IP Library › Granted Patent US 6,850,924
Granted Patent B2
US 6,850,924 · App. 09/805,646 · Granted Feb 1, 2005

Automated process guidance system and method

Assignee: Kadiri Inc.
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Quick Facts
Patent No.
US 6,850,924
App. No.
09/805,646
Granted
Feb 1, 2005
Kind
B2
Abstract

A system and method for guiding a user through a complex process having a plurality of steps is provided. The system may permit a user with little or no knowledge of the process to complete the process. The guidance system may include a logical structure which models the process steps within the process and guidance pages which provide the user with additional information about how to proceed through the process. The guidance pages may have one or more page fragments and each page fragment may be dynamically generated based on certain preconditions so that the guidance pages are easily customizable.

Claims (18)

1. A memory of a database server for storing data accessed by a process guidance system being executed on a computer system, comprising:

a data structure stored in the memory, the data structure including information resident in a database used by said database server and including:

a logical structure for representing the steps of the process, each node of the structure representing a step in the process and one or more of the steps presenting alternatives to the user requiring the user to make a decision; and

one or more page fragments each having an associated fragment precondition comprising one of a jurisdiction precondition, an effective date precondition, a site precondition and a union precondition, the page fragment being placed within a guidance page when the precondition is met wherein each guidance page is generated based on the page fragments with met preconditions.

2. A computer system for guiding a user through a complex process having a plurality of steps at each of which the user is required to make a decision, the computer system comprising:

a database having a knowledge management system;

the database further comprising a logical structure for representing the steps of the process, wherein the logical structure has one or more nodes, each node of the logical structure representing a step in the process and one or more of the steps presenting alternatives to the user requiring the user to make a decision and one or more guidance pages attached to each node of the logical structure, the guidance pages providing the user of the system with guidance about how to make decision at the current step of the process; and

wherein the knowledge management system further comprises instructions that display information about a process step based on the current step of the process and instructions that recommend an action to the user based on the current step of the process.

3. The system of claim 2 , wherein each guidance page further comprises one or more page fragments which include fragment data and a fragment precondition, a page fragment being shown to the user of the system only if the fragment precondition is met.

4. The system of claim 2 , wherein the structure comprises a decision tree having one or more nodes which represent each step of the process.

5. The system of claim 2 , wherein the structure comprises a decision matrix.

6. The system of claim 3 , wherein the process comprises a human resources process.

7. The system of claim 6 , wherein the process comprises an attendance management process.

8. The system of claim 6 , wherein the process comprises a compensation planning process.

9. A computer implemented process guidance system, comprising:

a computer system;

a database server connected to the computer system having a database, the database further comprising a logical structure for representing the steps of the process, wherein the logical structure has one or more nodes and each node of the logical structure representing a step in the process, the steps of the process further comprising at least providing information to the user about the process, providing a guidance page to the user to provide advice about a process decision of the user and recommending an action to be taken by the user based on the process; and

wherein the computer system generates the process guidance user interface based on the nodes of the logical structure to guide a user through the process.

Assignments (21)
RELEASE OF SECURITY INTEREST Recorded Oct 2, 2017
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: CALLIDUS SOFTWARE INC.
Reel/Frame 043758/0311 →
PATENT SECURITY AGREEMENT Recorded May 23, 2014
From: CALLIDUS SOFTWARE INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 033012/0639 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: MAGNETAR CAPITAL MASTER FUND, LTD.
To: WORKSTREAM USA, INC.
Reel/Frame 027869/0947 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: SRB GREENWAY CAPITAL (QP), L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0004 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: SRB GREENWAY CAPITAL, L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0100 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: SRB GREENWAY OFFSHORE OPERATING FUND, L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0139 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: TOM AKIN IRA INDIVIDUAL ACCOUNT
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0152 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: TALKOT FUND, L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0243 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: FORT MASON PARTNERS, L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0312 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: CRESTVIEW CAPITAL MASTER, LLC
To: WORKSTREAM USA, INC.
Reel/Frame 027869/0784 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: FORT MASON MASTER, L.P.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0350 →
RELEASE OF SECURITY INTEREST Recorded Mar 15, 2012
From: CCM MASTER QUALIFIED FUND, LTD.
To: WORKSTREAM USA, INC.
Reel/Frame 027870/0376 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 14, 2012
From: WORKSTREAM USA, INC.
To: CALLIDUS SOFTWARE INC. D/B/A CALLIDUSCLOUD
Reel/Frame 027862/0377 →
SECURITY AGREEMENT Recorded Nov 10, 2010
From: WORKSTREAM USA, INC.
To: CCM MASTER QUALIFIED FUND, LTD.
Reel/Frame 025341/0025 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEES/RECEIVING PARTIES PREVIOUSLY RECORDED ON REEL 021502 FRAME 0111. ASSIGNOR(S) HEREBY CONFIRMS THE PATENT SECURITY AGREEMENT. Recorded Sep 12, 2008
From: WORKSTREAM INC.; 6FIGUREJOBS.COM, INC.; WORKSTREAM USA, INC.; PAULA ALLEN HOLDINGS, INC.; THE OMNI PARTNERS, INC.; WORKSTREAM MERGER SUB INC.
To: MAGNETAR CAPITAL MASTER FUND, LTD.; SRB GREENWAY CAPITAL (QP), L.P.; SRB GREENWAY CAPITAL, L.P.; SRB GREENWAY OFFSHORE OPERATING FUND, L.P.; TOM AKIN IRA INDIVIDUAL ACCOUNT; TALKOT FUND, L.P.; CRESTVIEW CAPITAL MASTER, LLC; FORT MASON PARTNERS, LP; FORT MASON MASTER, LP; CCM MASTER QUALIFIED FUND, LTD
Reel/Frame 021523/0288 →
SECURITY AGREEMENT Recorded Sep 9, 2008
From: WORKSTREAM INC.; 6FIGUREJOBS.COM, INC.; WORKSTREAM USA, INC.; PAULA ALLEN HOLDINGS, INC.; THE OMNI PARTNERS, INC.; WORKSTREAM MERGER SUB INC.
To: WORKSTREAM INC.
Reel/Frame 021502/0111 →
RELEASE OF SECURITY INTEREST Recorded Aug 20, 2007
From: HILCO FINANCIAL, LLC
To: WORKSTREAM USA, INC.
Reel/Frame 019714/0375 →
SECURITY AGREEMENT Recorded Oct 13, 2006
From: WORKSTREAM USA, INC.
To: HILCO FINANCIAL, LLC
Reel/Frame 018385/0380 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 15, 2005
From: KADIRI, INC.
To: WORKSTREAM U.S.A.
Reel/Frame 016263/0493 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 23, 2004
From: GRIMSE, MARK; KING, THOMAS A.; NEARGARDER, PAT; OHR, MICHAEL
To: DECISIS CORPORATION
Reel/Frame 015853/0481 →
CHANGE OF NAME Recorded Sep 23, 2004
From: DECISIS CORPORATION
To: KADIRI, INC.
Reel/Frame 015866/0056 →
Continuity (2)
Continuation 0929265300 · Apr 15, 1999
Related Publication 20020023064A1 · Feb 21, 2002