System to manage document workflows

Patent metadata

Field	Value
Publication number	US-12373499-B2
Application number	US-202418436898-A
Country	US
Kind code	B2
Filing date	Feb 8, 2024
Priority date	Jul 24, 2017
Publication date	Jul 29, 2025
Grant date	Jul 29, 2025

Abstract

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.

First claim

What is claimed is:

1. A method comprising:
receiving a workflow definition from a workflow system;
assigning a first set of actions performable to a data-object to a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions;
receiving a request associated with the data-object in the first data-object state;
causing presentation of a representation of the data-object in the first data-object state on a graphical user interface, the representation of the data-object including at least a part of the first set of actions;
causing to execute at least one of the part of the first set of actions;
determining that the data-object is in the second data-object state; and
altering, based at least in part on the second data-object state, the representation of the data-object, the altered representation of the data-object including at least a part of the second set of actions;
wherein the method is performed using one or more processors.

2. The method of claim 1 , further comprising:
receiving access criteria associated with the first data-object state;
retrieving a user attribute based on the request; and
selecting a subset of the first set of actions based on the access criteria and the user attribute;
wherein the representation of the data-object includes the subset of the first set of actions.

3. The method of claim 2 , further comprising:
retrieving a device attribute based on the request;
wherein the selecting the subset of the first set of actions includes selecting the subset of the first set of actions based on the access criteria, the user attribute, and the device attribute.

4. The method of claim 1 , further comprising:
receiving an input indicating a data-object type associated with the data-object; and
selecting a workflow based at least in part on the data-object type.

5. The method of claim 4 , further comprising:
retrieving a plurality of workflow definitions from a data repository;
causing a presentation of the plurality of workflow definitions; and
receiving an input associated with the plurality of workflow definitions;
wherein the selecting the workflow includes selecting the workflow based at least in part on the data-object type and the input associated with the plurality of workflow definitions.

6. The method of claim 5 , wherein each workflow definition of the plurality of workflow definitions includes a set of respective data-object states.

7. The method of claim 4 , further comprising:
generating the data-object based at least in part on the selected workflow and the data-object type.

8. A system comprising:
one or more computer processors;
one or more computer memories; and
a set of instructions stored on the one or more computer memories, the set of instructions when executed by the one or more computer processors, cause the one or more computer processors to perform operations, the operations comprising:
receiving a workflow definition from a workflow system;
assigning a first set of actions performable to a data-object to a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions;
receiving a request associated with the data-object in the first data-object state;
causing presentation of a representation of the data-object in the first data-object state on a graphical user interface, the representation of the data-object including at least a part of the first set of actions;
causing to execute at least one of the part of the first set of actions;
determining that the data-object is in the second data-object state; and
altering, based at least in part on the second data-object state, the representation of the data-object, the altered representation of the data-object including at least a part of the second set of actions.

9. The system of claim 8 , wherein the operations further comprise:
receiving access criteria associated with the first data-object state;
retrieving a user attribute based on the request; and
selecting a subset of the first set of actions based on the access criteria and the user attribute;
wherein the representation of the data-object includes the subset of the first set of actions.

10. The system of claim 9 , wherein the operations further comprise:
retrieving a device attribute based on the request;
wherein the selecting the subset of the first set of actions includes selecting the subset of the first set of actions based on the access criteria, the user attribute, and the device attribute.

11. The system of claim 8 , wherein the operations further comprise:
receiving an input indicating a data-object type associated with the data-object; and
selecting a workflow based at least in part on the data-object type.

12. The system of claim 11 , wherein the operations further comprise:
retrieving a plurality of workflow definitions from a data repository;
causing a presentation of the plurality of workflow definitions; and
receiving an input associated with the plurality of workflow definitions;
wherein the selecting the workflow includes selecting the workflow based at least in part on the data-object type and the input associated with the plurality of workflow definitions.

13. The system of claim 12 , wherein each workflow definition of the plurality of workflow definitions includes a set of respective data-object states.

14. The system of claim 11 , wherein the operations further comprise:
generating the data-object based at least in part on the selected workflow and the data-object type.

15. A non-transitory computer-readable storage medium comprising a set of instructions that, when executed by one or more computer processors, causes the one or more computer processors to perform operations comprising:
receiving a workflow definition from a workflow system;
assigning a first set of actions performable to a data-object to a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions;
receiving a request associated with the data-object in the first data-object state;
causing presentation of a representation of the data-object in the first data-object state on a graphical user interface, the representation of the data-object including at least a part of the first set of actions;
causing to execute at least one of the part of the first set of actions;
determining that the data-object is in the second data-object state; and
altering, based at least in part on the second data-object state, the representation of the data-object, the altered representation of the data-object including at least a part of the second set of actions.

16. The non-transitory computer-readable storage medium of claim 15 , wherein the operations further comprise:
receiving access criteria associated with the first data-object state;
retrieving a user attribute based on the request; and
selecting a subset of the first set of actions based on the access criteria and the user attribute;
wherein the representation of the data-object i

Assignees

• Palantir Technologies Inc

Inventors

• Klein Nathaniel
• Deng Huanqi
• Whelan Kevin
• Levan Matthew
• Okamoto Takashi

Classifications

• H04L67/01

  Protocols · CPC title

• G06F16/2272

  Management thereof · CPC title

• G06F16/951

  Indexing; Web crawling techniques · CPC title

• G06F3/04842

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06Q10/103

  Workflow collaboration or project management · CPC title