IP Library › Granted Patent US 12,399,691
Granted Patent B2
US 12,399,691 · App. 18/237,681 · Granted Aug 26, 2025

Method and system for automatic workflow generation by large language models

Inventors: Zhen Zeng (Ypsilanti, MI); William Watson (Long Beach, NY); Naan Cho (New York, NY); Saba Rahimi (Laguna Niguel, CA); Tucker Richard Balch (Suwanee, GA); Manuela Veloso (New York, NY)
Assignee: JPMORGAN CHASE BANK, N.A.
G06F8/35G06F9/54G06Q40/06
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Quick Facts
Patent No.
US 12,399,691
App. No.
18/237,681
Granted
Aug 26, 2025
Kind
B2
Abstract

A method for using a large language model to generate executable code for workflow execution in a manner that integrates user feedback and adjusts the workflow as needed while preserving data privacy is provided. The method includes: receiving first information that relates to a workflow context, second information that relates to at least one application programming interface (API), and third information that relates to a code generation request; using the received information to generate a lecture, and transmitting the lecture to a language model; receiving a user query that relates to performing a task, and transmitting the query to the language model; receiving a workflow that is automatically generated by the language model based on the lecture and the query; and executing the workflow in order to generate an output that is responsive to the query.

Claims (46)

1. A method for generating a workflow, the method being implemented by at least one processor, the method comprising:

receiving, by the at least one processor, first information that relates to a workflow context, second information that relates to at least one application programming interface (API), and third information that relates to a code generation request;

transmitting a lecture, generated by the at least one processor based on the first information, the second information, and the third information, to a language model;

receiving, by the at least one processor from a user, a query that relates to performing a task, and transmitting the query to the language model;

receiving, by the at least one processor from the language model, a workflow that is automatically generated by the language model based on the lecture and the query; and

generating, by the at least one processor from the language model, executable code for workflow execution.

2. The method of claim 1 , further comprising executing the workflow in order to generate an output that is responsive to the query.

3. The method of claim 1 , further comprising:

receiving, from the user, feedback that relates to the workflow;

transmitting the feedback to the language model; and

receiving, from the language model, a modified workflow that is automatically generated based on the feedback.

4. The method of claim 1 , wherein the first information includes a textual description of a domain of a task to be performed based on an expected type of the query.

5. The method of claim 1 , wherein the second information includes a name, an input argument type, and a description of an output type for at least one API from among a predetermined set of APIs that corresponds to a predetermined library of functions.

6. The method of claim 1 , wherein the query includes a request for a specific type of information.

7. The method of claim 6 , wherein the query relates to fourth information included in a set of annual filings for registered investment companies that are submitted pursuant to a governmental regulation and are publicly available.

8. The method of claim 7 , wherein the fourth information relates to a single fund that is administered by a single investment company.

9. The method of claim 7 , wherein the fourth information relates to a plurality of funds that are administered by a single investment company.

10. The method of claim 1 , further comprising displaying an output on a display via a graphical user interface (GUI).

11. A computing apparatus for generating a workflow, the computing apparatus comprising:

a processor;

a memory;

a display; and

a communication interface coupled to each of the processor, the memory, and the display,

wherein the processor is configured to:

receive, via the communication interface, first information that relates to a workflow context, second information that relates to at least one application programming interface (API), and third information that relates to a code generation request;

transmit a lecture, generated by the at least one processor based on the first information, the second information, and the third information, to a language model;

receive, via the communication interface from a user, a query that relates to performing a task, and transmit the query to the language model;

receive, from the language model, a workflow that is automatically generated by the language model based on the lecture and the query; and

generate, from the language model, executable code for workflow execution.

12. The computing apparatus of claim 11 , wherein the processor is further configured to execute the workflow in order to generate an output that is responsive to the query.

13. The computing apparatus of claim 11 , wherein the processor is further configured to:

receive, from the user via the communication interface, feedback that relates to the workflow;

transmit the feedback to the language model; and

receive, from the language model, a modified workflow that is automatically generated based on the feedback.

14. The computing apparatus of claim 11 , wherein the first information includes a textual description of a domain of a task to be performed based on an expected type of the query.

15. The computing apparatus of claim 11 , wherein the second information includes a name, an input argument type, and a description of an output type for at least one API from among a predetermined set of APIs that corresponds to a predetermined library of functions.

16. The computing apparatus of claim 11 , wherein the query includes a request for a specific type of information.

17. The computing apparatus of claim 16 , wherein the query relates to fourth information included in a set of annual filings for registered investment companies that are submitted pursuant to a governmental regulation and are publicly available.

18. The computing apparatus of claim 11 , wherein the processor is further configured to cause the display to display an output via a graphical user interface (GUI).

19. A non-transitory computer readable storage medium storing instructions for generating a workflow, the storage medium comprising first executable code which, when executed by a processor, causes the processor to:

receive first information that relates to a workflow context, second information that relates to at least one application programming interface (API), and third information that relates to a code generation request;

transmit a lecture, generated by the at least one processor based on the first information, the second information, and the third information, to a language model;

receive, from a user, a query that relates to performing a task, and transmit the query to the language model;

receive, from the language model, a workflow that is automatically generated by the language model based on the lecture and the query; and

generate, from the language model, second executable code for workflow execution.

20. The storage medium of claim 19 , wherein when executed, the first executable code further causes the processor to execute the workflow in order to generate an output that is responsive to the query.

Assignments (2)
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE'S STATE PREVIOUSLY RECORDED ON REEL 67473 FRAME 877. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNEE'S STATE SHOULD READ: NEW YORK. Recorded Aug 6, 2025
From: ZENG, ZHEN; WATSON, WILLIAM; CHO, NAAN; RAHIMI, SABA; BALCH, TUCKER RICHARD; VELOSO, MANUELA
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 072351/0343 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 21, 2024
From: ZENG, ZHEN; WATSON, WILLIAM; CHO, NAAN; RAHIMI, SABA; BALCH, TUCKER RICHARD; VELOSO, MANUELA
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 067473/0877 →
Continuity (1)
Related Publication 20250068398A1 · Feb 27, 2025
References Cited (3)
US 20240370765A1 · Pierucci · 2024 [cited by examiner]
US 20240386214A1 · Ghoche · 2024 [cited by examiner]
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