Patents by Inventor Alan Trefler

Alan Trefler has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 10838569
    Abstract: The invention provides in one aspect a method that includes identifying one or more rules for execution by a rules engine in order to generate a user interface. The method further includes executing, on a digital data processing system that comprises one or more digital data processors, a step of determining whether one or more aspects of the user interface generated as a result of execution of at least one of those rules is in conformity with one or more requirements. The system responds to a negative such determination, according to the method, by identifying modifications to generate a conforming user interface from those one or more rules, modifying one or more of those rules to generate a conforming user interface from (e.g., based directly or indirectly on) those one or more rules, and/or generating a conforming user interface from those one or more rules. The method further calls for storing to and/or generating as an output from the digital data processing system a result those step(s).
    Type: Grant
    Filed: May 23, 2017
    Date of Patent: November 17, 2020
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Baruch Sachs
  • Patent number: 10467200
    Abstract: Described are techniques for processing an instance of a data structure. A request to process an instance of a data structure at a first point in time is received. At least one of the data elements in the data structure is a dynamic data element that uses an association specifying how to access data for the dynamic data element in accordance with criteria evaluated using a current context determined at a point in time. In response to receiving the request, first processing is performed including determining whether the dynamic data element is referenced at the first point in time, and, if so, evaluating the criteria using a current context determined at the first point in time, and retrieving data for the dynamic data element in accordance with a current context determined at the first point in time.
    Type: Grant
    Filed: August 26, 2014
    Date of Patent: November 5, 2019
    Assignee: Pegasystems, Inc.
    Inventors: Alan Trefler, Mark Replogle, John Clinton
  • Publication number: 20170255341
    Abstract: The invention provides in one aspect a method that includes identifying one or more rules for execution by a rules engine in order to generate a user interface. The method further includes executing, on a digital data processing system that comprises one or more digital data processors, a step of determining whether one or more aspects of the user interface generated as a result of execution of at least one of those rules is in conformity with one or more requirements. The system responds to a negative such determination, according to the method, by identifying modifications to generate a conforming user interface from those one or more rules, modifying one or more of those rules to generate a conforming user interface from (e.g., based directly or indirectly on) those one or more rules, and/or generating a conforming user interface from those one or more rules. The method further calls for storing to and/or generating as an output from the digital data processing system a result those step(s).
    Type: Application
    Filed: May 23, 2017
    Publication date: September 7, 2017
    Inventors: Alan Trefler, Baruch Sachs
  • Patent number: 9658735
    Abstract: The invention provides in one aspect a method that includes identifying one or more rules for execution by a rules engine in order to generate a user interface. The method further includes executing, on a digital data processing system that comprises one or more digital data processors, a step of determining whether one or more aspects of the user interface generated as a result of execution of at least one of those rules is in conformity with one or more requirements. The system responds to a negative such determination, according to the method, by identifying modifications to generate a conforming user interface from those one or more rules, modifying one or more of those rules to generate a conforming user interface from (e.g., based directly or indirectly on) those one or more rules, and/or generating a conforming user interface from those one or more rules. The method further calls for storing to and/or generating as an output from the digital data processing system a result those step(s).
    Type: Grant
    Filed: December 2, 2014
    Date of Patent: May 23, 2017
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Baruch Sachs
  • Publication number: 20160098298
    Abstract: Described herein are techniques for integrated work management. An integrated work management server processes one or more datum of one or more source systems. The datum relates to at least one work item representing at least one assignment to be processed by a resource. An integrator is coupled to the integrated work management server. The integrator uses the one or more datum to create, store and/or update a combined work queue for the resource. The combined work queue comprises any of at least one work item and at least one assignment. One or more prioritization rules specify one or more criteria. The integrator prioritizes the combined work queue by evaluating the criteria in accord with the one or more datum.
    Type: Application
    Filed: January 14, 2015
    Publication date: April 7, 2016
    Inventors: Alan Trefler, Mark Replogle
  • Publication number: 20150127736
    Abstract: The invention provides in some aspects a distributed rules processing system that includes a first and second digital data processors that are coupled to one another by one or more networks. A rules base and a transactional data base are each coupled to one of the digital data processors; both may be coupled to the same digital data processor or otherwise. One or more coordination modules (e.g., “proxies”), each of which is associated with a respective one of the digital data processors, makes available to a selected one of those digital data processors from the other of those digital data processors (i) one or more selected rules from the rules base, and/or (ii) one or more data from the transactional database on which those rules are to be executed.
    Type: Application
    Filed: October 29, 2014
    Publication date: May 7, 2015
    Inventors: John W. Clinton, Alan Trefler, Benjamin A. Frenkel
  • Publication number: 20150089406
    Abstract: The invention provides in one aspect a method that includes identifying one or more rules for execution by a rules engine in order to generate a user interface. The method further includes executing, on a digital data processing system that comprises one or more digital data processors, a step of determining whether one or more aspects of the user interface generated as a result of execution of at least one of those rules is in conformity with one or more requirements. The system responds to a negative such determination, according to the method, by identifying modifications to generate a conforming user interface from those one or more rules, modifying one or more of those rules to generate a conforming user interface from (e.g., based directly or indirectly on) those one or more rules, and/or generating a conforming user interface from those one or more rules. The method further calls for storing to and/or generating as an output from the digital data processing system a result those step(s).
    Type: Application
    Filed: December 2, 2014
    Publication date: March 26, 2015
    Inventors: Alan Trefler, Baruch Sachs
  • Patent number: 8959480
    Abstract: The present invention provides methods and systems for integrating a procedural computational model with a declarative computational model. For example, in one aspect, the present invention provides a method for integrating a plurality of procedural instructions in a procedural computational system with a plurality of declarative rules in a declarative computational system. In such a method, for each of the procedural instructions operating on one or more variables, a hash table indexed by variable names is utilized to determine whether any of these variables participate in at least one of the declarative rules. Upon execution of a procedural instruction that changes a variable participating in a declarative rule, other variables associated with the rule are updated so as to maintain a relationship imposed by the rule among the variables. The updating of the other variables is performed prior to execution of other procedural instructions.
    Type: Grant
    Filed: May 31, 2013
    Date of Patent: February 17, 2015
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Patent number: 8924335
    Abstract: The invention provides in one aspect a method that includes identifying one or more rules for execution by a rules engine in order to generate a user interface. The method further includes executing, on a digital data processing system that comprises one or more digital data processors, a step of determining whether one or more aspects of the user interface generated as a result of execution of at least one of those rules is in conformity with one or more requirements. The system responds to a negative such determination, according to the method, by identifying modifications to generate a conforming user interface from those one or more rules, modifying one or more of those rules to generate a conforming user interface from (e.g., based directly or indirectly on) those one or more rules, and/or generating a conforming user interface from those one or more rules. The method further calls for storing to and/or generating as an output from the digital data processing system a result those step(s).
    Type: Grant
    Filed: February 18, 2011
    Date of Patent: December 30, 2014
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Baruch A. Sachs
  • Patent number: 8880487
    Abstract: The invention provides in some aspects a distributed rules processing system that includes a first and second digital data processors that are coupled to one another by one or more networks. A rules base and a transactional data base are each coupled to one of the digital data processors; both may be coupled to the same digital data processor or otherwise. One or more coordination modules (e.g., “proxies”), each of which is associated with a respective one of the digital data processors, makes available to a selected one of those digital data processors from the other of those digital data processors (i) one or more selected rules from the rules base, and/or (ii) one or more data from the transactional database on which those rules are to be executed.
    Type: Grant
    Filed: February 18, 2011
    Date of Patent: November 4, 2014
    Assignee: Pegasystems Inc.
    Inventors: John W. Clinton, Alan Trefler, Benjamin Frenkel
  • Patent number: 8843435
    Abstract: Described are techniques for processing an instance of a data structure. A request to process an instance of a data structure at a first point in time is received. At least one of the data elements in the data structure is a dynamic data element that uses an association specifying how to access data for the dynamic data element in accordance with criteria evaluated using a current context determined at a point in time. In response to receiving the request, first processing is performed including determining whether the dynamic data element is referenced at the first point in time, and, if so, evaluating the criteria using a current context determined at the first point in time, and retrieving data for the dynamic data element in accordance with a current context determined at the first point in time.
    Type: Grant
    Filed: March 12, 2009
    Date of Patent: September 23, 2014
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Mark Replogle, John Clinton
  • Publication number: 20140019400
    Abstract: The present invention provides methods and systems for integrating a procedural computational model with a declarative computational model. For example, in one aspect, the present invention provides a method for integrating a plurality of procedural instructions in a procedural computational system with a plurality of declarative rules in a declarative computational system. In such a method, for each of the procedural instructions operating on one or more variables, a hash table indexed by variable names is utilized to determine whether any of these variables participate in at least one of the declarative rules. Upon execution of a procedural instruction that changes a variable participating in a declarative rule, other variables associated with the rule are updated so as to maintain a relationship imposed by the rule among the variables. The updating of the other variables is performed prior to execution of other procedural instructions.
    Type: Application
    Filed: May 31, 2013
    Publication date: January 16, 2014
    Applicant: PEGASYSTEMS INC.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Publication number: 20130231970
    Abstract: Methods and apparatus for service-level based and/or skills-based assignment of a work item to one (or more) of a plurality of resources based on fitness, for example, of skills required by the former to those provided by the latter. Assignment takes into account the level of stress on the work item and/or resources, such that the number of resources fit for assignment varies as the level of stress varies. Systems according to the invention can be used, by way of example, to route a call or other request made by a customer to a service center. The requirements for processing the call (determined, for example, by an incoming call operator) are matched against the skill sets of available customer service agents, taking call and/or resource stress levels into account.
    Type: Application
    Filed: December 18, 2012
    Publication date: September 5, 2013
    Applicant: Pegasystems Inc.
    Inventors: Alan TREFLER, Andreas G. Hofmann
  • Patent number: 8479157
    Abstract: The present invention provides methods and systems for integrating a procedural computational model with a declarative computational model. For example, in one aspect, the present invention provides a method for integrating a plurality of procedural instructions in a procedural computational system with a plurality of declarative rules in a declarative computational system. In such a method, for each of the procedural instructions operating on one or more variables, a hash table indexed by variable names is utilized to determine whether any of these variables participate in at least one of the declarative rules. Upon execution of a procedural instruction that changes a variable participating in a declarative rule, other variables associated with the rule are updated so as to maintain a relationship imposed by the rule among the variables. The updating of the other variables is performed prior to execution of other procedural instructions.
    Type: Grant
    Filed: December 29, 2009
    Date of Patent: July 2, 2013
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Patent number: 8335704
    Abstract: Methods and apparatus for service-level based and/or skills-based assignment of a work item to one (or more) of a plurality of resources based on fitness, for example, of skills required by the former to those provided by the latter. Assignment takes into account the level of stress on the work item and/or resources, such that the number of resources fit for assignment varies as the level of stress varies. Systems according to the invention can be used, by way of example, to route a call or other request made by a customer to a service center. The requirements for processing the call (determined, for example, by an incoming call operator) are matched against the skill sets of available customer service agents, taking call and/or resource stress levels into account. For example, some implementations may match an incoming call having a low stress factor (e.g.
    Type: Grant
    Filed: January 28, 2005
    Date of Patent: December 18, 2012
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Patent number: 8073802
    Abstract: The invention provides, in one aspect, a method of finding a rule in a rules base that includes a plurality of rule entries, each having a rule and an associated objective and one or more associated circumstances. A rule finder accesses the rules base in response to a request, with a specified objective and with specified circumstances, by searching the rules base for a matching entry. Where the search fails, the rule finder searches one or more translation tables for entries having first circumstances matching those specified in the request that resulted in the failure. If found, the rule finder repeats the search of the rules base with the specified objective and with a second (or “map-to”) circumstances from matching entries in the translation tables. The rule finder can return, e.g., to an application program that issued the request, a rule found during that repeat search of the rules base.
    Type: Grant
    Filed: November 16, 2009
    Date of Patent: December 6, 2011
    Assignee: Pegasystems, Inc.
    Inventor: Alan Trefler
  • Patent number: 7711919
    Abstract: A method of automated workflow processing includes transforming an object, A1, which is of class X, into an object which is of class Y. The method includes the steps of separating existing data elements of A1 from the object itself, generating new data elements corresponding to class Y, inserting the new data elements into object A1, and computing values for the new data elements, possibly based on values of the old data elements. Other objects that referred to A1 before the transformation continue to do so afterwards. Values of data elements prior to transformation can be preserved, e.g., to facilitate review, to facilitate further transformation, and/or to facilitate back transformation.
    Type: Grant
    Filed: August 12, 2005
    Date of Patent: May 4, 2010
    Assignee: Pegasystems Inc.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Publication number: 20100107137
    Abstract: The present invention provides methods and systems for integrating a procedural computational model with a declarative computational model. For example, in one aspect, the present invention provides a method for integrating a plurality of procedural instructions in a procedural computational system with a plurality of declarative rules in a declarative computational system. In such a method, for each of the procedural instructions operating on one or more variables, a hash table indexed by variable names is utilized to determine whether any of these variables participate in at least one of the declarative rules. Upon execution of a procedural instruction that changes a variable participating in a declarative rule, other variables associated with the rule are updated so as to maintain a relationship imposed by the rule among the variables. The updating of the other variables is performed prior to execution of other procedural instructions.
    Type: Application
    Filed: December 29, 2009
    Publication date: April 29, 2010
    Applicant: PEGASYSTEMS INC.
    Inventors: Alan Trefler, Andreas G. Hofmann
  • Publication number: 20100088266
    Abstract: The invention provides, in one aspect, a method of finding a rule in a rules base that includes a plurality of rule entries, each having a rule and an associated objective and one or more associated circumstances. A rule finder accesses the rules base in response to a request, with a specified objective and with specified circumstances, by searching the rules base for a matching entry. Where the search fails, the rule finder searches one or more translation tables for entries having first circumstances matching those specified in the request that resulted in the failure. If found, the rule finder repeats the search of the rules base with the specified objective and with a second (or “map-to”) circumstances from matching entries in the translation tables. The rule finder can return, e.g., to an application program that issued the request, a rule found during that repeat search of the rules base.
    Type: Application
    Filed: November 16, 2009
    Publication date: April 8, 2010
    Applicant: PEGASYSTEMS INC.
    Inventor: Alan Trefler
  • Patent number: 7665063
    Abstract: The present invention provides methods and systems for integrating a procedural computational model with a declarative computational model. For example, in one aspect, the present invention provides a method for integrating a plurality of procedural instructions in a procedural computational system with a plurality of declarative rules in a declarative computational system. In such a method, for each of the procedural instructions operating on one or more variables, a hash table indexed by variable names is utilized to determine whether any of these variables participate in at least one of the declarative rules. Upon execution of a procedural instruction that changes a variable participating in a declarative rule, other variables associated with the rule are updated so as to maintain a relationship imposed by the rule among the variables. The updating of the other variables is performed prior to execution of other procedural instructions.
    Type: Grant
    Filed: May 26, 2004
    Date of Patent: February 16, 2010
    Assignee: Pegasystems, Inc.
    Inventors: Andreas G. Hofmann, Alan Trefler