Methods and systems for managing workflow
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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-
Sep 9, 2003
Grant Date -
N/A
app pub date -
Jun 16, 2000
filing date -
Jun 16, 2000
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
A workflow management system provides an integrated approach to exchanging information real-time and notifying responsible persons of pending deadlines concerning a particular deal. The web-based system includes a server having a centralized database of deal data and at least one client system facilitates a method of uploading initial proposed deal data, notifying an underwriter of the uploaded proposal, uploading a workflow timeline for the proposed deal and notifying responsible persons that actions for tasks are due according to the timeline. The workflow management system is further configured to restrict database access to authorized users for viewing of and providing updates to the deal.
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