Workflow Routing via Real-Time Web Behavior Data

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Solution Overview

Problem

Existing communication workflow systems in cloud platforms rely on static or periodically refreshed user data, leading to inefficient processing, memory resource utilization, and the potential for sending irrelevant communications.

Innovation Solution

The use of real-time or near real-time web behavior data to support workflow entry and routing for tenant users, allowing administrators to define Boolean expressions as rules for user entry and routing within the workflow.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If static or periodically refreshed user data is used in communication workflow systems, then system complexity is reduced and ease of operation is improved, but data freshness deteriorates leading to irrelevant communications and wasted processing resources

Engineering Contradiction:
Improverelevance of communicationsVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent implements dynamic user data that updates in real-time based on user actions and preferences. The communication workflow system continuously refreshes user profiles with new information from various sources (social media, browsing behavior, purchase history) rather than relying on static periodic updates. This dynamic approach ensures communications remain relevant while the system manages complexity through automated data collection and processing pipelines.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system employs self-updating user profiles that automatically incorporate new user data from multiple sources without manual intervention. User preferences, behaviors, and characteristics are continuously refined through automated tracking and analysis mechanisms. This self-service approach maintains data freshness and communication relevance while reducing the operational burden of manual data updates.

Inventive Principle:
Principle #25Self-service

2Reliability

If real-time web behavior data is monitored and processed, then communication relevance is improved, but processing resources and memory utilization increase

Engineering Contradiction:
Improverelevance of communicationsVSAvoidprocessing resource usage
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The patent applies local quality by focusing data processing efforts on specific user segments and communication contexts rather than uniformly processing all user data. The system identifies and prioritizes relevant user behaviors and attributes based on the specific communication campaign goals, applying intensive processing only where needed. This selective approach maintains high communication relevance while optimizing resource utilization by avoiding unnecessary processing of irrelevant data.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system implements partial action by processing only the essential subset of user data needed for effective communication segmentation and personalization. Rather than analyzing every available data point, the system identifies and processes key behavioral indicators and preferences that most significantly impact communication relevance. This partial processing approach achieves effective personalization while conserving computational resources.

Inventive Principle:
Principle #16Partial or excessive action

3Reliability

If user data is frequently refreshed and updated, then communication relevance is improved, but loss of time in data processing increases

Engineering Contradiction:
Improvefreshness of user dataVSAvoiddata processing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent implements preliminary action by pre-processing and organizing user data as it is collected from various sources. User profiles are continuously updated and segmented in advance based on emerging behaviors and preferences, so that when communication campaigns are initiated, the data is already prepared and optimized for immediate use. This preliminary preparation reduces the time needed for data processing at the moment of communication deployment while maintaining data freshness.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system maintains continuous data processing and updating operations rather than relying on periodic batch updates. User profiles are continuously refined as new data arrives, ensuring data freshness without requiring time-consuming full re-processing campaigns. This continuous action approach keeps user data current while optimizing processing efficiency through ongoing incremental updates rather than periodic intensive processing cycles.

Inventive Principle:
Principle #20Continuity of useful action

Data Source

PatentUS20250190912A1Communicating based on a workflow using web behavior data
Publication Date: 2025.06.12 SALESFORCE INC
  • US20250190912A1 patent drawing
  • US20250190912A1 patent drawing
  • US20250190912A1 patent drawing

AI summary

A server may execute a communication process flow that controls electronic communications between a tenant of a multitenant system and a set of users corresponding to the tenant. A set of electronic communications that are transmitted to a particular user of the set of users is determined based at least in part on a set of actions defined by the communication process flow. The server may monitor web behavior data associated with the set of users in accordance with a first action of the set of actions, detect that a first user of the set of users satisfies a rule defined by the first action based at least in part on monitoring of the web behavior data, and route the first user to a next action of the set of actions in the communication process flow based at least in part on detecting that the first user satisfies the rule.