Case Management Checklists for Automated Lifecycle Transitions

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Solution Overview

Problem

Current case management systems face challenges in managing the lifecycle of case instances, particularly in automatically moving instances between phases and adding new processes without manual intervention, as they often require manual navigation and tracking of status changes, making it difficult to implement changes or additions to existing lifecycles.

Innovation Solution

The implementation of checklists within the case management system, where each phase of the lifecycle is associated with an independent checklist that includes ordered tasks and initiating events, allowing for automatic execution and status updates, enabling dynamic updating of lifecycles and independent tracking of new phases for existing case instances.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If manual navigation and tracking of status changes is used in case management systems, then flexibility in handling unique case instances is maintained, but productivity and automation level deteriorate

Engineering Contradiction:

Improveautomation of lifecycle phase transitionsVSAvoidcomplexity of lifecycle management system

Core Design Contradiction:

Extent of automationVSDevice complexity

Solution Approach 1:

The lifecycle is divided into independent phases, each with its own checklist. This segmentation allows automated transitions between phases without requiring manual navigation through the entire lifecycle, thereby improving automation while maintaining manageable complexity through modular phase design.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The system automatically tracks status changes and executes lifecycle phases without requiring manual intervention. The checklist mechanism enables the system to self-manage transitions, automatically moving cases through phases based on predefined conditions, thus improving automation extent.

Inventive Principle:

Principle #25Self-service

2Productivity

If manual tracking of status changes is required, then adaptability to unique case instances is maintained, but loss of time increases

Engineering Contradiction:

Improveefficiency of case lifecycle managementVSAvoidtime for manual navigation and tracking

Core Design Contradiction:

ProductivityVSLoss of time

Solution Approach 1:

The checklist mechanism ensures continuous automated tracking of lifecycle phases without interruption. Status changes are automatically detected and processed, eliminating downtime associated with manual checking and navigation, thereby improving productivity while reducing time loss.

Inventive Principle:

Principle #20Continuity of useful action

Solution Approach 2:

The system automatically monitors and responds to status changes through the checklist mechanism. This feedback loop enables real-time tracking of phase transitions without manual intervention, improving productivity by eliminating the time required for manual status monitoring and tracking.

Inventive Principle:

Principle #23Feedback

3Adaptability or versatility

If existing lifecycles are rigidly maintained, then stability of the system is preserved, but adaptability to add new processes deteriorates

Engineering Contradiction:

Improveability to add new processes to lifecycleVSAvoidconsistency of lifecycle phase transitions

Core Design Contradiction:

Adaptability or versatilityVSReliability

Solution Approach 1:

The lifecycle system is designed to be dynamic rather than rigid. New phases can be added to the checklist without disrupting existing transitions, as each phase operates independently. This dynamic structure maintains reliability of existing transitions while enabling flexible addition of new processes.

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

By segmenting the lifecycle into independent phases with separate checklists, the system allows new processes to be added as additional phases without affecting the stability and reliability of existing phase transitions. Each phase can be independently configured and executed.

Inventive Principle:

Principle #1Segmentation

4Extent of automation

If manual intervention is required for lifecycle management, then ease of operation is maintained, but loss of time increases

Engineering Contradiction:

Improveautomatic execution of checklist tasksVSAvoidsimplicity of system operation

Core Design Contradiction:

Extent of automationVSEase of operation

Solution Approach 1:

The checklist mechanism enables the system to automatically execute lifecycle phases and track status changes without requiring manual intervention. The system serves itself by automatically managing transitions, improving automation extent while maintaining ease of operation through simplified automated processes.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

Manual mechanical operations for tracking and navigating lifecycle phases are replaced with automated electronic processes. The checklist system substitutes manual status monitoring and transition management with automatic computer-based execution, improving automation while maintaining operational simplicity.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS20230048971A1System and method for utilizing checklists for lifecycle management in a case management system

Publication Date: 2023.02.16 OPEN TEXT CORPORATION

AI summary

Case management systems and techniques are disclosed. Specifically, embodiments of the case management systems and methods disclosed herein utilize checklists to manage the lifecycle of the cases of the case management system.