Case delivery process management and control platform
Through the case delivery process control platform, the problems of low information transmission efficiency and insufficient compliance in traditional case processing processes are solved, transparent management and efficiency of case processing processes are achieved, and process safety, compliance and flexibility are ensured, and adaptability are achieved. Different business scenario requirements.
Patent Information
- Application Number
- CN202411285946.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-09-13
- Publication Date
- 2024-12-31
AI Technical Summary
Traditional case handling processes rely on manual operations, resulting in low information transmission efficiency, unreasonable task allocation, and low resource utilization efficiency. It is difficult to ensure the smooth execution of the process as planned, there are delays, errors and legal risks, and it is difficult to quickly adapt to business changes.
Provide a case delivery process management and control platform, including process configuration module, task configuration module, role permission configuration module, policy package configuration module and data summary monitoring module, to realize business process management, task allocation, permission setting, policy combination and real-time monitoring, and support static and dynamic process management, visual process display and external system integration.
It improves the transparency and efficiency of case handling processes, ensures process safety and compliance, enhances the flexibility and adaptability of the platform, reduces error rates and delay risks, and improves user experience and team collaboration.
Smart Images
Figure CN119228103A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of business process management, and specifically to a case delivery process management and control platform. Background Art
[0002] The traditional case handling process usually relies on manual operations, including case filing, task allocation, execution, and final case closing. This manual operation mode has many shortcomings, such as poor information transmission, unreasonable task allocation, and inefficient resource utilization. In addition, due to the lack of effective monitoring methods, it is often difficult to ensure that each link in the process can proceed smoothly according to the predetermined plan. The traditional case handling process is highly dependent on manual operations, which leads to problems such as inefficient information transmission, unreasonable task allocation, and inefficient resource utilization. Especially in large organizations or under high load conditions, these problems will be magnified, seriously affecting the speed and quality of case handling. Due to the lack of effective monitoring methods, it is difficult to ensure that each case handling link can be executed according to the established schedule and standards. This may lead to delays, errors, and even legal risks in the case handling process.
[0003] In the traditional case handling process, due to the poor flow of information, it is difficult for managers to obtain real-time progress updates, and thus it is impossible to make timely and effective decisions. This not only affects the efficiency of case handling, but also limits the organization's response speed to emergencies. Manual operations are prone to the risk of data loss or leakage, especially in the case handling process involving sensitive information. In addition, due to the lack of unified operating specifications, it is easy to violate laws and regulations. Faced with diverse business needs, the traditional case handling process seems too rigid and difficult to quickly adapt to new business scenarios or changing market needs.
[0004] Therefore, there is an urgent need for a technical solution that can improve the efficiency of the case handling process, ensure process security and compliance, and adapt to the needs of different business scenarios. Summary of the invention
[0005] The purpose of the present invention is to provide a case delivery process management and control platform to solve the problems raised in the above-mentioned background technology.
[0006] To achieve the above object, the present invention provides the following technical solutions:
[0007] Case delivery process management and control platform, including:
[0008] A process configuration module is used to manage and configure business processes, including but not limited to the definition, allocation and execution of tasks, wherein the business processes include but are not limited to the core business processes of batch filing of preservation cases, batch filing of litigation cases, assignment of mediation tasks, opening of court sessions and closing of cases;
[0009] The task configuration module is used to assign specific tasks at each stage to responsible departments and individuals and set corresponding time plans, including but not limited to task priority configuration to support priority sorting among different tasks;
[0010] The role permission configuration module is used to set permissions for different roles to ensure that each position can successfully complete the corresponding responsibilities, including but not limited to role-based workflow authorization to ensure the security and compliance of the process;
[0011] A policy package configuration module is used to flexibly configure and allocate policy packages according to actual delivery requirements to achieve orderly combination and execution of policies, wherein the policy package includes at least ten preset policy package combinations to adapt to different business scenarios and requirements;
[0012] The data aggregation and monitoring module is used to monitor the execution status of each task in real time and generate business reports for managers to make decisions, including but not limited to providing clear and intuitive display of task progress and execution status through march maps and strategic hierarchy views.
[0013] Preferably, the process configuration module also supports the management and configuration of static processes and dynamic processes, as well as visual process management functions, which improves work efficiency and reduces error rates by providing task completion time constraints and progress displays.
[0014] Preferably, the data aggregation and monitoring module provides reliable data support for management decision-making by systematically capturing and aggregating data from each link.
[0015] Preferably, it also includes an interface design module for supporting integration with external business systems, using both internal embedding and seamless jump to ensure flexible expansion of functions, wherein the external business systems include but are not limited to mediation systems and credit card evidence organization systems.
[0016] Preferably, the platform further includes a visual process management function, which improves work efficiency and reduces error rates by providing task completion time constraints and progress displays. There is currently no clear value for how much the error rate is reduced, but efficiency has been significantly improved through functional improvements.
[0017] Preferably, the platform supports expansion and customization of the policy package configuration module to meet the needs of different industries and application scenarios, including but not limited to expansion and customization according to business needs.
[0018] Preferably, the platform also includes a business case delivery plan creation logic module for supporting business personnel in creating case delivery plans.
[0019] Preferably, further comprising:
[0020] Task supervision and data management functions ensure seamless connection between various process links;
[0021] Flexible task configuration, including but not limited to task definition, assignment, execution and monitoring.
[0022] Preferably, further comprising:
[0023] The overall architecture module adopts modular design, including but not limited to workflow configuration, task configuration, role permission configuration and strategy package configuration;
[0024] Supports integration with external business systems to ensure flexible expansion of functions.
[0025] Preferably, it also includes:
[0026] Data-driven decision-making function, by systematically capturing and summarizing data from all links, provides reliable data support for management decision-making;
[0027] Intelligent early warning module, which can predict potential delay risks based on historical data and real-time data, and automatically send early warning notifications to relevant responsible persons, so that measures can be taken in advance to prevent or minimize the impact of delays.
[0028] The present invention has at least the following beneficial effects:
[0029] (1) This solution achieves transparent management of the entire process from case filing to case closing by making the case handling process online, thereby improving work efficiency and reducing misoperations and delays caused by information asymmetry. By setting task priorities, key tasks are prioritized, resources are allocated reasonably, and task completion efficiency is improved. Permissions are set for different roles to ensure the security and compliance of the process, ensure that the responsibilities of each position are clear, and the process is smooth.
[0030] (2) This solution provides a variety of strategy combinations to meet the needs of different business scenarios and enhance the flexibility and adaptability of the platform. It monitors task execution in real time, automatically generates business reports, provides decision support for management, and increases process transparency.
[0031] (3) This solution supports integration with external business systems, enhances the scalability of the platform, reduces operational inconvenience, and improves user experience.
[0032] (4) This solution improves work efficiency, reduces errors, and enhances team collaboration by visually displaying task completion time and progress. It also predicts delay risks based on historical and real-time data analysis, issues early warnings to relevant personnel, and helps them take timely action to avoid delays. BRIEF DESCRIPTION OF THE DRAWINGS
[0033] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for describing the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative work.
[0034] Figure 1 A schematic diagram of the system structure of the case delivery process control platform of the present invention;
[0035] Figure 2 A schematic diagram of ten preset strategy packages for the case delivery process control platform of the present invention;
[0036] Figure 3 A logical schematic diagram of a case delivery plan is created for the application of the present invention in business. DETAILED DESCRIPTION
[0037] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.
[0038] Example 1
[0039] See also Figure 1-Figure 3 The present invention provides a technical solution: a case delivery process management and control platform, including:
[0040] A process configuration module is used to manage and configure business processes, including but not limited to the definition, allocation and execution of tasks, wherein the business processes include but are not limited to the core business processes of batch filing of preservation cases, batch filing of litigation cases, assignment of mediation tasks, opening of court sessions and closing of cases;
[0041] The task configuration module is used to assign specific tasks at each stage to responsible departments and individuals and set corresponding time plans, including but not limited to task priority configuration to support priority sorting among different tasks;
[0042] The role permission configuration module is used to set permissions for different roles to ensure that each position can successfully complete the corresponding responsibilities, including but not limited to role-based workflow authorization to ensure the security and compliance of the process;
[0043] A policy package configuration module is used to flexibly configure and allocate policy packages according to actual delivery requirements to achieve orderly combination and execution of policies, wherein the policy package includes at least ten preset policy package combinations to adapt to different business scenarios and requirements;
[0044] The data aggregation and monitoring module is used to monitor the execution status of each task in real time and generate business reports for managers to make decisions, including but not limited to providing clear and intuitive display of task progress and execution status through march maps and strategic hierarchy views.
[0045] It should be noted that the process configuration module is responsible for managing and configuring the entire business process, covering all aspects from case filing to case closing. It allows administrators to define, assign and monitor tasks, and can support a variety of core business processes, such as batch filing, task assignment, etc. The task configuration module is responsible for assigning specific tasks to the corresponding departments and individuals, and can set priorities based on the importance of the tasks. This ensures that important tasks are handled in a timely manner, and is also conducive to the effective allocation of resources.
[0046] The task configuration module stores task information based on a distributed database and uses a message queue to synchronize task status changes. When assigning tasks, you can select predefined roles or directly specify specific executors and set task priorities. Task dependency management can be added to allow the setting of predecessor tasks to ensure that tasks are executed in the correct order.
[0047] Task dependency management refers to defining and managing the order or dependencies between tasks in a task management system. One task may require another task to be completed before it can start, or some tasks must be completed in parallel. This management method ensures that tasks are executed in the correct order, thus avoiding unnecessary confusion or errors.
[0048] The role permission configuration module ensures that each position can complete the work within its scope of responsibility by setting permissions for different roles, while maintaining the security of the process and complying with regulatory requirements. The policy package configuration module can configure multiple policy combinations according to different business needs, including at least ten preset policies to cope with various business scenarios. The data aggregation and monitoring module tracks the execution status of all tasks in real time and collects data to generate business reports. It provides functions such as march maps and policy hierarchy views, making task progress and execution status clear at a glance.
[0049] The role permission configuration module adopts the RBAC model, combined with authentication protocols such as LDAP or OAuth, to ensure the security of user authentication and authorization. Through the permission management interface, administrators can assign specific permission sets to each role. A fine-grained permission control mechanism is introduced to support permission allocation based on data objects.
[0050] Fine-grained permission control refers to the ability of the system to control user access rights at a very detailed level. This usually goes beyond role-based access control (RBAC), which usually only allows a set of permissions to be assigned to a role, while fine-grained permission control allows more precise definition of what each user or role can do, even to the level of a single data object (such as a file, record).
[0051] In some embodiments, the process configuration module also supports the management and configuration of static processes and dynamic processes, as well as visual process management functions, which improves work efficiency and reduces error rates by providing task completion time constraints and progress displays.
[0052] The process configuration module adopts a microservice architecture, where each process component runs as an independent service and communicates through message queues. Administrators can design processes through a visual editor, including setting triggers, conditional judgments, loops and other advanced logic. In addition to basic task definition, allocation and execution, support for process version control is added, allowing administrators to upgrade or modify processes without affecting existing processes.
[0053] In some embodiments, the data aggregation and monitoring module provides reliable data support for management decision-making by systematically capturing and aggregating data from each link.
[0054] It also includes an interface design module for supporting integration with external business systems, using both internal embedding and seamless jump to ensure flexible expansion of functions, wherein the external business systems include but are not limited to mediation systems and credit card evidence organization systems.
[0055] Interface design module To support integration with external systems, the platform has designed an interface module that allows connection with other business systems such as mediation system and evidence organization system through internal embedding or seamless jump
[0056] In some embodiments, the platform further includes a visual process management function, which improves work efficiency and reduces error rates by providing task completion time constraints and progress displays. There is currently no clear value for how much the error rate is reduced, but efficiency has been significantly improved through functional improvements.
[0057] Visual process management function: The platform provides a visual display of task completion time and progress, which helps improve efficiency and reduce errors
[0058] In some embodiments, the platform supports expansion and customization of policy package configuration modules to meet the needs of different industries and application scenarios, including but not limited to expansion and customization based on business needs.
[0059] The scalability of the policy package configuration module: allows the module to be expanded and customized according to specific business needs to meet the application needs of different industries
[0060] In some embodiments, the platform also includes a business case delivery plan creation logic module for supporting business personnel in creating case delivery plans.
[0061] Further includes:
[0062] Task supervision and data management functions ensure seamless connection between various process links;
[0063] Flexible task configuration, including but not limited to task definition, assignment, execution and monitoring.
[0064] Task supervision and data management functions: ensure smooth connection between all process links and provide flexible task configuration options
[0065] Further includes:
[0066] The overall architecture module adopts modular design, including but not limited to workflow configuration, task configuration, role permission configuration and strategy package configuration;
[0067] Supports integration with external business systems to ensure flexible expansion of functions.
[0068] Overall architecture module: The platform adopts a modular design concept to facilitate the independent development and maintenance of each functional module
[0069] Further includes:
[0070] The data-driven decision-making function provides reliable data support for management decision-making by systematically capturing and aggregating data from each link; the data-driven decision-making function provides management with decision-making basis by systematically capturing and analyzing data from each link.
[0071] Intelligent early warning module, which can predict potential delay risks based on historical data and real-time data, and automatically send early warning notifications to relevant responsible persons, so that measures can be taken in advance to prevent or minimize the impact of delays.
[0072] The intelligent early warning module predicts the possible risk of delays based on historical and real-time data analysis, and issues early warnings to relevant personnel to help them take timely actions to avoid or reduce delays.
[0073] Example 2
[0074] This embodiment provides a technical solution based on the case delivery process management and control platform: full process online management:
[0075] Process configuration: Define all steps from case receipt to case closing, and transform the traditional offline manual operation process into an online task flow through the platform's process configuration module.
[0076] Task configuration: Use the task configuration module to assign each task to a specific person in charge and set a completion deadline.
[0077] Role permission configuration: Through the role permission configuration module, different team members are given corresponding operation permissions to ensure the smooth execution of tasks.
[0078] Data aggregation and monitoring: The data aggregation and monitoring module tracks the task status in real time to ensure the efficient operation of all process nodes.
[0079] Effect: Achieve transparent management of the entire case handling process, improve work efficiency, and reduce misoperations and delays caused by information asymmetry.
[0080] Example 3
[0081] This embodiment provides a technical solution based on the case delivery process management and control platform: real-time data monitoring and aggregation:
[0082] The platform integrates real-time data monitoring and aggregation functions, and can automatically collect and analyze data from each task node.
[0083] Generate regular reports using data aggregation and monitoring modules to help management make more accurate decisions.
[0084] Effect: Managers can check the progress of the project at any time, find problems in time and make adjustments. This improves the accuracy of data and reduces the errors that may be caused by manual recording.
[0085] Example 4
[0086] This embodiment provides a technical solution based on the case delivery process management and control platform: flexible strategy combination and configuration:
[0087] For different types of cases, use the strategy package configuration module to set up a variety of processing solutions.
[0088] According to business needs, select the appropriate strategy package and apply it to the specific case handling process.
[0089] Effect: The flexibility of case handling has been improved, and it can quickly adapt to various complex situations. By optimizing resource allocation, the efficiency of case handling has been further improved.
[0090] Example 5
[0091] This embodiment provides a technical solution based on the case delivery process management and control platform: visual process management introduces marching maps and strategy hierarchy views, making the execution status of the entire process clear at a glance.
[0092] The task progress is displayed through a graphical interface, making it easier for team members to understand and track task status.
[0093] Effect: Enhanced team collaboration and improved visibility of task execution. Helped to improve employee work enthusiasm and facilitate on-time completion of tasks.
[0094] Example 6
[0095] This embodiment provides a technical solution based on the case delivery process management and control platform: cross-system integration and expansion:
[0096] The interface design module enables seamless integration with external business systems.
[0097] The use of an open microservice architecture makes it easy to replace task allocation and execution methods, enhancing the flexibility of the platform.
[0098] Effect: It supports integration with other systems and realizes flexible functional expansion. It reduces the operational inconvenience caused by system isolation and improves user experience.
[0099] In summary: In Example 1, by making the case handling process online, the process is made more standardized and controllable, and the overall efficiency of case handling is improved. By setting task priorities, important tasks are ensured to be handled in a timely manner, which helps to effectively allocate resources. Permissions are set for different roles to ensure the security and compliance of the process, while ensuring that each position can successfully complete its duties. A variety of strategy combinations are provided so that the platform can cope with different business scenarios and needs, enhancing flexibility. By real-time monitoring of task execution and generating business reports, decision support is provided to management, while increasing the transparency of the process. Supporting integration with external systems enhances the scalability and flexibility of the platform. Through the visual display of task completion time and progress, work efficiency is improved and the error rate is reduced. It allows expansion and customization according to specific business needs to meet the needs of different industries and application scenarios. The startup steps of the case delivery process are simplified to facilitate the operation of business personnel. Ensure seamless connection between process links and provide flexible task configuration options. Modular design facilitates the independent development and maintenance of each functional module. Provide decision-making basis for management through systematic capture and analysis of data. Predict delay risks and issue warnings to relevant personnel to help take timely action to avoid delays.
[0100] Example 2 achieves transparent management of the entire case handling process, improves work efficiency, and reduces erroneous operations and delays caused by information asymmetry.
[0101] In Example 3, managers can check project progress at any time, discover and solve problems in a timely manner, improve data accuracy, and reduce errors that may be caused by manual recording.
[0102] Example 4 improves the flexibility of case handling, can quickly adapt to various complex situations, and improves case handling efficiency by optimizing resource allocation.
[0103] Example 5 enhances team collaboration and improves the visibility of task execution, which helps to improve employee work enthusiasm and promote on-time completion of tasks.
[0104] Example 6 supports integration with other systems, realizes flexible functional expansion, reduces operational inconvenience caused by system isolation, and improves user experience.
[0105] It should be noted that, in this article, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "include", "comprise" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device.
[0106] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.
Claims
1. Case delivery process management and control platform, characterized by: include: A process configuration module is used to manage and configure business processes, including but not limited to the definition, allocation and execution of tasks, wherein the business processes include but are not limited to the core business processes of batch filing of preservation cases, batch filing of litigation cases, assignment of mediation tasks, opening of court sessions and closing of cases; The task configuration module is used to assign specific tasks at each stage to responsible departments and individuals and set corresponding time plans, including but not limited to task priority configuration; The role permission configuration module is used to set permissions for different roles to ensure that each position can successfully complete the corresponding responsibilities, including but not limited to role-based workflow authorization; A strategy package configuration module is used to flexibly configure and allocate strategy packages according to actual delivery requirements to achieve orderly combination and execution of strategies, wherein the strategy package includes at least ten preset strategy package combinations; The data aggregation and monitoring module is used to monitor the execution status of each task in real time and generate business reports for managers to make decisions, including but not limited to marching maps and strategic hierarchical views for clear and intuitive display of task progress and execution status.
2. The case delivery process management and control platform according to claim 1 is characterized by: The process configuration module also supports the management and configuration of static and dynamic processes, as well as visual process management functions, by providing task completion time constraints and progress display.
3. The case delivery process management and control platform according to claim 1 is characterized by: The data aggregation and monitoring module systematically captures and aggregates data from each link to provide reliable data support for management decision-making.
4. The case delivery process management and control platform according to claim 1 is characterized by: It also includes an interface design module for supporting integration with external business systems, using two methods: internal embedding and seamless jump. The external business systems include but are not limited to mediation systems and credit card evidence organization systems.
5. The case delivery process management and control platform according to claim 1 is characterized by: The platform further includes visual process management capabilities by providing task completion time constraints and progress displays.
6. The case delivery process management and control platform according to claim 1 is characterized by: The platform supports the expansion and customization of policy package configuration modules, including but not limited to expansion and customization based on business needs.
7. The case delivery process management and control platform according to claim 1 is characterized by: The platform also includes a business case delivery plan creation logic module to support business personnel in creating case delivery plans.
8. The case delivery process management and control platform according to claim 1 is characterized by: Further including: Task supervision and data management functions ensure seamless connection between various process links; Flexible task configuration, including but not limited to task definition, assignment, execution and monitoring.
9. The case delivery process management and control platform according to claim 1 is characterized by: Further including: The overall architecture module adopts modular design, including but not limited to workflow configuration, task configuration, role permission configuration and strategy package configuration; Supports integration with external business systems.
10. The case delivery process management and control platform according to claim 1 is characterized by: Also includes: Data-driven decision-making capabilities, by systematically capturing and aggregating data from all links; Intelligent early warning module, which can predict potential delay risks based on historical data and real-time data, and automatically send early warning notifications to relevant responsible persons, so that measures can be taken in advance to prevent or minimize the impact of delays.