US-12619929-B2 - System and method for processing requirements in ERP and HRIS

Abstract

A system and method for processing requirements in an enterprise resource planning (ERP)/human resources information system (HRIS)/human capital management (HCM) are disclosed. The system comprises a computing device having a processor and a computer-readable medium to store a set of instructions executed by the processor, a database for storing a plurality of requirements from the documents or spreadsheets, and a user virtual machine device to perform different tasks across different modules of ERP/HRIS/HCM. The processor maps the configuration requirements to an ERP/HRIS/HCM instance and provides an ability to configure, validate, compare against different environments/instances, and test at the speed, frequency, and precision provided the scale of complexity within configuration requirements and instances. Further, Robotic process automation (RPA) is configured to process the requirements in the ERP/HRIS/HCM systems for automation. The system also provides a complete blueprint of the overall ERP/HRIS/HCM landscape. Further, the system eliminates human error by automating the coding/configuration.

Inventors

• Aly Boghani

Assignees

• Wolka Technologies LLC

Dates

Publication Date

20260505

Application Date

20250701

Claims (19)

1. 1 . A method for processing a set of requirements in an enterprise resource planning (ERP) system, human resources information system (HRIS), human capital management (HCM) system, and/or human experience management (HXM) system, the method comprising: retrieving a configuration workbook from one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system; allowing users to change a set of requirements directly in the configuration workbook; dynamically splitting configuration tasks using robotic processing automation (RPA) technology and/or an application program interface (API) into smaller tasks managed by one or more simultaneously executing bots operating through a distributed architecture, wherein the bots perform configuration in parallel to reduce implementation time; providing, by the one or more simultaneously executing bots, features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system based on the configuration workbook changed by the users; determining whether the one or more simultaneously executing bots successfully provided features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system; and notifying the users that the one or more simultaneously executing bots successfully provided features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
2. 2 . The method of claim 1 further includes testing the configuration of the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
3. 3 . The method of claim 1 , wherein the configuration workbook comprises one or more documents or spreadsheets generated automatically by a robotic processing automation (RPA) technology and/or an application program interface (API).
4. 4 . The method of claim 3 further includes distributing them among a plurality of simultaneous bots to reduce processing time by: analyzing task dependencies and resource requirements, maintaining a distributed task queue for coordinating bot activities, implementing an inter-bot messaging protocol that enables real-time task status updates and workload balancing, detecting and eliminating redundant operations through a shared task registry, and dynamically reassigning tasks between bots based on real-time monitoring of processing capacity metrics and completion rates for each bot, wherein tasks are redistributed from slower-processing bots to faster-processing bots to optimize overall configuration implementation time.
5. 5 . The method of claim 3 further comprising mapping, via the RPA technology and/or an application program interface (API), the configuration requirements from the configuration workbook to the one or more instances of the ERP system, the HRIS, and/or the HCM system by: automatically identifying configuration elements and entities within the configuration workbook, validating the configuration elements and entities against predefined rules, and automatically implementing validated configuration changes across the one or more instances.
6. 6 . The method of claim 1 further comprising generating and maintaining a real-time blueprint of a technical landscape of the one or more instances of the ERP system, the HRIS, and/or and the HCM system, wherein the real-time blueprint is to track system configurations and dependencies across different environments.
7. 7 . The method of claim 6 further comprising automatically performing configuration validation and testing by: executing automated unit tests for the configuration requirements across different system instances, comparing configuration states between different environments to identify inconsistencies, validating configuration changes against predefined compliance rules, and generating detailed validation reports highlighting success and failure states of configuration, wherein the automatically performing configuration validation improves system configuration accuracy by eliminating manual configuration errors and reduces configuration implementation time through parallel bot processing.
8. 8 . The method of claim 1 , further includes connecting the set of requirements with a platform.
9. 9 . The method of claim 1 , further includes providing a blueprint of a landscape of the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
10. 10 . The method of claim 1 , further includes comparing the set of requirements against different environments or the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
11. 11 . The method of claim 1 , wherein the configuration workbook comprises configuration requirements for the one or more instances of the ERP system, the HRIS, and/or the HCM system.
12. 12 . One or more machine readable storage medium having one or more machine readable instructions that when executed on one or more processors cause the one or more processors to perform a method for processing a set of requirements in an enterprise resource planning (ERP) system, human resources information system (HRIS), human capital management (HCM) system, and/or human experience management (HXM) system, the method comprising: retrieving a configuration workbook from one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system; allowing users to change a set of requirements directly in the configuration workbook; dynamically splitting configuration tasks using robotic processing automation (RPA) technology and/or an application program interface (API) into smaller tasks managed by one or more simultaneously executing bots operating through a distributed architecture, wherein the bots perform configuration in parallel to reduce implementation time; providing, by the one or more simultaneously executing bots, features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system based on the configuration workbook changed by the users; determining whether the one or more simultaneously executing bots successfully provided features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system; and notifying the users that the one or more simultaneously executing bots successfully provided features to configure the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
13. 13 . The one or more machine readable storage medium of claim 12 , wherein the method further includes testing the configuration of the one or more instances of the ERP system, the HRIS, the HCM system, and/or the HXM system.
14. 14 . The one or more machine readable storage medium of claim 12 , wherein the configuration workbook comprises one or more documents or spreadsheets generated automatically by a robotic processing automation (RPA) technology and/or an application program interface (API).
15. 15 . The one or more machine readable storage medium of claim 14 , further includes dynamically splitting, by the RPA technology and/or the API, a large configuration task into smaller tasks managed by the one or more simultaneously executing bots.
16. 16 . The one or more machine readable storage medium of claim 15 , wherein the method further includes distributing them among a plurality of simultaneous bots to reduce processing time by: analyzing task dependencies and resource requirements, maintaining a distributed task queue for coordinating bot activities, implementing an inter-bot messaging protocol that enables real-time task status updates and workload balancing, detecting and eliminating redundant operations through a shared task registry, and dynamically reassigning tasks between bots based on real-time monitoring of processing capacity metrics and completion rates for each bot, wherein tasks are redistributed from slower-processing bots to faster-processing bots to optimize overall configuration implementation time.
17. 17 . The one or more machine readable storage medium of claim 16 , wherein the method further comprising mapping, via the RPA technology and/or an application program interface (API), the configuration requirements from the configuration workbook to the one or more instances of the ERP system, the HRIS, and/or the HCM system by: automatically identifying configuration elements and entities within the configuration workbook, validating the configuration elements and entities against predefined rules, and automatically implementing validated configuration changes across the one or more instances.
18. 18 . The one or more machine readable storage medium of claim 12 , wherein the method further comprising generating and maintaining a real-time blueprint of a technical landscape of the one or more instances of the ERP system, the HRIS, and/or and the HCM system, wherein the real-time blueprint is to track system configurations and dependencies across different environments.
19. 19 . The one or more machine readable storage medium of claim 18 further comprising automatically performing configuration validation and testing by: executing automated unit tests for the configuration requirements across different system instances, comparing configuration states between different environments to identify inconsistencies, validating configuration changes against predefined compliance rules, and generating detailed validation reports highlighting success and failure states of configuration, wherein the automatically performing configuration validation improves system configuration accuracy by eliminating manual configuration errors and reduces configuration implementation time through parallel bot processing.

Description

CROSS-REFERENCE TO RELATED APPLICATION This application is a Continuation of and claims the benefit of priority to, U.S. patent application Ser. No. 18/440,511 filed Feb. 13, 2024, and now issued as U.S. Pat. No. 12,346,859 on Jul. 1, 2025, which is a Continuation of and claims the benefit of priority to, U.S. patent application Ser. No. 18/116,887, filed Mar. 3, 2023, and now issued as U.S. Pat. No. 11,995,589 on May 28, 2024, both of which claims the benefit of priority to U.S. provisional application U.S. 63/338,529 filed on May 5, 2022, titled “SYSTEM AND METHOD FOR PROCESSING REQUIREMENTS IN ERP AND HRIS,” both of which are incorporated by reference in entirety for all purposes. BACKGROUND OF THE INVENTION A. Technical Field The present invention generally relates to an automation tool. More specifically, the present invention relates to a system and method for managing configuration state and processing requirements automatically in an enterprise resource planning (ERP)/human resources information system, (HRIS)/human capital management system, and (HCM)/human experience management (HXM). Also, the present invention is configured to perform comparison and validation between different instances. B. Description of Related Art Automation tools are software applications used for testing various applications. These are installed in various applications for automatic operations. One such application is ERP. In ERP, these automation tools are used for removing manual interventions and errors in performing the task and other functions. Many businesses today require automation tools to work faster and easier. The existing system needs manual creation of workbook that shows what is currently configured in the system. This system requires manual effort and expertise to analyze any reports or visualization of instance requirements. It necessitates manual effort and expertise to locate, configure, and document within the system. All functions such as configuration, comparison with other environments/instances, validation against an instance, and testing were entirely manual processes. Few existing patent references attempted to address problems cited in the background as prior art over the presently disclosed subject matter are explained as follows: U.S. Pat. No. 11,138,540 B2 of Jayaraman Krishnamurthy, titled “Creating digital workers in organizations,” discloses the creation of digital workers to perform at least one automated task upon request. The digital worker may be created in an organization upon receiving the request. For example, digital worker may be a computer program to perform the at least one automated task. Credentials may be generated for the created digital worker. The credentials associated with the created digital worker may be updated in the organizations' employee directory. The digital worker may be enabled to perform the at least one automated task upon updating the credentials in the organizations' employee directory. U.S. Patent Publication No. 2021/0182996 A1 of Charles Howard Cella et al., titled “Control tower and enterprise management platform with information from internet of things resources about supply chain and demand management entities,” discloses an information technology system including a cloud-based management platform with a micro-services architecture having a set of microservices layers including an application layer supporting at least one supply chain application and at least one demand management application. The microservices layers can include a data collection layer that can collect information from a set of Internet of Things resources that collect information with respect to supply chain entities and demand management entities related to the value chain network entities of the platform. U.S. Patent Publication No. 2021/0374479 A1 of Humberto Zambetti et al., titled “Intelligent payment processing platform system and method,” discloses a system and method of automating payment processing. Payment documents can be processed using an array of tools including artificial intelligence integrated with the end-user's own ERP architecture. The proposed implementations maintain a logical segregation of the documents, which may include the processing of receipts, validation of documents against ERP information, tax analysis, posting of documents, as well as real-time monitoring and support of settlement and accounts payable operations. Embodiments of this approach utilize enhanced optical character recognition (OCR) techniques in conjunction with robotic process automation (RPA) and Machine Learning to produce a platform capable of enabling these processes to run end-to-end with little to no human intervention or error. Though the existing prior art discloses various systems for processing requests automatically in ERP, none disclose a system that gives the ERP/HRIS Administrators or ERP/HRIS/HCM consultants the ability to configure, test, compare with different environmen