Workflow Engine for Scalable State-Based Document Routing
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Solution Overview
Problem
Existing data processing systems face limitations in scalability, preventing efficient management and distribution of documents and data-objects, particularly in updating and maintaining workflows based on properties of those data-objects.
Innovation Solution
A network-based workflow system that enables administrators to define and manage workflows by assigning data-object types, generating presentations based on data-object states, and controlling access through user and device attributes, allowing for real-time updates and distribution.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If traditional document management systems are used, then basic document storage and retrieval are achieved, but scalability is limited and workflow updates cannot be efficiently maintained
Solution Approach 1:
The system segments workflows into discrete, manageable components including workflow definitions, data-object types, and state transitions. Each workflow is composed of independent states and transitions that can be individually configured and updated, enabling scalable workflow management without increasing overall system complexity
Solution Approach 2:
The patent implements a universal workflow engine that can handle multiple document types and approval processes through a single system framework. The system uses generic data-object types and reusable workflow templates that can be applied across different document categories, providing scalability without requiring separate systems for each document type
2Productivity
If existing document management procedures are used, then basic approval processes are maintained, but real-time updates and distribution cannot be efficiently managed
Solution Approach 1:
The system implements real-time feedback mechanisms where workflow state changes immediately trigger notifications and updates to relevant users. The workflow engine continuously monitors data-object states and automatically distributes updates through the network, eliminating manual update processes and reducing time delays
Solution Approach 2:
The patent pre-configures workflow definitions, data-object types, and state transitions before actual document processing begins. This preliminary setup allows the system to immediately process documents according to predefined rules without requiring real-time configuration decisions, significantly improving processing speed and efficiency
3Reliability
If manual workflow management is used, then basic document control is achieved, but access control and user attribute-based routing cannot be effectively implemented
Solution Approach 1:
The system implements self-service access control where users automatically receive appropriate permissions and routing based on their attributes and the data-object properties. The workflow engine autonomously evaluates user credentials, device attributes, and document characteristics to determine access rights and routing paths without requiring manual administrative intervention for each access request
Data Source
AI summary
Example embodiments relate to a network-based workflow system, employed for receiving workflows, defining one or more data-object types based on the workflows, generating data-objects, assigning a workflow from among the one or more workflows to the data-object, and managing the data-object through various states of based on the workflow. As discussed, a “workflow” refers to orchestrated and repeatable patterns enabled by a systematic organization of resources into processes that transform and modify presentations of data-objects based on corresponding data-object states. A workflow may therefore comprise a set of states, wherein each state is linked to another state by one or more transitions, and wherein the transitions are associated with a set of events which may occur at each state.