Cross-Platform Workflow Coordination With Real-Time Session Sync

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Solution Overview

Problem

Conventional workflow management techniques are inefficient and prone to errors due to non-digitized processes, requiring manual actions like manual downloads and uploads, which hinder effective cross-platform collaboration.

Innovation Solution

A method and system for real-time workflow management that enables cross-platform collaboration through customizable parameters, including obtaining recipient data, initiating collaboration sessions, generating symbolic links, and updating sessions in real-time, with features like pre-authenticated communication and real-time input processing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual downloads and uploads are used for offline fine-tuning, then workflow coordination can be achieved, but the process is prone to errors and inefficient

Engineering Contradiction:

Improveworkflow coordination reliabilityVSAvoidmanual operation complexity

Core Design Contradiction:

ReliabilityVSEase of operation

Solution Approach 1:

The patent replaces manual mechanical operations (downloading and uploading files) with an automated digital system. The workflow management platform automatically synchronizes data between multiple platforms through digital interfaces, eliminating the need for manual file transfers and reducing human error in the process.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service workflow coordination where the platform automatically manages data synchronization, status tracking, and collaboration updates without requiring manual intervention. The automated polling and data exchange mechanisms allow the system to service itself, reducing operational complexity.

Inventive Principle:

Principle #25Self-service

2Adaptability or versatility

If multiple different communication channels are used, then cross platform collaboration can be facilitated, but resources are inefficiently expended

Engineering Contradiction:

Improvecross platform collaboration capabilityVSAvoidresource expenditure efficiency

Core Design Contradiction:

Adaptability or versatilityVSLoss of energy

Solution Approach 1:

The patent implements a universal workflow management platform that serves multiple functions across different communication channels. The system consolidates various communication and collaboration tasks into a single integrated platform, allowing one system to perform what previously required multiple separate tools and channels.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent merges multiple communication channels and collaboration tools into a unified workflow management system. By combining data synchronization, real-time collaboration, and status tracking into a single platform, the system reduces the total resource expenditure needed for cross-platform collaboration while maintaining versatility.

Inventive Principle:

Principle #5Merging (Combining)

3Productivity

If real-time data sharing and updates are enabled, then collaboration efficiency is enhanced, but system complexity increases

Engineering Contradiction:

Improvecollaboration efficiencyVSAvoidsystem architecture complexity

Core Design Contradiction:

ProductivityVSDevice complexity

Solution Approach 1:

The patent implements real-time feedback mechanisms where the system continuously polls for updates and automatically synchronizes data changes across all platforms. This feedback loop enables real-time collaboration efficiency by ensuring all users see the latest information immediately, while the automated nature of the feedback mechanism manages system complexity.

Inventive Principle:

Principle #23Feedback

Solution Approach 2:

The system performs preliminary actions by pre-establishing data synchronization protocols and automated update mechanisms before collaboration begins. The platform proactively sets up real-time communication channels and data exchange frameworks, reducing the complexity of managing real-time updates during actual collaboration.

Inventive Principle:

Principle #10Preliminary action

Data Source

PatentUS20260067117A1Method and system for facilitating cross platform collaboration in real-time

Publication Date: 2026.03.05 JPMORGAN CHASE BANK NA

AI summary

A method for providing workflow management to facilitate cross platform collaboration is disclosed. The method includes obtaining recipient data from various applications, the recipient data including availability data for recipients; retrieving user information from a database of a workflow management platform; initiating collaboration sessions with the applications based on the recipient data and the user information; generating, for each of the collaboration sessions, a symbolic link to specify a data access path for a recipient portfolio in corresponding recipient history data; transferring portfolio data from the applications based on the initiated collaboration sessions; and polling the applications and the workflow management platform to update the collaboration sessions.