigned the each workflow task of the plurality of workflow tasks;
- the decision point having one or more decision point options, wherein the one or more decision point options are associated with the each workflow task of the plurality of workflow tasks;
- generate a unique identifier for each decision point option and the first user and the second user of the plurality of users;
- generate at least one selectable link in the electronic workflow for each decision point option that is associated with the unique identifier;
- generate an alert for each unique identifier, comprising the at least one selectable link with the unique identifier;
- and
- communicate the alert to the first user and the second user of the plurality of users at an originating contact information, wherein the originating contact information is based at least in part upon a user database that specifies a user specific media associated with a user identification of the plurality of users.
Dependencies are inferred from the claim text.