Enterprise Task Management System for Rule-Based Compliance

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Solution Overview

Problem

Large and geographically diverse organizations face challenges in managing rule-based tasks due to the lack of integrated systems for task oversight, management, and reporting, leading to inconsistent compliance and inefficient resource allocation.

Innovation Solution

A task management system comprising modules for scheduling, prioritization, compliance, and reporting, implemented through a computer system or network, which facilitates uniform handling and monitoring of tasks across the enterprise by setting specific steps and guidelines, and utilizing a common database to maintain rules, tasks, and responses.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If separate systems are used to manage rule-based tasks, then each system can be simple and focused on specific functions, but task oversight and compliance monitoring across the enterprise become inconsistent and difficult to manage

Engineering Contradiction:
Improvetask management consistencyVSAvoidsystem integration complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent combines multiple separate task management systems into a single integrated enterprise-wide system. The centralized platform consolidates task scheduling, compliance monitoring, and reporting functions that previously existed in disparate systems, enabling consistent task management across the entire enterprise while maintaining standardized processes and uniform compliance oversight.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The integrated task management system provides universal functionality that can handle various types of rule-based tasks across different business units and geographic locations. The system offers multi-functional capabilities including task scheduling, priority management, compliance tracking, and reporting, making it applicable to diverse organizational needs while maintaining consistency.

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

2Productivity

If multiple disparate systems are used for task management, then specific task functions can be managed independently, but resource allocation and task prioritization become inefficient

Engineering Contradiction:
Improveresource allocation efficiencyVSAvoidtask prioritization time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-defining task priorities, resource requirements, and scheduling parameters before tasks are assigned. The integrated platform allows administrators to establish prioritization rules and resource allocation strategies in advance, enabling automated task scheduling and reducing the time needed for manual prioritization and resource allocation decisions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback mechanisms that continuously monitor task progress, resource utilization, and compliance status across the enterprise. This real-time feedback enables dynamic resource allocation and priority adjustments, improving overall productivity by allowing the system to respond to changing conditions and optimize resource distribution based on actual task requirements and organizational goals.

Inventive Principle:
Principle #23Feedback

3Reliability

If separate systems are used without centralized oversight, then local task management can be flexible, but compliance monitoring and reporting lack currency and consistency

Engineering Contradiction:
Improvecompliance monitoring reliabilityVSAvoidcentralized system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent introduces a new dimensional layer of centralized oversight that operates above local task management systems. The enterprise-wide platform provides a hierarchical dimension to compliance monitoring, enabling simultaneous local flexibility and centralized control. The system captures, stores, and reports compliance data from all locations in a unified manner, ensuring consistent monitoring without eliminating local operational autonomy.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS8499300B2System and method for task management of rule based tasks
Publication Date: 2013.07.30 BANK OF AMERICA CORP
  • US8499300B2 patent drawing
  • US8499300B2 patent drawing
  • US8499300B2 patent drawing

AI summary

System and methods for task management of rule based tasks. The task management system of the invention includes various modules that work together to accomplish task monitoring, scheduling, prioritization, compliance and reporting. A task management module facilitates the development of task compliance by scheduling and prioritizing tasks based on the needs of the enterprise. The tasks are provided in task modules that set out specific steps for completing the tasks. A common database is operatively connected to the task management module, task module and other modules to maintain the rules and policies, the tasks to be completed and the responses to those tasks.