METHOD AND SYSTEM FOR CREATING AND DISTRIBUTING FINANCIAL APPLICATION WORKFLOWS

摘要

A method for creating and distributing a workflow for performing a task in a financial application involves receiving an instruction from a workflow creator to begin recording the workflow, where the workflow comprises a chronological ordering of steps which include the task; at the behest of the workflow creator, a step within the workflow is generated; an action performed within the financial application is detected, where the action is an atomic portion of the task, and added to the step; input from the workflow creator to the financial application is detected and a prompt is added to the step; after the cessation of recording, a preview of the workflow is displayed to the workflow creator for approval; if the user approves, a workflow file including the workflow is created and uploaded to a server, which notifies financial applications that the workflow for performing the task is available on the server.

主权项

1. A method for creating and distributing a workflow for performing a task in a financial application, comprising:
receiving an instruction from a workflow creator to begin recording the workflow, wherein the workflow comprises a chronological ordering of steps which comprise the task; generating, at the behest of the workflow creator, a step within the workflow; detecting an action being performed within the financial application, wherein the action is an atomic portion of the task; adding the action to the step; detecting input from the workflow creator to the financial application; adding, in response to detecting the input, a prompt to the step, wherein the prompt is an instruction to a workflow user to provide an analogous input to the financial application; displaying, after the cessation of recording, a preview of the workflow to the workflow creator for approval; creating, in response to the approval, a workflow file comprising the workflow; uploading the workflow file to a server; and notifying, by the server, a plurality of financial applications that the workflow for performing the task is available on the server.