Hierarchical Case Role References for Scalable Access Permissions

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Solution Overview

Problem

Existing case management solutions struggle to create hierarchical case models and assign complex access roles and permissions without requiring custom code, limiting their flexibility and scalability.

Innovation Solution

A system that creates hierarchical case models and assigns access permissions to case roles without the need for custom code, using a reference-based approach to define access rights for child nodes based on parent nodes, allowing inheritance and modification of permissions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If custom code is used to create hierarchical case models and assign access permissions, then flexibility and scalability are improved, but device complexity and ease of operation deteriorate

Engineering Contradiction:
ImproveflexibilityVSAvoidcomplexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system performs self-service by automatically creating hierarchical case models and assigning access permissions through automated role propagation. When a parent case model is assigned a role, the system automatically propagates this role to all child case models, eliminating the need for manual custom code implementation and reducing operational complexity while maintaining flexibility

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements preliminary action by pre-configuring hierarchical relationships and access permission templates before actual case model creation. Role definitions and permission structures are established in advance, allowing the system to automatically generate consistent hierarchical models without requiring custom code during deployment

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If manual assignment of access permissions is used, then precision of permission control is improved, but productivity and time consumption deteriorate

Engineering Contradiction:
ImproveprecisionVSAvoidefficiency
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The system implements feedback mechanisms by automatically verifying and propagating permission assignments through the hierarchical structure. When permissions are assigned to parent case models, the system automatically distributes them to child models and verifies consistency, maintaining precision while eliminating manual intervention and improving productivity

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system achieves universality by creating a single automated permission assignment mechanism that works across all hierarchical case model levels. This multi-functional approach handles both parent and child model permissions through a unified process, ensuring consistent precision while dramatically improving productivity compared to manual assignment

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12531861B2Hierarchical case model access roles and permissions
Publication Date: 2026.01.20 OPEN TEXT CORP
  • US12531861B2 patent drawing
  • US12531861B2 patent drawing
  • US12531861B2 patent drawing

AI summary

Hierarchical case model access roles and permissions are described. A system creates, for a child node associated with a parent node in a case model, a reference to a case role associated with the parent node. The system assigns another set of access permissions to the reference. The system determines access to the child node based on the set of access permissions in response to a request associated with the case role to access the child node.