IP Library Granted Patent US 11,507,728
Granted Patent B2
US 11,507,728 · App. 17/160,392 · Granted Nov 22, 2022

Click to document

Inventors: Yuval Shachaf (Even Yehuda, IL); Yaron Bialy (Madrid, ES); Natan Katz (Tel Aviv, IL); Eran Roseberg (Hogla, IL)
Assignee: NICE LTD.
G06F40/117G06F16/35G06F40/177
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,507,728
App. No.
17/160,392
Granted
Nov 22, 2022
Kind
B2
Abstract

A computerized-method for automatically documenting automatically-discovered actions of a business-process for automation thereof is provided herein. The computerized-method includes operating a build-automation-document module. The build-automation-document module includes: (i) retrieving the set of automatically-discovered actions of the business process for automation thereof. Each action is of a related type and related to an application to complete the business process via the applications portal. (ii) for each action of the set of automatically-discovered actions, extracting an associated routine-name of a routine; (iii) grouping similar actions by related window in related application and type of action into clusters of actions; (iv) removing clusters of actions which are not necessary to an automated business process; (v) sorting the clusters of actions in an order for automatically performing the business process; and (vi) saving the sorted automatically-discovered actions into a file to be presented on a display unit that is associated to the computerized system.

Claims (21)

1. A computerized-method for automatically documenting automatically-discovered actions of a business-process for automation thereof, the computerized-method comprising:

in a computerized system, comprising an applications portal to complete a business process, a database, a memory to store the database, and a server that is running an automation finder module, said automation finder module is communicating over a communication network with the applications portal to discover and store a set of automatically-discovered actions of a business process for automation thereof in the database, wherein the set of automatically-discovered actions of the business process is User Interface (UI) data-handling operations of applications to achieve a task, operating a build-automation-document module, said build-automation-document module comprising:

retrieving the set of previously discovered and prestored automatically-discovered actions of the business process for automation thereof and instances thereof and associated metadata and screenshots,

wherein each action is of a related type and related to an application to complete the business process via the applications portal,

wherein the business process for automation is comprised of one or more routines;

for each action of the set of the previously discovered and prestored automatically-discovered actions, extracting an associated routine-name of a routine;

grouping actions by a related window in a related application and type of action into clusters of actions;

removing clusters of actions which are not necessary to an automated business process;

sorting the clusters of actions in an order for automatically performing the business process; and

saving the sorted automatically-discovered actions instances thereof and the associated metadata and screenshots into a documentation-file to be presented on a display unit that is associated to the computerized system,

wherein the documentation-file comprising a title of the business process, a summary of the business process and details of ordered clusters of actions,

wherein an instance is a series of two or more tasks of the business process, and

wherein the ordered clusters of actions are presented as a flow diagram.

2. The computerized-method of claim 1 , wherein the sorting of the clusters of actions is performed according to a minimum timestamp of action in each cluster of actions.

3. The computerized-method of claim 1 , wherein each action or cluster of actions in the automated business process is associated with a screenshot.

4. The computerized-method of claim 1 , wherein the documentation-file is of a format that is selected from: Word or Hypertext Markup Language (HTIL) or Portable Document Format (PDF) or any other readable file format.

5. The computerized-method of claim 1 , wherein each action in the set of automatically discovered actions of a business process for automation is a keyboard-based command or a mouse-click command in one or more applications to complete the business process, via the applications portal.

6. The computerized-method of claim 1 , wherein the routine of the extracted associated routine-name is comprised of one or more actions.

7. The computerized-method of claim 1 , wherein the routine is a routine for data exchange within one application or between two or more applications, which are operated via the applications portal to complete the business process.

8. The computerized-method of claim 1 , wherein the removing clusters of actions is performed according to a preconfigured action type blacklist.

9. The computerized-method of claim 8 , wherein the preconfigured action type blacklist includes at least one action of: (i) selecting an object or a text and moving it and then placing it into alternate area: (ii) switching between tabs or windows; (iii) opening a menu of ancillary operations; (iv) any other action.

Assignments (2)
SECURITY INTEREST Recorded Feb 26, 2026
From: NICE LTD; NICE SYSTEMS INC.; NICE SYSTEMS TECHNOLOGIES INC.; INCONTACT, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 074986/0208 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 28, 2021
From: SHACHAF, YUVAL; KATZ, NATAN; ROSEBERG, ERAN; BIALY, YARON
To: NICE LTD.
Reel/Frame 055054/0884 →
Continuity (1)
Related Publication 20220237364A1 · Jul 28, 2022