Workflow Orchestration With Chatbot-Based Role-Aware Data Access

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Solution Overview

Problem

Existing systems lack efficient integration of workflow orchestration with question-answering capabilities, particularly in determining user roles and permissions for data access during workflow processing.

Innovation Solution

A system that integrates workflow orchestration with question-answering systems, utilizing a chat bot to initiate sessions, determine minimal user roles, filter data based on user roles, and present filtered data, employing natural language processing and machine learning to enhance user experience and protect sensitive data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If workflow orchestration is integrated with question-answering capabilities, then user experience and data security are improved, but system complexity increases

Engineering Contradiction:

Improvedata securityVSAvoidsystem complexity

Core Design Contradiction:

ReliabilityVSDevice complexity

Solution Approach 1:

The patent introduces a workflow engine as an intermediary component that mediates between the question-answering system and the data access system. The workflow engine evaluates user roles, determines minimal required permissions, and orchestrates data access decisions, thereby improving security without directly increasing the complexity of the core QA system.

Inventive Principle:

Principle #24Intermediary (Mediator)

Solution Approach 2:

The system is segmented into distinct functional modules: a chat bot for user interaction, a workflow engine for role determination and orchestration, and a data access system for filtered data retrieval. This segmentation allows each component to specialize in specific tasks, improving overall reliability while managing complexity through modular design.

Inventive Principle:

Principle #1Segmentation

2Reliability

If role-based filtering is applied to workflow data, then information protection is improved, but data processing time increases

Engineering Contradiction:

Improveinformation protectionVSAvoiddata processing time

Core Design Contradiction:

ReliabilityVSProductivity

Solution Approach 1:

The workflow engine performs preliminary role evaluation and permission determination before data retrieval. By pre-determining the minimal user role needed for each workflow task and filtering criteria in advance, the system avoids repeated permission checks during data processing, thereby reducing overall processing time while maintaining security.

Inventive Principle:

Principle #10Preliminary action

3Ease of operation

If chat bot is launched for each work request, then user interaction quality is improved, but resource consumption increases

Engineering Contradiction:

Improveuser interaction qualityVSAvoidresource consumption

Core Design Contradiction:

Ease of operationVSUse of energy by moving object

Solution Approach 1:

The chat bot is designed as a universal interface that handles multiple types of work requests through a single instance. Rather than launching separate chat bots for each request, the single chat bot can initiate multiple workflow sessions, determine roles, and present filtered data across different tasks, thereby reducing resource consumption while maintaining high interaction quality.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS20250315758A1Intelligent workflow orchestration

Publication Date: 2025.10.09 INTERNATIONAL BUSINESS MACHINE CORPORATION

AI summary

A processor set launches a chat bot to initiate a chat session with a user. The processor set runs a workflow including a plurality of tasks for performing via the processor. The processor set determines user role of the user. The processor set filters data resulting from running the workflow based on the user role of the user. The processor set presents via the chat bot on the chat session, the filtered data.