Communication Platform Approval Workflow for Process Flow Updates

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Solution Overview

Problem

Users lack the ability to approve edits or updates made to communication process flows in cloud platforms, leading to workflow inefficiencies and wasteful communications.

Innovation Solution

Implementing a communication platform that supports collaboration, communication, and approvals of updates to communication process flows directly, allowing users with preconfigured permissions to approve updates and activate them within the platform.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If users are allowed to make edits or updates to communication process flows without approval capability, then ease of operation is improved, but reliability deteriorates due to potential errors and wasteful communications

Engineering Contradiction:
Improveease of operationVSAvoidreliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system performs preliminary action by requiring users to submit updates for approval before they are activated. The approval request is posted in advance in a communication channel, allowing other users to review and approve the changes before they go into effect, thus preventing potential errors while maintaining ease of operation.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If an approval process is implemented for communication process flow updates, then reliability is improved, but device complexity increases due to additional workflow steps

Engineering Contradiction:
ImprovereliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system uses an intermediary approach by posting approval requests in communication channels where users can discuss and approve updates collaboratively. This mediator mechanism (the communication channel) facilitates the approval process without requiring complex dedicated approval workflow infrastructure, thus maintaining reliability while minimizing added complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If updates to communication process flows are activated immediately without approval, then productivity is improved, but loss of information increases due to potential erroneous changes

Engineering Contradiction:
ImproveproductivityVSAvoidloss of information
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The system implements feedback by requiring approval from other users before activating updates. The approval request posted in the communication channel provides a feedback mechanism that allows users to review changes and provide input, preventing erroneous changes while maintaining productivity through streamlined approval processes.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12309109B2Techniques for communication process flow approval management
Publication Date: 2025.05.20 SALESFORCE INC
  • US12309109B2 patent drawing
  • US12309109B2 patent drawing
  • US12309109B2 patent drawing

AI summary

Methods, systems, apparatuses, devices, and computer program products are described. A communication platform may receive a first request indicating a first data object comprising metadata associated with an update to an action of a communication process flow. The metadata may indicate that a user with particular permissions is to approve the update. The communication platform may post an entry displaying the metadata and configured to receive an indication of approval of the update from the user. The communication platform may receive an indication of the approval from the user, for example via a user interface component. The communication platform may generate a second data object indicating the action and the user, ensuring that the update was successfully approved, and transmit a second request to a communication process flow management service supporting the communication process flow, the second request including the second object and configured to activate the update.