Blue-Green Infrastructure Rails for Wealth Management Task Routing

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Solution Overview

Problem

Existing financial systems for wealth management face challenges in managing work tasks efficiently, particularly due to limited post-release testing windows, potential business impacts from deployment failures, and issues with rerunning processes that can lead to reprocessing or missing transactions.

Innovation Solution

A system and method utilizing an application-level blue-green topology with parallel infrastructure rails to manage work tasks, allowing for real-time switching between green and blue cell infrastructure rails based on request and state conditions, thereby enabling efficient task management and minimizing business impact.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a post-release testing window is limited to minimize business impact, then business continuity is maintained, but testing completeness and system reliability are compromised

Engineering Contradiction:
Improvesystem reliabilityVSAvoidtesting time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system segments the infrastructure into parallel blue and green rails, allowing independent testing on the green rail while the blue rail continues production operations. This segmentation enables extended testing periods without impacting business continuity, as testing occurs in isolation on the green rail.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by pre-configuring the green rail with testing capabilities before production deployment. Testing can proceed on the green rail in advance of production release, allowing comprehensive validation without time constraints imposed by traditional post-release testing windows.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If deployment fails, then system stability is compromised, but rollback capability is required to restore business as usual

Engineering Contradiction:
Improvedeployment stabilityVSAvoidrollback complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system creates a copy of the production infrastructure as the green rail, which can be deployed independently. If deployment fails, the original blue rail remains intact and can serve as the immediate rollback target, eliminating complex rollback procedures and ensuring deployment stability.

Inventive Principle:
Principle #26Copying

3Productivity

If a process stops due to infrastructure issues, then process completion is blocked, but re-running the process may cause reprocessing or missing transactions

Engineering Contradiction:
Improveprocess completion rateVSAvoidtransaction accuracy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The discovery server acts as an intermediary that routes requests to appropriate rails based on their operational state. When infrastructure issues occur, the discovery server redirects traffic to the healthy rail, ensuring process completion without reprocessing or missing transactions by maintaining proper request routing.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system dynamically switches between blue and green rails based on real-time operational conditions. When the green rail encounters infrastructure issues, the system dynamically redirects to the blue rail, ensuring continuous process completion with transaction accuracy maintained through adaptive routing.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS20250093861A1System and method for work task management using application-level blue-green topology with parallel infrastructure rails
Publication Date: 2025.03.20 MORGAN STANLEY SERVICES GROUP INC
  • US20250093861A1 patent drawing
  • US20250093861A1 patent drawing
  • US20250093861A1 patent drawing

AI summary

Managing tasks using an application-level blue-green topology with parallel cell infrastructure rails. Each cell infrastructure rail includes a dispatcher bot and a performer bot. The dispatcher bot is configured to prepare a work task based on a received request, and the performer bot performs the work task, resulting in performed work. A discovery server includes a service registry configured to store the states of the infrastructure rails. The discovery server receives the request for the work task, and sends the request to a dispatcher bot of a specific cell infrastructure rail based on the request and the states of the cell infrastructure rails. A respective workflow cell server receives the performed work. In the case that one cell infrastructure rail experiences a problem when processing the request, the cell infrastructure rails are switched to perform the request on the other cell infrastructure rail. The method implements the system.