System, Method, and Computer Program Product for Generating and Executing a Workflow Program

A system comprising at least one processor programmed or configured to:

• provide an interactive graphical user interface to a plurality of advisor users, the interactive graphical user interface configured to facilitate each advisor user to create at least one workflow program;
• receive, from the plurality of advisor users, a plurality of workflow programs, each workflow program comprising at least a portion of an executable workflow;
• receive, from the plurality of advisor users, workflow data associated with the plurality of workflow programs, the workflow data comprising at least one element of metadata;
• host, on a platform accessible to a plurality of client users, the plurality of workflow programs in association with the workflow data;
• receive, from a client user of the plurality of client users, a selected workflow program of the plurality of workflow programs, the selected workflow program associated with an advisor user of the plurality of advisor users;
• generate a workspace environment accessible to the advisor user corresponding to the selected workflow program, the workspace environment based on the at least a portion of the executable workflow associated with the selected workflow program;
• populate the workspace environment with entity data received from or identified by the client user to configure an executable workflow;
• and
• automatically execute the executable workflow in response to at least one of the following:
• a user request, a scheduled time, a change in law or regulation, a change in entity data, or any combination thereof.

A computer program product comprising at least one non-transitory medium including program instructions that, when executed by at least one processor, cause the at least one processor to:

• provide an interactive graphical user interface to a plurality of advisor users, the interactive graphical user interface configured to facilitate each advisor user to create at least one workflow program;
• receive, from the plurality of advisor users, a plurality of workflow programs, each workflow program comprising at least a portion of an executable workflow;
• receive, from the plurality of advisor users, workflow data associated with the plurality of workflow programs, the workflow data comprising at least one element of metadata;
• host, on a platform accessible to a plurality of client users, the plurality of workflow programs in association with the workflow data;
• receive, from a client user of the plurality of client users, a selected workflow program of the plurality of workflow programs, the selected workflow program associated with an advisor user of the plurality of advisor users;
• generate a workspace environment accessible to the advisor user corresponding to the selected workflow program, the workspace environment based on the at least a portion of the executable workflow associated with the selected workflow program;
• populate the workspace environment with entity data received from or identified by the client user to configure an executable workflow;
• and
• automatically execute the executable workflow in response to at least one of the following:
• a user request, a scheduled time, a change in law or regulation, a change in entity data, or any combination thereof.