IP Library Granted Patent US 10,476,971
Granted Patent B2
US 10,476,971 · App. 14/743,794 · Granted Nov 12, 2019

Configurable and self-optimizing business process applications

Inventors: Paul Holmes-Higgin (London, GB); David Caruana (London, GB)
Assignee: Alfresco Software, Inc.
H04L67/16G06F3/0481G06Q10/04G06Q10/103
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Quick Facts
Patent No.
US 10,476,971
App. No.
14/743,794
Granted
Nov 12, 2019
Kind
B2
Abstract

Configurable and self-optimizing business process applications can be used in conjunction with features of a content management system, for example including generating and providing guidance relating to a decision or action point within a workflow instance, allowing a user to invoke an exception that includes a deviation from a set of actions defined by the business process application, saving a modified version of the business process application in the content management repository, and monitoring performance metrics of the business process application and the modified business process application when used by additional users in additional workflow instances. Methods, systems, and articles of manufacture are described.

Claims (81)

1. A computer program product comprising a non-transitory machine-readable medium storing instructions that, when executed by at least one programmable processor in conjunction with a content management system comprising a content management system repository having stored therein a application and case data storing one or more content items relating to a case guided by the application, cause the at least one programmable processor to perform operations comprising:

detecting, at a computer device having a user interface supported by the application, use by a user of a feature in the user interface relating to a workflow instance as part of the case guided by the application;

generating, by the application, guidance relating to a decision or action point within the workflow instance based on the case data, the guidance comprising a recommended action for completing the decision or action point within the workflow instance;

providing the guidance for display within the user interface;

allowing the user to invoke an exception that includes a deviation from the recommended action;

saving a modified version of the application and case data for the modified application in the content management repository, the modified version comprising the exception;

accessing the case data in the content management system repository from an application optimization engine;

monitoring, by the application optimization engine, performance metrics of the application and the modified version of the application when used by additional users in additional workflow instances, the monitoring comprising retaining, in the content management repository, second case data for the workflow instance as well as other currently and previously executed workflow instances based on the application and the modified application;

comparing, based on a common application model definition, a definition of the application to a definition of the modified version of the business application, wherein the definition of the application and the definition of the modified version of the business application define functionality for guiding the user through a set of actions consistent with completion of the workflow instance; and

providing, by the application optimization engine and via the user interface, recommendations of suggested exceptions to the application and/or to the modified application, the recommendations based on the comparing and the second case data.

2. The computer program product as in claim 1 , wherein the case data comprises, for one or more cases of a plurality of cases:

an identifier of at least one specific application used in processing the case and one or more exceptions made relative to any of the at least one specific application; and

historical data comprising one or more of an amount of time required for one or more actions or features of the workflow instances involved in the case to be completed, a total time between two actions within one or more of the workflow instances involved in the case, a number of review iterations required in completing the case, a quality metric relating to an end product of the case, and users or roles that participated in completion of the case.

3. The computer program product as in claim 2 , wherein the operations further comprise:

analyzing, by the application optimization engine, the historical data;

identifying, based on the analyzing, a pattern in usage of the application and/or the modified application; and

defining, based on the pattern, a second application for processing the case.

4. The computer program product as in claim 1 , wherein the operations further comprise:

comparing definitions of a plurality of applications based on a common application model definition; and

providing a recommendation for improvement of the application and/or the modified application based on case data relevant to the plurality of applications.

5. The computer program product as in claim 1 , wherein the operations further comprise:

identifying a pattern in usage of either or both of the application and an application model definition underlying the application, the identifying comprising analyzing the case data; and

defining a new application based on the pattern.

6. The computer program product as in claim 1 , wherein the operations further comprise:

requesting additional information about a rationale underlying the exception from the user; and

saving a user input received in response to the requesting of the additional information as part of the case data.

7. The computer program product as in claim 1 , wherein the generating guidance comprises analyzing the case data.

8. A system comprising:

a content management system repository having stored therein a application and case data storing one or more content items relating to a case guided by the application

a computer configured to perform operations comprising:

detecting, at a user interface of the computer supported by the application, use by a user of a feature in the user interface relating to a workflow instance as part of the case guided by the application;

generating, by the application, guidance relating to a decision or action point within the workflow instance based on case data stored within a content management system repository also storing one or more content items relating to the case, the guidance comprising a recommended action for completing the decision or action point within the workflow instance;

allowing the user to invoke an exception that includes a deviation from the recommended action;

saving a modified version of the application and case data for the modified application in the content management repository, the modified version comprising the exception;

accessing the case data in the content management system repository from an application optimization engine;

monitoring, by the application optimization engine, performance metrics of the application and the modified version of the application when used by additional users in additional workflow instances, the monitoring comprising retaining, in the content management repository, second case data for the workflow instance as well as other currently and previously executed workflow instances based on the application and the modified application;

comparing, based on a common application model definition, a definition of the application to a definition of the modified version of the business application, wherein the definition of the application and the definition of the modified version of the business application define functionality for guiding the user through a set of actions consistent with completion of the workflow instance; and

providing, by the application optimization engine and via the user interface, recommendations of suggested exceptions to the application and/or to the modified application, the recommendations based on the comparing and the second case data.

9. The system as in claim 8 , wherein the case data comprises, for one or more cases of a plurality of cases:

an identifier of at least one specific application used in processing the case and one or more exceptions made relative to any of the at least one specific application; and

historical data comprising one or more of an amount of time required for one or more actions or features of the workflow instances involved in the case to be completed, a total time between two actions within one or more of the workflow instances involved in the case, a number of review iterations required in completing the case, a quality metric relating to an end product of the case, and users or roles that participated in completion of the case.

10. The system as in claim 9 , wherein the operations further comprise:

analyzing, by the application optimization engine, the historical data;

identifying, based on the analyzing, a pattern in usage of the application and/or the modified application; and

defining, based on the pattern, a second application for processing the case.

11. The system as in claim 8 , wherein the operations further comprise:

comparing definitions of a plurality of applications based on a common application model definition; and

providing a recommendation for improvement of the application and/or the modified application based on case data relevant to the plurality of applications.

12. The system as in claim 8 , wherein the operations further comprise:

identifying a pattern in usage of either or both of the application and an application model definition underlying the application, the identifying comprising analyzing the case data; and

defining a new application based on the pattern.

13. The system as in claim 8 , wherein the operations further comprise:

requesting additional information about a rationale underlying the exception from the user; and

saving a user input received in response to the requesting of the additional information as part of the case data.

14. The system as in claim 8 , wherein the generating guidance comprises analyzing the case data.

15. A method comprising:

detecting, at a computer device having a user interface supported by the application, use by a user of a feature in the user interface relating to a workflow instance as part of a case guided by the application;

generating, by the application, guidance relating to a decision or action point within the workflow instance based on case data stored within a content management system repository also storing one or more content items relating to the case, the guidance comprising a recommended action for completing the decision or action point within the workflow instance;

providing the guidance for display within the user interface;

allowing the user to invoke an exception that includes a deviation from the recommended action;

saving a modified version of the application and case data for the modified application in the content management repository, the modified version comprising the exception;

accessing the case data in the content management system repository from an application optimization engine;

monitoring, by the application optimization engine, performance metrics of the application and the modified version of the application when used by additional users in additional workflow instances, the monitoring comprising retaining, in the content management repository, second case data for the workflow instance as well as other currently and previously executed workflow instances based on the application and the modified application;

comparing, based on a common application model definition, a definition of the application to a definition of the modified version of the business application, wherein the definition of the application and the definition of the modified version of the business application define functionality for guiding the user through a set of actions consistent with completion of the workflow instance; and

providing, by the application optimization engine and via the user interface, recommendations of suggested exceptions to the application and/or to the modified application, the recommendations based on the comparing and the second case data.

16. The method as in claim 15 , wherein the case data comprises, for one or more cases of a plurality of cases:

an identifier of at least one specific application used in processing the case and one or more exceptions made relative to any of the at least one specific application; and

historical data comprising one or more of an amount of time required for one or more actions or features of the workflow instances involved in the case to be completed, a total time between two actions within one or more of the workflow instances involved in the case, a number of review iterations required in completing the case, a quality metric relating to an end product of the case, and users or roles that participated in completion of the case.

17. The method as in claim 16 , further comprising:

analyzing, by the application optimization engine, the historical data;

identifying, based on the analyzing, a pattern in usage of the application and/or the modified application; and

defining, based on the pattern, a second application for processing the case.

18. The method as in claim 15 , further comprising:

comparing definitions of a plurality of applications based on a common application model definition; and

providing a recommendation for improvement the application based on the case data relevant to the plurality of applications.

19. The method as in claim 15 , further comprising:

identifying a pattern in usage of either or both of the application and an application model definition underlying the application, the identifying comprising analyzing the case data; and

defining a new application based on the pattern.

20. The method as in claim 15 , further comprising:

requesting additional information about a rationale underlying the exception from the user; and

saving a user input received in response to the requesting of the additional information as part of the case data.

Assignments (11)
SECURITY INTEREST Recorded Jan 17, 2024
From: HYLAND UK OPERATIONS LIMITED
To: GOLUB CAPITAL MARKETS LLC, AS COLLATERAL AGENT
Reel/Frame 066339/0332 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 055820/0369 Recorded Sep 24, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 065018/0057 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 55820/0343 Recorded Sep 21, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 064974/0425 →
CHANGE OF NAME Recorded Oct 13, 2021
From: ALFRESCO SOFTWARE LIMITED
To: HYLAND UK OPERATIONS LIMITED
Reel/Frame 057909/0840 →
SECURITY AGREEMENT SUPPLEMENT (FIRST LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0343 →
SECURITY AGREEMENT SUPPLEMENT (SECOND LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0369 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 15, 2021
From: ALFRESCO SOFTWARE, INC.
To: ALFRESCO SOFTWARE LIMITED
Reel/Frame 054935/0642 →
RELEASE OF SECURITY INTEREST IN PATENTS AT R/F 50372/0079 Recorded Oct 27, 2020
From: GUGGENHEIM CREDIT SERVICES, LLC, AS COLLATERAL AGENT
To: ALFRESCO SOFTWARE, INC.
Reel/Frame 054229/0133 →
NOTICE OF ASSIGNMENT OF PATENT SECURITY AGREEMENT RECORDED AT R/F 045602/0578 Recorded Sep 13, 2019
From: GUGGENHEIM CORPORATE FUNDING, LLC, AS RETIRING AGENT
To: GUGGENHEIM CREDIT SERVICES, LLC, AS SUCCESSOR AGENT
Reel/Frame 050372/0079 →
PATENT SECURITY AGREEMENT Recorded Mar 14, 2018
From: ALFRESCO SOFTWARE, INC.
To: GUGGENHEIM CORPORATE FUNDING, LLC
Reel/Frame 045602/0578 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 1, 2018
From: HOLMES-HIGGIN, PAUL; CARUANA, DAVD
To: ALFRESCO SOFTWARE, INC.
Reel/Frame 045082/0820 →
Continuity (2)
Provisional Application 62013953 · Jun 18, 2014
Related Publication 20150370467A1 · Dec 24, 2015