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EP-4742598-A2 - SMART FORMS FOR AUTOMATED CONFIGURATION OF SOLUTIONS

EP4742598A2EP 4742598 A2EP4742598 A2EP 4742598A2EP-4742598-A2

Abstract

A smart forms solution that enables transactions institutions to provide configuration parameters in a streamlined manner so that developers can construct end-to-end solutions in an automated manner includes performing, by a processor, operations including: receiving data from a form in a webpage; validating the received data; saving the validated data; determining a location to send the saved data; sending the saved data to the determined location; invoking an API at the determined location with the saved data; and using the saved data to perform a manual operation.

Inventors

  • NESARGI, Susheel
  • BERGLUND, DAVID
  • CASEY, Glen

Assignees

  • Fidelity Information Services, LLC

Dates

Publication Date
20260513
Application Date
20220802

Claims (12)

  1. A method comprising: performing, by one or more processors, operations including: initiating, by a decisions workflow component, an API call through an API gateway connected to a production firewall to initiate a connection to an automation services component to process saved data, wherein the saved data has been validated; validating, by a service layer, the saved data; creating, by the automation services component using backend automation, a service ticket in a digital workflow component using the saved data; authenticating, by a service layer, the service ticket; determining, by the digital workflow component, based on the saved data and the service ticket, a location to send the saved data, wherein the determining the location to send the saved data includes determining whether the service ticket is associated with one or more of adding, deleting, or reinstating a user; sending, by the digital workflow component, the saved data from the service ticket to the determined location; and using, by a terminal emulator, the saved data from the service ticket to automatically perform a manual operation that changes a component at the determined location.
  2. The method of claim 1, wherein the data is saved in an .xml file.
  3. The method of claim 1, wherein the API is a Representational state transfer (REST) API used for sending parameters.
  4. The method of claim 1, wherein the saved data is provided to the API using a JavaScript Object Notation (JSON) format.
  5. The method of claim 1, wherein the saved data defines an operation that a human user would use to perform the manual operation, and contains data that would otherwise be entered manually while performing the manual operation.
  6. The method of claim 1, wherein the using the saved data to perform a manual operation includes using an open source 3270 terminal emulator.
  7. The method of claim 1, wherein the operations further include: receiving data from a form in a webpage; validating the received data; and saving the validated data as the saved data.
  8. The method of claim 1, wherein the manual operation includes logging into an application, navigating through specific screens via one or more of a mouse click or a keystroke, and entering the saved data into an area of functionality of the application.
  9. The method of claim 1, wherein the determining the location to send the saved data includes acknowledging the service ticket and determining the determined location as a mainframe.
  10. The method of claim 1, wherein the operations further include: sending a notification that the service ticket has been processed, and closing the service ticket.
  11. A system comprising: a memory to store instructions; and one or more processors to execute the stored instructions to perform operations of the method of any one of claims 1 to 9.
  12. A non-transitory computer-readable medium storing instructions that, when executed by one or more processors, perform operations of the method of any one of claims 1 to 9.

Description

CROSS-REFERENCE TO RELATED APPLICATION(S) This application claims the benefit of priority to U.S. Application No. 17/393,260, filed August 3, 2021, the entirety of which is incorporated herein by reference. TECHNICAL FIELD Various embodiments of the present disclosure relate generally to smart forms and, more particularly, to a smart forms solution that enables transactions institutions, for example, to provide configuration parameters in a streamlined manner so that developers can construct end-to-end solutions in an automated manner. BACKGROUND Implementations of solutions for clients within banking, payments, and other areas tend to be quite complex. These solutions typically involve multiple products/platforms with several upstream and downstream integrations. One of the primary steps for setting up these systems involves receiving configuration parameters from end clients. Currently, most implementation teams use offline forms/surveys/questionnaires for receiving configuration parameters from end clients, using documents or worksheets, for example. However, offline forms/surveys/questionnaires lead to challenges with incomplete, invalid, or missing data, which in turn leads to significant back-and-forth with clients and redundancy in data requests to clients. Additionally, most implementation teams have a completely manual process for configuring platforms/solutions in most cases. Currently, the process of configuring an end-to-end solution for clients is very manual, involving multiple offline forms and largely dependent on individuals within multiple implementations teams. The present disclosure is directed to overcoming one or more of these above-referenced challenges. SUMMARY OF THE DISCLOSURE According to certain aspects of the disclosure, systems and methods are disclosed for providing configuration parameters in a streamlined manner so that developers can construct end-to-end solutions in an automated manner. In accordance with an embodiment, a method comprises performing, by a processor, operations including: receiving data from a form in a webpage; validating the received data; saving the validated data; determining a location to send the saved data; sending the saved data to the determined location; invoking an API at the determined location with the saved data; and using the saved data to perform a manual operation. In accordance with an embodiment, a system comprises a memory to store instructions; and a processor to execute the stored instructions to perform operations including: receiving data from a form in a webpage; validating the received data; saving the validated data; determining a location to send the saved data; sending the saved data to the determined location; invoking an API at the determined location with the saved data; and using the saved data to perform a manual operation. In accordance with an embodiment, a non-transitory computer-readable medium stores instructions that, when executed by a processor, perform operations including: receiving data from a form in a webpage; validating the received data; saving the validated data; determining a location to send the saved data; sending the saved data to the determined location; invoking an API at the determined location with the saved data; and using the saved data to perform a manual operation. Additional objects and advantages of the disclosed embodiments will be set forth in part in the description that follows, and in part will be apparent from the description, or may be learned by practice of the disclosed embodiments. The objects and advantages of the disclosed embodiments will be realized and attained by means of the elements and combinations particularly pointed out in the appended claims. It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive of the disclosed embodiments, as claimed. BRIEF DESCRIPTION OF THE DRAWINGS The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate various exemplary embodiments and together with the description, serve to explain the principles of the disclosed embodiments. FIG. 1 depicts an exemplary system logical architecture, according to one or more embodiments.FIG. 2 depicts an exemplary system infrastructure including a cloud deployment, according to one or more embodiments.FIG. 3 depicts an exemplary system infrastructure for a mainframe automation service, according to one or more embodiments.FIG. 4 depicts an exemplary system smart form designer, according to one or more embodiments.FIG. 5 depicts an exemplary form in Portable Document Format, according to one or more embodiments.FIG. 6 depicts an exemplary form implemented as a Smart Form, according to one or more embodiments.FIG. 7 depicts an exemplary workflow, according to one or more embodiments.FIG. 8 illustrates an implementation of a general computer system that may e