System and method for providing a universal endpoint address schema to route documents and manage document workflows
One example of the system and method described herein may provide a universal endpoint address schema to route documents and manage document workflows, which may include one or more encapsulated workflow packages. In particular, a globally unique endpoint address may be specified using the universal endpoint address schema to route documents to any addressable destination and link the documents to workflow steps, processing rules, and business intelligence that can enforce business constraints. Furthermore, the globally unique endpoint address may be specified using the universal endpoint address schema may be linked to tickets that request documents or document-related services from third parties in cloud or virtualized data centers, whereby the universal endpoint address schema may extend the abilities that different organizations have to collaborate with one another.
1. A computer program product for providing a universal endpoint address schema to route documents and manage document workflows, the computer program product comprising a non-transitory computer readable medium having stored thereon program instructions configured to cause a hardware processor, upon execution of the program instructions, to:
encapsulate, responsive to a user request, a workflow package, wherein the workflow package includes:
a global electronic ticket indicating a document and a destination, wherein the global electronic ticket has a globally unique identifier;
an audit trail configured to store given performed document operations; and
a generated document workflow, wherein the generated document workflow is identified by the globally unique identifier and having a plurality of document operations, wherein each document operation is associated with a security rule, an audit rule, and a formatting rule, wherein each security rule, each audit rule, and each formatting rule are loaded from a database of rules indexed by destinations, and wherein the plurality of document operations are generated by determining:
at least one security operation to add to the generated document workflow by applying metadata of the document to the security rule;
at least one audit operation to add to the generated document workflow based on metadata describing one or more document handling operations; and
at least one formatting operation to add to the generated document workflow based on metadata describing the one or more document handling operations; and
automatically perform the document operations of the workflow package on the document indicated by the global electronic ticket; and
route the document to the destination indicated by the global electronic ticket.
2. The computer program product as recited in claim 1 , wherein the destination indicated by the global electronic ticket includes one or more client machines.
3. The computer program product as recited in claim 1 , wherein the global electronic ticket further indicates a document type.
4. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: connect to a cloud computing environment, wherein the destination indicated by the global electronic ticket includes the cloud computing environment.
5. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: address governance, risk, and/or compliance, wherein addressing the governance, the risk, and/or the compliance comprises providing a link to one or more workflow steps, one or more processing stages, and business rules of the workflow package, wherein the business rules comprise the security rules, the audit rules, and the formatting rules.
6. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to:
render contents of the encapsulated workflow package read-only once routed an environments outside an originating institution;
validate information in the document based on the generated document workflow, wherein validating the information in the document comprises:
determining whether the document includes information suitable to resolve the user request; and
determining whether the information in the document adheres to one or more requirements associated with the request; and
render the contents of the workflow package read/write accessible upon validating the information in the workflow package.
7. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: assign one or more addressable endpoints using information that uniquely identifies each of the one or more addressable endpoints.
8. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: select one or more document types, wherein the one or more document types are selected from a group consisting of: contract, lease, insurance claim, and combinations thereof.
9. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: use ticket identification.
10. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: read a bar code and/or a smart ticket identification number to identify the globally unique identifier.
11. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to:
assemble the workflow package; and
trigger the generated document workflow.
12. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to:
unpack at least the document and the generated document workflow from the workflow package;
load one or more processing rules of the unpacked, generated document workflow;
process the document using the one or more processing rules; and
repack the generated document workflow into the workflow package.
13. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution thereof, to: use a package identifier to:
download the encapsulated workflow package;
review one or more requirements, one or more restrictions, and/or business intelligence within the encapsulated workflow package; and/or
control processing of one or more documents referencing the package identifier, data referencing the package identifier, and/or other information referencing the package identifier is processed upon receipt at the destination.
14. The computer program product as recited in claim 1 , wherein the metadata of the document includes management metadata, wherein the management metadata comprise instructions to:
perform optical character recognition (OCR) on the document;
convert the document to a portable document format (PDF) file; and
store the PDF file and information obtained by performing OCR on the document to a document management system.
15. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution of the program instructions, to:
generate the globally unique identifier in response to receiving an identification of an addressable routing destination, wherein the globally unique identifier uniquely identifies the addressable routing destination; and
manage a direction and a destination of a document workflow associated with a document received from an input device, wherein managing the direction and the destination of the document workflow is based on the globally unique identifier.
16. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution of the program instructions, to:
receive an identification of an addressable routing destination;
generate the globally unique identifier in response to receiving the identification, wherein the globally unique identifier uniquely identifies the addressable routing destination;
manage a direction and a destination of a document workflow associated with a document received from an input device, wherein managing the direction and the destination of the document workflow is based on said globally unique identifier; and
upload the workflow package to a cloud computing environment based on a destination indicated by the global electronic ticket.
17. The computer program product as recited in claim 1 , wherein the at least one security operation comprises providing read-only access to contents of the workflow package.
18. The computer program product as recited in claim 1 , wherein the at least one auditing operation comprises performing optical character recognition (OCR) on the document.
19. The computer program product as recited in claim 1 , wherein the formatting operation comprises converting the document to a portable document format (PDF) file.
20. The computer program product as recited in claim 1 , further comprising program instructions configured to cause the hardware processor, upon execution of the program instructions, to:
generate the globally unique identifier in response to receiving an identification of an addressable routing destination, wherein the globally unique identifier uniquely identifies the addressable routing destination;
read a bar code and/or a smart ticket identification number to identify the globally unique identifier;
connect to a cloud computing environment, wherein the destination indicated by the global electronic ticket includes the cloud computing environment and one or more client machines;
address governance, risk, and/or compliance, wherein addressing the governance, the risk, and/or the compliance comprises providing a link to one or more workflow steps, one or more processing stages, and/or one or more business rules of the workflow package;
validate information in the document based on the generated document workflow;
assign one or more addressable endpoints using information that uniquely identifies each of the one or more addressable endpoints;
select one or more document types, wherein the one or more document types are selected from a group consisting of: contract, lease, insurance claim, and combinations thereof, and wherein the global electronic ticket indicates the type of the corresponding document;
download the encapsulated workflow package;
review one or more requirements, one or more restrictions, and/or business intelligence within the encapsulated workflow package;
unpack at least the document and the generated document workflow from the workflow package;
load one or more processing rules of the unpacked, generated document workflow;
process the document using the one or more processing rules;
repack the generated document workflow into the workflow package;
assemble the workflow package;
trigger the generated document workflow;
manage a direction and a destination of the document workflow based on the globally unique identifier; and
wherein one or more documents referencing a workflow package identifier, data referencing the workflow package identifier, and/or other information referencing the workflow package identifier is processed upon receipt at the destination; and
wherein the metadata of the document includes management metadata.