IP Library Granted Patent US 11,823,085
Granted Patent B2
US 11,823,085 · App. 16/835,004 · Granted Nov 21, 2023

Systems and methods for a workflow tolerance designer

Inventors: Joshua Joo Hou Tan (Newport, AU); Alain Marie Patrice Gentilhomme (Sammamish, WA)
Assignee: Nintex USA, Inc.
G06Q10/0633G06N20/00G06Q10/103
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Quick Facts
Patent No.
US 11,823,085
App. No.
16/835,004
Granted
Nov 21, 2023
Kind
B2
Abstract

Disclosed here are systems and methods that allow users to create and customize workflow tolerances. The designed tolerances define and set guidelines, such as parameters, limitations, and tolerances, for the expected values of a workflow's input and output actions. The disclosed systems and methods, upon identifying values that fall out of determined guidelines, may: notify users of such values, trigger processes that pause or stop the workflow, and require user approval before resuming the paused/stopped workflow. Embodiments may comprise machine learning components that identify incorrect/irregular values without prior user designation. Such systems and methods improve communication technology between the networks and servers of separate parties relevant and/or dependent on successful execution of other workflows and processes; allowing for effective understanding, implementation, and engagement of workflows and processes across organizational boundaries.

Claims (45)

1. A system for generating programmatic workflow tolerances, comprising:

a computer system having a hardware processor and a physical memory using executable instructions that, as a result of being executed by the hardware processor, cause the computer system to:

receive, by the hardware processor, one or more tolerance instructions;

generate, by the hardware processor, a programmatic workflow tolerance based on the received one or more tolerance instructions;

integrate, by the hardware processor, the programmatic workflow tolerance into a programmatic workflow, wherein the programmatic workflow comprises at least one workflow action capable of execution, wherein the at least one workflow action comprises at least one of: receiving data input, generating data output, and combinations thereof;

perform, by the hardware processor, evaluation of the programmatic workflow, wherein the evaluation of the programmatic workflow comprises comparison of the programmatic workflow tolerance to one or more workflow actions being executed and identification of a trigger, wherein the trigger comprises a value of the one or more executing workflow actions not complying with the programmatic workflow tolerance;

determine, by the hardware processor, if the evaluation of the programmatic workflow identifies the trigger;

pause, by the hardware processor, the programmatic workflow upon determination of identification of the trigger;

generate and display, by the hardware processor, an approval workflow upon the pausing of the programmatic workflow;

iteratively detect, by the hardware processor, a pattern of previous values of one or more previously executed workflow actions; and

generate, by the hardware processor, an automatic workflow tolerance upon the detection of the pattern of previous values of the one or more previously executed workflow actions.

2. The system of claim 1 , wherein the data input comprises at least one of: a workflow start input, a workflow action input, and combinations thereof.

3. The system of claim 1 , wherein the data output comprises a workflow action output.

4. The system of claim 1 , wherein the tolerance instructions comprises one or more values derived from historical data generated by the programmatic workflow.

5. The system of claim 1 , wherein the tolerance instructions comprises one or more values designated as threshold values.

6. The system of claim 1 , wherein the approval workflow comprises a requirement of adjusting one or more values of the workflow actions.

7. The system of claim 1 , wherein the approval workflow comprises a prevention of adjusting one or more values of the workflow actions.

8. A method for generating workflow tolerances via one or more processors, comprising:

receiving one or more tolerance instructions;

generating a programmatic workflow tolerance based on the received tolerance instructions;

integrating the programmatic workflow tolerance into a programmatic workflow, wherein the programmatic workflow comprises at least one workflow action capable of execution, wherein the at least one workflow action comprises at least one of: receiving data input, generating data output, and combinations thereof;

performing evaluation of the programmatic workflow, wherein the evaluation of the programmatic workflow comprises comparing the programmatic workflow tolerance to one or more workflow actions being executed and identifying a trigger, wherein the trigger comprises a value of the one or more executing workflow actions not complying with the programmatic workflow tolerance;

determining if the evaluation of the programmatic workflow identifies the trigger;

pausing the programmatic workflow upon determination of identification of the trigger;

generating and displaying an approval workflow upon the pausing of the programmatic workflow;

iteratively generating an automatic programmatic workflow tolerance; and

continually detecting a pattern of previous values of previously executed workflow actions, wherein the iteratively generating an automatic programmatic workflow tolerance is based at least in part on the continually detecting the pattern of previous values of previously executed workflow actions.

9. The method of claim 8 , wherein the data input comprises at least one of: a workflow start input, a workflow action input, and combinations thereof.

10. The method of claim 8 , wherein the data output comprises a workflow action output.

11. The method of claim 8 , wherein the tolerance instructions comprises one or more values derived from historical data generated by the programmatic workflow.

12. The method of claim 8 , wherein the tolerance instructions comprises one or more values designated as threshold values.

13. The method of claim 8 , wherein the approval workflow comprises a requirement of adjusting one or more values of the workflow actions.

14. The method of claim 8 , wherein the approval workflow comprises a prevention of adjusting one or more values of the workflow actions.

15. The method of claim 8 , wherein the approval workflow is based at least in part on a user input.

16. A system for generating workflow tolerances, comprising:

a computer system having a hardware processor and a physical memory using executable instructions that, as a result of being executed by the hardware processor, cause the computer system to:

receive, by the hardware processor, one or more tolerance instructions;

generate, by the hardware processor, a workflow tolerance based on the received one or more tolerance instructions;

integrate, by the hardware processor, the workflow tolerance into a workflow, wherein the workflow comprises at least one workflow action capable of execution, wherein the at least one workflow action comprises at least one of: receiving data input, generating data output, and combinations thereof;

perform, by the hardware processor, evaluation of the workflow, wherein the evaluation of the workflow comprises comparison of the workflow tolerance to one or more workflow actions being executed and identification of a trigger, wherein the trigger comprises a value of the one or more executing workflow actions not complying with the workflow tolerance;

determine, by the hardware processor, if the evaluation of the workflow identifies the trigger;

pause, by the hardware processor, the workflow upon determination of identification of the trigger;

generate and display, by the hardware processor, an approval workflow upon the pausing of the workflow;

continually detect, by the hardware processor, a pattern of previous values of one or more previously executed workflow actions; and

iteratively generate, by the hardware processor, an automatic workflow tolerance upon the detection of the pattern of previous values of the one or more previously executed workflow actions.

Assignments (2)
PERFECTION CERTIFICATE Recorded Dec 1, 2021
From: K2 SOFTWARE, INC.; ASSURESIGN, LLC
To: NINTEX USA, INC.
Reel/Frame 058292/0509 →
SECURITY INTEREST Recorded Nov 17, 2021
From: NINTEX USA, INC.; K2 SOFTWARE, INC.; ASSURESIGN, LLC
To: PNC BANK, NATIONAL ASSOCIATION
Reel/Frame 058173/0474 →
Continuity (2)
Provisional Application 62826618 · Mar 29, 2019
Related Publication 20200311629A1 · Oct 1, 2020