IP Library › Granted Patent US 11,782,943

Granted Patent B2

US 11,782,943 · App. 16/777,715 · Granted Oct 10, 2023

Method and system for case management

Inventors: Claire Markham (San Francisco, CA); Daniel Walton Venor (Encinitas, CA); Sophia Dias (San Francisco, CA); Ashwin Nitin Mogral (Fremont, CA); Gagan Puneet Kaur Sandhu (Fremont, CA); Monica Ramachandran (Mahwah, NJ); Tarren James Anderson (Burnsville, MN); Bethany Breisnes (Vancouver, CA); Scott Thomas Pelak (Grand Rapids, MI); Willi Watkins (Chicago, IL); Bharathi Muniswamy (Clarksville, MD); Kelley A. Bevans (Seattle, WA)

Assignee: Salesforce, Inc.

G06F16/252 G06F16/2379 G06Q10/06316 G06Q10/063114 G06Q10/10 G06Q30/016 G06F40/174

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Quick Facts

Patent No.: US 11,782,943
App. No.: 16/777,715
Granted: Oct 10, 2023
Kind: B2

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Abstract

A method and a case management system are described. The case management system enables the user to generate and update a case plan for a client of an organization. The case plan includes a set of goals and a set of action items for each one of the goals that are defined based on goal templates and action item templates.

Claims (47)

1. A computer implemented method of case plan generation for a client that is enrolled in one or more programs in a case management system comprising:

responsive to receiving a selection of a program of the programs from a computing device of a customer system operated by a user, retrieving, based on performing, in a program goal template database object, a look-up of a set of one or more records of a goal template database object that are associated with the program by determining a set of one or more records of the program goal template database object that each identifies the record of a program database object that corresponds to the program, a set of one or more goal templates from the set of records of the goal template database object, wherein each record of the program goal template database object identifies a record of the program database object and an associated record of the goal template database object, and wherein each of the program and goal template database object has a many-to-one relationship with the program goal template database object according to a data model of the case management system;

transmitting first data to the computing device to allow the user to select from the set of goal templates;

responsive to receiving from the computing device first selection data that indicates the one or more of the set of goal templates selected by the user, retrieving, based on performing, in a goal action item template database object, a look-up of a respective set of one or more records of an action item template database object that is associated with each of the selected one or more of the set of goal templates by determining a respective set of one or more records of the goal action item template database object that each identifies a record of a goal template database object that corresponds to a respective one of the selected one or more of the set of goal templates, a set of one or more action item templates from the respective sets of records of the action item template database object, wherein each record of the goal action item template database object identifies a record of the goal template database object and an associated record of the action item template database object, and wherein each of the goal template and action item template database object has a many-to-one relationship with the goal action item template database object according to the data model;

transmitting second data to the computing device to allow the user to select from the set of action item templates;

receiving, from the computing device, second selection data that indicates the one or more of the set of action item templates selected by the user; and

generating records of one or more database objects for a case plan.

2. The computer implemented method of claim 1 , wherein the generating records of one or more database objects for the case plan includes generating:

a set of one or more records of a goal database object that respectively reference those in the set of records of the goal template database object that respectively correspond to the selected one or more of the set of goal templates;

a set of one or more records of an action item database object that respectively reference those in the set of records of the action item template database object that respectively correspond to the selected one or more of the set of action item templates; and

a record of a case plan database object, where the record of the case plan database object includes a case plan name and an identifier of the client.

3. The computer implemented method of claim 2 , wherein each of the set of records of the goal database object includes an identifier of the record of the case plan database object.

4. The computer implemented method of claim 2 , wherein each of the set of records of the action item object includes an identifier of the record of the case plan database object.

5. The computer implemented method of claim 2 , wherein the record of the case plan database object includes one or more of a name field to store the case plan name, a description field, a number of goals field to store the number of the set of records of the goal database object for the case plan, and a status field to store a status value indicating progress of the client in this case plan.

6. The computer implemented method of claim 5 , wherein the status value is determined for the case plan based on a status of one or more of the set of records of the goal database object and/or the set of records of the action item database object.

7. A non-transitory machine-readable storage medium that provides instructions that, if executed by a processor, will cause said processor to perform operations of case plan generation for a client that is enrolled in one or more programs in a case management system, the operations comprising:

transmitting first data to the computing device to allow the user to select from the set of goal templates;

transmitting second data to the computing device to allow the user to select from the set of action item templates;

receiving, from the computing device, second selection data that indicates the one or more of the set of action item templates selected by the user; and

generating records of one or more database objects for a case plan.

8. The non-transitory machine-readable storage medium of claim 7 , wherein the generating records of one or more database objects for the case plan includes generating:

a record of a case plan database object, where the record of the case plan database object includes a case plan name and an identifier of the client.

9. The non-transitory machine-readable storage medium of claim 8 , wherein each of the set of records of the goal database object includes an identifier of the record of the case plan database object.

10. The non-transitory machine-readable storage medium of claim 8 , wherein each of the set of records of the action item object includes an identifier of the record of the case plan database object.

11. The non-transitory machine-readable storage medium of claim 8 , wherein the record of the case plan database object includes one or more of a name field to store the case plan name, a description field, a number of goals field to store the number of the set of records of the goal database object for the case plan, and a status field to store a status value indicating progress of the client in this case plan.

12. The non-transitory machine-readable storage medium of claim 11 , wherein the status value is determined for the case plan based on a status of one or more of the set of records of the goal database object and/or the set of records of the action item database object.

13. A first computing device in a case management system, the first computing device implementing a method of case plan generation for a client that is enrolled in one or more programs, the first computing device comprising:

a non-transitory machine-readable medium having stored therein code; and

one or more processors coupled to the non-transitory machine-readable medium, the one or more processors to execute the code to perform the following operations:

transmitting first data to the computing device to allow the user to select from the set of goal templates,

transmitting second data to the computing device to allow the user to select from the set of action item templates,

receiving, from the second computing device, second selection data that indicates the one or more of the set of action item templates selected by the user, and

generating records of one or more database objects for a case plan.

14. The first computing device of claim 13 , wherein the generating records of one or more database objects for the case plan includes generating:

a record of a case plan database object, where the record of the case plan database object includes a case plan name and an identifier of the client.

15. The first computing device of claim 14 , wherein each of the set of records of the goal database object includes an identifier of the record of the case plan database object.

16. The first computing device of claim 14 , wherein each of the set of records of the action item object includes an identifier of the record of the case plan database object.

17. The first computing device of claim 14 , wherein the record of the case plan database object includes one or more of a name field to store the case plan name, a description field, a number of goals field to store the number of the set of records of the goal database object for the case plan, and a status field to store a status value indicating progress of the client in this case plan.

18. The first computing device of claim 17 , wherein the status value is determined for the case plan based on a status of one or more of the set of records of the goal database object and/or the set of records of the action item database object.

Assignments (2)

CHANGE OF NAME Recorded Feb 17, 2023

From: SALESFORCE.COM, INC.

To: SALESFORCE, INC.

Reel/Frame 062794/0656 →

ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 22, 2020

From: MARKHAM, CLAIRE; VENOR, DANIEL WALTON; DIAS, SOPHIA; MOGRAL, ASHWIN NITIN; SANDHU, GAGAN PUNEET KAUR; RAMACHANDRAN, MONICA; ANDERSON, TARREN JAMES; BREISNES, BETHANY; PELAK, SCOTT THOMAS; WATKINS, WILLI; MUNISWAMY, BHARATHI; BEVANS, KELLEY A.

To: SALESFORCE.COM, INC.

Reel/Frame 053003/0182 →