System and method for dynamic business workflow monitoring and regulation
AssigneeOpenMethods, Inc.
InventorsShannon Lekas, Gerrit Voorhis Lydecker, Carlos Gustavo Colombo, JR., Ankur Kanti Patel
Life of this patent
Estimating the term…
Abstract
A system and method for dynamic business workflow monitoring and regulation with third party application integration into browser client application, utilizing a workflow engine configured to monitor a plurality of client application data to detect a workflow event, select an appropriate modal dialog associated with the detected workflow event, and display the selected modal dialog in the browser client application until a workflow engine determines a valid action associated with the displayed modal dialog has occurred.
Claims8
A system for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow, comprising:
- a customer relationship management (CRM) workflow engine comprising at least a first plurality of programming instructions stored in a memory of, and operating on at least one processor of, a computing device, wherein the first plurality of programming instructions, when operating on the at least one processor, causes the computing device to:
- receive a plurality of application data from a user of a browser-based CRM application;
- analyze the plurality of browser-based application data to detect a modal event associated with a CRM workflow;
- select a modal dialog associated with the detected modal event;
- display the modal dialog in the browser-based CRM application;
- receive, responsive to the displayed modal dialog, user action data;
- determine if the action corresponding to the action data is valid or invalid for the CRM workflow;
- and
- wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.
(canceled)
A method for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow, comprising the steps of:
- receiving a plurality of application data from a user of a browser-based CRM application;
- analyzing the plurality of browser-based application data to detect a modal event associated with a CRM workflow;
- selecting a modal dialog associated with the detected modal event;
- displaying the modal dialog in the browser-based CRM application;
- receiving, responsive to the displayed modal dialog, user action data;
- determining if the action corresponding to the action data is valid or invalid for the CRM workflow;
- and
- wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.
(canceled)
Dependencies are inferred from the claim text.