Methods and systems for controlling a display screen with graphical objects for scheduling
Methods and systems of assigning an appraiser to perform a task are provided. A request may be evaluated to identify elements corresponding to the request. The elements may be evaluated to determine the task having a task a task parameter, such as conducting an appraisal. The task may comprise accepting an appraisal order, contacting a property owner, setting up a meeting, identifying comparable properties, confirming an appraisal time, submitting the appraisal report, or submitting a satisfaction survey. An appraiser database may be assessed to identify a group of appraisers having appraiser characteristics corresponding to the task parameter. Appraisal scores may be determined for the appraisers within the group of appraisers. The task may be assigned to an appraiser within the group of appraisers based upon the appraisal scores. Responsive to the task being assigned to the appraiser, an assignment notification may be provided to the appraiser.
1. A method for assigning a provider to perform a valuation task comprising:
identifying an appraisal element within a request;
identifying a business rule associated with the request based upon the appraisal element;
determining a valuation task having a specified task parameter based upon the appraisal element and the business rule;
identifying a group of one or more providers having provider characteristics corresponding to the specified task parameter;
determining provider scores for providers within the group of one or more providers, wherein determining the provider scores comprises, for a first provider within the group of one or more providers:
determining a first sub-score for a first metric and determining a second sub-score for a second metric, and
computing a provider score for the first provider based upon the first sub-score and the second sub-score, wherein a weight applied to the first sub-score and a weight applied to the second sub-score in computing the provider score is a function of information in the request;
assigning the valuation task to a provider within the group of one or more providers based upon the provider scores;
communicating, over a network according to information about the provider stored in a provider database, an assignment notification to the provider;
receiving a first task event associated with the valuation task after communicating the assignment notification; and
responsive to the first task event being recorded in a workflow database, creating a first save point for the workflow database corresponding to the first task event in a history database, wherein the first save point enables data recovery of the workflow database as of when the first task event was recorded.
2. The method of claim 1 , wherein:
the request is a loan document associated with a real estate transaction,
the method comprises receiving the loan document, and
identifying the appraisal element within the request comprises programmatically searching the loan document to identify the appraisal element.
3. The method of claim 1 , wherein:
the request is a document associated with a real estate transaction, and
the method comprises:
identifying a second appraisal element based upon the request; and
generating a workflow associated with the real estate transaction based upon the second appraisal element.
4. The method of claim 1 , wherein identifying the group of one or more providers comprises:
generating a query request based upon the specified task parameter;
submitting the query request to the provider database; and
receiving, in response to submitting the query request, the group of one or more providers.
5. The method of claim 1 , wherein determining the provider scores comprises, for the first provider:
determining one or more social interests of the first provider; and
comparing the one or more social interests of the first provider to one or more social interests of a project leader responsible for overseeing the valuation task to compute a commonality score indicative of a degree of commonality between the one or more social interests of the first provider and the one or more social interests of the project leader.
6. The method of claim 1 , wherein determining the provider scores comprises, for a first provider:
determining a third sub-score for a third metric and determining a fourth sub-score for a fourth metric, and
computing the provider score for the first provider based upon the third sub-score and the fourth sub-score, wherein a weight applied to the third sub-score and a weight applied to the fourth sub-score in computing the provider score is a function of the business rule.
7. The method of claim 1 , comprising:
receiving a second task event associated with the valuation task; and
responsive to the second task event being recorded in the workflow database, creating a second save point for the workflow database corresponding to the second task event in the history database.
8. A method for assigning a provider to perform a valuation task comprising:
identifying an appraisal element within a request;
identifying a business rule associated with the request based upon the appraisal element;
determining a valuation task having a specified task parameter based upon the appraisal element and the business rule;
identifying a group of one or more providers having provider characteristics corresponding to the specified task parameter;
determining provider scores for providers within the group of one or more providers, wherein determining the provider scores comprises, for a first provider within the group of one or more providers:
determining a first sub-score for a first metric and determining a second sub-score for a second metric, and
computing a provider score for the first provider based upon the first sub-score and the second sub-score, wherein a weight applied to the first sub-score and a weight applied to the second sub-score in computing the provider score is a function of the business rule;
assigning the valuation task to a provider within the group of one or more providers based upon the provider scores;
communicating, over a network according to information about the provider stored in a provider database, an assignment notification to the provider;
receiving a first task event associated with the valuation task after communicating the assignment notification; and
responsive to the first task event being recorded in a workflow database, creating a first save point for the workflow database corresponding to the first task event in a history database, wherein the first save point enables data recovery of the workflow database as of when the first task event was recorded.
9. The method of claim 8 , wherein:
the request is a loan document associated with a real estate transaction,
the method comprises receiving the loan document, and
identifying the appraisal element within the request comprises programmatically searching the loan document to identify the appraisal element.
10. The method of claim 8 , wherein:
the request is a document associated with a real estate transaction, and
the method comprises:
identifying a second appraisal element based upon the request; and
generating a workflow associated with the real estate transaction based upon the second appraisal element.
11. The method of claim 8 , wherein identifying the group of one or more providers comprises:
generating a query request based upon the specified task parameter;
submitting the query request to the provider database; and
receiving, in response to submitting the query request, the group of one or more providers.
12. The method of claim 8 , wherein determining the provider scores comprises, for the first provider:
determining one or more social interests of the first provider; and
comparing the one or more social interests of the first provider to one or more social interests of a project leader responsible for overseeing the valuation task to compute a commonality score indicative of a degree of commonality between the one or more social interests of the first provider and the one or more social interests of the project leader.
13. The method of claim 8 , comprising:
receiving a second task event associated with the valuation task; and
responsive to the second task event being recorded in the workflow database, creating a second save point for the workflow database corresponding to the second task event in the history database.
14. A method for assigning a provider to perform a valuation task comprising:
identifying an appraisal element within a request;
identifying a business rule associated with the request based upon the appraisal element;
determining a valuation task having a specified task parameter based upon the appraisal element and the business rule;
identifying a group of one or more providers having provider characteristics corresponding to the specified task parameter;
determining provider scores for providers within the group of one or more providers;
assigning the valuation task to a provider within the group of one or more providers based upon the provider scores;
communicating, over a network according to information about the provider stored in a provider database, an assignment notification to the provider; and
after assigning the valuation task to the provider:
receiving a first task event associated with the valuation task; and
responsive to the first task event being recorded in a workflow database, creating a first save point for the workflow database corresponding to the first task event in a history database, wherein the first save point enables data recovery of the workflow database as of when the first task event was recorded.
15. The method of claim 14 , comprising:
receiving a second task event associated with the valuation task; and
responsive to the second task event being recorded in the workflow database, creating a second save point for the workflow database corresponding to the second task event in the history database.
16. The method of claim 14 , wherein determining the provider scores comprises, for a first provider within the group of one or more providers:
determining one or more social interests of the first provider; and
comparing the one or more social interests of the first provider to one or more social interests of a project leader responsible for overseeing the valuation task to compute a commonality score indicative of a degree of commonality between the one or more social interests of the first provider and the one or more social interests of the project leader.
17. A method for assigning a provider to perform a valuation task comprising:
identifying an appraisal element within a request;
identifying a business rule associated with the request based upon the appraisal element;
determining a valuation task having a specified task parameter based upon the appraisal element and the business rule;
identifying a group of one or more providers having provider characteristics corresponding to the specified task parameter;
determining provider scores for providers within the group of one or more providers, wherein determining the provider scores comprises, for a first provider:
determining one or more social interests of the first provider; and
comparing the one or more social interests of the first provider to one or more social interests of a project leader responsible for overseeing the valuation task to compute a commonality score indicative of a degree of commonality between the one or more social interests of the first provider and the one or more social interests of the project leader;
assigning the valuation task to a provider within the group of one or more providers based upon the provider scores;
communicating, over a network according to information about the provider stored in a provider database, an assignment notification to the provider;
receiving a first task event associated with the valuation task after communicating the assignment notification; and
responsive to the first task event being recorded in a workflow database, creating a first save point for the workflow database corresponding to the first task event in a history database, wherein the first save point enables data recovery of the workflow database as of when the first task event was recorded.
18. The method of claim 17 , wherein:
the request is a document associated with a real estate transaction, and
the method comprises:
identifying a second appraisal element based upon the request; and
generating a workflow associated with the real estate transaction based upon the second appraisal element.
19. The method of claim 17 , wherein:
the request is a loan document associated with a real estate transaction,
the method comprises receiving the loan document, and
identifying the appraisal element within the request comprises programmatically searching the loan document to identify the appraisal element.
20. The method of claim 17 , wherein identifying the group of one or more providers comprises:
generating a query request based upon the specified task parameter;
submitting the query request to the provider database; and
receiving, in response to submitting the query request, the group of one or more providers.