Method, medium, and system for a rules engine, such as for purchase request management
Systems and methods for managing purchases for an organization using a rules engine are disclosed. A purchasing system receives a purchase request message and extracts purchase order information associated with a request to make a purchase. Using the extracted purchase order information, a purchase order object is generated. Based at least in part on the purchase order information, a set of rules applicable to the purchase order object is identified, the rules including at least one condition and at least one action. The set of rules can also be identified based in part on contextual information. The at least one action is applied to the purchase order object. Upon receiving authorization from an approval entity, a digital credit object is generated to fulfill the purchase request and the digital credit object is provided to the user.
1. A computer-implemented method of managing purchases associated with an organization, the method comprising:
receive a set of rules to apply to a purchase order object;
change an order in which the set of rules are applied based on a dragging and dropping operation to re-order at least one rule in the set of rules;
receiving, at a purchasing system of the organization, a purchase request message from a user associated with the organization;
extracting, by the purchasing system, purchase order information from the purchase request message,
wherein the purchase order information is associated with a request from the user to make a purchase;
generating, by the purchasing system, the purchase order object using the extracted purchase order information;
identifying, based at least in part on the purchase order information, the set of rules applicable to the purchase order object,
wherein each rule in the set of rules is associated with at least one condition that, when present, causes the rule to be applied, and
wherein each rule in the set of rules is associated with at least one action applied to the purchase order object when the rule is applied;
applying, to the purchase order object and for each rule in the identified set of rules, the at least one action,
wherein the at least one action includes sending the purchase order object to an approval entity;
upon receiving authorization from each approval entity, generating, by the purchasing system, a digital credit object configured to allow the user to make the purchase,
wherein the digital credit object is configured with metadata about the set of rules applicable to the purchase order object; and
providing, by the purchasing system, the digital credit object to the user, for the user to make the purchase.
2. The computer-implemented method of claim 1 , wherein the at least one action includes a set of actions comprising two or more of auto-approve, auto-reject, alert requestor, assign approver, trigger external process, or stop processing actions.
3. The computer-implemented method of claim 1 :
wherein the at least one condition includes at least one of an amount of the requested purchase, a description of the requested purchase, a category of item or service requested, an identity of the user, a recurrence or non-recurrence of the request, a requested method of payment, or an account from which funds are requested, and
wherein the approval entity is an automated system or an employee of the organization.
4. The computer-implemented method of claim 1 :
wherein the purchasing system includes a virtual bot that receives the purchase request message,
wherein access to the virtual bot is provided to the user via a collaboration tool, and
wherein the collaboration tool includes a messaging interface via which the purchase request message is received by the virtual bot and via which the digital credit object is provided to the user.
5. The computer-implemented method of claim 1 , further comprising:
generating an entry in a purchase order database that includes information about at least two of the provided digital credit object, the identified set of rules, the purchase, the user associated with the organization, the approval entity, or an amount of the purchase.
6. The computer-implemented method of claim 1 , wherein the provided digital credit object is a virtual credit card, a virtual prepaid card, an amount of digital currency or cryptocurrency, or a purchase order.
7. The computer-implemented method of claim 1 , wherein identifying the set of rules applicable to the purchase order object is further based, at least in part, on contextual information associated with the purchase request message,
wherein the contextual information includes at least two of: a date associated with the purchase request message, an identity of the user associated with the organization, an identity of an approver of the purchase order object, a location associated with the user or the approver, a group or department of the user or the approver, a category for the purchase, a domain name or packet header associated with the purchase request message, or a vendor associated with the request.
8. At least one computer-readable medium, excluding transitory signals, carrying instructions that, when executed by a computing system, cause the computing system to perform operations comprising:
receive a set of rules to apply to a purchase order object;
change an order in which the set of rules are applied based on a dragging and dropping operation to re-order at least one rule in the set of rules;
receive, at a purchasing system of an organization, a purchase request message from a user associated with the organization;
extract, by the purchasing system, purchase order information from the purchase request message,
wherein the purchase order information is associated with a request from the user to make a purchase;
generate, by the purchasing system, the purchase order object using the extracted purchase order information;
identify, based at least in part on the purchase order information, the set of rules applicable to the purchase order object,
wherein each rule in the set of rules is associated with at least one condition that, when present, causes the rule to be applied, and
wherein each rule in the set of rules is associated with at least one action applied to the purchase order object when the rule is applied;
apply, to the purchase order object and for each rule in the identified set of rules, the at least one action,
wherein the at least one action includes sending the purchase order object to an approval entity;
upon receiving authorization from each approval entity, generate, by the purchasing system, a digital credit object configured to allow the user to make the purchase,
wherein the digital credit object is configured with metadata about the set of rules applicable to the purchase order object; and
provide, by the purchasing system, the digital credit object to the user, for the user to make the purchase.
9. The at least one computer-readable medium of claim 8 , wherein the at least one action includes at least one of auto-approve, auto-reject, alert requestor, assign approver, trigger external process, or stop processing actions.
10. The at least one computer-readable medium of claim 8 , wherein the at least one condition includes at least one of an amount of the requested purchase, a description of the requested purchase, a category of item or service requested, an identity of the user, a recurrence or non-recurrence of the request, a requested method of payment, or an account from which funds are requested.
11. The at least one computer-readable medium of claim 8 , wherein the purchasing system includes a virtual bot that receives the message, and wherein the instructions cause the computing system to receive the message and provide the digital credit object via a collaboration tool.
12. The at least one computer-readable medium of claim 8 , wherein the instructions further cause the computing system to:
generate an entry in a purchase order database that includes information about the provided digital credit object and the identified set of rules.
13. The at least one computer-readable medium of claim 8 , wherein the provided digital credit object is a virtual credit card, a virtual prepaid card, an amount of digital currency or cryptocurrency, or a purchase order.
14. The at least one computer-readable medium of claim 8 , wherein identifying the set of rules applicable to the purchase order object is further based, at least in part, on contextual information associated with the purchase request message.
15. A computing system, comprising:
at least one hardware processor; and
at least one memory carrying instructions that, when executed by the at least one processor, causes the computing system to perform operations comprising:
receive a set of rules to apply to a purchase order object;
change an order in which the set of rules are applied based on a dragging and dropping operation to re-order at least one rule in the set of rules;
receive, at a purchasing system of an organization, a purchase request message from a user associated with the organization;
extract, by the purchasing system, purchase order information from the purchase request message,
wherein the purchase order information is associated with a request from the user to make a purchase;
generate, by the purchasing system, the purchase order object using the extracted purchase order information;
identify, based at least in part on the purchase order information, the set of rules applicable to the purchase order object,
wherein each rule in the set of rules is associated with at least one condition that, when present, causes the rule to be applied, and
wherein each rule in the set of rules is associated with at least one action applied to the purchase order object when the rule is applied;
apply, to the purchase order object and for each rule in the identified set of rules, the at least one action,
wherein the at least one action includes sending the purchase order object to an approval entity;
upon receiving authorization from each approval entity, generate, by the purchasing system, a digital credit object configured to allow the user to make the purchase,
wherein the digital credit object is configured with metadata about the set of rules applicable to the purchase order object; and
provide, by the purchasing system, the digital credit object to the user, for the user to make the purchase.
16. The computing system of claim 15 , wherein the at least one action includes at least one of auto-approve, auto-reject, alert requestor, assign approver, trigger external process, or stop processing actions.
17. The computing system of claim 15 , wherein the at least one condition includes at least one of an amount of the requested purchase, a description of the requested purchase, a category of item or service requested, an identity of the user, a recurrence or non-recurrence of the request, a requested method of payment, or an account from which funds are requested.
18. The computing system of claim 15 , wherein the purchasing system includes a virtual bot that receives the message, and wherein the instructions cause the computing system to receive the message and provide the digital credit object via a collaboration tool.
19. The computing system of claim 15 , wherein the instructions further cause the computing system to:
generate an entry in a purchase order database that includes information about the provided digital credit object and the identified set of rules.
20. The computing system of claim 15 , wherein the provided digital credit object is a virtual credit card, a virtual prepaid card, an amount of digital currency or cryptocurrency, or a purchase order.