Patent Issued for Controlling a graphical user interface for workflow (USPTO 11509761): Hartford Fire Insurance Company

2022 DEC 14 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News -- A patent by the inventors Brawner, Taylor Knight (Cumming, GA, US), Elizondo, Samantha Jaszczuk (Helotes, TX, US), Pelaez, Andres (Westfield, IN, US), filed on April 14, 2021, was published online on November 22, 2022, according to news reporting originating from Alexandria, Virginia, by NewsRx correspondents.

Patent number 11509761 is assigned to Hartford Fire Insurance Company (Hartford, Connecticut, United States).

The following quote was obtained by the news editors from the background information supplied by the inventors: “Workflows describe step-by-step procedures, e.g., how an employee may accomplish an assigned work task from start to finish. Employees in a company may be required to perform any number of different workflow processes. A workflow might relate to intake of necessary information for personnel matters, such as hiring, medical leave requests, and the like.

“An example workflow might be a process that is routed through an employer call center where call center employees collect the initial intake information from a caller. To guide the call center employee, an employer might require a workflow process that includes the steps of asking the caller a series of scripted questions. There may be some initial questions required to assist the call center employee in determining what workflow should be followed.

“After determining the necessary workflow, a call center worker might then follow a step-by-step scripted series of questions and comments guiding the worker to collect the necessary information to complete the intake of information that is the subject of the workflow process. Answers to questions might be typed into a computer spreadsheet or database. Conventionally, call center employees following such a workflow are not automatically prompted to ask the next question and may be required to enter duplicate information in multiple locations. The call center employee might then be required to enter the collected information into a separate paper form, computer spreadsheet or database not compatibly formatted with the original collection form.

“Consequently, the current process of intake of information following a given workflow may lead to call center employee errors such as failing to remember to ask relevant and necessary questions or miscopying already correct information into a different location. The workflow is not automatically responsive to information received. Changing the workflow steps may require additional revisions and supplementing that may further complicate the call center employee’s task. Also, the workflow for intake of information is very inefficient and not user friendly for an employee attempting to follow the workflow.”

In addition to the background information obtained for this patent, NewsRx journalists also obtained the inventors’ summary information for this patent: “In summary, an embodiment provides a system for providing a web-based graphical user interface for workflow. The system may include a processor that executes a program of instructions to receive, from an input device, user input responding to at least one of a plurality of questions displayed in a web-based graphical user interface, wherein the graphical user interface, responsive to user input, displays additional questions or scripted text.

“An embodiment provides a system having a graphical user interface for providing a supplemental call center web-based workflow tool, the system comprising: a display device; an input device; a database that stores a decisional matrix, a plurality of questions, and a plurality of scripts related to a workflow; a processor coupled to the database, the display device, and the input device; and the display device providing a web-based graphical user interface for providing a call center supplemental workflow tool; wherein the processor receives from the database: the workflow decisional matrix, the plurality of questions, and the plurality of scripts related to the workflow; the graphical user interface providing at least one element selected from the group consisting of: at least one question selected from the plurality of questions and at least one script selected from the plurality of scripts; the graphical user interface receiving user input through the input device responsive to the at least one element; the processor determining, at least another element selected from the group consisting of: another at least one question and another at least one script, to be displayed on the graphical user interface, wherein the at least another element is determined based upon the received user input and the decisional matrix and advances the workflow; the processor, based upon the decisional matrix, determining that the workflow has been completed; the graphical user interface providing an output of the questions displayed and user input received; and the output being provided to a primary software application.

“An additional embodiment provides a method providing a web-based graphical user interface for providing a call center supplemental workflow tool, comprising: receiving from a database a workflow decisional matrix, a plurality of questions, and a plurality of scripts related to the call center workflow; displaying a web-based graphical user interface on a display providing at least one element selected from the group consisting of: at least one question selected from the plurality of questions and at least one script selected from the plurality of scripts; the graphical user interface receiving user input responsive to the at least one element; determining, at least another element selected from the group consisting of: another at least one question and another at least one script, to be displayed on the graphical user interface, wherein the at least another element is determined based upon the received user input and the decisional matrix and advances the workflow; based upon the decisional matrix, determining that the workflow has been completed; the graphical user interface providing an output of the questions displayed and the user input received; and the output being provided to a primary software application.

“A further embodiment provides system having a graphical user interface for providing a call center supplemental workflow tool comprising: a database comprising a workflow decisional matrix, a plurality of questions, and a plurality of scripts related to the workflow; a display device providing a web-based graphical user interface, wherein the graphical user interface provides at least one element selected from the group consisting of: at least one question selected from the plurality of questions and at least one script selected from the plurality of scripts; the graphical user interface receiving user input responsive to the at least one element; a processor determining, at least another element selected from the group consisting of: another at least one question and another at least one script, to be displayed on the web-based graphical user interface, wherein the at least another element is determined based upon the received user input and the decisional matrix and advances the workflow; the processor, based upon the decisional matrix, determining that the workflow has been completed; the graphical user interface providing an output of the questions displayed and user input received; and the output being provided to a primary software application.

“Additional embodiments are described, including other methods, as well as devices/apparatuses, systems including multiple devices, and products.”

The claims supplied by the inventors are:

“1. A system having a graphical user interface for providing a call center supplemental web-based workflow tool, the system comprising: a display device; an input device; a database that stores a decisional matrix in a non-web format, the decisional matrix describing a plurality of decisional paths related to an employee management workflow, the database comprising a plurality of questions and a plurality of scripts related to the employee management workflow, wherein the plurality of questions and the plurality of scripts are displayed according to one of the plurality of decisional paths within the decisional matrix; and a processor coupled to the database, the display device, and the input device; wherein the processor receives, from the database, a web-based format of the decisional matrix, the web-based format referencing the plurality of questions and the plurality of scripts, wherein receiving the web-based format comprises converting, using a programming language, the decisional matrix in the non-web format to a web format comprising components loadable and readable by a web-based browser, wherein the web decisional matrix is updatable by modifying the decisional matrix in the non-web format and converting the modified decisional matrix to the web format; the display device providing a web-based graphical user interface for providing a workflow tool for the employee management workflow, wherein the web-based graphical user interface presents elements by reading the components within the one of the plurality of decisional paths and based upon inputs provided by a user to the elements; the web-based graphical user interface providing at least one element selected from the group consisting of: at least one question selected from the plurality of questions and at least one script selected from the plurality of scripts, wherein the at least one element that is provided is determined based upon the one of the plurality of decisional paths, wherein the one of the plurality of decisional paths is identified based upon a response by a user to a previously presented element; and the display device displaying, on the graphical user interface, responsive to receiving user input to the at least one element, and responsive to determining that the at least one of the plurality of decisional paths has not been completed, at least another element selected from the group consisting of: another at least one question and another at least one script, wherein the at least another element is determined based upon correlating the received user input to the one of the plurality of decisional paths within the web decisional matrix and identifying an element occurring within the one of the plurality of decisional paths after the element corresponding to the received user input.

“2. The system according to claim 1, wherein, if the at least one element is changed in the decisional matrix, the graphical user interface is updated to display the changed element.

“3. The system according to claim 1, wherein, if additional input is required according to the decisional matrix, the graphical user interface displays a prompt for the additional input.

“4. The system according to claim 1, wherein the user input is validated against at least one element selected from the group consisting of: the decisional matrix and at least one other database of acceptable input.

“5. The system according to claim 1, wherein a notification is provided to the user when user input is required.

“6. The system according to claim 1, wherein a notification is provided to the user when the user input is not valid.

“7. The system according to claim 1, wherein the output is transmitted to another system.

“8. The system according to claim 1, wherein the output is organized with the user input corresponding to a particular question below the corresponding question.

“9. The system according to claim 8, wherein the output is unformatted text.

“10. A method providing a web-based graphical user interface for providing an employee management workflow tool, comprising: receiving, from a database, a decisional matrix, the decisional matrix describing a plurality of decisional paths related to an employee management workflow, the database comprising a plurality of questions and a plurality of scripts related to the employee management workflow, wherein the plurality of questions and the plurality of scripts are displayed according to one of the plurality of decisional paths within the decisional matrix; the decisional matrix being stored in the database in a non-web format, wherein receiving the decisional matrix comprises receiving a web-based format of the decisional matrix, the web-based format referencing the plurality of questions and the plurality of scripts, wherein receiving the web-based format comprises converting, using a programming language, the decisional matrix in the non-web format to a web format comprising components loadable and readable by a web-based browser, wherein the web decisional matrix is updatable by modifying the decisional matrix in the non-web format and converting the modified decisional matrix to the web format; displaying, on a display and within the web-based browser, a web-based graphical, wherein the web-based graphical user interface presents elements by reading the components within the one of the plurality of decisional paths and based upon inputs provided by a user to the elements; the web-based graphical user interface providing at least one element selected from the group consisting of: at least one question selected from the plurality of questions and at least one script selected from the plurality of scripts, wherein the at least one element that is provided is determined based upon the one of the plurality of decisional paths, wherein the one of the plurality of decisional paths is identified based upon a response by a user to a previously presented element; and displaying, on the graphical user interface, responsive to receiving user input to the at least one element, and responsive to determining that the at least one of the plurality of decisional paths has not been completed, at least another element selected from the group consisting of: another at least one question and another at least one script, wherein the at least another element is determined based upon correlating the received user input to the one of the plurality of decisional paths within the web decisional matrix and identifying an element occurring within the one of the plurality of decisional paths after the element corresponding to the received user input.

“11. The method according to claim 10, wherein if the at least one element is changed in the decisional matrix, the web-based graphical user interface is updated to display the changed element.

“12. The method according to claim 10, wherein, if additional input is required according to the decisional matrix, the web-based graphical user interface displays a prompt for the additional input.

“13. The method according to claim 10, wherein the user input is validated against at least one element selected from the group consisting of: the decisional matrix and at least one other database of acceptable input.

“14. The method according to claim 10, wherein a notification is provided to the user when user input is required.

“15. The method according to claim 10, wherein the output is organized with the user input corresponding to a particular question below the corresponding question.

“16. The system according to claim 15, wherein the output is unformatted text.

“17. A system having a graphical user interface for providing an employee management call center supplemental workflow tool comprising: a database comprising a decisional matrix in a non-web format, the decisional matrix describing a plurality of decisional paths related to an employee management workflow, the database comprising a plurality of questions and a plurality of scripts related to the employee management workflow, wherein the plurality of questions and the plurality of scripts are displayed according to one of the plurality of decisional paths within the decisional matrix; a display device providing a web-based graphical user interface for providing a workflow tool for the employee management workflow, wherein the web-based graphical user interface accesses the workflow decisional matrix in a web-based format for display within a web-based browser, the web-based format referencing the plurality of questions and the plurality of scripts, wherein the web-based format is generated by converting, using a programming language, the decisional matrix in the non-web format to a web format comprising components loadable and readable by a web-based browser, wherein the web decisional matrix is updatable by modifying the decisional matrix in the non-web format and converting the modified decisional matrix to the web format, wherein the web-based graphical user interface presents elements by reading the components within the one of the plurality of decisional paths and based upon inputs provided by a user to the elements; and the display device displaying, within the web-based graphical user interface and responsive to determining that the at least one of the plurality of decisional paths has not been completed, at least another element selected from the group consisting of: another at least one question and another at least one script, wherein the at least another element is determined based upon correlating the received user input to the one of the plurality of decisional paths within the web decisional matrix and identifying an element occurring within the one of the plurality of decisional paths after the element corresponding to the received user input, wherein the at least another element is provided sequentially after receipt of user input responsive to a previously presented at least one element.”

There are additional claims. Please visit full patent to read further.

URL and more information on this patent, see: Brawner, Taylor Knight. Controlling a graphical user interface for workflow. U.S. Patent Number 11509761, filed April 14, 2021, and published online on November 22, 2022. Patent URL (for desktop use only): https://ppubs.uspto.gov/pubwebapp/external.html?q=(11509761)&db=USPAT&type=ids

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