IP Library Granted Patent US 7,535,479
Granted Patent B2
US 7,535,479 · App. 11/012,391 · Granted May 19, 2009

Apparatus and method for collecting and displaying information in a workflow system

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Quick Facts
Patent No.
US 7,535,479
App. No.
11/012,391
Granted
May 19, 2009
Kind
B2
Abstract

A method and apparatus for extensible real-time workflows are described. The present invention allows a user of a transaction processing system, such as a customer relationship management (CRM) tool or an automatic call distribution (ACD), for example, to easily add new event sources without recompiling the core workflow server engine of the transaction processing system. The invention also supports features such as the adding of new services, the exchange of events and parameters with other systems, real-time collection and display of workflow statistical information, the use of a centralized configuration database, incremental loading and unloading of workflows and rules, and exception handling.

Claims (35)

1. A method of displaying information relating to a workflow driven by a computer system comprising:

executing the workflow made up of a sequence of a plurality of steps that are performed to process a transaction and collecting run-time execution data about the workflow, the workflow implementing business rules;

calculating run-time execution statistics relating to the execution of the workflow on the computer system using the run-time execution data;

displaying a workflow diagram of the workflow as a tree with vertices representing each of the steps in the sequence connected to each other to symbolically depict the business rules and how the rules handle events on a display screen associated with the computer system;

overlaying the execution statistics on the workflow diagram, wherein the execution statistics are for various steps displayed in the workflow diagram.

2. The method of claim 1 , wherein the overlayed run-time execution statistics are displayed with an associated branch of the tree.

3. The method of claim 1 , wherein the execution statistics on the workflow diagram include an execution count for each output connection point of a step and a count of the number of times a step in the workflow is executed.

4. The method of claim 1 , further comprising execution statistics associated with a branch of the tree when a pointing device is situated over the branch.

5. The method of claim 4 , wherein the execution statistics are color coded based on threshold values.

6. A method of collecting information relating to a workflow driven by a computer system comprising:

executing the workflow made up of a sequence of steps that are performed to process a transaction and collecting run-time execution data about the workflow, the workflow implementing business rules;

calculating execution statistics relating to the execution of the workflow on the computer system using the run-time execution data;

displaying a workflow diagram of the workflow being executed on a display screen associated with the computer system; and

overlaying the execution statistics on the workflow diagram, and wherein the workflow diagram is at least partially represented as a tree having vertices representing each of the steps in the sequence connected to each other with edges to symbolically depict the business rules and how the rules handle events.

7. The method of claim 6 further comprising obtaining metrics to calculate the execution statistics from a database query in response to an identifier associated with the workflow.

8. The method of claim 6 , wherein the execution statistics includes the number of times a step in the workflow is executed.

9. The method of claim 6 , wherein execution statistics includes the execution time of one or more steps.

10. The method of claim 6 , wherein the execution statistics includes the number of exceptions encountered during execution of the workflow.

11. The method of claim 6 , wherein the execution statistics are color coded based on threshold values.

12. The method of claim 6 , wherein execution statistics are displayed over a branch of the tree when a pointing device is situated over the branch.

13. A method of collecting information relating to a workflow driven by a computer system comprising:

executing the workflow made up of a sequence of steps that are performed to process a transaction in real-time using a workflow engine and selecting independent of the workflow engine run-time execution data about the workflow, the workflow implementing business rules;

calculating run-time execution statistics relating to the execution of the workflow on the computer system using the run-time execution data, wherein the run-time execution statistics includes the number of times a step in the workflow is executed; and

displaying the execution statistics and a workflow diagram on a display screen associated with the computer system, wherein the workflow diagram is depicted as a plurality of connected vertices representing each of the steps in the sequence connected to each other with edges to symbolically depict the business rules and how the rules should handle events.

14. The method of claim 13 , wherein displaying further includes overlaying within the display screen the execution statistics on the vertices.

15. The method of claim 13 , wherein displaying further includes presenting selective colors for each different type of execution statistic within the display screen.

16. The method of claim 13 , wherein displaying further includes presenting within the display screen a number for each vertices indicating how frequently each vertices was executed.

17. The method of claim 13 , wherein displaying further includes presenting within the display screen an execution time associated with the elapsed execution time of each vertices.

18. The method of claim 13 , wherein displaying further includes presenting within the display screen the execution statistics as at least one of raw number values and percentage values.

19. A system, comprising:

a workflow engine implementing business rules and executing a workflow made up of a sequence of steps that are performed to process a transaction;

an overlay data provider which acquires run-time execution data about the workflow and calculates run-time execution statistics for the executing workflow;

a workflow editor which presents a diagram having vertices representing each of the steps in the sequence connected to each other with edges to symbolically depict the business rules and how the rules handle the events on a display in connection with the executing workflow and simultaneously presents the run-time execution statistics in connection with the vertices on the display.

20. The system of claim 19 , wherein presenting the diagram further includes presenting the diagram and its vertices as a tree diagram having a root and leaves, wherein the root and each of the leaves represent one of the vertices.

21. The system of claim 19 , wherein simultaneously presenting the execution statistics further includes displaying at least one of a percentage of times the workflow executed a step and an execution count for each output connection point of a step of the workflow.

Assignments (20)
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Apr 8, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 067041/0102 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Apr 8, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 067041/0128 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ADDRESS OF ALVARIA, INC. PREVIOUSLY RECORDED ON REEL 057254 FRAME 0377. ASSIGNOR(S) HEREBY CONFIRMS THE CHANGE OF NAME. Recorded Sep 13, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057652/0265 →
CHANGE OF NAME Recorded Jun 9, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057254/0377 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
Reel/Frame 057254/0363 →
MERGER AND CHANGE OF NAME Recorded Jun 3, 2021
From: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.
To: ASPECT SOFTWARE, INC.
Reel/Frame 056434/0157 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECURITY INTEREST Recorded Jun 16, 2016
From: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 039052/0356 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039013/0015 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: U.S. BANK NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039012/0311 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 20, 2014
From: JPMORGAN CHASE BANK, N.A.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 034281/0548 →
SECURITY INTEREST Recorded Jun 29, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 024651/0637 →
SECURITY AGREEMENT Recorded Jun 9, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC (F/K/A ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC); ASPECT SOFTWARE, INC. (AS SUCCESSOR TO ASPECT COMMUNICATIONS CORPORATION)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024505/0225 →
RELEASE OF SECURITY INTEREST Recorded Jun 8, 2010
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINSTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024492/0496 →
RELEASE OF SECURITY INTEREST Recorded Jun 7, 2010
From: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024515/0765 →
SECURITY AGREEMENT Recorded Aug 11, 2006
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT COMMUNICATIONS CORPORATION
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINISTRATIVE AGENT
Reel/Frame 018087/0313 →
RELEASE OF SECURITY INTEREST Recorded Jul 27, 2006
From: D.B. ZWIRN FINANCE, LLC
To: CONCERTO SOFTWARE INTERMEDIATE HOLDINGS, INC., ASPECT SOFTWARE, INC., ASPECT COMMUNICATIONS CORPORATION, FIRSTPOINT CONTACT CORPORATION, FIRSTPOINT CONTACT TECHNOLOGIES, INC.
Reel/Frame 017996/0895 →
SECURITY INTEREST Recorded Nov 15, 2005
From: ASPECT COMMUNICATIONS CORPORATION
To: D.B. ZWIRN FINANCE, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 016814/0013 →
SECURITY INTEREST Recorded Nov 2, 2005
From: ASPECT COMMUNICATIONS CORPORATION
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 016735/0972 →