Systems and methods of generating improved graphical user interfaces for distributed rule and workflow management

Inventors

Greenberg, Joshua • Cook, Christopher

Assignees

Control Insights LLC

Abstract

The present specification discloses methods and systems for automatically processing an electronic data structure by receiving the electronic data structure that has categories associated therewith, determining, for a first subset of the categories, to automatically update a first set of states associated with the electronic data structure without routing the electronic data structure to a stakeholder, and determining, for a second subset of the categories, to route the electronic data structure to at least one stakeholder. After routing a portion of the electronic data structure to at least one stakeholder and receiving input from that stakeholder, a second set of states is updated based upon the received input and data is generated that is visually representative of each of the first set of states and second set of states.

Core Innovation

The invention relates to a client-server rules/workflow management system that selectively routes an electronic data structure through an electronic network. A server receives an electronic data structure that comprises a plurality of rules, accesses each of the rules, accesses a plurality of different categories from memory, and associates each of the plurality of rules with the plurality of different categories.

The system determines, for a first subset of the plurality of different categories, to automatically update a first set of states associated with each of the accessed plurality of rules without routing the electronic data structure to at least one stakeholder. For a second subset of the plurality of different categories, the server automatically updates a second set of states associated with each of the accessed plurality of rules by routing the electronic data structure to at least one of the stakeholders. After routing and before receiving input from the at least one stakeholder, the server sends one or more notifications to the at least one stakeholder, receives the input, and updates at least one of the second set of states based upon the received input.

The invention generates multiple graphical user interfaces for visually presenting rule/category data. The server generates a first graphical user interface configured to receive one or more queries based on at least one of the plurality of different categories and generates first data associating each of the plurality of rules with at least one of the plurality of different categories based on the one or more queries. The server then generates second data indicative of a second graphical user interface adapted to visually present the first data and third data indicative of a third graphical user interface adapted to visually present each of the plurality of rules in a visual grid relating each rule to data indicative of a version, a description, and being active, inactive, valid or enforceable, including an icon that causes an overlay graphical user interface for displaying additional rules and permitting importing of additional rules into the visual grid.

In addition, the system generates fourth data indicative of a fourth graphical user interface adapted to visually present rows and columns associated with rules and categories, with a visual icon indicative of a rule implementation status at each intersection. The rule implementation status is at least one of active, inactive, in-progress, or completed, and each rule is represented as hyperlinked data that, when activated, generates an additional graphical user interface presenting data specific to a specific one of the plurality of rules.

Claims Coverage

The provided material includes one independent claim. The dependent claims primarily refine the notification mechanism and the graphical user interface visual indicators and interaction details, while the core workflow of selectively updating rule-associated state sets and generating category/rule graphical user interfaces is carried by the independent claim.

The claim coverage centers on a server method that associates rules with categories and selectively routes an electronic data structure to stakeholders based on category subsets. It updates first and second rule-associated state sets depending on whether routing occurs, sends notifications prior to stakeholder input, and updates states based on that input. The claim further covers generating multiple visually presenting graphical user interfaces including query input, grid-based rule/category presentation with rule metadata, overlay importing of additional rules, rule implementation-status icons, and hyperlinked per-rule detail views.

Stated Advantages

Documented Applications

No documented applications found