Process modeling and interface

Patent metadata

Field	Value
Publication number	US-9342220-B2
Application number	US-201313828061-A
Country	US
Kind code	B2
Filing date	Mar 14, 2013
Priority date	Mar 14, 2013
Publication date	May 17, 2016
Grant date	May 17, 2016

Abstract

An instance of an existing data system has one or more processes. Each process has corresponding metadata. In one example method, metadata for a given process is accessed and a visual diagram of the process is automatically generated based on the diagram. The visual diagram is displayed on a user interface display and a user modification input is received on the user interface display modifying the visual diagram to obtain a modified visual diagram. The metadata corresponding to the process is modified based on the modification to the visual diagram.

First claim

What is claimed is:

1. A computer-implemented method of generating a representation of a process, comprising:
accessing metadata corresponding to a process in a data system;
generating a visual diagram of the process based on the metadata;
instructing a display device to display the visual diagram on a user interface display, the user interface display having a diagram modification user input mechanism for modifying the visual diagram and a security role user input mechanism for adding a security role to the process;
receiving an indication of user actuation of the security role user input mechanism and, based on the received indication, defining a display area on the user interface display that corresponds to the security role added to the process;
receiving an indication of a user modification input, through the diagram modification user input mechanism on the user interface display that displays the visual diagram, modifying the visual diagram by placing a user interface element, representing a task or activity in the process, within the display area that corresponds to the security role; and
modifying the metadata to assign the security role to the task or activity in the process based on the user interface element being placed within the display area.

2. The computer-implemented method of claim 1 , wherein the user interface display comprises a first display area corresponding to a first security role, and wherein defining the display area comprises defining a second display area that is visually distinguished from the first display portion area and corresponds to a second security role, and the method further comprising:
receiving an indication of a second user modification input that places a second user interface element, representing a second task or activity in the process, within one of the first or second display areas, wherein the second task or activity is assigned to one of the first security role or the second security role based on whether the second user interface element is placed in the first display area or the second display area.

3. The computer-implemented method of claim 2 , wherein the first and second display areas comprise separate visual security lanes displayed in the user interface display.

4. The computer-implemented method of claim 2 , and further comprising:
instructing the display device to display a properties display having a user input mechanism to receive user input that defines properties of the added security role.

5. The computer-implemented method of claim 1 and further comprising:
identifying work items to be performed on the process based on the modification to the visual diagram so the process operates as indicated by the modified visual diagram; and
storing the work items for viewing or export.

6. The computer-implemented method of claim 5 and further comprising:
automatically generating a fit gap list from the work items.

7. The computer-implemented method of claim 1 wherein receiving an indication of a user modification input comprises:
receiving an indication of a user drag and drop input modifying the visual diagram to add the task or activity to the visual diagram of the process.

8. The computer-implemented method of claim 1 wherein receiving an indication of a user modification input comprises:
receiving an indication of a user drag and drop input modifying the visual diagram to reposition the task or activity in the process.

9. The computer-implemented method of claim 1 wherein receiving an indication of a user modification input comprises:
receiving an indication of a user drag and drop input modifying the visual diagram to reposition a task or activity in the visual diagram; and
wherein assigning the security role comprises changing a security role assigned to the task or activity based on the repositioning of the task or activity in the visual diagram.

10. The computer-implemented method of claim 1 and further comprising:
receiving an indication of a user input to begin recording a portion of the process;
instructing the display device to display user interface displays from the data system to receive user inputs to perform the portion of the process; and
recording the user inputs, and corresponding metadata, performing the portion of the process.

11. The computer-implemented method of claim 10 wherein generating the visual diagram comprises: generating the visual diagram based on the recorded metadata.

12. A solution process mapping system, comprising:
a recorder component configured to obtain metadata corresponding to a process in a data system;
a user interface component configured to:
instruct a display device to display a user interface display with a diagram modification user input mechanism for modifying the visual diagram and a security role user input mechanism for adding a security role to the process, the user interface display displaying a visual diagram representing an ordered set of tasks for the process;
receive an indication of user interaction with the security role user input mechanism and, based on the received indication, defining a display area in the user interface display that corresponds to the security role added to the process;
receive an indication of user interaction with the diagram modification user input mechanism that modifies the visual diagram by placing a user interface element, representing a particular task for the process, within the display area in the user interface display;
a process modifier component configured to automatically modify the metadata corresponding to the process based on the modification to the visual diagram; and
a security role component configured to assign the security role to the particular task for the process based on the user interface element being placed within the display area in the user interface display.

13. The solution process mapping system of claim 12 , wherein the user interface display comprises a first display area corresponding to a first security role, and wherein defining the display area comprises defining a second display area that is visually distinguished from the first display area and corresponds to a second security role, and wherein the user interface component is configured to:
receive an indication of a second user modification input that places a second user interface element, representing a second task or activity in the process, within one of the first or second display areas, wherein the second task or activity is assigned to one of the first security role or the second security role based on whether the second user interface element is placed in the first display area or the second display area.

14. The solution process mapping system of claim 12 wherein the recorder component is configured to generate the diagram as a flow diagram with shapes connected by connectors and wherein the process modifier component comprises:
a process navigator component configured to receive an indication of a user input actuating a given portion of the flow diagram and instruct the display device to display additional information about a portion of the process corresponding to the given portion of the flow diagram.

15. The solution process mapping system of claim 14 wherein the process navigator component is configured to receive an indication of a user input actuating a given connector on the flow diagram and to instruct the display device to display classes and methods used by the data system in performing process steps represented by the given connector.

Assignees

• Microsoft Technology Licensing Llc

Inventors

• Basu Arijit
• Wang Tao
• Zhang Yi
• Peng Sheng
• Srinivasan Sridhar

Classifications

• G06Q10/063112

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• G06Q10/06316

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• G06Q10/10

  Office automation; Time management · CPC title

• G06Q10/0631

  Resource planning, allocation, distributing or scheduling for enterprises or organisations · CPC title