IP Library › Granted Patent US 12,278,797
Granted Patent B2
US 12,278,797 · App. 18/374,746 · Granted Apr 15, 2025

Email-based transactions with forms

Inventors: John P. Killoran, Jr. (Albuquerque, NM); Gina Katharine Von Damm (Davis, CA)
Assignee: WORKDAY, INC.
H04L51/42H04L51/18H04L67/01H04L67/02H04L67/14
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Quick Facts
Patent No.
US 12,278,797
App. No.
18/374,746
Granted
Apr 15, 2025
Kind
B2
Abstract

A method and apparatus for improving digital transaction using Simple Mail Transfer Protocol (SMTP). The method includes determining to whether an alert related to a task is sent to a registered individual, on a condition that the alert related to the task should be sent, generating an email message, wherein the email includes at least one mailto link and a form for the registered individual to complete, transmitting the email message to the registered individual, receiving a response email from the registered individual, authenticating the email message and decoding a token, and updating an information database.

Claims (68)

1. A method comprising:

receiving, at a server, a network request from a client device;

generating, by the server, an electronic message including a digital form with a plurality of input fields and a response link, wherein the digital form is configured to be completed by a registered individual who is a member of a group to provide task status information;

transmitting, by the server, the electronic message to the client device;

receiving, at the server, a response message generated through selection of the response link on the client device, the response message including data entered into one or more input fields of the digital form indicating progress of performance of a task, and a token based on the response link;

validating, by the server, the token; and

executing, by the server, a process using the data, wherein executing the process comprises updating a shared task information database with the task status information, the shared task information database collaboratively maintained by and accessible to other registered individuals in the collaborative group.

2. The method of claim 1 , the token comprising an identifier associated with the digital form, and the validating the token comprising comparing it with a stored token associated with the digital form.

3. The method of claim 1 , the electronic message comprising an email message and the response link is a mailto link.

4. The method of claim 1 , the token comprising an identifier associated with the digital form, and the validating the token comprising comparing it with a stored token associated with the digital form.

5. The method of claim 1 , further comprising:

determining that an alert related to the digital form should be sent;

generating an alert message; and

transmitting the alert message to the client device.

6. The method of claim 1 , the executing the process comprising:

determining a new registered individual to whom the process should be reassigned;

generating a reassignment message; and

transmitting the reassignment message to a device associated with the new registered individual.

7. The method of claim 1 , further comprising:

generating a result message indicating results of the process execution; and

transmitting the result message to the client device.

8. The method of claim 1 , the digital form including one or more editable fields, and the method further comprising:

receiving, from an administrative device, custom form data for the one or more editable fields; and

incorporating the custom form data into the digital form before transmitting the electronic message.

9. A non-transitory computer-readable storage medium for tangibly storing computer program instructions capable of being executed by a computer processor, the computer program instructions defining steps of:

receiving, at a server, a network request from a client device;

generating, by the server, an electronic message including a digital form with a plurality of input fields and a response link, wherein the digital form is configured to be completed by a registered individual associated with a group to provide task status information;

transmitting, by the server, the electronic message to the client device;

receiving, at the server, a response message generated through selection of the response link on the client device, the response message including data entered into one or more input fields of the digital form indicating progress of performance of a task, and a token based on the response link;

validating, by the server, the token; and

executing, by the server, a process using the data, wherein executing the process comprises updating a shared task information database with the task status information, the shared task information database collaboratively maintained by and accessible to other registered individuals in the collaborative group.

10. The non-transitory computer-readable storage medium of claim 9 , the electronic message comprising an email message and the response link is a mailto link.

11. The non-transitory computer-readable storage medium of claim 9 , the digital form including one or more editable fields, and the steps further comprising:

receiving, from an administrative device, custom form data for the one or more editable fields; and

incorporating the custom form data into the digital form before transmitting the electronic message.

12. The non-transitory computer-readable storage medium of claim 9 , the steps further comprising:

determining that an alert related to the digital form should be sent;

generating an alert message; and

transmitting the alert message to the client device.

13. The non-transitory computer-readable storage medium of claim 9 , the executing the process comprising:

determining a new registered individual to whom the process should be reassigned;

generating a reassignment message; and

transmitting the reassignment message to a device associated with the new registered individual.

14. The non-transitory computer-readable storage medium of claim 9 , the steps further comprising:

generating a result message indicating results of the process execution; and

transmitting the result message to the client device.

15. A device comprising:

a processor; and

a storage medium for tangibly storing thereon program logic for execution by the processor, the program logic comprising steps for:

logic, executed by the processor, for receiving a network request from a client device;

logic, executed by the processor, for generating an electronic message including a digital form with a plurality of input fields and a response link, wherein the digital form is configured to be completed by a registered individual associated with a group to provide task status information;

logic, executed by the processor, for transmitting the electronic message to the client device;

logic, executed by the processor, for receiving a response message generated through selection of the response link on the client device, the response message including data entered into one or more input fields of the digital form indicating progress of performance of a task, and a token based on the response link;

logic, executed by the processor, for validating the token; and

logic, executed by the processor, for executing a process using the data, wherein executing the process comprises updating a shared task information database with the task status information, the shared task information database collaboratively maintained by and accessible to other registered individuals in the collaborative group.

16. The device of claim 15 , the digital form including one or more editable fields, and the program logic further comprises logic, executed by the processor, for

receiving, from an administrative device, custom form data for the one or more editable fields; and

incorporating the custom form data into the digital form before transmitting the electronic message.

17. The device of claim 15 , the electronic message comprising an email message and the response link is a mailto link.

18. The device of claim 15 , the token comprising an identifier associated with the digital form, and the validating the token comprising comparing it with a stored token associated with the digital form.

19. The device of claim 15 , the program logic further comprising logic, executed by the processor, for:

determining that an alert related to the digital form should be sent;

generating an alert message; and

transmitting the alert message to the client device.

20. The device of claim 15 , the executing the process comprising:

determining a new registered individual to whom the process should be reassigned;

generating a reassignment message; and

transmitting the reassignment message to a device associated with the new registered individual.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 27, 2023
From: JMCC CAPITAL LLC
To: WORKDAY, INC.
Reel/Frame 065372/0974 →
Continuity (5)
Continuation 17983060 · Nov 8, 2022
Continuation 16423897 · May 28, 2019
Continuation 15354833 · Nov 17, 2016
Provisional Application 62256478 · Nov 17, 2015
Related Publication 20240106787A1 · Mar 28, 2024
References Cited (5)
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US 20080244022A1 · Johnson · 2008 [cited by examiner]
US 20140025522A1 · Killoran · 2014 [cited by examiner]
US 20160098779A1 · Wilczek et al. · 2016 [cited by applicant]
US 20170010761A1 · Patel et al. · 2017 [cited by applicant]