WO2019144438A1 - Intellectual property service management system and method - Google Patents

Intellectual property service management system and method Download PDF

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Publication number
WO2019144438A1
WO2019144438A1 PCT/CN2018/075469 CN2018075469W WO2019144438A1 WO 2019144438 A1 WO2019144438 A1 WO 2019144438A1 CN 2018075469 W CN2018075469 W CN 2018075469W WO 2019144438 A1 WO2019144438 A1 WO 2019144438A1
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Prior art keywords
case
information
intellectual property
customer
client
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PCT/CN2018/075469
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French (fr)
Chinese (zh)
Inventor
李冰
赵景平
李莹
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李冰
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Publication of WO2019144438A1 publication Critical patent/WO2019144438A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • G06Q10/103Workflow collaboration or project management
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • G06Q10/109Time management, e.g. calendars, reminders, meetings or time accounting
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/01Customer relationship services
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/16Real estate
    • G06Q50/163Property management
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/18Legal services; Handling legal documents
    • G06Q50/184Intellectual property management

Definitions

  • the present invention relates to the field of computer technology, and in particular, to an intellectual property business management system and method.
  • the embodiments of the present invention provide an intellectual property business management system and method for improving service management efficiency and quality, improving the versatility of the management system, and meeting the business management requirements of different agencies.
  • An intellectual property business management system comprising: a form management module, a process management module, and an archive management module;
  • the form management module is configured to receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information;
  • the process management module is configured to invoke a processing flow corresponding to the case according to the case type information in the filing form, record the current status of the case, and track the progress status of the case in real time, and in the case After the case is closed, the relevant documents of the case are submitted to the file management module;
  • the file management module is configured to store related files of the case.
  • the case processing process includes one or more nodes, each node corresponding to a state machine, and each state machine corresponds to a time limit manager, where the time limit manager includes: a time limit setting unit, a time limit monitoring unit, and a time limit. Reminder unit;
  • the time limit setting unit is configured to provide a time limit setting interface, so that a service personnel sets a time limit corresponding to the node by using the time limit setting interface;
  • the time limit monitoring unit is configured to time and output a trigger signal to the time limit reminding unit before reaching the time limit;
  • the time limit reminding unit is configured to perform a time limit reminder after receiving the trigger signal.
  • the filing form further includes: customer contact information;
  • the form management module is further configured to send the filing form to the customer contact according to the customer contact information after the form is created.
  • the business person includes one or more roles, and different roles have different rights;
  • the system also includes:
  • An employee management module configured to assign a role object to the case to authorize the role object.
  • the process management module is further configured to provide a case query interface to the service personnel, and after receiving the query request of the service personnel, according to the query authority of the service personnel and the query instruction
  • the keyword extracts the corresponding file from the file management module and presents the file.
  • the system further includes a customer management module, configured to provide related customer information to the contracted customer;
  • the customer management module includes:
  • the subscription management unit is configured to set a contracted client, provide a platform login interface to the contracted client, and perform login authentication on the client after receiving the login request submitted by the client on the platform login interface;
  • the customer information management unit is configured to provide related contract information to the contracted customer after the contract management unit passes the certification of the contracted client.
  • the customer information management unit includes:
  • a process management unit configured to provide the contracted customer with relevant case information in the process and its current status
  • a database management unit configured to provide the contracted customer with relevant case information that has been closed.
  • the customer information management unit further includes:
  • a querying unit configured to provide a query interface to the signing client, and after receiving the query request of the signing client, extract and display the related request of the signing client from the process management unit or the database management unit information.
  • the pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case;
  • the information query interface includes a category query and/or a keyword query option.
  • the client management module further includes:
  • An online entrusting unit configured to provide a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task instruction to enable the service The personnel enters the filing information of the pending case according to the to-do task indication.
  • system further includes:
  • An operation management module is provided for providing an intellectual property operation platform to the customer, so that the customer conducts transactions in the intellectual property field through the intellectual property operation platform.
  • the database management unit is further configured to provide the contracted customer with a case transaction option, and transfer the closed case selected by the contracted customer to the intellectual property operation platform.
  • An intellectual property business management method comprising:
  • the filing form includes: case type information;
  • the relevant documents of the case are stored in the file management module.
  • the case processing process includes one or more nodes, each node corresponding to a state machine, and the method further includes:
  • the state machine monitors the time limit and performs a time limit reminder before the time limit is reached.
  • the filing form further includes: customer contact information;
  • the method further includes:
  • the filing form is sent to the customer contact according to the customer contact information.
  • the business person includes one or more roles, and different roles have different rights; the method further includes: assigning a role object to the case to authorize the role object.
  • the method further includes:
  • the relevant client information is provided to the contracted client.
  • the providing the related case information to the contracted customer includes:
  • the providing the related case information to the contracting customer further includes:
  • the pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case;
  • the information query interface includes a category query and/or a keyword query option.
  • the method further includes:
  • the task instruction enters the filing information of the pending case.
  • the method further includes:
  • the method further includes:
  • a readable storage medium having stored thereon instructions that are executed for:
  • the relevant documents of the case are stored in the file management module.
  • the intellectual property business management system and method provided by the embodiments of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current status of the case, so that the business management personnel can timely understand the processing of each case. Situation, improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
  • time limit setting interface time limit reminding function By providing a time limit setting interface time limit reminding function, the time limit management of different cases and nodes can be conveniently realized, and the flexibility of the time limit setting is improved.
  • the case information can be automatically sent to the customer contact, which improves work efficiency and user experience.
  • the two parties can be placed in the same platform working environment to achieve parallel docking, so that the client can simultaneously understand the current situation of the commissioned case and reduce the management of the client's corresponding case.
  • Customers provide more thoughtful and comprehensive services to enhance customer experience.
  • the contracting client can submit the case entrusting information through the user interface, shortening the flow of the service demand, and speeding up the service response speed.
  • FIG. 1 is a schematic structural diagram of an intellectual property service management system according to an embodiment of the present invention.
  • FIG. 2 is another schematic structural diagram of an intellectual property service management system according to an embodiment of the present invention.
  • FIG. 3 is a schematic structural diagram of a client management module in the system of the present invention.
  • FIG. 4 is another schematic structural diagram of a client management module in the system of the present invention.
  • FIG. 5 is a flowchart of a method for managing an intellectual property service according to an embodiment of the present invention.
  • FIG. 6 is another flow chart of a method for managing an intellectual property service according to an embodiment of the present invention.
  • FIG. 7 is another flow chart of a method for managing an intellectual property service according to an embodiment of the present invention.
  • FIG. 1 is a schematic structural diagram of an intellectual property business management system according to an embodiment of the present invention.
  • the system includes: a form management module 101, a process management module 102, and an archive management module 103. among them:
  • the form management module 101 is configured to receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information; the business personnel may be, for example, a process personnel The counselor and the like may be determined according to the role distribution of each agency, and the embodiment of the present invention is not limited;
  • the process management module 102 is configured to invoke a processing flow corresponding to the case according to the case type information in the filing form, record a current status of the case, and track the progress status of the case in real time, and in the After the case is closed, the relevant documents of the case are submitted to the file management module;
  • the file management module 103 is configured to store related files of the case, and the related files of the case may include an application file, an official file, a review opinion reply file, and the like, and may further include an email to and from the client.
  • the mail may be submitted to the process management module by uploading during the processing of the case, and submitted to the file management module 103 by the process management module 102 after the corresponding case is closed.
  • the generated filing form includes the filing information entered by the business personnel, and the filing information is in addition to the case mentioned above. In addition to the type, it may further include: customer information, case number, applicant information, inventor information, filing time, etc., and the specific content may be determined according to needs.
  • the case processing flow includes one or more nodes, each node corresponding to a state machine, and the startup of each state machine is triggered by an event of the previous node, and the state machine corresponding to the previous node is closed. .
  • Each node represents a processing action.
  • it mainly includes application document writing, application file submission, review opinion reply, and reply.
  • File submission, office registration and other nodes of course, each agency can also set some specific nodes according to their own management needs, such as adding a quality inspection node between the application document writing and submission, which is not done in this embodiment of the present invention. limited.
  • each node is implemented by using a state machine, so that once there is a new demand, or a case handling process When adjustment is needed, it is only necessary to modify the corresponding state machine to facilitate the expansion and application of the system.
  • the intellectual property business management system provided by the embodiment of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current state of the case, so that the business management personnel can timely understand the processing situation of each case. Improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
  • the processing time limit can play an absolutely crucial role in the survival of a case. For this reason, on the one hand, customers usually have time limits for the processing of commissioned cases, and on the other hand, in order to ensure the quality of service, each agency usually also Set internal time limits; in addition, there are some official time limits.
  • the management of the time limit is mostly in a semi-automatic manner, that is, a manual plus machine-assisted manner, which is not only inefficient, but also easy to miss.
  • a time limit manager is further provided for each state machine, and the time limit manager includes: a time limit setting unit, a time limit monitoring unit, and a time limit reminding unit. among them:
  • the time limit setting unit is configured to provide a time limit setting interface, so that a service personnel sets a time limit corresponding to the node by using the time limit setting interface, and corresponding node can set 0 to multiple time limits, so as to facilitate a node with a longer processing time limit. ;
  • the time limit monitoring unit is configured to time and output a trigger signal to the time limit reminding unit before reaching the time limit;
  • the time limit reminding unit is configured to perform a time limit reminder after receiving the trigger signal.
  • time limit monitoring unit may specifically start timing after the state machine is triggered.
  • a plurality of time limits may be set for one event, and accordingly, the time limit reminding unit may perform multiple reminding actions.
  • the time limit reminder can be various, for example, using mail, short message, or giving a prompt information in a corresponding task interface, specifically, time information or text information displayed by a specific color, font, or the like.
  • the filing form may further include: customer contact information.
  • the form management module 101 may further send the filing form to the customer contact according to the customer contact information after the form is created, for example, by using an email or the like. This way of automatically sending case information to customer contacts by the system effectively improves work efficiency and customer experience.
  • the service personnel may include one or more roles, and different roles have different rights.
  • the method further includes an employee management module (not shown) for assigning a role object to the case to authorize the role object, that is, The assigned role object has operational rights to the case, and the unassigned role object does not have the authority to operate on the case.
  • different role objects also have different permissions for different aspects of the case processing process.
  • the process management module 102 may further provide the case inquiry interface to the business personnel, and receive the query of the business personnel. After the request, the corresponding file is extracted from the file management module according to the query authority of the business person and the keyword in the query instruction, and the file is presented.
  • the system further includes a customer management module 104 for providing relevant customer information to the contracted customer.
  • FIG. 3 it is a specific structural diagram of a client management module in the system of the present invention, including the following units:
  • the subscription management unit 31 is configured to set a subscription client, provide a platform login interface to the subscription client, and perform login authentication on the client after receiving the login request submitted by the client on the platform login interface;
  • the customer information management unit 32 is configured to provide the contracted customer with relevant case information after the contract management unit 31 passes the certification of the contracted client, for example, all the customers under the customer name may be provided to the contracted customer. Status information, application documents, official documents, etc. of the case.
  • the specific manner of the present invention may be that the corresponding information is extracted from the corresponding database and presented to the client, or the customer login address is linked to the corresponding database, which is not limited in this embodiment of the present invention.
  • the customer information management unit 32 may include a process management unit and/or a database management unit, wherein:
  • the process management unit is configured to provide the contracted customer with relevant case information in the process and its current status
  • the database management unit is configured to provide the contracted client with related case information that has been closed.
  • the customer information management unit 32 may further include: an inquiry unit, configured to provide the inquiry interface to the subscription client, and receive the subscription client After the query request, relevant information requested by the contracted client is extracted and presented from the process management unit or the database management unit.
  • the system of the present invention can be applied to the management needs of a plurality of different cases in the field of intellectual property, and the corresponding cases may include any one or more of the following: patent cases, trademark cases, copyright cases, and layout design of integrated circuits.
  • the information query interface may also provide options such as classified query and/or keyword query to facilitate the use of the customer.
  • customers can share the data information of the agency, so that customers can simultaneously understand the current situation of the commissioned case, reduce the management of the intellectual property department of the enterprise, and provide more thoughtful and comprehensive intellectual property services for the enterprise.
  • FIG. 4 it is another structural diagram of the client management module in the system of the present invention.
  • the client management module further includes:
  • the online entrusting unit 33 is configured to provide a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task indication, so that The business personnel enters the filing information of the pending case according to the to-do task instruction.
  • the system may further include: an operation management module (not shown) for providing an intellectual property operation platform to the client, The customer conducts transactions in the field of intellectual property through the intellectual property operation platform.
  • an operation management module (not shown) for providing an intellectual property operation platform to the client, The customer conducts transactions in the field of intellectual property through the intellectual property operation platform.
  • the signing client may not only submit the corresponding documents of the intellectual property agent represented by the agency to the intellectual property operation platform, but also submit other intellectual property rights of the client to the intellectual property operation platform.
  • the database management unit may provide a case transaction option to the contracted customer, and transfer the closed case selected by the contracted customer to the intellectual property operation platform; for other intellectual property rights of the customer, the knowledge may be
  • the property rights operation platform provides a file upload interface, and the client can upload corresponding files through the interface.
  • the supplier can be open only to the contracted customers, and the demand side can be open to all third-party customers, and the supply and demand sides can use the platform to conduct intellectual property transfer, sale, license and other transactions.
  • the present invention also provides an intellectual property service management method, as shown in Figure 5, which is a flow chart of the method.
  • the method includes the following steps:
  • Step 501 Receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information;
  • Step 502 Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
  • Step 503 After the case is closed, the relevant file of the case is stored in the file management module.
  • the pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case; the business person may be, for example, a process person, a consultant lawyer, etc., and may specifically be based on each agency
  • the role of the role is determined by the embodiment of the present invention.
  • the embodiment of the present invention does not limit the specific format of the filing form, and may be designed according to the characteristics of the case.
  • the generated filing form includes the filing information entered by the business personnel, and the filing information is in addition to the case mentioned above. In addition to the type, it may further include: customer information, case number, applicant information, inventor information, filing time, etc., and the specific content may be determined according to needs.
  • the case processing flow includes one or more nodes, and each node corresponds to a state machine, that is, the state machine is used to implement the functions of each node, so that the solution can be more flexibly applied to different systems.
  • the intellectual property business management method provided by the embodiment of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current state of the case, so that the business management personnel can timely understand the processing situation of each case. Improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
  • the time limit setting interface is provided, so that the service personnel sets the time limit corresponding to the node through the time limit setting interface.
  • the time limit is monitored by the state machine and a time limit reminder is performed before the time limit is reached.
  • the state machine begins timing after being triggered.
  • a plurality of time limits may be set for one event, and accordingly, the time limit reminding unit may perform multiple reminding actions.
  • the time limit reminder can be various, for example, using mail, short message, or giving a prompt information in a corresponding task interface, specifically, time information or text information displayed by a specific color, font, or the like.
  • the setting of the time limit may be set in advance by a service management personnel or a system administrator. For different types of cases and different nodes of the same type of case, they may be separately set, depending on the respective agencies themselves. Management specifications to set up.
  • FIG. 6 another flowchart of the method for managing an intellectual property service according to an embodiment of the present invention includes the following steps:
  • Step 601 Receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information and customer contact information;
  • Step 602 Send the filing form to the customer contact according to the customer contact information in the filing form.
  • Step 603 Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
  • Step 604 After the case is closed, the relevant file of the case is stored in the file management module.
  • the intellectual property business management method provided by the embodiment of the invention can not only track the progress of the case in real time, but also enable the business management personnel to timely understand the processing situation of each case and improve the efficiency and quality of the business management. Moreover, by automatically sending the case information to the customer contact, the customer experience is greatly enhanced.
  • the service personnel may include one or more roles, and different roles have different rights.
  • the following steps may be further included:
  • a role object is assigned to the case to authorize the role object, that is, the assigned role object has operational rights to the case, and the unassigned role object is not authorized to operate on the case.
  • different role objects have different permissions for different aspects of the case processing process.
  • the following steps may also be included in order to provide more value-added services to the customer:
  • the relevant client information is provided to the contracted client. For example, providing the contracted customer with relevant case information in the process and its current status; and/or providing the contracted customer with relevant case information that has been closed.
  • the inquiry client may also be provided with an inquiry interface, and after receiving the inquiry request of the signing client, Extract and present relevant information of the contracted customer request.
  • the information query interface may include options such as a classification query and/or a keyword query, and of course, other query options, such as a case number, a name, an application number, and the like.
  • FIG. 7 another flowchart of the method for managing an intellectual property service according to an embodiment of the present invention includes the following steps:
  • Step 701 Provide a user interface to the contracting client, so that the signing client submits the case entrusting information through the user interface;
  • Step 702 After receiving the case entrusting information of the signing client through the user interface, generating a to-do task indication;
  • Step 703 Receive the filing information of the pending case entered by the business personnel according to the to-do task indication, and create a case form according to the filing information, where the filing form includes: case type information and customer contact information;
  • Step 704 Send the filing form to the customer contact according to the customer contact information in the filing form.
  • Step 705 Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
  • Step 706 After the case is closed, the relevant file of the case is stored in the file management module.
  • the signing client may not only submit the corresponding documents of the intellectual property agent represented by the agency to the intellectual property operation platform, but also submit other intellectual property rights of the client to the intellectual property operation platform.
  • the file may be uploaded by the intellectual property operation platform.
  • Interface through which the client can upload the corresponding file.
  • the supplier can be open only to the contracted customers, and the demand side can be open to all third-party customers, and the supply and demand sides can use the platform to conduct intellectual property transfer, sale, license and other transactions.
  • an embodiment of the present invention further provides a readable storage medium, on which an instruction is stored, and the instruction is executed to:
  • the relevant documents of the case are stored in the file management module.
  • instructions can also be used to perform the steps in the various embodiments of the method of the present invention.

Abstract

An intellectual property service management system and method. The system comprises: a form management module (101), a process management module (102), and an archive management module (103). The form management module (101) is configured to receive case filing information of a case to be processed input by service personnel and generate a case filing form according to the case filing information, the case filing form comprising case type information. The process management module (102) is configured to invoke a handling process corresponding to the case according to the case type information in the case filing form, record the current state of the case to track the progress of the case in real time, and submit a related file of the case to the archive management module after the case is settled. The archive management module (103) is configured to store the related file of the case. The system and method can improve the service management efficiency and quality, and can improve the universality of a management system, such that service management requirements of different agencies are met.

Description

知识产权业务管理系统及方法Intellectual property business management system and method 技术领域Technical field
本发明涉及计算机技术领域,具体涉及一种知识产权业务管理系统及方法。The present invention relates to the field of computer technology, and in particular, to an intellectual property business management system and method.
背景技术Background technique
随着知识产权代理行业的快速发展,知识产权代理业务种类和数量都在急速增长,而且知识产权业务节点多、周期长,涉及大量文件、时限、官费、收费等数据,由此带来代理机构需管理的数据信息成几何级数递增,因此,精细、准确的业务管理不仅可以提高业务效率,而且为业务管理及业务质量提供了有力的保障。为此,业界大都将信息技术引入工作管理,利用一些管理系统,提高业务管理能力、优化代理流程、提高办案效率及提升代理服务质量,但现有的业务管理系统大都是各代理机构根据自己的客户特点及需求定制的,功能有限、通用性差,无法满足不同代理机构的业务管理需求。With the rapid development of the intellectual property agency industry, the types and quantities of intellectual property agency business are growing rapidly, and the intellectual property business has many nodes and long periods, involving a large number of documents, time limits, official fees, charges, etc. The data information that the organization needs to manage increases geometrically. Therefore, fine and accurate business management can not only improve business efficiency, but also provide a strong guarantee for business management and service quality. To this end, most of the industry has introduced information technology into work management, using some management systems to improve business management capabilities, optimize agent processes, improve case handling efficiency and improve agent service quality. However, most existing business management systems are based on their own agents. Customized customer features and requirements, limited functionality, and poor versatility, can not meet the business management needs of different agencies.
发明内容Summary of the invention
本发明实施例提供一种知识产权业务管理系统及方法,以提升业务管理效率及质量,提高管理系统的通用性,满足不同代理机构的业务管理需求。The embodiments of the present invention provide an intellectual property business management system and method for improving service management efficiency and quality, improving the versatility of the management system, and meeting the business management requirements of different agencies.
为此,本发明提供如下技术方案:To this end, the present invention provides the following technical solutions:
一种知识产权业务管理系统,所述系统包括:表单管理模块、流程管理模块、档案管理模块;An intellectual property business management system, the system comprising: a form management module, a process management module, and an archive management module;
所述表单管理模块,用于接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;The form management module is configured to receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information;
所述流程管理模块,用于根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,记录所述案件的当前状态,以实时跟踪所述案件的进展状况,并在所述案件结案后,将所述案件的相关文件提交给所述档案管理模块;The process management module is configured to invoke a processing flow corresponding to the case according to the case type information in the filing form, record the current status of the case, and track the progress status of the case in real time, and in the case After the case is closed, the relevant documents of the case are submitted to the file management module;
所述档案管理模块,用于存储所述案件的相关文件。The file management module is configured to store related files of the case.
可选地,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,每个状态机对应一个时限管理器,所述时限管理器包括:时限设置单元、时限监控单元、时限提醒单元;Optionally, the case processing process includes one or more nodes, each node corresponding to a state machine, and each state machine corresponds to a time limit manager, where the time limit manager includes: a time limit setting unit, a time limit monitoring unit, and a time limit. Reminder unit;
所述时限设置单元,用于提供时限设置接口,以使业务人员通过所述时限设置接口设置对应所述节点的时限;The time limit setting unit is configured to provide a time limit setting interface, so that a service personnel sets a time limit corresponding to the node by using the time limit setting interface;
所述时限监控单元,用于计时,并在到达所述时限前向所述时限提醒单元输出触发信号;The time limit monitoring unit is configured to time and output a trigger signal to the time limit reminding unit before reaching the time limit;
所述时限提醒单元,用于在接收到所述触发信号后,进行时限提醒。The time limit reminding unit is configured to perform a time limit reminder after receiving the trigger signal.
可选地,所述立案表单还包括:客户联系人信息;Optionally, the filing form further includes: customer contact information;
所述表单管理模块,还用于在生成立案表单后,根据所述客户联系人信息将所述立案表单发送给客户联系人。The form management module is further configured to send the filing form to the customer contact according to the customer contact information after the form is created.
可选地,所述业务人员包括一种或多种角色,不同角色具有不同的权限;Optionally, the business person includes one or more roles, and different roles have different rights;
所述系统还包括:The system also includes:
员工管理模块,用于为所述案件分配角色对象,以对所述角色对象授权。An employee management module, configured to assign a role object to the case to authorize the role object.
可选地,所述流程管理模块,还用于向所述业务人员提供案件查询界面,并在接收到所述业务人员的查询请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展现所述文件。Optionally, the process management module is further configured to provide a case query interface to the service personnel, and after receiving the query request of the service personnel, according to the query authority of the service personnel and the query instruction The keyword extracts the corresponding file from the file management module and presents the file.
可选地,所述系统还包括客户管理模块,用于为签约客户提供相关案件信息;所述客户管理模块包括:Optionally, the system further includes a customer management module, configured to provide related customer information to the contracted customer; the customer management module includes:
签约管理单元,用于设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;The subscription management unit is configured to set a contracted client, provide a platform login interface to the contracted client, and perform login authentication on the client after receiving the login request submitted by the client on the platform login interface;
客户信息管理单元,用于在所述签约管理单元对所述签约客户认证通过后,向所述签约客户提供相关的案件信息。The customer information management unit is configured to provide related contract information to the contracted customer after the contract management unit passes the certification of the contracted client.
可选地,所述客户信息管理单元包括:Optionally, the customer information management unit includes:
流程管理单元,用于向所述签约客户提供处理中的相关案件信息及其当前状态;和/或a process management unit, configured to provide the contracted customer with relevant case information in the process and its current status; and/or
数据库管理单元,用于向所述签约客户提供已结案的相关案件信息。a database management unit, configured to provide the contracted customer with relevant case information that has been closed.
可选地,所述客户信息管理单元还包括:Optionally, the customer information management unit further includes:
查询单元,用于向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,从所述流程管理单元或所述数据库管理单元中提取并展现所述签约客户请求的相关信息。a querying unit, configured to provide a query interface to the signing client, and after receiving the query request of the signing client, extract and display the related request of the signing client from the process management unit or the database management unit information.
可选地,所述待处理案件包括以下任意一种或多种:专利案件、商标案件、著作权案件、集成电路布图设计案件;Optionally, the pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case;
所述信息查询界面包括分类查询和/或关键字查询选项。The information query interface includes a category query and/or a keyword query option.
可选地,所述客户管理模块还包括:Optionally, the client management module further includes:
在线委托单元,用于向所述签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;在接收到所述案件委托信息后,生成待办任务指示,以使业务人员根据所述待办任务指示录入待处理案件的立案信息。An online entrusting unit, configured to provide a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task instruction to enable the service The personnel enters the filing information of the pending case according to the to-do task indication.
可选地,所述系统还包括:Optionally, the system further includes:
运营管理模块,用于向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。An operation management module is provided for providing an intellectual property operation platform to the customer, so that the customer conducts transactions in the intellectual property field through the intellectual property operation platform.
可选地,所述数据库管理单元,还用于向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案案件转入所述知识产权运营平台。Optionally, the database management unit is further configured to provide the contracted customer with a case transaction option, and transfer the closed case selected by the contracted customer to the intellectual property operation platform.
一种知识产权业务管理方法,所述方法包括:An intellectual property business management method, the method comprising:
接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;Receiving the filing information of the pending case entered by the business personnel, and forming a case form according to the filing information, the filing form includes: case type information;
根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Calling a processing flow corresponding to the case according to the case type information in the filing form, and recording the current status of the case to track the progress status of the case in real time;
在所述案件结案后,将所述案件的相关文件存入档案管理模块。After the case is closed, the relevant documents of the case are stored in the file management module.
可选地,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,所述方法还包括:Optionally, the case processing process includes one or more nodes, each node corresponding to a state machine, and the method further includes:
提供时限设置接口,以使业务人员通过所述时限设置接口设置对应所述节点的时限;Providing a time limit setting interface, so that the service personnel set the time limit corresponding to the node by using the time limit setting interface;
所述状态机监控所述时限,并在到达所述时限前进行时限提醒。The state machine monitors the time limit and performs a time limit reminder before the time limit is reached.
可选地,所述立案表单还包括:客户联系人信息;Optionally, the filing form further includes: customer contact information;
所述方法还包括:The method further includes:
在生成立案表单后,根据所述客户联系人信息将所述立案表单发送给客户联系人。After the birth form is created, the filing form is sent to the customer contact according to the customer contact information.
可选地,所述业务人员包括一种或多种角色,不同角色具有不同的权限;所述方法还包括:为所述案件分配角色对象,以对所述角色对象授权。Optionally, the business person includes one or more roles, and different roles have different rights; the method further includes: assigning a role object to the case to authorize the role object.
可选地,向所述业务人员提供案件查询界面,并在接收到所述业务人员的查询请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展现所述文件。Optionally, providing a case query interface to the service personnel, and after receiving the query request of the service personnel, according to the query authority of the service personnel and keywords in the query instruction, from the file management module Extract the corresponding file and present the file.
可选地,所述方法还包括:Optionally, the method further includes:
设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;Setting a contracting client, providing a platform login interface to the signing client, and performing login authentication on the client after receiving the login request submitted by the client on the platform login interface;
对所述签约客户认证通过后,向所述签约客户提供相关的案件信息。After the certification of the contracted client is passed, the relevant client information is provided to the contracted client.
可选地,所述向所述签约客户提供相关的案件信息包括:Optionally, the providing the related case information to the contracted customer includes:
向所述签约客户提供处理中的相关案件信息及其当前状态;和/或Providing the contracted customer with relevant case information in the process and its current status; and/or
向所述签约客户提供已结案的相关案件信息。Providing the contracted customer with relevant case information that has been closed.
可选地,所述向所述签约客户提供相关的案件信息还包括:Optionally, the providing the related case information to the contracting customer further includes:
向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,提取并展现所述签约客户请求的相关信息。Providing a query interface to the signing client, and after receiving the query request of the signing client, extracting and presenting related information requested by the signing client.
可选地,所述待处理案件包括以下任意一种或多种:专利案件、商标案件、著作权案件、集成电路布图设计案件;Optionally, the pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case;
所述信息查询界面包括分类查询和/或关键字查询选项。The information query interface includes a category query and/or a keyword query option.
可选地,所述方法还包括:Optionally, the method further includes:
向所述签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;在接收到所述案件委托信息后,生成待办任务指示,以使业务人员根据所述待办任务指示录入待处理案件的立案信息。Providing a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task instruction, so that the business person is to be determined according to the to-do The task instruction enters the filing information of the pending case.
可选地,所述方法还包括:Optionally, the method further includes:
向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。Providing customers with an intellectual property operation platform for the customers to conduct transactions in the field of intellectual property through the intellectual property operation platform.
可选地,所述方法还包括:Optionally, the method further includes:
向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案 案件转入所述知识产权运营平台。Providing the case transaction option to the contracted customer, and transferring the closed case selected by the contracted customer to the intellectual property operation platform.
一种可读存储介质,其上存储有指令,所述指令被执行以用于:A readable storage medium having stored thereon instructions that are executed for:
接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单;Receiving the filing information of the pending case entered by the business personnel, and forming a case form according to the filing information;
根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Calling a processing flow corresponding to the case according to the case type information in the filing form, and recording the current status of the case to track the progress status of the case in real time;
在所述案件结案后,将所述案件的相关文件存入档案管理模块。After the case is closed, the relevant documents of the case are stored in the file management module.
本发明实施例提供的知识产权业务管理系统及方法,通过调用与案件对应的处理流程,并记录案件的当前状态,从而可以实时跟踪案件的进展状况,使业务管理人员能够及时了解各案件的处理情况,提升业务管理效率及质量。而且,通过在立案表单中设置案件类型信息,可以实现对不同类型案件的统一管理,提高管理系统的通用性,满足不同代理机构的业务管理需求。The intellectual property business management system and method provided by the embodiments of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current status of the case, so that the business management personnel can timely understand the processing of each case. Situation, improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
进一步地,通过提供时限设置接口及时限提醒功能,可以方便地实现对不同案件及节点的时限管理,提高了时限设置的灵活性。Further, by providing a time limit setting interface time limit reminding function, the time limit management of different cases and nodes can be conveniently realized, and the flexibility of the time limit setting is improved.
进一步地,在生成立案表单后,可以自动将立案信息发送给客户联系人,提高了工作效率及用户感受。Further, after the birth form is created, the case information can be automatically sent to the customer contact, which improves work efficiency and user experience.
进一步地,通过向签约客户开放相关数据信息,可以将双方置于同一平台工作环境中,实现平行对接,使客户可以同步了解委托案件的当前状况,减轻了客户对相应案件的管理工作,可以为客户提供更周到、全面的服务,提升客户感受。Further, by opening relevant data information to the contracted customers, the two parties can be placed in the same platform working environment to achieve parallel docking, so that the client can simultaneously understand the current situation of the commissioned case and reduce the management of the client's corresponding case. Customers provide more thoughtful and comprehensive services to enhance customer experience.
进一步地,通过向签约客户提供用户接口,可以使签约客户通过所述用户接口提交案件委托信息,缩短了服务需求的流转,加快了服务响应速度。Further, by providing a user interface to the contracting client, the contracting client can submit the case entrusting information through the user interface, shortening the flow of the service demand, and speeding up the service response speed.
附图说明DRAWINGS
为了更清楚地说明本申请实施例或现有技术中的技术方案,下面将对实施例中所需要使用的附图作简单地介绍,显而易见地,下面描述中的附图仅仅是本发明中记载的一些实施例,对于本领域普通技术人员来讲,还可以根据这些附图获得其他的附图。In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings to be used in the embodiments will be briefly described below. It is obvious that the drawings in the following description are merely described in the present invention. Some of the embodiments of the present invention can also be obtained from those of ordinary skill in the art from the drawings.
图1是本发明实施例知识产权业务管理系统的一种结构示意图;1 is a schematic structural diagram of an intellectual property service management system according to an embodiment of the present invention;
图2是本发明实施例知识产权业务管理系统的另一种结构示意图;2 is another schematic structural diagram of an intellectual property service management system according to an embodiment of the present invention;
图3是本发明系统中客户管理模块的一种结构示意图;3 is a schematic structural diagram of a client management module in the system of the present invention;
图4是本发明系统中客户管理模块的另一种结构示意图;4 is another schematic structural diagram of a client management module in the system of the present invention;
图5是本发明实施例知识产权业务管理方法的一种流程图;FIG. 5 is a flowchart of a method for managing an intellectual property service according to an embodiment of the present invention; FIG.
图6是本发明实施例知识产权业务管理方法的另一种流程图;6 is another flow chart of a method for managing an intellectual property service according to an embodiment of the present invention;
图7是本发明实施例知识产权业务管理方法的另一种流程图。FIG. 7 is another flow chart of a method for managing an intellectual property service according to an embodiment of the present invention.
具体实施方式Detailed ways
为了使本技术领域的人员更好地理解本发明实施例的方案,下面结合附图和实施方式对本发明实施例作进一步的详细说明。The embodiments of the present invention are further described in detail below with reference to the accompanying drawings and embodiments.
如图1所示,是本发明实施例知识产权业务管理系统的一种结构示意图。FIG. 1 is a schematic structural diagram of an intellectual property business management system according to an embodiment of the present invention.
在该实施例中,所述系统包括:表单管理模块101、流程管理模块102、档案管理模块103。其中:In this embodiment, the system includes: a form management module 101, a process management module 102, and an archive management module 103. among them:
所述表单管理模块101,用于接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;所述业务人员比如可以是流程人员、顾问律师等,具体可以根据各代理机构的角色分配来确定,对此本发明实施例不做限定;The form management module 101 is configured to receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information; the business personnel may be, for example, a process personnel The counselor and the like may be determined according to the role distribution of each agency, and the embodiment of the present invention is not limited;
所述流程管理模块102,用于根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,记录所述案件的当前状态,以实时跟踪所述案件的进展状况,并在所述案件结案后,将所述案件的相关文件提交给所述档案管理模块;The process management module 102 is configured to invoke a processing flow corresponding to the case according to the case type information in the filing form, record a current status of the case, and track the progress status of the case in real time, and in the After the case is closed, the relevant documents of the case are submitted to the file management module;
所述档案管理模块103,用于存储所述案件的相关文件,所述案件的相关文件可以包括申请文件、官方文件、审查意见答复文件等,还可进一步包括与客户往来的邮件。所述邮件可以在案件处理过程中通过上传的方式提交给流程管理模块,在相应案件结案后,由所述流程管理模块102将其提交给所述档案管理模块103。The file management module 103 is configured to store related files of the case, and the related files of the case may include an application file, an official file, a review opinion reply file, and the like, and may further include an email to and from the client. The mail may be submitted to the process management module by uploading during the processing of the case, and submitted to the file management module 103 by the process management module 102 after the corresponding case is closed.
需要说明的是,所述立案表单的具体格式不做限定,可以根据案件的特点来设计,在生成的立案表单中包括所述业务人员录入的立案信息,所 述立案信息除了上面提到的案件类型外,还可进一步包括:客户信息、案件编号、申请人信息、发明人信息、立案时间等,具体内容可根据需要确定。It should be noted that the specific format of the filing form is not limited, and may be designed according to the characteristics of the case. The generated filing form includes the filing information entered by the business personnel, and the filing information is in addition to the case mentioned above. In addition to the type, it may further include: customer information, case number, applicant information, inventor information, filing time, etc., and the specific content may be determined according to needs.
在本发明实施例中,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,每个状态机的启动由前一个节点的事件触发,同时对应前一个节点的状态机关闭。In the embodiment of the present invention, the case processing flow includes one or more nodes, each node corresponding to a state machine, and the startup of each state machine is triggered by an event of the previous node, and the state machine corresponding to the previous node is closed. .
由于不同类型的案件,其处理流程不同,包含的节点数也不同,每个节点代表一个处理动作,比如,对于国内专利申请案件,主要包括了申请文件撰写、申请文件提交、审查意见答复、答复文件提交、办登等节点,当然,各代理机构还可根据自己的管理需求,设定一些特定节点,比如在申请文件撰写及提交之间,增加质检节点,对此本发明实施例不做限定。Due to different types of cases, the processing flow is different, and the number of nodes involved is different. Each node represents a processing action. For example, for domestic patent application cases, it mainly includes application document writing, application file submission, review opinion reply, and reply. File submission, office registration and other nodes, of course, each agency can also set some specific nodes according to their own management needs, such as adding a quality inspection node between the application document writing and submission, which is not done in this embodiment of the present invention. limited.
为了使所述系统更好地适应不同类型案件的实际需求,提高系统的灵活性,在本发明实施例中,采用状态机的方式实现各节点,这样,一旦有新的需求,或者案件处理流程需要调整时,只需修改相应的状态机即可,方便了系统的扩展及应用。In order to make the system better adapt to the actual needs of different types of cases and improve the flexibility of the system, in the embodiment of the present invention, each node is implemented by using a state machine, so that once there is a new demand, or a case handling process When adjustment is needed, it is only necessary to modify the corresponding state machine to facilitate the expansion and application of the system.
本发明实施例提供的知识产权业务管理系统,通过调用与案件对应的处理流程,并记录案件的当前状态,从而可以实时跟踪案件的进展状况,使业务管理人员能够及时了解各案件的处理情况,提升业务管理效率及质量。而且,通过在立案表单中设置案件类型信息,可以实现对不同类型案件的统一管理,提高管理系统的通用性,满足不同代理机构的业务管理需求。The intellectual property business management system provided by the embodiment of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current state of the case, so that the business management personnel can timely understand the processing situation of each case. Improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
众所周知,处理时限对于一个案件的生死存亡有时会起到绝对关键的作用,为此,一方面客户通常会对委托的案件处理时限有要求,另一方面为了保证服务质量,每个代理机构通常也会设定内部时限;此外,还有一些官方的时限要求。在现有技术中,时限的管理大都采用半自动的方式,即人工加机器辅助的方式,这种方式不仅效率低,而且,容易遗漏。As we all know, the processing time limit can play an absolutely crucial role in the survival of a case. For this reason, on the one hand, customers usually have time limits for the processing of commissioned cases, and on the other hand, in order to ensure the quality of service, each agency usually also Set internal time limits; in addition, there are some official time limits. In the prior art, the management of the time limit is mostly in a semi-automatic manner, that is, a manual plus machine-assisted manner, which is not only inefficient, but also easy to miss.
针对上述现有技术的不足,在本发明系统另一实施例中,还对每个状态机设置了一个时限管理器,所述时限管理器包括:时限设置单元、时限监控单元、时限提醒单元。其中:In another embodiment of the present invention, a time limit manager is further provided for each state machine, and the time limit manager includes: a time limit setting unit, a time limit monitoring unit, and a time limit reminding unit. among them:
所述时限设置单元,用于提供时限设置接口,以使业务人员通过所述 时限设置接口设置对应所述节点的时限,对应一个节点可以设置0至多个时限,以便于对于处理时限较长的节点;The time limit setting unit is configured to provide a time limit setting interface, so that a service personnel sets a time limit corresponding to the node by using the time limit setting interface, and corresponding node can set 0 to multiple time limits, so as to facilitate a node with a longer processing time limit. ;
所述时限监控单元,用于计时,并在到达所述时限前向所述时限提醒单元输出触发信号;The time limit monitoring unit is configured to time and output a trigger signal to the time limit reminding unit before reaching the time limit;
所述时限提醒单元,用于在接收到所述触发信号后,进行时限提醒。The time limit reminding unit is configured to perform a time limit reminder after receiving the trigger signal.
需要说明的是,上述时限监控单元具体可以在所述状态机被触发后开始计时。另外,对一个事件可以设置多个时限,相应地,所述时限提醒单元可以执行多次提醒动作。时限提醒的方式可以有多种,比如采用邮件、短信、或者在相应的任务界面给出提示信息等方式,具体可以是用特定颜色、字体等方式显示的时间信息或文字信息。It should be noted that the time limit monitoring unit may specifically start timing after the state machine is triggered. In addition, a plurality of time limits may be set for one event, and accordingly, the time limit reminding unit may perform multiple reminding actions. The time limit reminder can be various, for example, using mail, short message, or giving a prompt information in a corresponding task interface, specifically, time information or text information displayed by a specific color, font, or the like.
为了在接到客户的委托后使客户能够得到及时的回应,在本发明系统另一实施例中,所述立案表单还可包括:客户联系人信息。相应地,所述表单管理模块101还可在生成立案表单后,根据所述客户联系人信息将所述立案表单发送给客户联系人,比如可以采用邮件等方式发送。这种由系统自动发送立案信息给客户联系人的方式,有效地提高了工作效率及客户感受。In another embodiment of the system of the present invention, in order to enable the customer to receive a timely response after receiving the client's entrustment, the filing form may further include: customer contact information. Correspondingly, the form management module 101 may further send the filing form to the customer contact according to the customer contact information after the form is created, for example, by using an email or the like. This way of automatically sending case information to customer contacts by the system effectively improves work efficiency and customer experience.
为了方便对案件的精细化管理,对一个案件的处理,通常会涉及到不同角色的业务人员,比如专利申请案件,会涉及到顾问律师、代理人、流程人员等,当然,也可以由同一业务人员担任上述不同角色。In order to facilitate the fine management of the case, the handling of a case usually involves business personnel of different roles, such as patent application cases, involving consultant lawyers, agents, process personnel, etc., of course, the same business Personnel take on the different roles mentioned above.
为了适应上述这种需求,在本发明实施例中,所述业务人员可以包括一种或多种角色,不同角色具有不同的权限。相应地,在本发明系统另一实施例中,还可进一步包括:员工管理模块(未图示),用于为所述案件分配角色对象,以对所述角色对象授权,也就是说,已分配的角色对象有对该案件的操作权限,而未被分配的角色对象无权对该案件进行操作。而且,针对该案件处理流程中的不同环节,不同角色对象同样具有不同的权限。In order to meet the above requirements, in the embodiment of the present invention, the service personnel may include one or more roles, and different roles have different rights. Correspondingly, in another embodiment of the system of the present invention, the method further includes an employee management module (not shown) for assigning a role object to the case to authorize the role object, that is, The assigned role object has operational rights to the case, and the unassigned role object does not have the authority to operate on the case. Moreover, different role objects also have different permissions for different aspects of the case processing process.
另外,为了方便与所述案件处理相关的角色对象对自己处理的案件的管理,所述流程管理模块102还可进一步向所述业务人员提供案件查询界面,并在接收到所述业务人员的查询请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展 现所述文件。In addition, in order to facilitate the management of the case handled by the role object related to the case processing, the process management module 102 may further provide the case inquiry interface to the business personnel, and receive the query of the business personnel. After the request, the corresponding file is extracted from the file management module according to the query authority of the business person and the keyword in the query instruction, and the file is presented.
企业间的竞争,其核心是知识创新、技术创新和高新技术产业化间的竞争,而创新成果只有得到法律保护才能发挥它的竞争优势。因此,企业对知识产权的重视程度也越来越高,部分企业成立了专门的知识产权部来负责知识产权的各项工作,但由于知识产权部工作人员的配备、工作能力的制约,有些工作仍需得到专业的代理机构协助完成。鉴于此,如图2所示,在本发明系统另一实施例中,所述系统还包括客户管理模块104,用于为签约客户提供相关案件信息。The core of competition among enterprises is the competition between knowledge innovation, technological innovation and high-tech industrialization, and the innovation results can only exert its competitive advantage if it is protected by law. Therefore, enterprises attach more and more importance to intellectual property rights. Some enterprises have set up special intellectual property departments to take charge of the work of intellectual property rights. However, due to the staffing and work ability constraints of the intellectual property department, some work Still need to be assisted by a professional agency. In view of this, as shown in FIG. 2, in another embodiment of the system of the present invention, the system further includes a customer management module 104 for providing relevant customer information to the contracted customer.
如图3所示,是本发明系统中客户管理模块的一种具体结构示意图,包括以下各单元:As shown in FIG. 3, it is a specific structural diagram of a client management module in the system of the present invention, including the following units:
签约管理单元31,用于设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;The subscription management unit 31 is configured to set a subscription client, provide a platform login interface to the subscription client, and perform login authentication on the client after receiving the login request submitted by the client on the platform login interface;
客户信息管理单元32,用于在所述签约管理单元31对所述签约客户认证通过后,向所述签约客户提供相关的案件信息,比如,可以向所述签约客户提供该客户名下的所有案件的状态信息、申请文件、官方文件等。具体提供方式可以是从相应的数据库中提取相应信息并展现给客户,也可以是将客户登录地址链接到相应的数据库中,对此本发明实施例不做限定。The customer information management unit 32 is configured to provide the contracted customer with relevant case information after the contract management unit 31 passes the certification of the contracted client, for example, all the customers under the customer name may be provided to the contracted customer. Status information, application documents, official documents, etc. of the case. The specific manner of the present invention may be that the corresponding information is extracted from the corresponding database and presented to the client, or the customer login address is linked to the corresponding database, which is not limited in this embodiment of the present invention.
所述客户信息管理单元32可以包括流程管理单元和/或数据库管理单元,其中:The customer information management unit 32 may include a process management unit and/or a database management unit, wherein:
所述流程管理单元用于向所述签约客户提供处理中的相关案件信息及其当前状态;The process management unit is configured to provide the contracted customer with relevant case information in the process and its current status;
所述数据库管理单元用于向所述签约客户提供已结案的相关案件信息。The database management unit is configured to provide the contracted client with related case information that has been closed.
进一步地,为了便于客户根据自己的实际需要进行一些信息查询,所述客户信息管理单元32还可包括:查询单元,用于向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,从所述流程管理单元或所述数据库管理单元中提取并展现所述签约客户请求的相关信息。Further, in order to facilitate the customer to perform some information inquiry according to the actual needs of the customer, the customer information management unit 32 may further include: an inquiry unit, configured to provide the inquiry interface to the subscription client, and receive the subscription client After the query request, relevant information requested by the contracted client is extracted and presented from the process management unit or the database management unit.
本发明系统可以适用于对知识产权领域多种不同案件的管理需求,相应的案件可以包括以下任意一种或多种:专利案件、商标案件、著作权案 件、集成电路布图设计案件。而且,由于同一客户名下可能会有多种类型的案件,因此,在所述信息查询界面还可提供分类查询和/或关键字查询等选项,以便于客户的使用。The system of the present invention can be applied to the management needs of a plurality of different cases in the field of intellectual property, and the corresponding cases may include any one or more of the following: patent cases, trademark cases, copyright cases, and layout design of integrated circuits. Moreover, since there may be multiple types of cases under the same customer name, the information query interface may also provide options such as classified query and/or keyword query to facilitate the use of the customer.
通过上述开放式架构,可以使客户共享代理机构的数据信息,使客户可以同步了解委托案件的当前状况,减轻了企业知识产权部的管理工作,从而为企业提供更周到、全面的知识产权服务。Through the above-mentioned open architecture, customers can share the data information of the agency, so that customers can simultaneously understand the current situation of the commissioned case, reduce the management of the intellectual property department of the enterprise, and provide more thoughtful and comprehensive intellectual property services for the enterprise.
如图4所示,是本发明系统中客户管理模块的另一种结构示意图。As shown in FIG. 4, it is another structural diagram of the client management module in the system of the present invention.
与图3所示实施例不同的是,在该实施例中,所述客户管理模块还包括:Different from the embodiment shown in FIG. 3, in this embodiment, the client management module further includes:
在线委托单元33,用于向所述签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;在接收到所述案件委托信息后,生成待办任务指示,以使业务人员根据所述待办任务指示录入待处理案件的立案信息。The online entrusting unit 33 is configured to provide a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task indication, so that The business personnel enters the filing information of the pending case according to the to-do task instruction.
通过向签约客户提供在线委托服务,有效地缩短了服务需求的流转,加快了服务响应速度。By providing online commissioning services to contracted customers, the flow of service requirements has been effectively shortened and service response speed has been accelerated.
为了促进企业知识产权转化,在本发明知识产权业务管理系统另一实施例中,所述系统还可进一步包括:运营管理模块(未图示),用于向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。In another embodiment of the intellectual property business management system of the present invention, the system may further include: an operation management module (not shown) for providing an intellectual property operation platform to the client, The customer conducts transactions in the field of intellectual property through the intellectual property operation platform.
具体地,所述签约客户不仅可以将在本代理机构代理的知识产权的相应文件提交到该知识产权运营平台,还可以将客户的其它知识产权提交到该知识产权运营平台。Specifically, the signing client may not only submit the corresponding documents of the intellectual property agent represented by the agency to the intellectual property operation platform, but also submit other intellectual property rights of the client to the intellectual property operation platform.
比如,可以由上述数据库管理单元向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案案件转入所述知识产权运营平台;对于客户的其它知识产权,可以由所述知识产权运营平台提供文件上传接口,客户通过该接口可以上传相应的文件。For example, the database management unit may provide a case transaction option to the contracted customer, and transfer the closed case selected by the contracted customer to the intellectual property operation platform; for other intellectual property rights of the customer, the knowledge may be The property rights operation platform provides a file upload interface, and the client can upload corresponding files through the interface.
在实际应用中,供货方可以只对所述签约客户开放,而需求方可以对所有第三方客户开放,供需双方可以借助该平台进行知识产权方面的转让、出售、许可等交易。In practical applications, the supplier can be open only to the contracted customers, and the demand side can be open to all third-party customers, and the supply and demand sides can use the platform to conduct intellectual property transfer, sale, license and other transactions.
相应地,本发明还提供一种知识产权业务管理方法,如图5所示,是 该方法的一种流程图。Accordingly, the present invention also provides an intellectual property service management method, as shown in Figure 5, which is a flow chart of the method.
该方法包括以下步骤:The method includes the following steps:
步骤501,接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;Step 501: Receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information;
步骤502,根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Step 502: Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
步骤503,在所述案件结案后,将所述案件的相关文件存入档案管理模块。Step 503: After the case is closed, the relevant file of the case is stored in the file management module.
所述待处理案件包括以下任意一种或多种:专利案件、商标案件、著作权案件、集成电路布图设计案件;所述业务人员比如可以是流程人员、顾问律师等,具体可以根据各代理机构的角色分配来确定,对此本发明实施例不做限定。本发明实施例对所述立案表单的具体格式不做限定,可以根据案件的特点来设计,在生成的立案表单中包括所述业务人员录入的立案信息,所述立案信息除了上面提到的案件类型外,还可进一步包括:客户信息、案件编号、申请人信息、发明人信息、立案时间等,具体内容可根据需要确定。The pending case includes any one or more of the following: a patent case, a trademark case, a copyright case, and an integrated circuit layout design case; the business person may be, for example, a process person, a consultant lawyer, etc., and may specifically be based on each agency The role of the role is determined by the embodiment of the present invention. The embodiment of the present invention does not limit the specific format of the filing form, and may be designed according to the characteristics of the case. The generated filing form includes the filing information entered by the business personnel, and the filing information is in addition to the case mentioned above. In addition to the type, it may further include: customer information, case number, applicant information, inventor information, filing time, etc., and the specific content may be determined according to needs.
在本发明实施例中,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,也就是说,利用状态机实现各节点的功能,这样可以使该方案更灵活地适用不同案件的管理需求。In the embodiment of the present invention, the case processing flow includes one or more nodes, and each node corresponds to a state machine, that is, the state machine is used to implement the functions of each node, so that the solution can be more flexibly applied to different systems. The management needs of the case.
本发明实施例提供的知识产权业务管理方法,通过调用与案件对应的处理流程,并记录案件的当前状态,从而可以实时跟踪案件的进展状况,使业务管理人员能够及时了解各案件的处理情况,提升业务管理效率及质量。而且,通过在立案表单中设置案件类型信息,可以实现对不同类型案件的统一管理,提高管理系统的通用性,满足不同代理机构的业务管理需求。The intellectual property business management method provided by the embodiment of the present invention can track the progress of the case in real time by calling the processing flow corresponding to the case and recording the current state of the case, so that the business management personnel can timely understand the processing situation of each case. Improve business management efficiency and quality. Moreover, by setting the case type information in the filing form, unified management of different types of cases can be realized, the versatility of the management system can be improved, and the business management needs of different agencies can be met.
进一步地,为了保证案件处理过程中各环节的时限要求,比如,官方时限、客户时限、代理机构内部时限,避免案件因时限问题或人工监管不力造成不可弥补的后果,在本发明方法另一实施例中,还可包括以下步骤:Further, in order to ensure the time limit requirements of various links in the process of the case, such as the official time limit, the customer time limit, the internal time limit of the agency, and avoiding irreparable consequences caused by the time limit problem or the ineffective manual supervision, another implementation of the method of the present invention In the example, the following steps may also be included:
提供时限设置接口,以使业务人员通过所述时限设置接口设置对应所述节点的时限。The time limit setting interface is provided, so that the service personnel sets the time limit corresponding to the node through the time limit setting interface.
相应地,由所述状态机监控所述时限,并在到达所述时限前进行时限提醒。具体地,所述状态机在被触发后开始计时。另外,对一个事件可以设置多个时限,相应地,所述时限提醒单元可以执行多次提醒动作。时限提醒的方式可以有多种,比如采用邮件、短信、或者在相应的任务界面给出提示信息等方式,具体可以是用特定颜色、字体等方式显示的时间信息或文字信息。Correspondingly, the time limit is monitored by the state machine and a time limit reminder is performed before the time limit is reached. Specifically, the state machine begins timing after being triggered. In addition, a plurality of time limits may be set for one event, and accordingly, the time limit reminding unit may perform multiple reminding actions. The time limit reminder can be various, for example, using mail, short message, or giving a prompt information in a corresponding task interface, specifically, time information or text information displayed by a specific color, font, or the like.
需要说明的是,对于时限的设置,可以预先由业务管理人员或者系统管理人员来设定,对于不同类型的案件以及同一类型案件的不同节点,可以分别进行设置,具体可根据各代理机构自己的管理规范来设置。It should be noted that the setting of the time limit may be set in advance by a service management personnel or a system administrator. For different types of cases and different nodes of the same type of case, they may be separately set, depending on the respective agencies themselves. Management specifications to set up.
如图6所示,是本发明实施例知识产权业务管理方法的另一种流程图,包括以下步骤:As shown in FIG. 6, another flowchart of the method for managing an intellectual property service according to an embodiment of the present invention includes the following steps:
步骤601,接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息和客户联系人信息;Step 601: Receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information and customer contact information;
步骤602,根据所述立案表单中的客户联系人信息将所述立案表单发送给客户联系人。Step 602: Send the filing form to the customer contact according to the customer contact information in the filing form.
步骤603,根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Step 603: Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
步骤604,在所述案件结案后,将所述案件的相关文件存入档案管理模块。Step 604: After the case is closed, the relevant file of the case is stored in the file management module.
本发明实施例提供的知识产权业务管理方法,不仅可以实时跟踪案件的进展状况,使业务管理人员能够及时了解各案件的处理情况,提升业务管理效率及质量。而且,通过自动发送立案信息给客户联系人,大大提升了客户感受。The intellectual property business management method provided by the embodiment of the invention can not only track the progress of the case in real time, but also enable the business management personnel to timely understand the processing situation of each case and improve the efficiency and quality of the business management. Moreover, by automatically sending the case information to the customer contact, the customer experience is greatly enhanced.
为了方便对案件的精细化管理,在本发明实施例中,所述业务人员可以包括一种或多种角色,不同角色具有不同的权限。相应地,在本发明方法中,还可进一步包括以下步骤:In order to facilitate the fine management of the case, in the embodiment of the present invention, the service personnel may include one or more roles, and different roles have different rights. Correspondingly, in the method of the invention, the following steps may be further included:
为所述案件分配角色对象,以对所述角色对象授权,也就是说,已分配的角色对象有对该案件的操作权限,而未被分配的角色对象无权对该案件进行操作。而且,针对该案件处理流程中的不同环节,不同角色对象同 样具有不同的权限。A role object is assigned to the case to authorize the role object, that is, the assigned role object has operational rights to the case, and the unassigned role object is not authorized to operate on the case. Moreover, different role objects have different permissions for different aspects of the case processing process.
另外,在本发明方法另一实施例中,还可进一步包括以下步骤:In addition, in another embodiment of the method of the present invention, the following steps may be further included:
向所述业务人员提供案件查询界面,并在接收到所述业务人员的查询请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展现所述文件。Providing a case inquiry interface to the business personnel, and after receiving the query request of the business personnel, extracting corresponding files from the file management module according to the query authority of the business personnel and keywords in the query instruction And present the file.
为了向客户提供更多的增值服务,在本发明方法另一实施例中,还可包括以下步骤:In another embodiment of the method of the present invention, the following steps may also be included in order to provide more value-added services to the customer:
设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;Setting a contracting client, providing a platform login interface to the signing client, and performing login authentication on the client after receiving the login request submitted by the client on the platform login interface;
对所述签约客户认证通过后,向所述签约客户提供相关的案件信息。比如,向所述签约客户提供处理中的相关案件信息及其当前状态;和/或向所述签约客户提供已结案的相关案件信息。After the certification of the contracted client is passed, the relevant client information is provided to the contracted client. For example, providing the contracted customer with relevant case information in the process and its current status; and/or providing the contracted customer with relevant case information that has been closed.
进一步地,为了便于客户根据自己的实际需要进行一些信息查询,在本发明方法另一实施例中,还可以向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,提取并展现所述签约客户请求的相关信息。所述信息查询界面可以包括分类查询和/或关键字查询等选项,当然还可以有其它查询选项,比如案件编号、名称、申请号等。Further, in order to facilitate the customer to perform some information inquiry according to the actual needs of the customer, in another embodiment of the method of the present invention, the inquiry client may also be provided with an inquiry interface, and after receiving the inquiry request of the signing client, Extract and present relevant information of the contracted customer request. The information query interface may include options such as a classification query and/or a keyword query, and of course, other query options, such as a case number, a name, an application number, and the like.
如图7所示,是本发明实施例知识产权业务管理方法的另一种流程图,包括以下步骤:As shown in FIG. 7, another flowchart of the method for managing an intellectual property service according to an embodiment of the present invention includes the following steps:
步骤701,向签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;Step 701: Provide a user interface to the contracting client, so that the signing client submits the case entrusting information through the user interface;
步骤702,通过所述用户接口接收到签约客户的案件委托信息后,生成待办任务指示;Step 702: After receiving the case entrusting information of the signing client through the user interface, generating a to-do task indication;
步骤703,接收业务人员根据所述待办任务指示录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息和客户联系人信息;Step 703: Receive the filing information of the pending case entered by the business personnel according to the to-do task indication, and create a case form according to the filing information, where the filing form includes: case type information and customer contact information;
步骤704,根据所述立案表单中的客户联系人信息将所述立案表单发送给客户联系人。Step 704: Send the filing form to the customer contact according to the customer contact information in the filing form.
步骤705,根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Step 705: Call a processing flow corresponding to the case according to the case type information in the filing form, and record the current status of the case to track the progress status of the case in real time;
步骤706,在所述案件结案后,将所述案件的相关文件存入档案管理模块。Step 706: After the case is closed, the relevant file of the case is stored in the file management module.
通过向签约客户提供在线委托服务,有效地缩短了服务需求的流转,加快了服务响应速度。By providing online commissioning services to contracted customers, the flow of service requirements has been effectively shortened and service response speed has been accelerated.
为了促进企业知识产权转化,在本发明方法另一实施例中,还可包括以下步骤:In another embodiment of the method of the present invention, the following steps may also be included in order to facilitate the transformation of the enterprise's intellectual property:
向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。具体地,所述签约客户不仅可以将在本代理机构代理的知识产权的相应文件提交到该知识产权运营平台,还可以将客户的其它知识产权提交到该知识产权运营平台。Providing customers with an intellectual property operation platform for the customers to conduct transactions in the field of intellectual property through the intellectual property operation platform. Specifically, the signing client may not only submit the corresponding documents of the intellectual property agent represented by the agency to the intellectual property operation platform, but also submit other intellectual property rights of the client to the intellectual property operation platform.
比如,向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案案件转入所述知识产权运营平台;对于客户的其它知识产权,可以由所述知识产权运营平台提供文件上传接口,客户通过该接口可以上传相应的文件。For example, providing the contracted customer with a case transaction option, and transferring the closed case selected by the contracted customer to the intellectual property operation platform; for other intellectual property rights of the customer, the file may be uploaded by the intellectual property operation platform. Interface, through which the client can upload the corresponding file.
在实际应用中,供货方可以只对所述签约客户开放,而需求方可以对所有第三方客户开放,供需双方可以借助该平台进行知识产权方面的转让、出售、许可等交易。In practical applications, the supplier can be open only to the contracted customers, and the demand side can be open to all third-party customers, and the supply and demand sides can use the platform to conduct intellectual property transfer, sale, license and other transactions.
相应地,本发明实施例还提供一种可读存储介质,其上存储有指令,所述指令被执行以用于:Correspondingly, an embodiment of the present invention further provides a readable storage medium, on which an instruction is stored, and the instruction is executed to:
接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单;Receiving the filing information of the pending case entered by the business personnel, and forming a case form according to the filing information;
根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Calling a processing flow corresponding to the case according to the case type information in the filing form, and recording the current status of the case to track the progress status of the case in real time;
在所述案件结案后,将所述案件的相关文件存入档案管理模块。After the case is closed, the relevant documents of the case are stored in the file management module.
进一步地,所述指令还可以用于执行前面本发明方法各实施例中的步骤。Further, the instructions can also be used to perform the steps in the various embodiments of the method of the present invention.
本说明书中的各个实施例均采用递进的方式描述,各个实施例之间相同相似的部分互相参见即可,每个实施例重点说明的都是与其他实施例的不同之处。而且,以上所描述的系统实施例仅仅是示意性的,其中所述作为分离部件说明的单元可以是或者也可以不是物理上分开的,作为单元显 示的部件可以是或者也可以不是物理单元,即可以位于一个地方,或者也可以分布到多个网络单元上。可以根据实际的需要选择其中的部分或者全部模块来实现本实施例方案的目的。本领域普通技术人员在不付出创造性劳动的情况下,即可以理解并实施。The various embodiments in the specification are described in a progressive manner, and the same or similar parts between the various embodiments may be referred to each other, and each embodiment focuses on the differences from the other embodiments. Moreover, the system embodiments described above are merely illustrative, wherein the units described as separate components may or may not be physically separate, and the components displayed as units may or may not be physical units, ie It can be located in one place or it can be distributed to multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of the embodiment. Those of ordinary skill in the art can understand and implement without any creative effort.
以上对本发明实施例进行了详细介绍,本文中应用了具体实施方式对本发明进行了阐述,以上实施例的说明只是用于帮助理解本发明的方法及装置;同时,对于本领域的一般技术人员,依据本发明的思想,在具体实施方式及应用范围上均会有改变之处,综上所述,本说明书内容不应理解为对本发明的限制。The embodiments of the present invention have been described in detail above, and the present invention has been described with reference to the specific embodiments thereof. The description of the above embodiments is only for facilitating understanding of the method and apparatus of the present invention. Meanwhile, for those skilled in the art, The present invention is not limited by the scope of the present invention.

Claims (25)

  1. 一种知识产权业务管理系统,其特征在于,所述系统包括:表单管理模块、流程管理模块、档案管理模块;An intellectual property business management system, characterized in that the system comprises: a form management module, a process management module, and an archive management module;
    所述表单管理模块,用于接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;The form management module is configured to receive the filing information of the pending case entered by the business personnel, and create a case form according to the filing information, where the filing form includes: case type information;
    所述流程管理模块,用于根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,记录所述案件的当前状态,以实时跟踪所述案件的进展状况,并在所述案件结案后,将所述案件的相关文件提交给所述档案管理模块;The process management module is configured to invoke a processing flow corresponding to the case according to the case type information in the filing form, record the current status of the case, and track the progress status of the case in real time, and in the case After the case is closed, the relevant documents of the case are submitted to the file management module;
    所述档案管理模块,用于存储所述案件的相关文件。The file management module is configured to store related files of the case.
  2. 根据权利要求1所述的知识产权业务管理系统,其特征在于,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,每个状态机对应一个时限管理器,所述时限管理器包括:时限设置单元、时限监控单元、时限提醒单元;The intellectual property business management system according to claim 1, wherein the case processing flow comprises one or more nodes, each node corresponding to a state machine, and each state machine corresponds to a time limit manager, the time limit The manager includes: a time limit setting unit, a time limit monitoring unit, and a time limit reminding unit;
    所述时限设置单元,用于提供时限设置接口,以使业务人员通过所述时限设置接口设置对应所述节点的时限;The time limit setting unit is configured to provide a time limit setting interface, so that a service personnel sets a time limit corresponding to the node by using the time limit setting interface;
    所述时限监控单元,用于计时,并在到达所述时限前向所述时限提醒单元输出触发信号;The time limit monitoring unit is configured to time and output a trigger signal to the time limit reminding unit before reaching the time limit;
    所述时限提醒单元,用于在接收到所述触发信号后,进行时限提醒。The time limit reminding unit is configured to perform a time limit reminder after receiving the trigger signal.
  3. 根据权利要求1所述的知识产权业务管理系统,其特征在于,所述立案表单还包括:客户联系人信息;The intellectual property business management system according to claim 1, wherein the filing form further comprises: customer contact information;
    所述表单管理模块,还用于在生成立案表单后,根据所述客户联系人信息将所述立案表单发送给客户联系人。The form management module is further configured to send the filing form to the customer contact according to the customer contact information after the form is created.
  4. 根据权利要求1所述的知识产权业务管理系统,其特征在于,所述业务人员包括一种或多种角色,不同角色具有不同的权限;The intellectual property business management system according to claim 1, wherein the business person includes one or more roles, and different roles have different rights;
    所述系统还包括:The system also includes:
    员工管理模块,用于为所述案件分配角色对象,以对所述角色对象授权。An employee management module, configured to assign a role object to the case to authorize the role object.
  5. 根据权利要求4所述的知识产权业务管理系统,其特征在于,The intellectual property business management system according to claim 4, characterized in that
    所述流程管理模块,还用于向所述业务人员提供案件查询界面,并在 接收到所述业务人员的查询请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展现所述文件。The process management module is further configured to provide a case query interface to the service personnel, and after receiving the query request of the service personnel, according to the query authority of the service personnel and keywords in the query instruction The file management module extracts a corresponding file and presents the file.
  6. 根据权利要求1至5任一项所述的知识产权业务管理系统,其特征在于,所述系统还包括客户管理模块,用于为签约客户提供相关案件信息;所述客户管理模块包括:The intellectual property business management system according to any one of claims 1 to 5, wherein the system further comprises a customer management module, configured to provide related customer information to the contracted customer; the customer management module comprises:
    签约管理单元,用于设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;The subscription management unit is configured to set a contracted client, provide a platform login interface to the contracted client, and perform login authentication on the client after receiving the login request submitted by the client on the platform login interface;
    客户信息管理单元,用于在所述签约管理单元对所述签约客户认证通过后,向所述签约客户提供相关的案件信息。The customer information management unit is configured to provide related contract information to the contracted customer after the contract management unit passes the certification of the contracted client.
  7. 根据权利要求6所述的知识产权业务管理系统,其特征在于,所述客户信息管理单元包括:The intellectual property business management system according to claim 6, wherein the customer information management unit comprises:
    流程管理单元,用于向所述签约客户提供处理中的相关案件信息及其当前状态;和/或a process management unit, configured to provide the contracted customer with relevant case information in the process and its current status; and/or
    数据库管理单元,用于向所述签约客户提供已结案的相关案件信息。a database management unit, configured to provide the contracted customer with relevant case information that has been closed.
  8. 根据权利要求7所述的知识产权业务管理系统,其特征在于,所述客户信息管理单元还包括:The intellectual property business management system according to claim 7, wherein the customer information management unit further comprises:
    查询单元,用于向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,从所述流程管理单元或所述数据库管理单元中提取并展现所述签约客户请求的相关信息。a querying unit, configured to provide a query interface to the signing client, and after receiving the query request of the signing client, extract and display the related request of the signing client from the process management unit or the database management unit information.
  9. 根据权利要求8所述的知识产权业务管理系统,其特征在于,所述待处理案件包括以下任意一种或多种:专利案件、商标案件、著作权案件、集成电路布图设计案件;The intellectual property business management system according to claim 8, wherein the pending case comprises any one or more of the following: a patent case, a trademark case, a copyright case, an integrated circuit layout design case;
    所述信息查询界面包括分类查询和/或关键字查询选项。The information query interface includes a category query and/or a keyword query option.
  10. 根据权利要求6所述的知识产权业务管理系统,其特征在于,所述客户管理模块还包括:The intellectual property business management system according to claim 6, wherein the customer management module further comprises:
    在线委托单元,用于向所述签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;在接收到所述案件委托信息后,生成待办任务指示,以使业务人员根据所述待办任务指示录入待处理案件 的立案信息。An online entrusting unit, configured to provide a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task instruction to enable the service The personnel enters the filing information of the pending case according to the to-do task indication.
  11. 根据权利要求7所述的知识产权业务管理系统,其特征在于,所述系统还包括:The intellectual property business management system according to claim 7, wherein the system further comprises:
    运营管理模块,用于向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。An operation management module is provided for providing an intellectual property operation platform to the customer, so that the customer conducts transactions in the intellectual property field through the intellectual property operation platform.
  12. 根据权利要求11所述的知识产权业务管理系统,其特征在于,The intellectual property business management system according to claim 11, wherein
    所述数据库管理单元,还用于向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案案件转入所述知识产权运营平台。The database management unit is further configured to provide a case transaction option to the contracted customer, and transfer the closed case selected by the contracted customer to the intellectual property operation platform.
  13. 一种知识产权业务管理方法,其特征在于,所述方法包括:An intellectual property business management method, characterized in that the method comprises:
    接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单,所述立案表单包括:案件类型信息;Receiving the filing information of the pending case entered by the business personnel, and forming a case form according to the filing information, the filing form includes: case type information;
    根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Calling a processing flow corresponding to the case according to the case type information in the filing form, and recording the current status of the case to track the progress status of the case in real time;
    在所述案件结案后,将所述案件的相关文件存入档案管理模块。After the case is closed, the relevant documents of the case are stored in the file management module.
  14. 根据权利要求13所述的知识产权业务管理方法,其特征在于,所述案件处理流程包括一个或多个节点,每个节点对应一个状态机,所述方法还包括:The method for managing an intellectual property service according to claim 13, wherein the case processing flow includes one or more nodes, each node corresponding to a state machine, and the method further includes:
    提供时限设置接口,以使业务人员通过所述时限设置接口设置对应所述节点的时限;Providing a time limit setting interface, so that the service personnel set the time limit corresponding to the node by using the time limit setting interface;
    所述状态机监控所述时限,并在到达所述时限前进行时限提醒。The state machine monitors the time limit and performs a time limit reminder before the time limit is reached.
  15. 根据权利要求13所述的知识产权业务管理方法,其特征在于,所述立案表单还包括:客户联系人信息;The intellectual property business management method according to claim 13, wherein the filing form further comprises: customer contact information;
    所述方法还包括:The method further includes:
    在生成立案表单后,根据所述客户联系人信息将所述立案表单发送给客户联系人。After the birth form is created, the filing form is sent to the customer contact according to the customer contact information.
  16. 根据权利要求13所述的知识产权业务管理方法,其特征在于,所述业务人员包括一种或多种角色,不同角色具有不同的权限;所述方法还包括:为所述案件分配角色对象,以对所述角色对象授权。The intellectual property service management method according to claim 13, wherein the business person includes one or more roles, and the different roles have different rights; the method further includes: assigning a role object to the case, Authorize the role object.
  17. 根据权利要求16所述的知识产权业务管理方法,其特征在于,The intellectual property business management method according to claim 16, wherein
    向所述业务人员提供案件查询界面,并在接收到所述业务人员的查询 请求后,根据所述业务人员的查询权限及所述查询指令中的关键词从所述档案管理模块中提取相应文件,并展现所述文件。Providing a case inquiry interface to the business personnel, and after receiving the query request of the business personnel, extracting corresponding files from the file management module according to the query authority of the business personnel and keywords in the query instruction And present the file.
  18. 根据权利要求13至17任一项所述的知识产权业务管理方法,其特征在于,所述方法还包括:The method for managing an intellectual property business according to any one of claims 13 to 17, wherein the method further comprises:
    设置签约客户,向签约客户提供平台登录界面,在接收到客户在所述平台登录界面提交的登录请求后,对所述客户进行登录认证;Setting a contracting client, providing a platform login interface to the signing client, and performing login authentication on the client after receiving the login request submitted by the client on the platform login interface;
    对所述签约客户认证通过后,向所述签约客户提供相关的案件信息。After the certification of the contracted client is passed, the relevant client information is provided to the contracted client.
  19. 根据权利要求18所述的知识产权业务管理方法,其特征在于,所述向所述签约客户提供相关的案件信息包括:The intellectual property service management method according to claim 18, wherein the providing the related customer information to the contracted customer comprises:
    向所述签约客户提供处理中的相关案件信息及其当前状态;和/或Providing the contracted customer with relevant case information in the process and its current status; and/or
    向所述签约客户提供已结案的相关案件信息。Providing the contracted customer with relevant case information that has been closed.
  20. 根据权利要求19所述的知识产权业务管理方法,其特征在于,所述向所述签约客户提供相关的案件信息还包括:The intellectual property service management method according to claim 19, wherein the providing the related case information to the contracted customer further comprises:
    向所述签约客户提供查询界面,并在接收到所述签约客户的查询请求后,提取并展现所述签约客户请求的相关信息。Providing a query interface to the signing client, and after receiving the query request of the signing client, extracting and presenting related information requested by the signing client.
  21. 根据权利要求20所述的知识产权业务管理方法,其特征在于,所述待处理案件包括以下任意一种或多种:专利案件、商标案件、著作权案件、集成电路布图设计案件;The intellectual property business management method according to claim 20, wherein the pending case comprises any one or more of the following: a patent case, a trademark case, a copyright case, an integrated circuit layout design case;
    所述信息查询界面包括分类查询和/或关键字查询选项。The information query interface includes a category query and/or a keyword query option.
  22. 根据权利要求18所述的知识产权业务管理方法,其特征在于,所述方法还包括:The method for managing an intellectual property business according to claim 18, wherein the method further comprises:
    向所述签约客户提供用户接口,以使所述签约客户通过所述用户接口提交案件委托信息;在接收到所述案件委托信息后,生成待办任务指示,以使业务人员根据所述待办任务指示录入待处理案件的立案信息。Providing a user interface to the signing client, so that the signing client submits the case entrusting information through the user interface; after receiving the case entrusting information, generating a to-do task instruction, so that the business person is to be determined according to the to-do The task instruction enters the filing information of the pending case.
  23. 根据权利要求19所述的知识产权业务管理方法,其特征在于,所述方法还包括:The method for managing an intellectual property business according to claim 19, wherein the method further comprises:
    向客户提供知识产权运营平台,使所述客户通过所述知识产权运营平台进行知识产权领域的交易。Providing customers with an intellectual property operation platform for the customers to conduct transactions in the field of intellectual property through the intellectual property operation platform.
  24. 根据权利要求23所述的知识产权业务管理方法,其特征在于,所述方法还包括:The method for managing an intellectual property business according to claim 23, wherein the method further comprises:
    向所述签约客户提供案件交易选项,并将所述签约客户选择的已结案案件转入所述知识产权运营平台。Providing the case transaction option to the contracted customer, and transferring the closed case selected by the contracted customer to the intellectual property operation platform.
  25. 一种可读存储介质,其特征在于,其上存储有指令,所述指令被执行以用于:A readable storage medium having stored thereon instructions for execution of:
    接收业务人员录入的待处理案件的立案信息,并根据所述立案信息生成立案表单;Receiving the filing information of the pending case entered by the business personnel, and forming a case form according to the filing information;
    根据所述立案表单中的案件类型信息调用对应所述案件的处理流程,并记录所述案件的当前状态,以实时跟踪所述案件的进展状况;Calling a processing flow corresponding to the case according to the case type information in the filing form, and recording the current status of the case to track the progress status of the case in real time;
    在所述案件结案后,将所述案件的相关文件存入档案管理模块。After the case is closed, the relevant documents of the case are stored in the file management module.
PCT/CN2018/075469 2018-01-23 2018-02-06 Intellectual property service management system and method WO2019144438A1 (en)

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