Method and system for loan application non-acceptance follow-up

摘要

An interface system (100) configured for interaction between a client browser portal (105) and a server-based information handling system (102) includes an interaction controller (110) and a workflow processor (115). The interaction controller (110) and workflow processor (115) operate to transfer, deliver, operate upon, and manage data objects flowing to and from the system from the client browser portal (105). In one embodiment, a web step manager (112) and a flow step manager (113) work to execute workflows that ensure data is delivered to and from the information handling system (102) in an efficient manner. In another embodiment, process activities are executed to do the same. The system (100) facilitates automated on-line systems, such as an on-line installment loan system, to operate with off the shelf information handling systems (102).

主权项

1. An interface system configured for interaction between a networked client portal and a server-based information handling system, comprising:
an interaction controller configured to receive data objects from a client browser portal and to identify a predetermined workflow corresponding to the data objects, wherein the interaction controller comprises:
a web step manager configured to load a workflow interaction component associated with the predetermined workflow, wherein the workflow interaction component comprises at least one executable flow step; anda flow step manager configured to execute each of the at least one executable flow steps by at least delivering extracted data from the data objects to a data interface of the server-based information handling system and to determine any next flow steps remaining from the at least one executable flow step; and a workflow processor configured to adapt the extracted data into a predetermined format recognized by the data interface of the server-based information handling system; wherein the flow step manager is configured to give temporary process control to the server-based information handling system upon delivering the extracted data and receive control one the server-based information handling system has processed the extracted data; wherein the server-based information handling system comprises combined data viewer and data processing system for use with a computer-based information handling system having a display device and that displays on a screen of said display device a user interface for viewing reference data associated with a conceptual entity and for execution of multiple complex processes for manipulating said reference data, said combined data viewer and data processing system comprising: a process panel comprising a first region including a list of all the complex processes, a second region for displaying a list of all currently running ones of the complex processes, and a third region comprising a process work area for display of a state of a selected process and/or receiving user input; a data viewer comprising a content pane for display of data associated with said conceptual entity; a common window framing the process panel and the data viewer; said process work area and said content pane being selectably viewable and occupying overlapping positions within said common window; and said first, second, and third regions being mutually non-overlapping.