IP Library Granted Patent US 10,621,552
Granted Patent B1
US 10,621,552 · App. 14/870,459 · Granted Apr 14, 2020

Dynamically controlling case model structure using case fragments

Inventors: Ashraf Ali Syed (Bangalore, IN); Sachin Gopaldas Totale (Pleasanton, CA); Satyapal Reddy (Fremont, CA); Swathi Natarajan (Bangalore, IN); Prasad Thotakura (Bangalore, IN)
Assignee: OPEN TEXT CORPORATION
G06Q10/103
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Quick Facts
Patent No.
US 10,621,552
App. No.
14/870,459
Granted
Apr 14, 2020
Kind
B1
Abstract

Case fragment management includes obtaining a case model definition for a case, and generating a case model from the case model definition. Generating the case model includes obtaining a case fragment expression, executing the case fragment expression using data gathered from a data source to obtain a case fragment identifier, selecting, from multiple case fragments, a case fragment corresponding to the case fragment identifier, and populating the case model with the case fragment. Case fragment management also includes storing the case model.

Claims (80)

1. A method for case fragment management comprising:

maintaining a plurality of case fragments, wherein each case fragment in the plurality of case fragments is a case model definition portion and is associated with a respective case fragment identifier;

obtaining, by a processor, a case model definition for a case, the case model definition including a case fragment expression that is executable to output a first case fragment identifier as a function on data from a first data source;

generating, by the processor, a case model from the case model definition, wherein generating the case model comprises:

obtaining the case fragment expression from the case model definition;

executing the case fragment expression using first data gathered from the first data source to determine the first case fragment identifier as a result of the executing the case fragment expression, using the first data as input to the executing;

selecting, from the plurality of case fragments, a first case fragment identified by the first case fragment identifier, the first case fragment comprising a first portion of a document structure definition;

populating the case model with the selected first case fragment by:

creating a first portion of a document structure according to the first portion of the document structure definition, and

storing the first portion of the document structure in a data repository;

creating a second portion of the document structure according to a second portion of the document structure definition in the case model definition; and

storing the second portion of the document structure in the data repository; and

storing the case model.

2. The method of claim 1 , further comprising:

managing performance of the case using the case model.

3. The method of claim 2 , wherein the first case fragment comprises a first roles definition and a first access control definition, wherein managing performance of the case comprises:

administering access to a plurality of documents in the case according to:

the first roles definition and first access control definition, and

a second roles definition and a second access control definition located in the case model definition.

4. The method of claim 2 , wherein the first case fragment comprises a first portion of a plurality of phases definition, and wherein managing performance of the case comprises:

transitioning through a plurality of phases using:

the first portion of the plurality of phases definition, and

a second portion of the plurality of phases definition located in the case model definition.

5. The method of claim 1 , wherein executing the case fragment expression comprises:

performing an operation in the case fragment expression that identifies the first case fragment identifier.

6. The method of claim 5 , further comprising:

gathering the first data from an internal source within the case,

wherein performing the operation uses the first data from the internal source.

7. The method of claim 6 , further comprising:

gathering the first data from a case context of the case, wherein performing the operation uses the first data from the case context.

8. The method of claim 1 , further comp sing:

executing the case fragment expression using second data gathered from a second data source to obtain a second case fragment identifier; and

selecting, from the plurality of case fragments, a second case fragment corresponding to the second case fragment identifier.

9. A system for case fragment management comprising:

a data repository for storing a plurality of case fragments, wherein each case fragment in the plurality of case fragments a case model definition portion and is associated with a respective case fragment identifier;

a computer processor; and

memory comprising instructions executable on the computer processor to provide a fragment subsystem configured to:

obtain a case model definition for a case, the case model definition including a case fragment expression that is executable to output a first case fragment identifier as a function on data from a first data source;

generate a case model from the case model definition, wherein generating the case model comprises:

obtaining the case fragment expression from the case model definition;

executing the case fragment expression using first data gathered from the first data source to determine the first case fragment identifier as a result of the executing the case fragment expression, using the first data as input to the executing;

selecting, from the plurality of case fragments, a first case fragment identified by the first case fragment identifier, the first case fragment comprising a first portion of a document structure definition;

populating the case model with the selected first case fragment by:

creating a first portion of a document structure according to the first portion of the document structure definition, and

storing the first portion of the document structure in the data repository;

creating a second portion of the document structure according to a second portion of the document structure definition in the case model definition; and

storing the second portion of the document structure in the data repository; and

store the case model.

10. The system of claim 9 , wherein the memory further comprises instructions executable on the computer processor to provide a case engine configured to;

manage performance of the case using the case model.

11. The system of claim 10 , wherein the first case fragment comprises a first roles definition and a first access control definition, wherein managing performance of the case comprises;

administering access to a plurality of documents in the case according to:

the first roles definition and first access control definition, and

a second roles definition and a second access control definition located in the case model definition.

12. The system of claim 10 , wherein the first case fragment, comprises a first portion of a plurality of phases definition, and wherein managing performance of the case comprises:

transitioning through a plurality of phases using:

the first portion of the plurality of phases definition, and

a second portion of the plurality of phases definition located in the case model definition.

13. The system of claim 9 , wherein executing the case fragment expression comprises;

performing an operation in the case fragment expression that identifies the first case fragment identifier.

14. The system of claim 9 , wherein the fragment subsystem is further configured to;

execute the case fragment expression using second data gathered from a second data source to obtain a second case fragment identifier; and

select, from the plurality of case fragments, a second case fragment corresponding to the second case fragment identifier.

15. A non-transitory computer readable medium for case fragment management comprising computer readable program code for:

obtaining a case model definition for a case, the case model definition including a case fragment expression that is executable to output a first case fragment identifier as a function on data from a first data source;

generating a case model from the case model definition, wherein generating the case model comprises:

obtaining the case fragment expression from the case model definition;

executing the case fragment expression using first data gathered from a data source to determine the first case fragment identifier as a result of the executing the case fragment expression, using the first data as input to the executing;

selecting, from a plurality of case fragments, a first case fragment identified by the first case fragment identifier, the first case fragment comprising a first portion of a document structure definition, wherein each case fragment in the plurality of case fragments is a case model definition portion and is associated with a respective case fragment identifier;

populating the case model with the selected first case fragment by:

creating a first portion of a document structure according to the first portion of the document structure definition, and

storing the first portion of the document structure in a data repository;

creating a second portion of the document structure according to a second portion of the document structure definition in the case model definition; and

storing the second portion of the document structure in the data repository; and

storing the case model.

16. The non-transitory computer readable medium of claim 15 , further comprising computer readable program code for:

managing performance of the case using the case model.

17. The method of claim 1 , wherein generating the case model comprises generating the case model as a runtime instance of the case model definition.

18. The system of claim 9 , wherein the fragment subsystem is configured to generate the case model as a runtime instance of the case model definition.

19. The non-transitory computer readable medium of claim 15 , wherein generating the case model from the case model definition comprises generating the case model as a runtime instance of the case model definition.

Assignments (7)
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (045455/0001) Recorded May 20, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL MARKETING CORPORATION (SUCCESSOR-IN-INTEREST TO ASAP SOFTWARE EXPRESS, INC.); DELL MARKETING L.P. (ON BEHALF OF ITSELF AND AS SUCCESSOR-IN-INTEREST TO CREDANT TECHNOLOGIES, INC.); DELL USA L.P.; DELL INTERNATIONAL L.L.C.; DELL PRODUCTS L.P.; DELL MARKETING CORPORATION (SUCCESSOR-IN-INTEREST TO FORCE10 NETWORKS, INC. AND WYSE TECHNOLOGY L.L.C.); EMC CORPORATION (ON BEHALF OF ITSELF AND AS SUCCESSOR-IN-INTEREST TO MAGINATICS LLC); EMC IP HOLDING COMPANY LLC (ON BEHALF OF ITSELF AND AS SUCCESSOR-IN-INTEREST TO MOZY, INC.); SCALEIO LLC
Reel/Frame 061753/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 31, 2017
From: EMC CORPORATION
To: OPEN TEXT CORPORATION
Reel/Frame 041140/0026 →
RELEASE OF SECURITY INTEREST Recorded Jan 23, 2017
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: EMC CORPORATION
Reel/Frame 041073/0443 →
PATENT RELEASE (REEL:40134/FRAME:0001) Recorded Jan 23, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: EMC CORPORATION, AS GRANTOR
Reel/Frame 041073/0136 →
SECURITY AGREEMENT Recorded Sep 21, 2016
From: ASAP SOFTWARE EXPRESS, INC.; AVENTAIL LLC; CREDANT TECHNOLOGIES, INC.; DELL USA L.P.; DELL INTERNATIONAL L.L.C.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL SYSTEMS CORPORATION; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; FORCE10 NETWORKS, INC.; MAGINATICS LLC; MOZY, INC.; SCALEIO LLC; SPANNING CLOUD APPS LLC; WYSE TECHNOLOGY L.L.C.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040134/0001 →
SECURITY AGREEMENT Recorded Sep 21, 2016
From: ASAP SOFTWARE EXPRESS, INC.; AVENTAIL LLC; CREDANT TECHNOLOGIES, INC.; DELL USA L.P.; DELL INTERNATIONAL L.L.C.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL SYSTEMS CORPORATION; EMC CORPORATION; EMC IP HOLDING COMPANY LLC; FORCE10 NETWORKS, INC.; MAGINATICS LLC; MOZY, INC.; SCALEIO LLC; SPANNING CLOUD APPS LLC; WYSE TECHNOLOGY L.L.C.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
Reel/Frame 040136/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 17, 2015
From: SYED, ASHRAF ALI; TOTALE, SACHIN GOPALDAS; REDDY, SATYAPAL; NATARAJAN, SWATHI; THOTAKURA, PRASAD
To: EMC CORPORATION
Reel/Frame 036815/0690 →
Cited By (1)
US 12,579,182