USO0RE43905E

(19) United States (12) Reissued Patent

(10) Patent Number: US (45) Date of Reissued Patent:

Bierenbaum (54)

FLOW DESIGNER FOR ESTABLISHING AND

Pyron, Tim, Sams TeachYourselfMicrosoft® Project 98 in 24 Hours,

Sams Publishing, Indianapolis, IN, 1998*

Steven E. Bierenbaum, Maitland, FL

(Us) (73) Assignee: Comp Sci Holdings, Limited Liability

(Continued) Primary Examiner * Jacob C. Coppola

Company, Wilmington, DE (US) (21) App1.No.: 11/947,714

(22)

Filed:

(74) Attorney, Agent, or Firm * Sterne, Kessler, Goldstein & Fox PLLC

Nov. 29, 2007 Related US. Patent Documents

(57)

Reissue of:

(64)

Patent No.:

6,970,844

Issued:

Nov. 29, 2005

Appl. No.:

09/648,247 Aug. 25, 2000

Filed:

U.S. Applications: (60) Provisional application No. 60/151,031, ?led on Aug. Int. Cl.

G06Q 40/00

(52)

(2006.01)

US. Cl. ........ .. 705/39; 707/790; 707/791; 707/792;

707/796; 707/999.106; 707/999.101; 707/999.104; 707/999.1; 705/35; 705/40; 705/64; 705/902; 705/1.1; 717/108

(58)

Field of Classi?cation Search ................... .. 705/39

See application ?le for complete search history. (56)

References Cited U.S. PATENT DOCUMENTS 10/1989 Kapulka et a1.

database. The one or more business objects included in the

cess an FSO transaction. The sequence of tasks associated

With an FSO transaction may be consistent With pre-de?ned

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 work?ow. Additional task objects may be transferred and connected to the transferred

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

FOREIGN PATENT DOCUMENTS 0 280 773

FSO. A process map business object may describe a process work?oW. The process work?ow may identify a sequence of tasks to be performed by an FSO production system to pro

FSO production system, Which may be con?gured to process

3/1992 Foresman et a1. 3/1993 Bosco et a1.

(Continued) EP

A system, method and carrier medium for modeling a Finan cial Service Organization (FSO) business in a computer soft ware program and for storing the model of the FSO business in a database. An obj ect-oriented business model representing the FSO may be created and stored in a business model

task objects in a manner consistent With the business logic. An

4,878,167 A 5,099,422 A 5,191,522 A

ABSTRACT

business model may be con?gured to describe various prod ucts, methods, functions and properties associated With an

27, 1999.

(51)

Jan. 1, 2013

OTHER PUBLICATIONS

MAINTAINING ASSIGNMENT AND STRATEGY PROCESS MAPS

(75) Inventor:

RE43,905 E

transaction.

9/1988

31 Claims, 28 Drawing Sheets

(Continued) Business Modeler System @

System E

Display Screen

/'

E

Memory @ Business Modeler

Program QQ

L 1 l Input devices 52

<\

\

. Busmess Model

Database

\ \ Cursorcontrol dewces

Q

US RE43,905 E Page 2 US. PATENT DOCUMENTS

5,201,044 5,233,513 5,386,566 5,394,555 5,434,994 5,455,947 5,483,632 5,499,330 5,504,674 5,523,942 5,530,861 5,550,976 5,586,310 5,630,069 5,638,508 5,689,706 5,699,527 5,734,837 5,745,901 5,764,989 5,768,505 5,768,506 5,774,661 5,797,134 5,832,481 5,870,711 5,873,066 5,878,403 5,900,870 5,907,848 5,918,207 5,928,082 5,930,759 5,930,776 5,933,816 5,937,189 5,950,169 5,987,434 5,991,733 6,023,572 6,023,578 6,035,300 6,038,393 6,049,665 6,061,057 6,064,983 6,081,832 6,092,049 6,101,481 6,105,007 6,115,690 6,119,103 6,122,627 6,134,582 6,134,706 6,163,770 6,167,564 6,185,540 6,226,623 6,236,975 6,336,096 6,347,307 6,381,640 6,434,590 6,505,176 6,591,300 6,601,034 6,604,114 6,970,844 2001/0011247

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Frey, Jr. et al.

Doyle Hamanaka et al. Hunter et al. Shaheen et al. Suzuki et al. Kuwamoto et al. Lucas et al. Chen et al.

Tyler et al. Diamant et al. Henderson et al. Sharman Flores et al. Kanai et al. Rao et al. Davidson Flores et al. Entner et al. Gustafsson et al. Gilchrist et al. Randell Chatterjee et al. .......... .. 709/203

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OTHER PUBLICATIONS Chester, Thomas. Mastering Excel 97, fourth edition, SybeX Inc ., San

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“@ Fault A Commitment to Consistency,” Computer Sciences Cor

poration, Copyright 2000, pp. 1-2. Mead, Jay, Technical Communication, Aug. 1998, V. 45, N3, p. 353-380.

Scopus Introduces World’s Most Complete Call Center Solution for Financial Services; PR Newswire dated Nov. 5, 1997.

Juhl, Randy P, “The OTC Revolution”; Drugtopics.com; Mar. 3, 1997, pp. 1-9.

Borland, Russel; “Running Microsoft Outlook 97”, Microsoft Press, 1997.

Deitel & Deitel, C++ How to Program, 1998, Prentice Hall. Fabrik AVisual Programming Environment, 1998, ACM Inc. Introduction to Visual Basic 5.0 Programming, Last Updated 1999,

printed from http://WWW.dcs.napier.ac .uldhci/VB50/home.html. Programmer’s Guide Microsoft Visual Basic, 1992, Microsoft. “Enterprise Customer Acquisition: CSC Assessment Solutions” CSC Brochure, 1998. Basic Aspect Of Squeak And The Smalltalk-80 Programming Lan guage, Jun. 22, 1998. Corrano, Heiman, Veroff, Data Abstraction And Problem Solving With C++, 1998 Addison Wesley Longman, Inc. Scopus and Entrust Technologies to Deliver World’s First Secure Customer Care Solution for the Financial Services Market; PR Newswire dated Nov. 5, 1997. Of?ce Action in US. Appl. No. 09/648,929 mailed Jan. 31, 2003. Of?ce Action in US. Appl. No. 09/648,929 mailed Sep. 9, 2003. Of?ce Action in US. Appl. No. 09/648,929 mailed Apr. 16, 2004.

Of?ce Action in US. Appl. No. 09/648,912 mailed May 18, 2004. Of?ce Action in US. Appl. No. 09/648,912 mailed Oct. 7, 2003.

Steyer, “The World Bank’s Open Network”, Datamation, v.36, n4, p109(3), Feb. 15, 1990, ISSN: 1062-8363 (4 pages).

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US. Patent and Trademark Of?ce, “Of?ce Action” for U. S. Appl. No.

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Koehler Gilchrist et al. Chislenko et al. Miller Norris

Wong Basch et al.

Carey et al.

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Inc., Jul/Aug. 1992. Continuum Connections, vol. II, No. 1, The Continuum Company, Inc., Oct./Nov. 1992. Continuum Connections, vol. II, No. 2, The Continuum Company, Inc., Dec./Jan. 1993. Continuum Connections, vol. II, No. 3, The Continuum Company,

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* cited by examiner

US. Patent

Jan. 1, 2013

Sheet 1 0f 28

US RE43,905 E

Business Modeler System @

System m

Display Screen

/7

Q

Memory 39 Business Modeler

Program 59

M

Model

L .

Input g2ewces

Business

Database Cursor control

devices

—

2

FIG. 1a

FIG. 1b

US. Patent

Jan. 1, 2013

Sheet 2 0f 28

US RE43,905 E

Business Modeler System 1Q

System B

Display Screen

Memory _2_Q

/

//

2Q

Flow designer program

.3Q <-\

f /

/

\

Database

\

?

\

Input devices

Cursor_conlro|

_

?

52

Business Model

devrces

FIG. 10

US. Patent

Jan. 1, 2013

Sheet 3 0f 28

US RE43,905 E

Define organizational units Define users

M

1_1_4

l

l

Define hierarchical

relationship of organizational units 1—02

Define external interfaces

1_1_6

l

l

Define data elements

Define processing tasks

EA

11.3

l

i

Define document

Define strategy maps

templates 1_0§

1_29

l

l

Define products

Define assignment maps

1%

23

l

l

Define queues

Store objects in database

HQ

?

l Define job seats End

.12

FIG. 2a

US. Patent

Jan. 1, 2013

Sheet 4 0f 28

US RE43,905 E

Create and open strategy

map object

m

i Open strategy map window

Q

t Add processing task

objects QIE

i Add decision task objects

8_0§ Add queue task objects

@?

1 Add invoke extemal

interface objects

m

i Add completion task

objects 81—2

i Resolve task object

properties 81_4

t Connect task outputs to

task inputs

5E

t Save and close strategy map

FIG. 2b

US. Patent

Jan. 1, 2013

Sheet 5 0f 28

US RE43,905 E

Create and open

assignment map object .8@

l Open assingment map window

Q

l Add processing task

objects 834

l Add decision task objects

@

l Add invoke external

interface objects 838

l Add send to

organizational unit task

objects 840

l Add send to strategy task

objects a

l Ftesotve task object

properties 844

l Connect task outputs to

task inputs

8_4§

l Save and close

assignment map 848

FIG. 20

US. Patent

Jan. 1, 2013

Object Menu Q

Menu bar 4_59

Tool bar 5%

LProperties 5§§ | ||nhen'tance view 4_6_8_ I Business view ?g 1 Object 1

-

US RE43,905 E

Sheet 6 0f 28

-—

I00"

Object view ? Object 1 name it

£L7_2 Object 2

+ 492

/

icon

Object 2 name 4_7§

m

/-

Object 3 Icon

494

Object 3 name 48—2

£9

\

Object 4 Icon

+

Object 4 name i815

5312 Object 5

+

|con

Object 5 name w

.43_8 FIG. 3a Menu bar i5_0

Tool bar 5%

Object menu g3

Expand object ?

Coilapse object ? New object 4i

Delete object @ Object view £92

Properties ? FIG.

US. Patent

Jan. 1, 2013

Sheet 7 of 28

US RE43,905 E

Object type and name 5_og

Object property sheet ?) Audit properties m

History properties 5% Security properties @ General properties ?

III Property1 Name ? Propertyl Value m 524 -—i> [:1

Property 2 Name §1_§ Property2 Value w Property 3 Name §_2_r_) Property 3 Value @

OK Button 513

FIG. 4

§_2_6

Cancel Button 53

US. Patent

Jan. 1, 2013

Sheet 8 0f 28

Business Modeler System 1_39 Inheritance View lag

Business Modeler Desktop 1%

Shared channels _1_3_6

Shared document templates 1 8

Shared data elements 3Q

Shared external interfaces 1%

Shared processing calendars m

Shared processing tasks 146

Users 1_4_§

FSO Systems 15_0

FIG. 5a

US RE43,905 E

US. Patent

Jan. 1, 2013

Sheet 9 0f 28

US RE43,905 E

Business Modeler System 139 Inheritance View 132

Business Modeler Desktop L35

'—

FSO Systems 150 Account acquisition 1 2

Organizational unit L55

Organizational unit 15_6

L

Organizational unit 1 8

Organizational unit 1 0

Organizational unit L62

Account collections 1_6_4

Organizational unit 166

Organizational unit @

FIG. 5b

US. Patent

Jan. 1, 2013

Sheet 10 or 28

Business Modeler System Q9 Inheritance View 132

Account acquisition Q

Organizational unit 1i4

Document templates 17

Products ?

Processing tasks 1_7_11

Master Assignment 1_7_6

Strategies ?

Queues @Q

Job seats @

Organizational unit 15_6

Organizational unit 160

FIG. 50

US RE43,905 E

US. Patent

Jan. 1, 2013

Sheet 11 0f 28

Business Modeler System 130

Inheritance View 12

Account collections m

Organizational unit 166

Agencies lt?

Queues 186

Processing tasks 188

Master Assignment 19

Strategies 192

Job seats m

Data elements M

Document templates 1%

FIG. 5d

US RE43,905 E

US. Patent

Jan. 1, 2013

Sheet 12 0f 28

US RE43,905 E

Business Modeler System ?g _

Business View 200

Business Modeler Desktop 1.35

L

‘—

FSO Systems @ Account acquisition 15g

Organizational unit ?g

Organizational unit ti

—

Organizational unit E

Organizational unit 1Q

Organizational unit 160

Account collections E4;

Organizational unit @

Organizational unit E

FIG. 6a

US. Patent

Jan. 1, 2013

Sheet 13 0f 28

Business Modeler System 13_O Business View gag

Account acquisition Q

Organizational unit Jig Document templates l7_0 Products E

Processing tasks m

Master Assignment 1_7_6

Strategies ? Processing calendar @ Queues 1_8_Q Job seats ?

External interfaces E

Organizational unit 1_56

FIG. 6b

US RE43,905 E

US. Patent

Jan. 1, 2013

Sheet 14 0f 28

Business Modeler System 130 Business View m Account collections 164

Organizatinal unit 1 6

—

Agencies 1%

Data elements 19

Document templates ?g Processing tasks 1 8

Master Assignment gag

Strategies ?g Processing calendar 210

Job seats lg

Queues @ External interfaces ?g ——

Organizational unit ?;

FIG. 60

US RE43,905 E

US. Patent

Jan. 1, 2013

Sheet 15 0f 28

US RE43,905 E

Business Modeler System 1_3_Q

Document Template Design @

Template 23_2 Data element

Q1

Dat6. eIement \ E

Data240 element

\

_

Data element 238

Data element

Data element / E

Data element

Data element

2_3_4.

&

FIG. 7

US. Patent

Jan. 1, 2013

Sheet 16 0f 28

US RE43,905 E

Incoming Business Product Transaction

@

Production System _25_0

Start

Assignment git

Choose Strategy Q;

Assignment Process

E.

Strategy A

Strategy 5

22

2%

Strategy Process

253

End Strategy A

End Strategy B

E

219

FIG. 8a

US. Patent

Jan. 1, 2013

Sheet 17 0f 28

US RE43,905 E

Business Modeler System 13

Start

Assignment Task

2_8§

Assignment Designer Choose I

@

Strategy Task

\

v'

51

Strategy A Task

Strategy B Task

@22-

E

Strategy Designer E V

v

End Strategy a Task

End Strategy B Task

2%

w

FIG. 8b