Patent US6970844B1 successfully refreshed from Google Patents.
US6970844B1
Expired / Lapsed
US
⏱️ 0.0 years remaining
Flow designer for establishing and maintaining assignment and strategy process maps
Assignee: Fintegraph LLC
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Filing: 2000-08-25
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Granted: 2005-11-29
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Expires: 2020-08-25
Abstract
Abstract A system, method and carrier medium for modeling a Financial Service Organization (FSO) business in a computer software program and for storing the model of the FSO business in a database. An object-oriented business model representing the FSO may be created and stored in a business model database. The one or more business objects included in the business model may be configured to describe various products, methods, functions and properties associated with an FSO. A process map business object may describe a process workflow. The process workflow may identify a sequence of tasks to be performed by an FSO production system to process an FSO transaction. The sequence of tasks associated with an FSO transaction may be consistent with pre-defined business logic for the transaction. Selecting a task object from a plurality of task objects and transferring the task object to a process map display representing the process map business object may create the process workflow. Additional task objects may be transferred and connected to the transferred task objects in a manner consistent with the business logic. An FSO production system, which may be configured to process FSO transactions, may access the database to request data associated with a particular FSO transaction. On receiving the requested data from the business model database, the FSO production system may complete the processing of the FSO transaction.
Inventors
- 👤 Steven E. Bierenbaum
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-07 10:56
CPC Classifications
G; G06; G06Q; G06Q10/00; G06Q10/06; G06Q20/00; G06Q20/08; G06Q20/10; Y; Y10; Y10S; Y10S707/00; Y10S707/99941; Y10S707/99942; Y10S707/99944; Y10S707/99945
Claims Analysis
Total Claims: 35
Claim 1
Independent Claim
141 words
A method for defining a process map for processing a financial service organization business product transaction, the method comprising: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 2
Independent Claim
141 words
A method for defining a process map for processing a financial service organization business product transaction, the method comprising: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 3
Dependent Claim
21 words
The method of claim 1 , wherein selecting the first task object comprises moving a cursor over the first task object.
Claim 4
Dependent Claim
31 words
The method of claim 2 , wherein adding the first task object to the process map design palette comprises moving the selected first task object onto the process map design palette.
Claim 5
Dependent Claim
32 words
The method of claim 1 , further comprising: selecting a second task object from the displayed plurality of task objects; and adding the second task object to the process map design palette.
Claim 6
Dependent Claim
56 words
The method of claim 4 , wherein the method further comprises defining a processing path between the first task object and the second task object, wherein the processing path describes a path for business product transactions to be passed from the first processing task to the second processing task in the financial service organization production system.
Claim 7
Dependent Claim
49 words
The method of claim 5 , wherein the first task object comprises one or more output links, and wherein defining the processing path between the first task object and the second task object comprises connecting a first output link of the first task object to the second task object.
Claim 8
Dependent Claim
93 words
The method of claim 6 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein defining the processing path between the first task object and the third task object comprises disconnecting the first output link of the first task object from the second task object and connecting the first output link of the first task object to the third task object.
Claim 9
Dependent Claim
90 words
The method of claim 5 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein the first task object is a decision task object configured to pass a business product transaction to one of the first and second tasks objects as a function of data relating to the financial service organization customer associated with the business product transaction.
Claim 10
Dependent Claim
16 words
The method of claim 1 , wherein the first task is an invoke external interface task.
Claim 11
Independent Claim
152 words
A system for processing FSO transactions, the system comprising: a computer program; a computer system; wherein the computer program is executable on the computer system to execute the method of: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 12
Independent Claim
152 words
A system for processing FSO transactions, the system comprising: a computer program; a computer system; wherein the computer program is executable on the computer system to execute the method of: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 13
Dependent Claim
21 words
The system of claim 10 , wherein selecting the first task object comprises moving a cursor over the first task object.
Claim 14
Dependent Claim
31 words
The system of claim 11 , wherein adding the first task object to the process map design palette comprises moving the selected first task object onto the process map design palette.
Claim 15
Dependent Claim
32 words
The system of claim 10 , further comprising: selecting a second task object from the displayed plurality of task objects; and adding the second task object to the process map design palette.
Claim 16
Dependent Claim
56 words
The system of claim 13 , wherein the method further comprises defining a processing path between the first task object and the second task object, wherein the processing path describes a path for business product transactions to be passed from the first processing task to the second processing task in the financial service organization production system.
Claim 17
Dependent Claim
49 words
The system of claim 14 , wherein the first task object comprises one or more output links, and wherein defining the processing path between the first task object and the second task object comprises connecting a first output link of the first task object to the second task object.
Claim 18
Dependent Claim
93 words
The system of claim 15 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein defining the processing path between the first task object and the third task object comprises disconnecting the first output link of the first task object from the second task object and connecting the first output link of the first task object to the third task object.
Claim 19
Dependent Claim
90 words
The system of claim 14 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein the first task object is a decision task object configured to pass a business product transaction to one of the first and second tasks objects as a function of data relating to the financial service organization customer associated with the business product transaction.
Claim 20
Dependent Claim
16 words
The system of claim 10 , wherein the first task is an invoke external interface task.
Claim 21
Dependent Claim
22 words
The system of claim 10 , wherein the computer system comprises a display device coupled to the computer system to display data.
Claim 22
Dependent Claim
14 words
The system of claim 19 , wherein the display device is a display screen.
Claim 23
Dependent Claim
23 words
The system of claim 10 , wherein the computer system comprises a user input device coupled to the computer system to enter data.
Claim 24
Dependent Claim
17 words
The system of claim 21 , wherein the user input device is a mouse or a keyboard.
Claim 25
Dependent Claim
143 words
A carrier medium comprising program instructions, wherein the program instructions are executable by a computer system to implement the method of: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 26
Dependent Claim
143 words
A carrier medium comprising program instructions, wherein the program instructions are executable by a computer system to implement the method of: displaying a plurality of task objects on a computer display screen; displaying a process map design palette on the computer display screen; selecting a first task object from the displayed plurality of task objects; adding the first task object to the process map design palette; and storing the process map in a business model database; wherein the process map stored in the business model database is configured for translation into a financial service organization production system database, wherein the financial service organization production system database is configured for use in the financial service organization production system, and wherein the financial service organization production system is configured to process business product transactions between a financial service organization and a financial service organization customer.
Claim 27
Dependent Claim
22 words
The carrier medium of claim 23 , wherein selecting the first task object comprises moving a cursor over the first task object.
Claim 28
Dependent Claim
32 words
The carrier medium of claim 24 , wherein adding the first task object to the process map design palette comprises moving the selected first task object onto the process map design palette.
Claim 29
Dependent Claim
33 words
The carrier medium of claim 23 , further comprising: selecting a second task object from the displayed plurality of task objects; and adding the second task object to the process map design palette.
Claim 30
Dependent Claim
57 words
The carrier medium of claim 26 , wherein the method further comprises defining a processing path between the first task object and the second task object, wherein the processing path describes a path for business product transactions to be passed from the first processing task to the second processing task in the financial service organization production system.
Claim 31
Dependent Claim
50 words
The carrier medium of claim 27 , wherein the first task object comprises one or more output links, and wherein defining the processing path between the first task object and the second task object comprises connecting a first output link of the first task object to the second task object.
Claim 32
Dependent Claim
94 words
The carrier medium of claim 28 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein defining the processing path between the first task object and the third task object comprises disconnecting the first output link of the first task object from the second task object and connecting the first output link of the first task object to the third task object.
Claim 33
Dependent Claim
91 words
The carrier medium of claim 27 , further comprising: selecting a third task object from the displayed plurality of task objects; adding the third task object to the process map design palette; and defining a processing path between the first task object and the third task object; wherein the first task object is a decision task object configured to pass a business product transaction to one of the first and second tasks objects as a function of data relating to the financial service organization customer associated with the business product transaction.
Claim 34
Dependent Claim
17 words
The carrier medium of claim 23 , wherein the first task is an invoke external interface task.
Claim 35
Dependent Claim
15 words
The carrier medium of claim 23 , wherein the carrier medium is a memory medium.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2008-11-28 | 2009-05-30 | 2009-11-29 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2012-11-28 | 2013-05-30 | 2013-11-29 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2016-11-28 | 2017-05-30 | 2017-11-29 | $7700.00 | Window Closed / Lapsed |