Method and system for loan application non-acceptance follow-up
View Patent ↗An interface system ( 100 ) configured for interaction between a client browser portal ( 105 ) and a server-based information handling system ( 102 ) includes an interaction controller ( 110 ) and a workflow processor ( 115 ). The interaction controller ( 110 ) and workflow processor ( 115 ) operate to transfer, deliver, operate upon, and manage data objects flowing to and from the system from the client browser portal ( 105 ). In one embodiment, a web step manager ( 112 ) and a flow step manager ( 113 ) work to execute workflows that ensure data is delivered to and from the information handling system ( 102 ) in an efficient manner. In another embodiment, process activities are executed to do the same. The system ( 100 ) facilitates automated on-line systems, such as an on-line installment loan system, to operate with off the shelf information handling systems ( 102 ).
1. An interface system configured for interaction between a networked client portal and a server-based information handling system, comprising:
an interaction controller configured to receive data objects from a client browser portal and to identify a predetermined workflow corresponding to the data objects, wherein the interaction controller comprises:
a web step manager configured to load a workflow interaction component associated with the predetermined workflow, wherein the workflow interaction component comprises at least one executable flow step; and
a flow step manager configured to execute each of the at least one executable flow steps by at least delivering extracted data from the data objects to a data interface of the server-based information handling system and to determine any next flow steps remaining from the at least one executable flow step; and
a workflow processor configured to adapt the extracted data into a predetermined format recognized by the data interface of the server-based information handling system;
wherein the flow step manager is configured to give temporary process control to the server-based information handling system upon delivering the extracted data and receive control one the server-based information handling system has processed the extracted data;
wherein the server-based information handling system comprises combined data viewer and data processing system for use with a computer-based information handling system having a display device and that displays on a screen of said display device a user interface for viewing reference data associated with a conceptual entity and for execution of multiple complex processes for manipulating said reference data, said combined data viewer and data processing system comprising: a process panel comprising a first region including a list of all the complex processes, a second region for displaying a list of all currently running ones of the complex processes, and a third region comprising a process work area for display of a state of a selected process and/or receiving user input; a data viewer comprising a content pane for display of data associated with said conceptual entity; a common window framing the process panel and the data viewer; said process work area and said content pane being selectably viewable and occupying overlapping positions within said common window; and said first, second, and third regions being mutually non-overlapping.
2. The interface system of claim 1 , wherein the data objects comprise JSON data.
3. The interface system of claim 2 , wherein the predetermined format comprises XML format.
4. The interface system of claim 1 , wherein the client browser portal comprises a Java servlet configured to locate and manipulate the data objects.
5. The interface system of claim 4 , wherein the client browser portal further comprises an html webpage providing an electronic loan application.
6. The interface system of claim 1 , wherein the any next flow steps remaining from the at least one executable flow step comprise one of another flow step or a web step.
7. The interface system of claim 6 , wherein the web step comprises display information for presentation on the client browser portal.
8. The interface system of claim 1 , wherein the workflow interaction component comprises a form, wherein the form comprises a predetermined data arrangement.
9. The interface system of claim 1 , wherein the flow step manager is further configured to pause upon delivering the temporary process control to the data interface of the server-based information handling system.
10. A method of interfacing with a server-based information handling system, the method comprising the steps of:
receiving a data object from a client browser portal;
identifying a workflow associated with the data object from the client browser portal;
retrieving a web flow interaction corresponding to the workflow;
identifying a flow step to be executed;
extracting extracted data from the data object;
formatting the extracted data into a predetermined format recognized by a data interface of the server-based information handling system;
executing the flow step by delivering the extracted data from the data object and temporary process control to the data interface of the server-based information handling system; and
identifying a next executable step upon executing the flow step;
wherein the next executable step comprises a next flow step further comprising the step of executing the next flow step by delivering the extracted data from the data object to the data interface of the server-based information handling system;
wherein the step of executing the next flow step comprises capturing a completed data set and delivering at least a portion of the data object to the data interface of the server-based information handling system.
11. The method of claim 10 , wherein the next executable step comprises a web step, further comprising the steps of executing the web step by:
identifying an empty data set structure;
identifying a presentation component corresponding to the empty data set structure; and
delivering the empty data set structure and the presentation component to the client browser portal.
12. The method of claim 10 , wherein the step of formatting the extracted data into the predetermined format recognized by the data interface of the server-based information handling system comprises transforming the extracted data from JSON format to XML format.
13. The method of claim 10 , further comprising the step of pausing after the step of executing the flow step.
14. A method of interfacing with a server-based information handling system, the method comprising the steps of:
receiving a data object from a client browser portal;
identifying a process activity corresponding to the data object, wherein the process activity comprises a process management construct that is configured to initiate, pause, and complete a workflow in the server-based information handling system;
extracting extracted data from the data object;
formatting the extracted data into a predetermined format recognized by a data interface of the server-based information handling system;
executing the process activity, wherein the step of executing comprises delivering the extracted data from the data object and temporary process control to the data interface of the server-based information handling system; and
identifying a subsequent process activity, wherein identification of the subsequent process activity is dependent in part upon completion of the process activity;
further comprising the step of resolving side effects resulting from the step of executing the process activity, wherein the side effects comprises providing confirmation at the client browser portal that a predefined data field must be stored in a database, the predefined data field comprising a social security number.
15. The method of claim 14 , wherein the client browser portal comprises a web-based loan offer system.
16. The method of claim 14 , wherein the process activity comprises at least one java server tag.