Metadata-Driven GUI Generation for Matter Management Workflow Compliance
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Solution Overview
Problem
Current matter management systems face challenges in efficiently navigating workflows while ensuring data security and compliance with business logic, particularly in legal and corporate environments, where confidentiality and regulatory requirements are stringent.
Innovation Solution
A method and system that generate and test screens based on shared metadata created from business logic, allowing users to navigate matter management workflows securely across firewalls, with automatic generation and testing of screens to verify compliance with business logic, enabling collaboration while maintaining data security.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If matter management systems implement strict data security measures and compliance controls, then data security and regulatory compliance are improved, but workflow navigation efficiency and system accessibility deteriorate
Solution Approach 1:
The patent introduces an intermediary testing system that acts as a mediator between the matter management workflow and security/compliance requirements. The system generates test screens and test sequences that automatically verify business logic compliance without requiring users to manually navigate through security protocols, thus maintaining workflow efficiency while ensuring data security and regulatory compliance through automated validation.
2Adaptability or versatility
If matter management systems are customized to meet specific corporate requirements, then adaptability and compliance are improved, but system complexity increases
Solution Approach 1:
The patent applies preliminary action by pre-defining business logic rules and generating test sequences in advance. The system allows organizations to specify their custom requirements through metadata that defines business logic, and then automatically generates test screens and validation sequences based on these pre-defined rules, eliminating the need for complex manual customization and reducing system complexity while maintaining adaptability.
3Measurement precision
If automated testing and validation are implemented to verify business logic compliance, then measurement precision and compliance verification are improved, but device complexity and implementation cost increase
Solution Approach 1:
The patent implements self-service by enabling the testing system to automatically generate test screens, execute test sequences, and validate business logic compliance without requiring external testing tools or complex manual intervention. The system uses metadata from the matter management workflow to self-generate appropriate test cases and automatically compares results against defined business logic, achieving high measurement precision while minimizing additional system complexity.
Data Source
AI summary
A method including obtaining metadata specifying screens based on a business logic of the matter management workflow, generating, based on the metadata, the screens each including screen objects, where the matter management workflow includes a sequence of the screen objects specified by the metadata based on the business logic, receiving a matter management user input via the screen objects to navigate the matter management workflow, receiving a screen tester user input specifying a test instruction including a first specification based on the screen objects, generating, using the first specification and without further user intervention, a test sequence including a second specification based on the metadata, applying the test sequence to the screen objects to generate a first result depicting an evaluation of navigating the matter management workflow according to the business logic, and generating an alert in response to the first result indicating a violation to the business logic.