Unified Workflow State Management for Real-Time Coordination

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Solution Overview

Problem

Existing systems for complex multi-step workflow journeys, such as electronic lending, are inefficient due to the inability to integrate disparate operations, components, and systems, leading to redundancies, high latency, inconsistent user experiences, and high maintenance costs, and lack the infrastructure for real-time state management and data security.

Innovation Solution

A unified platform comprising integrated frameworks for authentication, dynamic user interface, workflow state management, document automation, active data loss prevention, and orchestration, along with a micro-service architecture, to manage and orchestrate complex workflows across multiple systems and devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple independent solutions and systems are used for complex multi-step workflow journeys, then each specialized operation can be performed with its own dedicated components, but this leads to operationally redundancies, disjointed processing, inconsistent user experiences, high latency, and high maintenance costs

Engineering Contradiction:

Improvespecialized processing capabilityVSAvoidsystem integration complexity

Core Design Contradiction:

Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent merges multiple independent specialized systems into a single unified workflow management system that can handle diverse workflow types (electronic lending, insurance claims, loan origination, etc.) through a common architecture. This consolidation eliminates operational redundancies while maintaining specialized processing capabilities through configurable workflow definitions and reusable components.

Inventive Principle:

Principle #5Merging (Combining)

Solution Approach 2:

The unified workflow management system implements multi-functionality by providing a single platform that can execute various types of complex workflows across different business domains. The system uses configurable workflow definitions, reusable components, and standardized interfaces to handle electronic lending, insurance claims processing, loan origination, and other specialized operations within one universal system.

Inventive Principle:

Principle #6Universality (Multi-functionality)

2Adaptability or versatility

If multiple independent systems operate separately, then each system can maintain its own protocols and standards, but this results in manual coordination of output between systems and inefficient processing

Engineering Contradiction:

Improveprotocol compatibilityVSAvoidprocessing efficiency

Core Design Contradiction:

Adaptability or versatilityVSProductivity

Solution Approach 1:

The unified workflow management system acts as an intermediary that standardizes communication between previously independent systems. It provides a common interface layer that translates between different protocols and standards, enabling automated coordination of workflow outputs across different business functions without manual intervention while maintaining compatibility with existing specialized systems.

Inventive Principle:

Principle #24Intermediary (Mediator)

3Reliability

If specialized components are used for each workflow step, then processing can be optimized for specific operations, but this creates high operating and maintenance costs and continual updating requirements

Engineering Contradiction:

Improveprocessing reliabilityVSAvoidmaintenance cost

Core Design Contradiction:

ReliabilityVSEase of manufacture

Solution Approach 1:

The patent segments workflow functionality into reusable, modular components that can be independently developed, tested, and maintained. These standardized components can be assembled through configuration rather than custom development, reducing maintenance costs and updating requirements while maintaining processing reliability through proven, reusable building blocks.

Inventive Principle:

Principle #1Segmentation

4Adaptability or versatility

If independent systems are used for each workflow journey, then each can be customized for its specific requirements, but this leads to inconsistent end-user experiences across different workflows

Engineering Contradiction:

Improveworkflow customizationVSAvoiduser experience consistency

Core Design Contradiction:

Adaptability or versatilityVSEase of operation

Solution Approach 1:

The unified workflow management system provides consistent user experiences across different workflows through standardized interface patterns and common components. At the same time, it maintains workflow-specific customization capabilities through configurable workflow definitions that allow each business process to be tailored to its requirements while presenting a consistent user interface through the unified system.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS20250317428A1State management for complex real-time workflows

Publication Date: 2025.10.09 CITIZENS FINANCIAL GROUP

AI summary

A unified platform may comprise a combination of independent frameworks that have been integrated and configured to collaboratively operate seamlessly. In some aspects, the unified platform may comprise one or more of an authentication and authorization framework, a dynamic user interface framework, a workflow state management framework, a notification and active data loss and prevention (DLP) engine framework, and an orchestration engine framework. Each of the frameworks included in the unified platform may comprise one or more of the plurality of computing devices executing computer-readable program instructions.