Information management problem initiative system
AssigneeBank of America Corporation
InventorsTimothy McClellan, William Cather Steincamp, II, Kelley Hullett LeRow
Life of this patent
Estimating the term…
Abstract
A system and method manages information relating to a problem definition initiative in order to communicate some or all the information users. The method includes providing an interface users at workstations accessible by one or more of the users, receiving information comprising a plurality of messages from users communicating via the workstations during a problem definition initiative session, initiating display of at least one of the plurality of messages to the users via the interface, logging event data related to a plurality of events associated with the problem definition initiative session, and initiating display of at least some of the event data to the users via the interface.
Claims44
A method for information management, by providing a centralized repository of real-time, current information, related to a problem definition initiative, the method comprising:
- receiving, at the processing device of an Information Management System (IMS) from each of a plurality of workstations through a network, at least one of a plurality of messages from a plurality of users communicating during a real-time problem definition initiative conference session;
- initiating, by the processing device of the IMS, a real-time problem application interface running on each of the plurality of workstations, whereby the real-time interface is presented to one or more of the plurality of users, the real-time interface comprising:
- a problem definition, wherein the problem definition comprises a plurality of events;
- a first portion of the plurality of users associated with the plurality of events participating in the conference session;
- a second portion of the plurality of users associated with the plurality of events who are not participating in the conference session;
- and
- at least a portion of each of the plurality of messages, wherein the portion of each of the plurality of messages is presented to each of the plurality of users at each of the plurality of workstations in real-time;
- wherein, each of the one or more plurality of users can be assigned different access permissions limiting the individual's access to information through the interface;
- determining, by the processing device of the IMS, based on a textual analysis of message content of the plurality of messages from the plurality of users, that at least one of the plurality of events has occurred, the determining that the at least one of the plurality of events has occurred comprising determining, based on the textual analysis of the plurality of messages from the plurality of users, event data associated with the at least one of the plurality of events has occurred;
- in response to determining that at least one of the plurality of events has occurred, automatically and in real-time, by the processing device of the IMS, logging event data related to the plurality of events associated with the problem definition initiative conference session, wherein event data further comprises at least one of data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem;
- archiving, by the processing device of the IMS, at least a portion of the logged event data, wherein the archived data is configured as searchable and retrievable data;
- in response to determining that an event related to logged event data has occurred, automatically initiating, by the processing device of the IMS, communication of one or more alerts comprising information corresponding to the event;
- wherein determining that the event has occurred comprises:
- monitoring of the plurality of messages after logging event data;
- performing textual analysis of the plurality of messages to determine whether any significant events essential to problem definition initiative are discussed;
- and
- seeking confirmation from a user through a private message;
- initiating, by the processing device of the IMS, a second problem application interface in response to a request from a user, the second interface configured for receiving a second plurality of messages from one or more of the plurality of users, wherein the second interface comprises:
- a plurality of required participants;
- and
- initiating, by the processing device of the IMS, preparation of a report based at least in part on at least a portion of the data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem.
A system for managing information, by providing a centralized repository of real-time, current information, relating to a problem definition initiative in order to communicate some or all the information to a plurality of users, the system comprising a processing device of an information Management System (IMS) configured for:
- providing a real-time problem application interface running on each of a plurality of workstations, whereby the real-time interface is presented to a plurality of users;
- receiving, from each of the plurality of workstations through a network, at least one of a plurality of messages from users communicating during a real-time problem definition initiative conference session;
- initiating display of at least one of the plurality of messages to the users via the interface, the real-time interface further comprising:
- a problem definition, wherein the problem definition comprises a plurality of events;
- a first portion of the plurality of users associated with the plurality of events participating in the conference session;
- a second portion of the plurality of users associated with the plurality of events who are not participating in the conference session;
- and
- at least a portion of each of the plurality of messages, wherein the portion of each of the plurality of messages is presented to each of the plurality of users at each of the plurality of workstations in real-time;
- wherein, each of the one or more plurality of users can be assigned different access permissions limiting the individual's access to information through the interface;
- determining based on a textual analysis of message content of the plurality of messages from the plurality of users, that at least one of the plurality of events has occurred, the determining that the at least one of the plurality of events has occurred comprising determining, based on the textual analysis of the plurality of messages from the plurality of users, event data associated with the at least one of the plurality of events has occurred;
- in response to determining that at least one of the plurality of events has occurred, automatically and in real-time, logging event data related to a plurality of events associated with the problem definition initiative session, wherein event data further comprises at least one of data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem
- archiving, at least a portion of the logged event data, wherein the archived data is configured as searchable and retrievable data;
- in response to determining that an event related to logged event data has occurred, automatically initiating, communication of one or more alerts comprising information corresponding to the event;
- wherein determining that the event has occurred comprises:
- monitoring of the plurality of messages after logging event data;
- performing textual analysis of the plurality of messages to determine whether any significant events essential to problem definition initiative are discussed;
- and
- seeking confirmation from a user through a private message;
- initiating, a second problem application interface in response to a request from a user, the second interface configured for receiving a second plurality of messages from one or more of the plurality of users, wherein the second interface comprises:
- a plurality of required participants;
- and
- initiating preparation of a report based at least in part on at least a portion of the data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem.
A computer program product comprising a non-transient computer-readable memory comprising computer-executable instructions for use in information management, by providing a centralized repository of real-time, current information, relating to a problem definition initiative, the instructions comprising:
- instructions for providing a real-time problem application interface running on each of a plurality of workstations, whereby the real-time interface is presented to a plurality of users;
- instructions for receiving information, from each of the plurality of workstations through a network, comprising a plurality of messages from users communicating during a real-time problem definition initiative session;
- instructions for initiating display of at least one of the plurality of messages to the users via the interface, the real-time interface further comprising:
- a problem definition, wherein the problem definition comprises a plurality of events;
- a first portion of the plurality of users associated with the plurality of events participating in the conference session;
- a second portion of the plurality of users associated with the plurality of events who are not participating in the conference session;
- and
- at least a portion of each of the plurality of messages, wherein the portion of each of the plurality of messages is presented to each of the plurality of users at each of the plurality of workstations in real-time;
- wherein, each of the one or more plurality of users can be assigned different access permissions limiting the individual's access to information through the interface;
- instructions for determining, based on a textual analysis of message content of the plurality of messages from the plurality of users, that at least one of the plurality of events has occurred, the determining that the at least one of the plurality of events has occurred comprising determining, based on the textual analysis of the plurality of messages from the plurality of users, event data associated with the at least one of the plurality of events has occurred;
- instructions for automatically and in real-time, logging event data related to a plurality of events associated with the problem definition initiative session, in response to determining that at least one of the plurality of events has occurred, wherein event data further comprises at least one of data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem
- instructions for archiving at least a portion of the logged event data, wherein the archived data is configured as searchable and retrievable data;
- instructions for determining that an event related to logged event data has occurred, and in response, automatically initiating, communication of one or more alerts comprising information corresponding to the event;
- wherein instructions for determining that the event has occurred comprise:
- monitoring of the plurality of messages after logging event data;
- performing textual analysis of the plurality of messages to determine whether any significant events essential to problem definition initiative are discussed;
- and
- seeking confirmation from a user through a private message;
- instructions for initiating a second problem application interface in response to a request from a user, the second interface configured for receiving a second plurality of messages from one or more of the plurality of users, wherein the second interface comprises:
- a plurality of required participants;
- and
- instructions for initiating preparation of a report based at least in part on at least a portion of the data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem.
A method for managing information, by providing a centralized repository of real-time, current information, relating to a problem definition initiative in order to communicate some or all the information to a plurality of users, the method comprising:
- receiving, at the processing device of an Information Management System (IMS) from each of a plurality of workstations through a network, at least one of a plurality of messages from a plurality of users communicating during a real-time problem definition initiative session, the plurality of messages comprising a dialogue among the plurality of users;
- initiating, by the processing device of the IMS, a real-time problem application interface running on each of the plurality of workstations, whereby the real-time interface is presented to one or more of the plurality of users, the real-time interface further comprising:
- a problem definition, wherein the problem definition comprises a plurality of events;
- a first portion of the plurality of users associated with the plurality of events participating in the conference session;
- a second portion of the plurality of users associated with the plurality of events who are not participating in the conference session;
- and
- at least a portion of each of the plurality of messages, wherein the portion of each of the plurality of messages is presented to each of the plurality of users at each of the plurality of workstations in real-time;
- wherein, each of the one or more plurality of users can be assigned different access permissions limiting the individual's access to information through the interface;
- determining, by the processing device of the IMS, based on a textual analysis of message content of the plurality of messages from the plurality of users, that at least one of the plurality of events has occurred, the determining that the at least one of the plurality of events has occurred comprising determining, based on the textual analysis of the plurality of messages from the plurality of users, event data associated with the at least one of the plurality of events has occurred;
- in response to determining that at least one of the plurality of events has occurred, automatically and in real-time, by the processing device of the IMS, logging event data related to a plurality of events associated with the problem definition initiative session, the event data comprising data corresponding to one or more messages received from one or more users during the dialogue;
- logging session data comprising data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem
- archiving, by the processing device of the IMS, at least a portion of the logged event data, wherein the archived data is configured as searchable and retrievable data during the conference session;
- in response to determining that an event related to logged event data has occurred, automatically initiating, by the processing device of the IMS, communication of one or more alerts comprising information corresponding to the event;
- wherein determining that the event has occurred comprises:
- monitoring of the plurality of messages after logging event data;
- performing textual analysis of the plurality of messages to determine whether any significant events essential to problem definition initiative are discussed;
- and
- seeking confirmation from a user through a private message;
- initiating, by the processing device of the IMS, a second problem application interface in response to a request from a user, the second interface configured for receiving a second plurality of messages from one or more of the plurality of users, wherein the second interface comprises:
- a plurality of required participants;
- and
- wherein initiating presentation of the interface further comprises:
- initiating preparation of a report based at least in part on at least a portion of the data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem.
A system for managing information, by providing a centralized repository of real-time, current information, relating to a problem definition initiative, the system comprising a processing device of an information Management System (IMS) configured for:
- receiving, from each of a plurality of workstations through a network, at least one of a plurality of messages from a plurality of users communicating during a real-time problem definition initiative session, the plurality of messages comprising a dialogue among the plurality of users;
- initiating a real-time problem application interface running on each of the plurality of workstations, whereby the real-time interface is presented to one or more of the plurality of users, the real-time interface further comprising:
- a problem definition, wherein the problem definition comprises a plurality of events;
- a first portion of the plurality of users associated with the plurality of events participating in the conference session;
- a second portion of the plurality of users associated with the plurality of events who are not participating in the conference session;
- and
- at least a portion of each of the plurality of messages, wherein the portion of each of the plurality of messages is presented to each of the plurality of users at each of the plurality of workstations in real-time;
- wherein, each of the one or more plurality of users can be assigned different access permissions limiting the individual's access to information through the interface;
- determining, based on a textual analysis of message content of the plurality of messages from the plurality of users, that at least one of the plurality of events has occurred, the determining that the at least one of the plurality of events has occurred comprising determining, based on the textual analysis of the plurality of messages from the plurality of users, event data associated with the at least one of the plurality of events has occurred;
- in response to determining that at least one of the plurality of events has occurred, automatically and in real-time, logging event data related to a plurality of events associated with the problem definition initiative conference session, the event data comprising data corresponding to one or more messages received from one or more users during the dialogue;
- logging session data comprising data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem;
- archiving at least a portion of the logged event data, wherein the archived data is configured as searchable and retrievable data, during the conference session;
- in response to determining that an event related to logged event data has occurred, automatically initiating, communication of one or more alerts comprising information corresponding to the event;
- wherein determining that the event has occurred comprises:
- monitoring of the plurality of messages after logging event data;
- performing textual analysis of the plurality of messages to determine whether any significant events essential to problem definition initiative are discussed;
- and
- seeking confirmation from a user through a private message;
- initiating, a second problem application interface in response to a request from a user, the second interface configured for receiving a second plurality of messages from one or more of the plurality of users, wherein the second interface comprises:
- a plurality of required participants;
- and
- wherein initiating presentation of the interface further comprises:
- initiating preparation of a report based at least in part on at least a portion of the data corresponding to an identification of a problem being addressed by the conference session, a status of the problem being addressed by the conference session, or a status of one or more solutions or solution steps proposed to address the problem.
Dependencies are inferred from the claim text.