WO2023179755A1 - 基于多个端交互的案件管理方法、装置、设备及存储介质 - Google Patents

基于多个端交互的案件管理方法、装置、设备及存储介质 Download PDF

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Publication number
WO2023179755A1
WO2023179755A1 PCT/CN2023/083615 CN2023083615W WO2023179755A1 WO 2023179755 A1 WO2023179755 A1 WO 2023179755A1 CN 2023083615 W CN2023083615 W CN 2023083615W WO 2023179755 A1 WO2023179755 A1 WO 2023179755A1
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Prior art keywords
node
proposal
case
agent
information
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PCT/CN2023/083615
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English (en)
French (fr)
Inventor
蒙天庆
彭佳伟
谢学志
Original Assignee
诺正集团股份有限公司
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Publication of WO2023179755A1 publication Critical patent/WO2023179755A1/zh

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G06Q10/103—Workflow collaboration or project management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0637—Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q50/00—Information and communication technology [ICT] specially adapted for implementation of business processes of specific business sectors, e.g. utilities or tourism
    • G06Q50/10—Services
    • G06Q50/18—Legal services
    • G06Q50/184—Intellectual property management

Definitions

  • the present application relates to the field of information processing technology, and in particular to a case management method, device, equipment and storage medium based on multi-terminal interaction.
  • Patent documents are professional legal documents. Applicants often need to entrust a patent agency to apply for a patent. The drafting of patent documents is completed by the patent attorney in the agency and submitted by the agency.
  • the current entrustment process for patent cases generally involves the client giving the disclosure document and other relevant information to the agency through email, etc., and then the agency assigns the agent to write it. After the writing is completed, it is sent to the client via email or other communication tools, and the client reviews it. Respond to the email and wait until the customer confirms it, then the agency will arrange process personnel to be responsible for submission. Since a patent case involves multiple parties, if any party forgets it will delay the progress of the case, and sometimes emails will be intercepted or mistaken for spam, so multiple parties exchange information through this traditional interactive method. The efficiency is very low and time-consuming.
  • This application aims to solve the above-mentioned problems of low efficiency and time-consuming information exchange. It proposes a case management method, device, equipment and storage medium based on multi-end interaction. This method can realize rapid information exchange between multiple parties, greatly improving the efficiency of information exchange. Patent case processing is efficient and saves time and effort.
  • the information processing platform includes: a client terminal, a business terminal, an agent terminal, a process terminal and a platform terminal.
  • the platform terminal is used for overall management and control;
  • the methods include:
  • the patent proposal request includes designated agent information, and send the patent proposal request to the corresponding agent terminal based on the agent information;
  • the agent writing node receives the writing completion operation initiated by the agent terminal, and activates the client draft approval node based on the writing completion operation;
  • the submission node Based on the client approval node receiving the approval information initiated by the client, when the approval information is passed, the submission node is activated;
  • the status of the submission node is updated to completed.
  • a computer-readable storage medium stores a computer program.
  • the computer program When executed by a processor, it causes the processor to perform the following steps:
  • agent information database is established.
  • the agent information database includes multiple agent information.
  • Each agent information includes: agent professional level;
  • the customer information database includes: multiple customer information, each of the customer information includes: historical application information;
  • agent demand information of the target customer match the agent demand information, the historical application information corresponding to the target customer and the agent information in the agent information database, and generate a matching agent list. Contains multiple matching agent information;
  • a computer device includes a memory and a processor.
  • the memory stores a computer program.
  • the computer program When executed by the processor, it causes the processor to perform the following steps:
  • agent information database is established.
  • the agent information database includes multiple agent information.
  • Each agent information includes: agent professional level;
  • the customer information database includes: multiple customer information, each of the customer information includes: historical application information;
  • agent demand information of the target customer match the agent demand information, the historical application information corresponding to the target customer and the agent information in the agent information database, and generate a matching agent list. Contains multiple matching agent information;
  • the above-mentioned case management methods, devices, computer equipment and storage media based on multi-terminal interaction are applied to the information processing platform.
  • a customer wants to apply for a patent he first initiates a patent proposal request through the client or business terminal.
  • the patent proposal request includes Designated agent information, that is, the customer selects the agent independently when making the proposal, rather than being assigned by the agency. This helps the customer choose a more suitable agent, and directly selects the agent, which also saves the agency time. Time to allocate cases again.
  • the proposal is a completed proposal, it is marked as a proposal to be opened, and then the process side starts the case for the proposal to be opened.
  • the agent writing node is automatically activated, and the agent side initiates and completes the writing based on the agent writing node.
  • the customer review node will be automatically activated.
  • the customer initiates review information through the client.
  • the submission node is automatically activated.
  • the process end initiates a submission completion notification based on the submission node and updates the status of the submission node to Already. Finish.
  • the above method involves the interaction of multiple terminals from proposal to submission. With this method, there is no need to manually send emails to notify the progress in the traditional way. Instead, rapid interaction between multiple terminals can be realized directly through the information processing platform. , greatly improving the efficiency of interaction in patent cases, saving time and effort.
  • Figure 1 is a flow chart of a full-process visual management method for patent cases in one embodiment
  • Figure 2 is a schematic interface diagram of the visual display of the master node and the slave node in one embodiment
  • Figure 3 is a flow chart of a case management method based on multiple terminal interactions in one embodiment
  • Figure 4 is a schematic diagram of the conversation interface of the patented instant messaging group in one embodiment
  • Figure 5 is a flow chart of an information display method based on instant messaging in one embodiment
  • Figure 6 is a schematic diagram of displaying event information in an expansion box in one embodiment
  • Figure 7 is a structural block diagram of a full-process visual management device for patent cases in one embodiment
  • Figure 8 is a structural block diagram of a case management device based on multi-terminal interaction in one embodiment
  • Figure 9 is a structural block diagram of an information display device based on instant messaging in one embodiment
  • Figure 10 is a block diagram of the internal structure of a computer device in one embodiment.
  • an embodiment means that a particular feature, structure or characteristic described in connection with the embodiment can be included in at least one embodiment of the present application.
  • the appearances of this phrase in various places in the specification are not necessarily all referring to the same embodiment, nor are separate or alternative embodiments mutually exclusive of other embodiments. Those skilled in the art understand, both explicitly and implicitly, that the embodiments described herein may be combined with other embodiments.
  • patent publication numbers The "Intellectual Property Process Management Visualization Method, Device, Storage Media and Equipment” was proposed for the patent of CN 111461554A.
  • the process management involved is only for corporate customers.
  • the main content is: in order to facilitate corporate customers to manage many patent cases. , classify and count the number of patents at various stages and display them visually.
  • the status of the case cannot be known at any time.
  • patent cases involve multiple objects (patent agents, inventors, process personnel). etc.), the opacity of information is not conducive to the advancement of the case.
  • This application innovatively proposes a full-process visual management method for a single patent case.
  • any party participating in the patent case includes: patent agent, customer (including: inventor, applicant, corporate patent engineer) etc.), process personnel and business personnel can check the status of the patent case.
  • This status is truly visible, which not only helps all parties understand the progress of the current case, but also enables rapid processing of the case on the information processing platform. It is conducive to smoother communication between patent attorneys and clients and effectively promotes the progress of cases.
  • the information processing platform includes: multiple processing terminals , the multiple processing terminals include an agent terminal, a client terminal, and a process terminal; among them, the patent agent (also known as "patent attorney") can view the current status of the patent case through the corresponding agent terminal, and the client can view the current status of the patent case through the corresponding agent terminal. The client can check the current status of the patent case. Similarly, the process personnel can check the current status of the patent case through the corresponding process terminal.
  • the patent agent also known as "patent attorney”
  • the client can check the current status of the patent case.
  • the process personnel can check the current status of the patent case through the corresponding process terminal.
  • the full-process visual management method for the above-mentioned patent cases includes:
  • Step 102 Determine the full-process management master node corresponding to the patent case type and the connection relationship between the master nodes.
  • the full-process management master node includes: case opening, acceptance, and preliminary review;
  • patent case types are divided into inventions, utility models and designs. Different patent case types correspond to different main nodes of the whole process.
  • the full-process management master node and connection relationship corresponding to the invention are: case opening-acceptance-preliminary review-substantial review-authorization.
  • the main nodes and connection relationships of the full-process management corresponding to utility models or designs are: case opening-acceptance-preliminary review-authorization.
  • Step 104 Visually display the full-process management master node and the connection relationship between the master nodes on each processing end, and weaken the display of the inactive master node.
  • Each master node includes multiple slave nodes. Not displayed when the slave node is inactive;
  • the main node in the inactive state is weakened and displayed. It should be noted that the weakened display is relative, and the main node in the inactive state is relative to the active state.
  • the main node is displayed weakened.
  • Figure 2 it is a schematic interface diagram of the visual display of master nodes and slave nodes in one embodiment. Inactive master nodes are displayed in a weakened manner, and then each master node includes multiple slave nodes. Only the activated slave nodes are displayed. Display, this can accurately and quickly understand which slave node the patent case is on in the master node, so as to quickly understand the status of the patent case. Moreover, the start time of each slave node and the corresponding processor can also be displayed. As shown in Figure 2, the current patent case is at the main node of case opening. Specifically, the current patent case is at the agent writing node in the main node of case opening.
  • Step 106 When a trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is visually displayed in the corresponding master node process.
  • each slave node represents a process node of the case.
  • the master node corresponding to case opening includes: case filing - agent writing - client approval - submission and other slave nodes.
  • the slave node is displayed indicates which status the current case is in. For example, if the last slave node currently displayed is in the agent-writing state, it means that the current status of the patent case is the agent-writing state.
  • each master node includes multiple slave nodes. When the slave node is in the inactive state, it is not displayed. When the trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is visually displayed in the corresponding master node process. The slave node is activated only when the trigger operation from the slave node is received. You can clearly see the slave node where the current case is located, which facilitates a quick and accurate understanding of the current status of the case.
  • the slave nodes in the case opening master node include: case filing, agent writing, client approval, and submission;
  • the slave node When the trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is visually displayed in the corresponding master node process, including: when the case filing operation initiated by the process end is received, the slave node is activated Open the main node of the case, and display the case filing node in the main node of the case opening and activate and display the agent writing node; when receiving the writing completion operation initiated by the agent, activate and display the client approval node; when receiving the writing completion operation initiated by the client; When the approval completion operation is completed, the submission node is activated and displayed; when the submission completion operation initiated by the process end is received, the status of the submission node is displayed as completed.
  • the information processing platform includes multiple processing terminals, specifically including: agent terminal, client terminal and process terminal.
  • agent terminal The operator corresponding to the process end is the process person, who is responsible for opening the case.
  • the process person initiates the case filing operation through the process end.
  • the case opening main node is activated, and the case filing node in the case opening main node is activated and the agent writing is activated. node.
  • the agent writing node is automatically activated.
  • the client draft approval node When the patent agent initiates the writing completion operation through the agent terminal, the client draft approval node is activated.
  • the writing completion operation includes: uploading the written first draft file. After the agent completes the first draft, the applicant (i.e., the client) needs to review and confirm the manuscript. Therefore, when receiving the writing completion operation initiated by the agent, the client's draft approval node is automatically activated, indicating that the case is pending approval by the client. draft stage.
  • the client can initiate the manuscript review and completion operation. Based on the manuscript review completion operation, the case submission node is automatically activated. That is, the case enters the state of pending submission, and the process personnel are responsible for the submission of the case.
  • the status of the submission node is updated from "to be submitted" to "completed".
  • the corresponding slave nodes are automatically triggered and activated to display, making the status of the patent case not only authentic and credible, but also allowing users at each processing end to understand the status of the patent case in a timely manner.
  • the slave nodes in the case opening master node also include: revision nodes; when a trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is displayed in a visual manner.
  • the corresponding main node process includes: when receiving a failed review operation initiated by the client, activating and displaying the revision node; when receiving a revision completion operation initiated by the agent based on the revision node, displaying the client again Verification node.
  • the client reviews and confirms the first draft.
  • the client initiates a review process that fails, and activates and displays the revision node.
  • the agent completes the revision, he will upload the completed revised manuscript based on the revision node, and then display the customer review node again, that is, enter the customer review node again for review.
  • the revision node is not a necessary node. This node will only appear when it is necessary to return to the agent for revision.
  • the slave node will only be displayed when it is activated, and the slave nodes passed by may be different for different cases. For situations where it is necessary to return to the agent for revision, adding a revision node to display the current status of the case will help obtain the true status of the case more accurately.
  • a slave node can correspond to multiple states.
  • the status of the agent's writing node includes: waiting for writing, starting to write, and writing completed;
  • the client's manuscript approval node includes: manuscript to be approved, manuscript failed to pass, and manuscript approved. ;
  • the slave node When the trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is visually displayed in the corresponding master node process, which also includes: when the start writing operation initiated by the agent is received When the agent writes, the state of the agent's writing node is changed from waiting to write to starting writing; when the writing completion operation initiated by the agent is received, the state of the agent writing node is changed from starting writing to writing completed; when the writing completed by the client is received, When an approval failure operation is initiated, the status of the client's approval node is displayed as approval failure; when an approval approval operation initiated by the client is received, the status of the client's approval node is displayed as approval pass.
  • one slave node can correspond to multiple states, which allows users to know the current specific status of the case more clearly.
  • the agent writing node includes three states: waiting for writing, starting writing, and writing completion.
  • the current status of the patent case can be understood more clearly and accurately through the specific status of each slave node.
  • the status of the customer's manuscript approval node is divided into pending manuscript, approved manuscript and failed manuscript.
  • the customer manuscript approval node is activated, the status of the customer manuscript approval node is pending manuscript.
  • the customer clicks "Pass” the status is changed to "Passed”.
  • the customer clicks "Not Passed” the status is changed to "Failed”.
  • the slave nodes of the acceptance master node include: acceptance and payment of official fees; the slave nodes of the preliminary review master node include: corrections and preliminary review passes;
  • the slave node When the trigger operation corresponding to the slave node is received, the slave node is activated, and the activated slave node is visually displayed in the corresponding master node process, including: when receiving the official acceptance notice and payment
  • the main acceptance node When the official fee notice is received, the main acceptance node is automatically activated, and the acceptance nodes in the main acceptance node are displayed, as well as the node that displays the official fee payment is activated; when the official supplement notice or preliminary examination passing notice is received, the preliminary examination is automatically activated.
  • the master node when a correction notice is issued, activates and displays the correction node in the primary review master node. When a preliminary review pass notice is issued, activates and displays the preliminary review passing node in the primary review master node.
  • the next step is to wait for the official to issue the acceptance notice and the official fee payment notice.
  • the acceptance owner will be automatically activated. Node, the acceptance node is displayed at the same time and the status of the acceptance node is accepted and the node that pays the official fee is activated.
  • the node that pays the official fee is initially displayed as to be paid. Subsequently, the official fee can be calculated based on the node that pays the official fee. Payment. After the payment is completed, the status of the node is updated to Completed.
  • the next step is to enter the preliminary trial. Cases with no problems can directly receive the notification of passing the preliminary trial. For some cases, corrections may appear.
  • the correction nodes in the preliminary trial are activated and displayed.
  • the correction nodes include multiple states. Including: pending correction, correction completed, etc.
  • the correction node is first activated, it is displayed as pending correction.
  • the status is updated to correction completed. Displaying the corresponding slave nodes under the corresponding master node according to the actual direction of the case not only allows users to quickly understand the current status of the case, but also records the status that the case has experienced to facilitate subsequent tracing.
  • each node is visual, transparent, open, real and credible to users.
  • the full-process management master node corresponding to the case type is determined, and the full-process management master node is displayed in a visual manner, including: when the case type is invention, the full-process management master node also includes: trial;
  • the method also includes: when receiving the official notice of entering substantive examination, activating the substantive examination main node, and activating and displaying the substantive examination node in the substantive examination main node; when receiving the official examination opinion notice When , activate and display the corresponding review opinion node.
  • the main node of the whole process also includes: the main node of actual examination (i.e. substantive examination). Similarly, the status of the actual review is displayed in a visual way.
  • the review opinion node includes multiple sub-nodes, and the multiple sub-nodes include: the Nth review opinion notification node, the Nth review opinion reply node, the Nth review opinion approval node, and the Nth review opinion node. Submit node;
  • the method also includes: receiving a reply completion operation for the Nth review opinion initiated by the agent based on the Nth review opinion reply node; activating and displaying the Nth review opinion approval node based on the reply completion operation; based on the Nth review opinion
  • the review node receives the review information initiated by the client. When the review information is passed, the Nth review opinion submission node is activated; based on the reply submission node receiving the submission completion notification initiated by the process end, the status of the reply submission node is updated as completed.
  • the slave node for the review opinion may include multiple responses to the review opinions, so the slave node for the review opinion includes multiple sub-nodes. Likewise, corresponding child nodes are activated only when needed.
  • each slave node corresponds to a corresponding role authority; when each slave node is activated, a reminder message is sent to the corresponding processing end according to the role authority corresponding to the slave node.
  • different slave nodes may have different processing permissions.
  • the agent terminal corresponding to the agent writing node has corresponding processing permissions
  • the client corresponding to the draft approval node has corresponding processing permissions.
  • a reminder message is sent to the corresponding server according to the role permissions corresponding to the slave node.
  • the processing end enables the corresponding processing personnel to respond in a timely manner.
  • the method further includes: when receiving a new process request initiated by the process end, obtaining the target process node included in the new process request; determining the full process management target master node corresponding to the target process node and the target master node on the target process node. Target position in the process; display the target process node at the target position.
  • the above focuses on the full-process visual management method of patent cases.
  • the full-process visual management method involves the interaction of multiple terminals, and the interaction of multiple terminals to realize the management of patent cases is also the innovation point of this application.
  • the client generally sends the disclosure letter and other relevant information to the agency through email, etc., and then the agency assigns the agent to write it. After the writing is completed, it is sent to the client through email or other communication tools. The client will reply via email after review. After the customer confirms, the agency will arrange process personnel to be responsible for submission. Since a patent case involves multiple parties, if any party forgets it will delay the progress of the case, and sometimes emails will be intercepted or mistaken for spam, so multiple parties exchange information through this traditional interactive method. The efficiency is very low and time-consuming.
  • the information processing platform in this application includes multiple processing terminals, including: client terminal, business terminal, and agent terminal , process side and platform side. Quick processing of patent cases is achieved through interaction between different parties.
  • the information processing platform includes: client, business end, agent end, process end and platform end.
  • the platform end uses for overall management and control;
  • Methods include:
  • Step 302 Receive a patent proposal request initiated by the client or business terminal.
  • the patent proposal request includes designated agent information, and send the patent proposal request to the corresponding agent terminal based on the agent information.
  • the backend of the processing platform i.e., the server side
  • agent information is displayed on the information processing platform, and customers can choose the appropriate agent according to their needs. Compared with the previous situation where customers often knew nothing about patent agents, This method makes it easier to improve customer satisfaction.
  • the agent in this embodiment refers to a patent agent, also known as a "patent attorney".
  • Step 304 When the proposal is a completed proposal, mark the completed proposal as a pending proposal.
  • a perfected proposal means that the completeness of the information in the patent proposal meets the requirements for opening a case. If the proposal is a completed proposal, the completed proposal will be marked as a pending proposal and added to the pool of pending patent proposals. If it is an incomplete proposal, the proposal needs to be further improved until it becomes a completed proposal.
  • Step 306 Receive the case opening instruction initiated by the process end for the proposal to be opened, open the case based on the case opening instruction, and activate the agent writing node;
  • the process personnel use the corresponding process end to open the proposal to be opened in the proposal pool.
  • the case is opened.
  • the agent writing node is activated. Activating the agent writing node means the progress of the current case. Entering the agent writing stage, at the same time, a reminder message will be sent to the agent to remind the agent to start writing the case.
  • Step 308 The agent writing node receives the writing completion operation initiated by the agent, and activates the client manuscript approval node based on the writing completion operation;
  • the writing completion operation is initiated through the agent writing node displayed in the agent terminal, and the completed first draft file is uploaded. Then the system will automatically activate the next node, which is the customer approval node.
  • Step 310 The client-based approval node receives the approval information initiated by the client. When the approval information is passed, the submission node is activated;
  • the customer reviews the first draft document and receives the review information based on the client's review node through the client.
  • the review information includes two types, the review is passed and the review is not passed.
  • the background automatically activates the next draft. Node, that is, the submission node.
  • Step 312 Based on the submission node receiving the submission completion notification initiated by the process end, update the status of the submission node to completed.
  • the process personnel are responsible for the submission of the case, and the operation authority of the submission node is the process side. Therefore, the process side initiates a submission completion notification based on the submission node, and the background will automatically update the status of the submission node to completed.
  • the above case management method based on multi-terminal interaction is applied to the information processing platform.
  • a customer wants to apply for a patent, he first initiates a patent proposal request through the client or business terminal.
  • the patent proposal request includes the designated agent information, that is, the client Selecting an agent independently when making a proposal, rather than having the agency allocate it themselves, helps the client choose a more suitable agent and directly selects the agent, which also saves the agency's time in allocating cases.
  • the proposal is a completed proposal, it is marked as a proposal to be opened, and then the process side starts the case for the proposal to be opened.
  • the agent writing node is automatically activated, and the agent side initiates and completes the writing based on the agent writing node.
  • the customer review node After the operation, the customer review node will be automatically activated.
  • the customer initiates review information through the client.
  • the submission node When the review information is passed, the submission node is automatically activated.
  • the process end initiates a submission completion notification based on the submission node and updates the status of the submission node to Already. Finish.
  • the above method involves the interaction of multiple terminals from proposal to submission. With this method, there is no need to manually send emails to notify the progress in the traditional way. Instead, rapid interaction between multiple terminals can be realized directly through the information processing platform. , greatly improving the efficiency of interaction in patent cases, saving time and effort.
  • the method further includes: determining the type of the patent proposal request, and when the patent proposal request is a first-type proposal, marking the proposal as a proposal to be improved. ; When the patent proposal request is a second-category proposal, the proposal will be marked as a completed proposal; when improvement operations for the proposal to be improved are received, the status of the proposal will be updated to a completed proposal.
  • patent proposal request types are divided into two types.
  • the first type of proposal is a quick proposal. At this time, the customer only submits a request to apply for a patent, but the technical disclosure and other information may not be complete. The proposal needs to be further improved in the future.
  • the second type of proposal is a completed proposal, that is, the relevant information has been filled in completely.
  • subsequent improvement operations are required until the status of the proposal is updated to a completed proposal.
  • some customers may not know how to write a technical briefing document or what information should be provided.
  • the patent proposal request will include agent information.
  • the client After submitting the patent After requesting a proposal, the client can complete the disclosure document with the assistance of the corresponding agent. For some customers who have already applied for a patent or who know what content should be provided to their agent, they can directly submit the second category proposal. By setting up two types of patent proposal requests, the needs of different customers can be met and are universal.
  • the patent proposal request includes client information; after receiving the patent proposal request initiated by the client or business end, the method further includes:
  • a patent instant messaging group is generated based on the agent information and client information contained in the patent proposal request.
  • the members of the patent instant messaging group include: the corresponding attorneys and clients.
  • the name of the patent instant messaging group is based on the patent proposal request. Proposal names are automatically generated, and the patented instant messaging group is used by agents to communicate with clients about proposals.
  • instant messaging for communication between agents and clients is automatically established.
  • a patent instant messaging group is automatically established based on the agent information and customer information in the patent proposal request.
  • the group's name is automatically generated from the proposal name.
  • business personnel and process personnel can also be added to the patent instant messaging group to facilitate docking with customers on all matters related to the case.
  • the patent instant messaging group and the corresponding patent proposal are associated.
  • the method further includes: when detecting that the processing terminal enters the interface of the patent instant messaging group, obtaining patent case information associated with the patent instant messaging group; displaying the associated patent case information in the instant messaging dialog box in the expansion box.
  • the patent case information (patent proposal) associated with the group is obtained, and then the patent case information is displayed on Instant message dialog box in the expansion box.
  • the method further includes:
  • the processing terminal When it is detected that the processing terminal enters the interface of the patent instant messaging group, the case information of all cases associated with the agent information and customer information is obtained;
  • the case information of all associated cases is displayed in the expansion box of the instant message dialog box.
  • the case information includes: case status and case name.
  • the field of the case name is associated with a hyperlink, and the corresponding case interface can be quickly entered through the hyperlink.
  • the case information of one or more cases that are simultaneously associated with the corresponding agent information and customer information is obtained, and the case information of the associated one or more cases is displayed in the expansion box of the instant message dialog box , the expansion box is at the preset edge position of the dialog box.
  • the expansion box is at the preset edge position of the dialog box.
  • the same agent may be responsible for writing multiple cases for the same client.
  • the agent communicates with the client via instant messaging, in addition to displaying the information of the current case in the expansion box, he or she can also associate other The information of the case is displayed together, so that when the current case is communicated, other cases can be quickly communicated.
  • the current case corresponding to the current group is displayed in the first position, and other cases are displayed in the second position.
  • customers communicate with the same agent, by displaying all relevant cases in the expanded box, they avoid going back and forth to search for other cases. This is clear to the customer, and communication saves time and effort.
  • Figure 4 is a schematic diagram of the conversation interface of the patent instant messaging group in one embodiment. The corresponding patent case information is displayed in the expansion box on the right.
  • the method further includes: obtaining the proposal type in the patent proposal request, determining the full-process management master node corresponding to the proposal type and the connection relationship between the master nodes.
  • the full-process management master node includes: opening a case, accepting , preliminary review; the full-process management master node and the connection relationship between the master nodes will be displayed in a visual way on each processing end, and the master node in the inactive state will be weakened and displayed.
  • Each master node includes multiple slave nodes. , not displayed when the slave node is in an inactive state.
  • the slave nodes in the case opening master node include: case filing, agent writing, client approval, and submission; receiving case opening instructions initiated by the process end for the proposal to be opened, based on the opening Open the case according to the case instruction and activate the agent writing node, including: when receiving the case opening instruction initiated by the process end, activate the case opening main node, display the case opening node in the case opening main node and activate and display the agent writing node.
  • the slave nodes of the acceptance master node include: acceptance and payment of official fees; the slave nodes of the preliminary review master node include: corrections and preliminary review passes; the method also includes: when receiving the acceptance notice and payment issued by the official When the official fee notice is received, the main acceptance node is automatically activated, and the acceptance nodes in the main acceptance node are displayed, as well as the node that displays the official fee payment is activated; when the official supplement notice or preliminary examination passing notice is received, the preliminary examination is automatically activated.
  • the master node when a correction notice is issued, activates and displays the correction node in the primary review master node. When a preliminary review pass notice is issued, activates and displays the preliminary review passing node in the primary review master node.
  • the full-process management master node corresponding to the proposal type is determined, and the full-process management master node is displayed in a visual manner, including: when the proposal type is invention, the full-process management master node also includes: The method also includes: when receiving the official notice of entering the substantive examination, activating the substantive examination main node, and activating and displaying the substantive examination node in the substantive examination main node; when receiving the official examination opinion When issuing a notice, activate and display the corresponding review opinion node.
  • the review opinion node includes multiple sub-nodes, and the multiple sub-nodes include: the Nth review opinion notification node, the Nth review opinion reply node, the Nth review opinion approval node, and the Nth review opinion node. Submit the node; the method also includes: receiving a reply completion operation for the Nth review opinion initiated by the agent based on the Nth review opinion reply node; activating and displaying the Nth review opinion approval node based on the reply completion operation; based on the Nth review opinion reply node; The review opinion approval node receives the approval information initiated by the client. When the approval information is passed, the Nth review opinion submission node is activated; based on the reply submission node, the reply submission node receives the submission completion notification initiated by the process end and updates the reply submission node has a status of Completed.
  • each slave node corresponds to a corresponding role authority; when each slave node is activated, a reminder message is sent to the corresponding processing end according to the role authority corresponding to the slave node.
  • the above-mentioned case management method based on multi-end interaction also includes: when receiving a new process request initiated by the process end, obtaining the target process node included in the new process request; determining the entire process corresponding to the target process node. Manage the target master node and the target position in the target master node process; display the target process node at the target position.
  • the above describes the case management method based on the interaction of multiple terminals, and achieves efficient management of cases through the interaction of multiple terminals. While interacting with multiple terminals, it also involves communication between agents and customers.
  • the commonly used communication method is instant messaging. Since intellectual property-related events often require in-depth communication from multiple aspects, However, because human memory is limited, sometimes communication may suddenly be based on a certain event. As a result, communication often cannot be communicated clearly at one time and requires multiple communications, which affects communication efficiency. For example, if a company wants to apply for a patent, it needs to communicate with a patent agent about technical solutions. In actual scenarios, a patent agent may often handle multiple cases.
  • an information display method based on instant messaging is proposed, which is applied to the intellectual property information processing platform (i.e., the above-mentioned information processing platform).
  • the intellectual property information processing platform includes: multiple processing terminals; users can The processing terminal logs in to the intellectual property information processing platform, and an instant messaging tool is provided on the intellectual property information processing platform. Users can communicate by sending instant messages through the instant messaging tool.
  • Methods include:
  • Step 502 When detecting that the processing end enters the instant messaging session, obtain the associated events of the instant messaging session.
  • the processing end is the user end, and the processing end can be a client, an agent, a business end, a lawyer, etc.
  • Detecting that the processing end enters the instant messaging session means that the processing end enters the instant messaging session interface, that is, it is in the chat interface. Based on this interface, instant messages can be sent and received.
  • Events associated with an instant messaging session refer to events that will be involved in the session.
  • the participants in an instant messaging conversation can be two people or a group communication of multiple people. Since the purpose of establishing an instant messaging session is to communicate one or more events, in order to improve communication efficiency, information about the associated events of the session is automatically obtained.
  • Associated events refer to events associated with this instant messaging session.
  • a client needs to communicate with a patent attorney on a patent case.
  • the patent case information associated with both parties is automatically obtained.
  • the backend server side
  • the backend can automatically search and obtain patent cases associated with both members of the instant messaging conversation (client and patent attorney). It should be noted that the above instant messaging session is applied on the intellectual property information processing platform, so it can be directly associated with the corresponding events.
  • Step 504 Display the event information of the associated event in an expansion box of the instant message conversation box on the processing end.
  • the expansion box is located in a preset edge area of the instant message conversation box.
  • the event information of the associated event is directly displayed in the expansion box of the instant message conversation box.
  • the expansion box is located in the preset edge area of the instant message conversation box, as shown in Figure 6.
  • Figure 6 a schematic diagram of an expansion box of an instant message conversation box that displays event information on the processing end.
  • the above instant message-based information display method when detecting that the processing end enters an instant message session, automatically obtains the event associated with the instant message session, and displays the event information of the associated event in the expansion box of the instant message session box, so that When communicating via instant messages, users can see event information directly on the current interface, without having to search for event information from other places, which greatly improves communication efficiency.
  • the associated events include: directly associated events; when it is detected that the processing end enters the instant messaging session, obtaining the associated events of the instant messaging session includes: when it is detected that the processing end enters the instant messaging session, obtaining the entry into the instant messaging session channel; when the channel is an instant message channel initiated based on the event page, obtain the directly associated events of the instant message session.
  • Directly associated events refer to events that have established a corresponding relationship with the instant message session in advance; when the channel is an instant message initiated directly When entering a channel, obtain the members associated with the instant messaging session, and determine the associated events of the instant messaging session based on the members associated with the instant messaging session.
  • the system will generate a request for the patent proposal based on the customer and patent attorney associated with the proposal.
  • the instant messaging communication group corresponding to the patent proposal that is to say, the instant messaging communication group is established based on the patent proposal, then the patent proposal is a directly related event of the instant messaging communication group.
  • the associated events include: directly associated events;
  • the associated events of the instant message session are obtained, including: when the instant message session corresponds to a directly associated event, the direct associated event is regarded as the associated event of the instant message session.
  • the direct associated event refers to the pre- Events that have a corresponding relationship with the instant message session; when the instant message session does not correspond to a directly associated event, obtain the members associated with the instant message session, and determine the associated events of the instant message session based on the members associated with the instant message session.
  • directly related events refer to events that have established a corresponding relationship with the instant messaging session in advance.
  • the processing end When it is detected that the processing end enters an instant messaging session, it first determines whether there is a directly associated event in the instant messaging session. If so, the directly associated event is used as the associated event. If not, you need to further determine the associated events of the instant messaging session based on the members associated with the instant messaging session. In one embodiment, all members of an instant messaging session are retrieved and then events associated with all members are found.
  • the related events include: one or more of patent cases, project cases, trademark cases, copyright cases, and litigation cases.
  • the above-mentioned related events can be patent cases, project cases, trademark cases, copyright cases, litigation cases, etc.
  • project cases include two types, one is a government project for declaration, and the other is a research and development project established by an enterprise.
  • determining events associated with the instant messaging session based on members associated with the instant messaging session includes: obtaining all subject members in the instant messaging session, where subject members refer to members with subject identities, and each member in the instant messaging session Each member corresponds to an identity, and the types of identities are divided into principal identities and assisting identities; events associated with all principal members are obtained as associated events of the instant messaging session.
  • the participating members in the instant messaging session have corresponding identities.
  • patent attorneys, business personnel, process personnel, and customers will be involved.
  • event correlation get the events associated with the principal members.
  • a patent attorney may handle multiple cases for the same client.
  • obtain multiple cases with the patent attorney and clients and display the corresponding case information in the expansion box for easy viewing, so that , when customers communicate with the patent attorney, they can view multiple case information at the same time, effectively avoiding forgetting a certain case, and greatly improving communication efficiency.
  • determining the associated events of the instant messaging session based on the members associated with the instant messaging session includes: when the subject members in the instant messaging session are agents and customers, obtain all cases associated with the agents and customers, and associate All cases are used as events associated with the instant messaging session; when the subject member in the instant messaging session is a project member, all projects associated with the project member are obtained, and all associated projects are used as events associated with the instant messaging session.
  • the agent here can be a patent agent, a trademark agent, a copyright agent, a litigation case agent (i.e. a lawyer), etc.
  • the cases obtained are copyright cases; if you are a litigation agent, the cases obtained are litigation cases.
  • the principal member is a project member, the associated project events are obtained.
  • the event information of the associated event is displayed in an expansion box of the instant message conversation box.
  • the expansion box is located in a preset edge area of the instant message conversation box and includes:
  • the case information of the associated patent case is displayed in the expansion box of the instant message dialog box.
  • the case information includes: case status and case name.
  • the field of the case name is associated with a hyperlink. Through the hyperlink, you can Quickly enter the corresponding case interface;
  • the project information of the associated project is displayed in the expansion box of the instant message dialog box.
  • the project information includes: project name and project-related information.
  • the field of the project name is associated with a hyperlink. Through the hyperlink, you can quickly Enter the corresponding project interface.
  • the case information includes: case name and case status. Of course, it can also include other information, such as case number.
  • the case name can be associated with a hyperlink, so that the corresponding case interface can be quickly entered through the hyperlink.
  • Project information includes: project name and project-related information. Project-related information includes: project status, the number of patent cases corresponding to the project, the number of related reference patents, etc. The specific information to be displayed can be customized.
  • the method further includes:
  • the quick processing button corresponding to the patent case is displayed in the expansion box of the instant message dialog box on the agent side.
  • the quick processing button can realize one-click processing
  • the quick processing button corresponding to the patent case is displayed in the expansion box of the client's instant message dialog box, and one-click processing can be achieved through the quick processing button.
  • the case status (that is, the current status of the case) is obtained, and the node operation permission of the current status is determined.
  • the agent side displays a processing button so that a quick processing button can be used to achieve a Key processing, this one-key processing can quickly enter the corresponding processing interface.
  • the quick processing button will be displayed on the client.
  • the project-related information includes: patent case information associated with the project.
  • obtaining the associated event of the instant messaging session also includes:
  • a patent instant messaging group is generated based on client information and agent information.
  • Members of the patent instant messaging group include: corresponding agents and clients.
  • the name of the instant messaging group is automatically generated based on the proposal name in the proposal request;
  • a patent instant messaging group is automatically formed, the instant messaging group is automatically named, and the instant messaging group of the component and the corresponding Association with the event page, so that you can quickly enter the instant message group corresponding to the corresponding event through the instant message button in the event page.
  • a full-process visual management device for patent cases is proposed, which is applied to the information processing platform and includes:
  • the determination module 702 is used to determine the full-process management master node corresponding to the patent case type and the connection relationship between the master nodes.
  • the full-process management master node includes: case opening, acceptance, and preliminary review;
  • the display module 704 is used to display the full-process management master node and the connection relationship between the master nodes in a visual manner at each processing end, and to weaken the display of the master node in the inactive state.
  • Each master node includes multiple A slave node, which is not displayed when the slave node is inactive;
  • the activation module 706 is configured to activate the slave node when a trigger operation corresponding to the slave node is received, and visually display the activated slave node in the corresponding master node process.
  • the slave nodes in the case opening master node include: case filing, agent writing, client approval, and submission; the activation module is also used to activate the case opening master node when receiving a case filing operation initiated by the process end, And display the case filing node in the case opening main node and activate and display the agent writing node; when receiving the writing completion operation initiated by the agent, activate and display the client approval node; when receiving the approval completion operation initiated by the client When, the submission node is activated and displayed; when the submission completion operation initiated by the process end is received, the status of the submission node is displayed as completed.
  • the slave node in the case opening master node also includes: a revision node; the activation module is also used to activate and display the revision node when receiving a rejection operation initiated by the client; when receiving an agent When the human end completes the revision operation initiated based on the revision node, the customer review node will be displayed again.
  • a slave node can correspond to multiple states.
  • the status of the agent's writing node includes: waiting for writing, starting to write, and writing completed;
  • the client's manuscript approval node includes: manuscript to be approved, manuscript failed to pass, and manuscript approved. ;
  • the activation module is also used to change the status of the agent's writing node from waiting to write to starting writing when receiving the start writing operation initiated by the agent; when receiving the writing completion operation initiated by the agent, changing the agent writing The status of the node is changed from writing started to writing completed; when the client-initiated manuscript-approval-fail operation is received, the status of the client-approval node is displayed as approval-failed; when the client-initiated manuscript approval pass operation is received When , the status of the customer's approval node is displayed as Approval Passed.
  • the slave nodes of the acceptance master node include: acceptance and payment of official fees; the slave nodes of the preliminary review master node include: corrections and preliminary review passes;
  • the activation module is also used to automatically activate the main acceptance node when receiving the official acceptance notice and the official fee payment notice, and display the acceptance nodes in the main acceptance node and activate the node that displays the official fee payment; when receiving When a supplementary notice or a preliminary approval notice is issued by the official, the primary review master node is automatically activated. When a supplementary notice is issued, the supplementary node in the preliminary review master node is activated and displayed. When a preliminary review qualification notice is issued, the preliminary review master node is activated and displayed. Nodes that pass the preliminary review among the primary review master nodes.
  • the determination module is also used when the case type is invention, and the full process management master node also includes: substantive examination; the activation module is also used when receiving a notice of entry into substantive examination issued by the official, Activate the main node for practical review, and activate and display the entry into practical review node in the main node for practical review; when receiving the official review opinion notice, activate and display the corresponding review opinion node.
  • the review opinion node includes multiple sub-nodes, and the multiple sub-nodes include: the Nth review opinion notification node, the Nth review opinion reply node, the Nth review opinion approval node, and the Nth review opinion node. Submit node;
  • the above devices also include:
  • the review reply module is used to receive the reply completion operation for the Nth review opinion initiated by the agent based on the Nth review opinion reply node; activate and display the Nth review opinion approval node based on the reply completion operation; based on the Nth review opinion review node
  • the review opinion review node receives the review information initiated by the client. When the review information is passed, the Nth review review submission node is activated; based on the reply submission node, the reply submission node receives the submission completion notification initiated by the process end and updates the reply submission node. The status is Completed.
  • each slave node corresponds to a corresponding role authority; when each slave node is activated, a reminder message is sent to the corresponding processing end according to the role authority corresponding to the slave node.
  • the full-process visual management device for the above-mentioned patent case also includes:
  • the new process module is used to obtain the target process node included in the new process request when receiving a new process request initiated by the process end; determine the full process management target master node corresponding to the target process node and the target position in the target master node process ;Display the target process node at the target location.
  • a case management device based on multi-terminal interaction is proposed, which is applied to the information processing platform. It is characterized in that the information processing platform includes: client, business end, agent end, process end and platform end. , the platform is used for overall management and control;
  • Methods include:
  • the first receiving module 802 is used to receive a patent proposal request initiated by the client or business terminal.
  • the patent proposal request includes designated agent information, and sends the patent proposal request to the corresponding agent terminal according to the agent information;
  • the marking module 804 is used to mark the completed proposal as a pending proposal when the proposal is a completed proposal;
  • the first activation module 806 is used to receive the case opening instruction initiated by the process end for the proposal to be opened, open the case based on the case opening instruction, and activate the agent writing node;
  • the second activation module 808 is configured to receive the writing completion operation initiated by the agent based on the agent writing node, and activate the client manuscript approval node based on the writing completion operation;
  • the third activation module 810 is used to receive the approval information initiated by the client based on the client's approval node. When the approval information is passed, activate the submission node;
  • the update module 812 is configured to receive the submission completion notification initiated by the process end based on the submission node, and update the status of the submission node to completed.
  • the above-mentioned case management device based on multi-terminal interaction further includes:
  • the judgment module is used to judge the type of patent proposal request.
  • the proposal When the patent proposal request is a first-category proposal, the proposal will be marked as a proposal to be improved; when the patent proposal request is a second-category proposal, the proposal will be marked as completed. proposal;
  • the update module is also used to update the status of the proposal to a completed proposal when receiving improvement operations on the proposal to be improved.
  • the patent proposal request includes client information; after receiving the patent proposal request initiated by the client or business end, the above device further includes:
  • the generation module is used to generate a patent instant messaging group based on the agent information and customer information contained in the patent proposal request.
  • the members of the patent instant messaging group include: the corresponding agents and customers.
  • the name of the patent instant messaging group is based on The proposal name in the patent proposal request is automatically generated, and the patent instant messaging group is used for attorneys to communicate with clients about proposals.
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the first display module is used to obtain patent case information associated with the patent instant messaging group when it is detected that the processing terminal enters the interface of the patent instant messaging group; and displays the associated patent case information in the expansion box of the instant messaging dialog box middle.
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the second display module is used to obtain case information of all cases associated with agent information and customer information when it is detected that the processing terminal enters the interface of the patent instant messaging group; and displays the case information of all associated cases in the instant message
  • the case information includes: case status and case name.
  • the field of the case name is associated with a hyperlink, and the corresponding case interface can be quickly entered through the hyperlink.
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the determination module is used to obtain the proposal type in the patent proposal request, determine the full-process management master node corresponding to the proposal type, and the connection relationship between the master nodes.
  • the full-process management master node includes: case opening, acceptance, and preliminary review;
  • the display module is used to visually display the full-process management master node and the connection relationship between the master nodes at each processing end, and to weaken the display of the master node in the inactive state.
  • Each master node includes multiple Slave nodes are not displayed when the slave nodes are inactive.
  • the slave nodes in the case opening master node include: case filing, agent writing, client approval, and submission;
  • the first activation module is also used to activate the case opening main node when receiving the case opening instruction initiated by the process end, and display the case opening node in the case opening main node and activate and display the agent writing node.
  • the slave nodes of the acceptance master node include: acceptance and payment of official fees; the slave nodes of the preliminary review master node include: corrections and preliminary review passes;
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the fourth activation module is used to automatically activate the acceptance master node when receiving the official acceptance notice and official fee payment notice, and display the acceptance nodes in the main acceptance node and activate the node that displays the official fee payment;
  • the fifth activation module is used to automatically activate the primary review master node when receiving an official correction notice or preliminary review pass notice.
  • a correction notice is issued, activate and display the correction node in the primary review master node.
  • the preliminary examination qualification node in the preliminary examination master node is activated and displayed.
  • the determination module is also used when the proposal type is an invention, then the full process management master node also includes: practical review;
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the sixth activation module is used to activate the main node of the substantive examination when receiving the notice of entering the substantive examination issued by the official, and activate and display the node of entering the substantive examination in the main node of the substantive examination;
  • the seventh activation module is used to activate and display the corresponding review opinion node when receiving an official review opinion notice.
  • the review opinion node includes multiple sub-nodes, and the multiple sub-nodes include: the Nth review opinion notification node, the Nth review opinion reply node, the Nth review opinion approval node, and the Nth review opinion node. Submit node;
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the seventh activation module is also used to receive the reply completion operation for the Nth review opinion initiated by the agent based on the Nth review opinion reply node; activate and display the Nth review opinion approval node based on the reply completion operation; based on the Nth review opinion reply node;
  • the review opinion approval node receives the approval information initiated by the client. When the approval information is passed, the Nth review opinion submission node is activated; based on the reply submission node, the reply submission node receives the submission completion notification initiated by the process end and updates the reply submission node has a status of Completed.
  • each slave node corresponds to a corresponding role authority; when each slave node is activated, a reminder message is sent to the corresponding processing end according to the role authority corresponding to the slave node.
  • the above-mentioned case management device based on multi-terminal interaction also includes:
  • the new process module is used to obtain the target process node included in the new process request when receiving a new process request initiated by the process end; determine the full process management target master node corresponding to the target process node and the target position in the target master node process ;Display the target process node at the target location.
  • the intellectual property information processing platform includes: multiple processing terminals;
  • Methods include:
  • the detection module 902 is used to detect that when the processing end enters an instant messaging session, obtain the associated events of the instant messaging session;
  • the display module 904 is configured to display the event information of the associated event in an expansion box of the instant message conversation box on the processing end, where the expansion box is located in a preset edge area of the instant message conversation box.
  • the associated events include: directly associated events;
  • the detection module is also used to obtain the channel that enters the instant message session when it is detected that the processing end enters the instant message session; when the channel is an instant message channel initiated based on the event page, obtain the directly associated event of the instant message session.
  • the directly associated event is Refers to events that have been pre-established with an instant message session; when the channel is a directly initiated instant message channel, the members associated with the instant message session are obtained, and the associated events of the instant message session are determined based on the members associated with the instant message session.
  • the associated events include: directly associated events;
  • the detection module is also used to treat the directly related event as the related event of the instant message session when the instant message session corresponds to the instant message session.
  • the directly related event refers to an event that has established a corresponding relationship with the instant message session in advance; when the instant message session When there is no corresponding directly associated event, obtain the members associated with the instant messaging session, and determine the associated events of the instant messaging session based on the members associated with the instant messaging session.
  • the related events include: one or more of patent cases, project cases, trademark cases, copyright cases, and litigation cases.
  • the detection module is also used to obtain all subject members in the instant messaging session.
  • Subject members refer to members with subject identities. Each member in the instant messaging session corresponds to an identity.
  • the types of identities are divided into Principal Identity and Assisting Identity; Gets the events associated with all principal members as associated events for the instant messaging session.
  • the detection module is also configured to, when the subject members in the instant messaging session are agents and clients, obtain all cases associated with the agents and clients, and use all associated cases as events associated with the instant messaging session; When the subject member in the instant messaging session is a project member, all projects associated with the project member are obtained, and all associated projects are used as events associated with the instant messaging session.
  • the display module is also used to display the case information of the associated patent case in the expansion box of the instant message dialog box when the associated event is a patent case.
  • the case information includes: case status and case name, case name There is a hyperlink associated with the field, through which you can quickly enter the corresponding case interface; when the associated event is a project, the project information of the associated project will be displayed in the expansion box of the instant message dialog box.
  • the project information includes: project name and For project-related information, the field of the project name is associated with a hyperlink, through which you can quickly enter the corresponding project interface.
  • the display module is also used to display the quick processing button corresponding to the patent case in the expansion box of the instant message dialog box on the agent side when the operation authority of the node where the case status is located is the agent.
  • the quick processing button One-click processing can be realized; when the operation permission of the node where the case status is located is the client, the quick processing button corresponding to the patent case is displayed in the expansion box of the client's instant message dialog box, and one-click processing can be achieved through the quick processing button.
  • the project-related information includes: patent case information associated with the project.
  • the above device further includes:
  • the component module is used to obtain the customer information and designated agent information contained in the proposal request when receiving a patent proposal request initiated by the client or business terminal; generate a patent instant message group based on the customer information and agent information, and patent
  • the members of the instant messaging group include: corresponding agents and clients.
  • the name of the patent instant messaging group is automatically generated based on the proposal name in the proposal request; associate the patent instant messaging group to the corresponding patent case page, through the case The instant messaging channel on the page can quickly enter the patented instant messaging group;
  • Figure 10 shows an internal structure diagram of a computer device in one embodiment.
  • the computer device is a server (i.e., backend) and includes a processor and memory connected through a system bus.
  • memory includes non-volatile storage media and internal memory.
  • the non-volatile storage medium of the computer device stores an operating system and can also store a computer program.
  • the computer program When the computer program is executed by the processor, it can enable the processor to implement the whole-process visual management method of the above-mentioned patent case or based on multiple terminals. Interactive case management methods or instant messaging based information presentation methods.
  • the internal memory can also store a computer program.
  • the computer program When the computer program is executed by the processor, it can cause the processor to execute the above-mentioned full-process visual management method of the patent case or a case management method based on multi-terminal interaction or information based on instant messaging. Display method.
  • the structure shown in Figure 10 is only a block diagram of a partial structure related to the solution of the present application, and does not constitute a limitation on the computer equipment to which the solution of the present application is applied. Specific computer equipment can May include more or fewer parts than shown, or combine certain parts, or have a different arrangement of parts.
  • a computer-readable storage medium that stores a computer program.
  • the computer program When the computer program is executed by a processor, it causes the processor to execute the full-process visual management method of the above-mentioned patent case or a case management method based on multi-end interaction or a case management method based on multi-terminal interaction. Steps of instant message information display method.
  • a computer device including a memory and a processor.
  • the memory stores a computer program.
  • the computer program When executed by the processor, it causes the processor to execute the whole-process visual management method of the above-mentioned patent case or based on multiple Interactive case management method or information display method based on instant messaging.
  • Non-volatile memory may include read-only memory (ROM), programmable ROM (PROM), electrically programmable ROM (EPROM), electrically erasable programmable ROM (EEPROM), or flash memory.
  • Volatile memory may include random access memory (RAM) or external cache memory.
  • RAM is available in many forms, such as static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double data rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous chain Synchlink DRAM (SLDRAM), memory bus (Rambus) direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM), etc.
  • SRAM static RAM
  • DRAM dynamic RAM
  • SDRAM synchronous DRAM
  • DDRSDRAM double data rate SDRAM
  • ESDRAM enhanced SDRAM
  • SLDRAM synchronous chain Synchlink DRAM
  • Rambus direct RAM
  • DRAM direct memory bus dynamic RAM
  • RDRAM memory bus dynamic RAM

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Abstract

本申请提供了一种基于多个端交互的案件管理方法，包括：接收客户端或商务端发起的专利提案请求，该专利提案请求中包括代理人信息，根据代理人信息将专利提案请求发送到相应的代理人端；当提案为已完善提案时，将已完善提案标记为待开案提案；接收流程端针对待开案提案发起的开案指令，基于开案指令进行开案，激活代理人撰写节点；接收代理人端发起的撰写完成操作，激活客户核稿节点；接收客户端发起的核稿信息，当核稿信息为通过时，则激活递交节点；基于递交节点接收流程端发起的递交完成通知，更新递交节点的状态为已完成。该方法大大提高了专利案件的处理效率，且省时省力。此外，还提出了一种基于多个端交互的案件管理装置、设备及介质。

Description

基于多个端交互的案件管理方法、装置、设备及存储介质 技术领域
本申请涉及信息处理技术领域，特别涉及为一种基于多个端交互的案件管理方法、装置、设备及存储介质。
 背景技术
随着科技的蓬勃发展，知识产权越来越受到企业的重视，专利作为一种无形资产，已经成为了企业的一种重要的竞争资源。专利文件是一种专业的法律文件，申请人往往需要委托专利代理机构进行专利申请，专利文件的撰写是由代理机构中的专利代理师来完成以及由代理所负责递交的。
目前专利案件的委托流程，一般是客户将交底书等相关资料通过邮件等方式给到代理机构，然后代理机构自行分配给代理人进行撰写，撰写完通过邮件等通讯工具发送给客户，客户审核后进行邮件回复，等到客户确认后，代理所再安排流程人员负责递交。由于一个专利案件会涉及到多方参与，如果任何一方遗忘都会耽误案件的进度，且有的时候邮件还会出现被拦截或者被误认为是垃圾邮件，所以多方通过这样传统的交互方式进行信息交换的效率很低，费时费力。
因此，亟待提出一种信息交互效率高、省时省力的案件管理方法。
 发明内容
本申请旨在解决上述信息交互效率低、费时费力的问题，提出了一种基于多个端交互的案件管理方法、装置、设备及存储介质，该方法能够实现多方快速进行信息交互，大大提高了专利案件的处理效率，且省时省力。
一种基于多个端交互的案件管理方法，应用于信息处理平台，所述信息处理平台包括：客户端、商务端、代理人端、流程端和平台端，所述平台端用于总体管控；
所述方法包括：
接收客户端或商务端发起的专利提案请求，所述专利提案请求中包括指定的代理人信息，根据所述代理人信息将所述专利提案请求发送到相应的代理人端；
当所述提案为已完善提案时，将所述已完善提案标记为待开案提案；
接收所述流程端针对所述待开案提案发起的开案指令，基于所述开案指令进行开案，激活代理人撰写节点；
基于所述代理人撰写节点接收所述代理人端发起的撰写完成操作，基于所述撰写完成操作激活客户核稿节点；
基于所述客户核稿节点接收所述客户端发起的核稿信息，当所述核稿信息为通过时，则激活递交节点；
基于所述递交节点接收所述流程端发起的递交完成通知，更新所述递交节点的状态为已完成。
一种计算机可读存储介质，存储有计算机程序，所述计算机程序被处理器执行时，使得所述处理器执行以下步骤：
建立代理人信息库，所述代理人信息库中包括多个代理人信息，每个所述代理人信息包括：代理人专业级别；
建立客户信息库，所述客户信息库中包括：多个客户信息，每个所述客户信息包括：历史申请信息；
获取目标客户的代理需求信息，根据所述代理需求信息、所述目标客户对应的历史申请信息与代理人信息库中的代理人信息进行匹配，生成匹配的代理人列表，所述代理人列表中包含多个匹配的代理人信息；
将生成的所述代理人列表返回给客户终端。
一种计算机设备，包括存储器和处理器，所述存储器存储有计算机程序，所述计算机程序被所述处理器执行时，使得所述处理器执行以下步骤：
建立代理人信息库，所述代理人信息库中包括多个代理人信息，每个所述代理人信息包括：代理人专业级别；
建立客户信息库，所述客户信息库中包括：多个客户信息，每个所述客户信息包括：历史申请信息；
获取目标客户的代理需求信息，根据所述代理需求信息、所述目标客户对应的历史申请信息与代理人信息库中的代理人信息进行匹配，生成匹配的代理人列表，所述代理人列表中包含多个匹配的代理人信息；
将生成的所述代理人列表返回给客户终端。
上述基于多个端交互的案件管理方法、装置、计算机设备及存储介质，应用于信息处理平台，当客户想要申请专利时，首先通过客户端或者商务端发起专利提案请求，专利提案请求中包括指定的代理人信息，即客户在提案的时候就自主选定代理人，而不是由代理机构自行分配，这样有利于客户选择更合适的代理人，且直接选定代理人，也节省了代理所再对案件进行分配的时间。当提案为已完善提案时，标记为待开案提案，然后由流程端针对待开案提案进行开案，开案后自动激活代理人撰写节点，代理人端基于该代理人撰写节点发起撰写完成操作后会自动激活客户核稿节点，客户通过客户端发起核稿信息，当核稿信息为通过时，则自动激活递交节点，流程端基于递交节点发起递交完成通知，更新递交节点的状态为已完成。上述方法中从提案到递交中间涉及到多个端的交互，通过该方法不需要再像传统方式中通过人为发邮件来进行进度的通知，而是直接通过信息处理平台就可以实现多个端的快速交互，大大提高了针对专利案件的交互效率，省时省力。
 附图说明
为了更清楚地说明本发明实施例或现有技术中的技术方案，下面将对实施例或现有技术描述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的一些实施例，对于本领域普通技术人员来讲，在不付出创造性劳动的前提下，还可以根据这些附图获得其他的附图。
图1为一个实施例中专利案件的全流程可视化管理方法的流程图；
图2为一个实施例中主节点以及从节点可视化显示的界面示意图；
图3为一个实施例中基于多个端交互的案件管理方法的流程图；
图4为一个实施例中专利即时消息群组的会话界面示意图；
图5为一个实施例中基于即时消息的信息展示方法的流程图；
图6为一个实施例中将事件信息展示在扩展框中的示意图；
图7为一个实施例中专利案件的全流程可视化管理装置的结构框图；
图8为一个实施例中基于多个端交互的案件管理装置的结构框图；
图9为一个实施例中基于即时消息的信息展示装置的结构框图；
图10为一个实施例中计算机设备的内部结构框图。
 具体实施方式
应当理解，此处所描述的具体实施例仅仅用以解释本申请，并不用于限定本申请。
下面将结合本申请的实施例中的附图，对本申请的实施例中的技术方案进行清楚、完整地描述，显然，所描述的实施例仅仅是本申请的一部分实施例，而不是全部的实施例。基于本申请中的实施例，本领域普通技术人员在没有作出创造性劳动前提下所获得的所有其他实施例，都属于本申请保护的范围。
需要说明的是，本申请的说明书和权利要求书及上述附图中的术语“包括”、“包含”和“具有”以及它们任何变形，意图在于覆盖不排他的包含。例如包含了一系列步骤或单元的过程、方法、系统、产品或设备没有限定于已列出的步骤或单元，而是可选地还包括没有列出的步骤或单元，或可选地还包括对于这些过程、方法、产品或设备固有的其他步骤或单元。在本申请的权利要求书、说明书以及说明书附图中的术语，诸如“第一”和“第二”等之类的关系术语仅仅用来将一个实体/操作/对象与另一个实体/操作/对象区分开来，而不一定要求或者暗示这些实体/操作/对象之间存在任何这种实际的关系或者顺序。
在本文中提及“实施例”意味着，结合实施例描述的特定特征、结构或特性可以包含在本申请的至少一个实施例中。在说明书中的各个位置出现该短语并不一定均是指相同的实施例，也不是与其他实施例互斥的独立的或备选的实施例。本领域技术人员显式地和隐式地理解的是，本文所描述的实施例可以与其他实施例相结合。
目前专利代理行业内存在着信息严重不对称的问题，比如，案件是由哪个代理人撰写的，该代理人的撰写水平怎么样，案件是什么时候开始撰写的，以及案件目前处于什么状态对于申请人来说很多时候都处于一无所知的状态，如果想要知道案件的处理进度，则需要向代理所进行询问才能获知，不仅获知信息的速度慢，而且无从知道该获知的信息是否是真实可信的。尽管行业内针对知识产权的管理也在不断地进行优化，但是目前优化的方向都只是为了提高专利流程的管理效率，而且往往服务的对象比较单一，不能同时对多方进行服务，比如，专利公开号为CN 111461554A 的专利提出了“知识产权流程管理可视化方法、装置、存储介质及设备”，里面涉及到的流程管理只针对于企业客户，主要内容是：为了方便企业客户对很多个专利案件进行管理，将处于各个阶段状态的专利数量进行归类统计并进行可视化展示。目前行业内，对于具体到某个案件的管理一直都缺乏信息的透明度，一方面导致案件状态不能随时获知，另一方面由于专利案件会涉及到多个对象（专利代理人、发明人、流程人员等），信息的不透明不利于案件的推进。本申请创新性地提出了一种针对单个专利案件的全流程可视化管理方法，该方法中，参与专利案件的任意一方，包括：专利代理人、客户（包括：发明人、申请人、企业专利工程师等）、流程人员和商务人员，都可查看专利案件的状态，该状态是真实可见的，不但有利于各方了解当前案件的进度，而且在信息处理平台上，可实现快速对案件进行处理，有利于专利代理人和客户的沟通更加顺畅，有效推进案件的进度。
如图1所示，为了实现各方都可以快速真实获知专利案件的状态，提出了一种专利案件的全流程可视化管理方法，应用于信息处理平台，所述信息处理平台包括：多个处理端，所述多个处理端包括代理人端、客户端、流程端；其中，专利代理人（又称“专利代理师”）可以通过对应的代理人端查看专利案件的当前状态，客户可以通过对应的客户端查看专利案件的当前状态，同样地，流程人员可以通过对应的流程端查看专利案件的当前状态。
上述专利案件的全流程可视化管理方法包括：
步骤102，确定与专利案件类型对应的全流程管理主节点以及主节点之间的连接关系，全流程管理主节点包括：开案、受理、初审；
其中，专利案件类型分为发明、实用新型和外观设计，不同的专利案件类型对应的全流程主节点不一样。在一个实施例中，发明对应的全流程管理主节点以及连接关系为：开案-受理-初审-实审-授权。实用新型或外观设计对应的全流程管理主节点以及连接关系为：开案-受理-初审-授权。需要说明的是，这里说的开案、受理、初审、实审代表是专利案件所需要经过的状态，并不对具体的命名方式进行限制，具体命名方式可以根据需要自定义设置，比如，开案状态可以直接称为“开案”，也可以命名为“开始”、“立案”以及“第一步”等代表开案状态的其它名字。
步骤104，将全流程管理主节点以及主节点之间的连接关系以可视化方式在每个处理端进行显示，对处于未激活状态的主节点进行弱化显示，每个主节点包括多个从节点，当从节点处于未激活状态时不显示；
其中，为了便于清楚快速地看到专利案件当前所在的主节点，将未激活状态的主节点进行弱化显示，需要说明的是，该弱化显示是相对的，未激活状态的主节点相对于激活状态的主节点是弱化显示的。如图2所示，为一个实施例中主节点以及从节点可视化显示的界面示意图，未激活的主节点进行弱化显示，然后每个主节点中包括多个从节点，只有激活的从节点才进行显示，这样可以准确快速了解专利案件在主节点中的具体哪个从节点上，从而快速了解该专利案件状态，而且，每个从节点开始的时间以及对应的处理人也可以进行显示。如图2所示，当前专利案件处于开案主节点，具体地，当前专利案件处于开案主节点中的代理人撰写节点。
步骤106，当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中。
其中，收到与从节点对应的触发操作时，说明案件上一节点已经处理完毕，进入了该从节点，激活该从节点，将激活的该从节点以可视化的方式显示在对应的主节点流程中。每个从节点代表了案件的一个过程节点。比如，对应开案这个主节点包括：立案-代理人撰写-客户核稿-递交等多个从节点。从节点显示到哪说明当前案件处于哪个状态，比如，如果目前显示的最后一个从节点在代理人撰写， 则说明专利案件的当前状态为代理人撰写状态。
上述专利案件的可视化管理方法，首先，根据专利案件类型确定专利的全流程管理主节点以及主节点之间的连接关系，将该全流程主节点以及主节点之间的连接关系在各个处理端以可视化方式进行显示，对未激活状态的进行弱化显示，这样就可以清楚看到案件所在的主节点，另外，每个主节点包括多个从节点，当从节点处于未激活状态时不显示，当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中。只要接收到从节点的触发操作时才激活从节点，可以清楚地看到当前案件所在的从节点，便于快速准确真实了解案件的当前状态。
在一个实施例中，开案主节点中的从节点包括：立案、代理人撰写、客户核稿、递交；
当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中，包括：当接收到流程端发起的立案操作时，激活开案主节点，并显示开案主节点中的立案节点以及激活显示代理人撰写节点；当接收到代理人端发起的撰写完成操作时，激活并显示客户核稿节点；当接收到客户端发起的核稿完成操作时，激活并显示递交节点；当接收到流程端发起的递交完成操作时，递交节点的状态显示为已完成。
其中，不同的从节点对应的触发操作是不一样的，当前一个从节点完成后会自动激活显示下一个从节点。在信息处理平台中包括多个处理端，具体包括：代理人端、客户端和流程端。流程端对应的操作人员为流程人员，流程人员负责开案，流程人员通过流程端发起立案操作，此时激活开案主节点，同时激活显示开案主节点中的立案节点以及激活显示代理人撰写节点。在专利案件处理的过程中，一旦接收到流程端发起的立案操作，说明立案已经完成，接下来自动激活代理人撰写节点。当专利代理人通过代理人端发起撰写完成操作时激活显示客户核稿节点，撰写完成操作包括：上传已撰写好的初稿文件。代理人撰写完成初稿后，需要申请人（即客户）进行稿件的审核确认，故，接收到代理人端发起的撰写完成操作时，自动激活显示客户核稿节点，此时说明案件处于客户待核稿的阶段。当客户确认稿件没有问题时，则可以通过客户端发起核稿完成操作，基于该核稿完成操作自动激活案件递交节点，即此时案件进入了待递交的状态，由流程人员负责案件的递交，当接收到流程端发起的递交完成操作时，递交节点的状态由“待递交”更新为“已完成”。上述过程中通过自动触发激活显示对应的从节点，使得专利案件的状态不但真实可信，而且使得各个处理端的用户都可以及时了解专利案件所处的状态。
在一个实施例中，开案主节点中的从节点还包括：修稿节点；当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中，包括：当接收到客户端发起的核稿不通过操作时，激活显示修稿节点；当接收到代理人端基于修稿节点发起的修稿完成操作时，再次显示客户核稿节点。
其中，代理人撰写完成初稿后，客户对初稿进行审核确认，当需要返回代理人端修改时，客户端发起核稿不通过，此时激活显示修稿节点。代理人修稿完成后，基于修稿节点上传完成的修改稿件，然后再次显示客户核稿节点，即再次进入客户核稿节点进行审核。修稿节点不是必须的节点，只有出现需要返回代理人修稿的时候才会出现该节点。从节点只有被激活时才会显示，对于不同案件所经过的从节点可能不同。对于出现需要返回代理人修稿的情况，通过增加修稿节点来显示案件所处的当前状态，有利于更加准确地获取到案件的真实状态。
在一个实施例中，一个从节点可对应多种状态，代理人撰写节点的状态包括：等待撰写、开始撰写、撰写完成；客户核稿节点包括：待核稿、核稿不通过、核稿通过；
当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中，还包括：当接收到代理人端发起的开始撰写操作时，将代理人撰写节点的状态由等待撰写修改为开始撰写；当接收到代理人端发起的撰写完成操作时，将代理人撰写节点的状态由开始撰写修改为撰写完成；当接收到客户端发起的核稿不通过操作时，将客户核稿节点的状态显示为核稿不通过；当接收到客户端发起的核稿通过操作时，将客户核稿节点的状态显示为核稿通过。
其中，一个从节点可以对应有多种状态，这样可以使得用户更加清晰地知道案件的当前具体状态。比如，代理人撰写节点包括有三个状态，分别等待撰写，开始撰写以及撰写完成。通过每个从节点的具体状态可以更加清楚准确地了解专利案件的当前状态。在刚激活代理人撰写节点时，代理人撰写节点的状态为等待撰写，当代理人开始处理该案件时，通过代理人端点击开始撰写，此时状态由“等待撰写”修改为“开始撰写”，当代理人撰写完毕时，通过点击完成并上传稿件进行完成撰写的操作，此时状态由“开始撰写”修改为“撰写完成”。 客户核稿节点的状态分为待核稿，核稿通过和核稿不通过，当激活客户核稿节点时，客户核稿节点的状态为待核稿，当核稿后，有两种选择，一种是通过，一种是不通过，接收到客户点击“通过”时，更改状态为核稿通过，当接收到客户点击“不通过”时，更改状态为核稿不通过。
在一个实施例中，受理主节点中的从节点包括：受理和缴纳官费；初审主节点的从节点包括：补正、初审合格；
当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中，包括：当接收到官方下发的受理通知书和缴纳官费通知书时，自动激活受理主节点，并显示受理主节点中的受理节点以及激活显示缴纳官费的节点；当接收到官方下发的补正通知书或者初审合格通知书时，自动激活初审主节点，当下发的补正通知书时，激活显示初审主节点中的补正节点，当下发的是初审合格通知书时，激活显示初审主节点中的初审合格节点。
其中，专利案件递交到官方之后，接下来就是等待官方下发受理通知书和缴纳官费的通知书，当接收到官方下发的受理通知书和缴纳官费的通知书时，自动激活受理主节点，同时显示受理节点且该受理节点的状态为已受理以及激活显示缴纳官费的节点，缴纳官费的节点开始的时候显示为待缴纳，后续可以基于该缴纳官费的节点进行官费的缴纳，缴纳完成后，该节点的状态更新为已完成。接下来就是进入初审，对于没有问题的案件可以直接受到初审合格的通知书，而对于有些案件可能会出现补正，当收到补正时，激活显示初审中的补正节点，补正节点包括多种状态，包括：待补正、补正完成等。补正节点刚激活时显示为待补正，当补正完之后状态更新为补正完成。根据案件实际的走向在相应的主节点下显示对应的从节点，不仅可以使得用户快速了解案件当前所处的状态，而且也记录了案件所经历过哪些状态，便于后续的追溯。而且各个节点对于用户来说的可视化的，透明公开，真实可信。
在一个实施例中，确定与案件类型对应的全流程管理主节点，将全流程管理主节点以可视化的方式进行显示，包括：当案件类型为发明时，则全流程管理主节点还包括：实审；
方法还包括：当接收到官方下发的进入实质审查的通知书时，激活实审主节点，并激活显示实审主节点中的进入实审节点；当接收到官方下发的审查意见通知书时，激活显示对应的审查意见节点。
其中，对于发明类型的专利案件，全流程主节点中还包括：实审（即实质审查）主节点。同样地，将实审所在的状态以可视化的方式进行展示。
在一个实施例中，审查意见节点中包括多个子节点，多个子节点包括：第N次审查意见通知节点，第N次审查意见答复节点、第N次审查意见核稿节点、第N次审查意见递交节点；
方法还包括：接收代理人端基于第N次审查意见答复节点发起的针对第N次审查意见的答复完成操作；基于答复完成操作激活显示第N次审查意见核稿节点；基于第N次审查意见核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活第N次审查意见递交节点；基于答复递交节点接收流程端发起的递交完成通知，更新答复递交节点的状态为已完成。
其中，对于审查意见这个从节点由于可能会包括多次审查意见答复，所以针对这个审查意见从节点包括多个子节点。同样地，只有需要时才激活对应的子节点。
在一个实施例中，每个从节点对应有相应的角色权限；当激活每一从节点时，根据从节点对应的角色权限发送提醒消息给到对应的处理端。
其中，不同的从节点对应的处理权限可能不同。比如，代理人撰写节点对应的代理人端具有相应的处理权限，而对于核稿节点对应的客户端具有相应的处理权限，当激活从节点时，根据从节点对应的角色权限发送提醒消息到对应的处理端，使得处理端对应的处理人员能够及时地进行响应。
在一个实施例中，方法还包括：当接收到流程端发起的新建流程请求时，获取新建流程请求中包含的目标流程节点；确定目标流程节点对应的全流程管理目标主节点以及在目标主节点流程中目标位置；将目标流程节点展示在目标位置上。
其中，对于有些专利案件除了具有常规节点，还具有一些特殊节点（非常规事项）需要流程端主动发起的，比如，有些专利案件需要进行主动补正，那么这个时候就需要流程端专门新建一个主动补正节点，将该新建的主动补正节点在全流程节点中的相应位置进行显示。具体的位置需要提前进行规则配置，对于主动补正节点一般设置在当前时间对应的节点下面。此外，如果需要进行著录项目变更、复审等非常规流程需要由流程端专门发起新建流程。上述实施例中，对于常规节点会自动进行触发，而非常规节点需要流程端主动发起，而不管是常规节点还是非常规节点都以可视化方式显示在相应的位置，便于直观了解专利案件所在的状态。
上述重点介绍了专利案件的全流程可视化管理方法，在全流程可视化管理方法中涉及到了多个端的交互，而多个端的交互来实现专利案件的管理，也是本申请的创新点，目前专利案件的委托流程，一般是客户将交底书等相关资料通过邮件等方式给到代理机构，然后代理机构自行分配给代理人进行撰写，撰写完通过邮件等通讯工具发送给客户，客户审核后进行邮件回复，等到客户确认后，代理所再安排流程人员负责递交。由于一个专利案件会涉及到多方参与，如果任何一方遗忘都会耽误案件的进度，且有的时候邮件还会出现被拦截或者被误认为是垃圾邮件，所以多方通过这样传统的交互方式进行信息交换的效率很低，费时费力。
为了提高专利案件处理的效率，使得各方都可以依托于同一信息处理平台进行案件的快速处理，本申请中的信息处理平台中包括多种处理端，包括：客户端、商务端、代理人端、流程端和平台端。通过不同端之间的交互共同实现对专利案件的快速处理。
如图3所示，提出了一种基于多个端交互的案件管理方法，应用于信息处理平台，信息处理平台包括：客户端、商务端、代理人端、流程端和平台端，平台端用于总体管控；
方法包括：
步骤302，接收客户端或商务端发起的专利提案请求，专利提案请求中包括指定的代理人信息，根据代理人信息将专利提案请求发送到相应的代理人端。
其中，当客户想要给自己的技术方案申请专利时，首先通过客户端或商务端发起提案，在发起提案的时候进行代理人的选择，然后填写好相应的提案信息后生成专利提案请求，信息处理平台的后台（即服务器端）接收到专利提案请求后，将专利提案请求发送到代理人端和流程端。需要说明的是：为了使得信息更加透明，在信息处理平台上展示可选的代理人信息，客户可以根据需要选择合适的代理人，相对于之前客户对于专利代理人往往一无所知的情况，该方式更容易提高客户的满意度。该实施例中的代理人是指专利代理人，也称“专利代理师”。
步骤304，当提案为已完善提案时，将已完善提案标记为待开案提案。
其中，已完善提案是指专利提案中的信息完整度达到了开案的要求。如果提案为已完善提案，则将该已完善提案标记为待开案提案加入到待开案的专利提案池中。如果是未完善提案，则需要进一步对提案进行完善，直到成为已完善提案。
步骤306，接收流程端针对待开案提案发起的开案指令，基于开案指令进行开案，激活代理人撰写节点；
其中，流程人员通过对应的流程端对处于提案池中的待开案提案进行开案，接收到开案指令后进行开案，同时激活代理人撰写节点，激活代理人撰写节点意味着当前案件进度进入了代理人撰写阶段，与此同时，会发送提醒信息到代理人端，以提醒代理人开始进行案件的撰写。
步骤308，基于代理人撰写节点接收代理人端发起的撰写完成操作，基于撰写完成操作激活客户核稿节点；
其中，当代理人撰写完专利初稿后，通过代理人端中显示的代理人撰写节点发起撰写完成操作，上传撰写完成的初稿文件。然后系统会自动激活下一个节点，即客户核稿节点。
步骤310，基于客户核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活递交节点；
其中，客户对初稿文件进行审核，并通过客户端基于客户核稿节点接收核稿信息，核稿信息包括两种，核稿通过和核稿不通过，当核稿通过时，后台自动激活下一节点，即递交节点。
步骤312，基于递交节点接收流程端发起的递交完成通知，更新递交节点的状态为已完成。
其中，流程人员负责案件的递交，递交节点的操作权限为流程端，故，流程端基于递交节点发起递交完成通知，后台会自动更新递交节点的状态为已完成。
上述基于多个端交互的案件管理方法，应用于信息处理平台，当客户想要申请专利时，首先通过客户端或者商务端发起专利提案请求，专利提案请求中包括指定的代理人信息，即客户在提案的时候就自主选定代理人，而不是由代理机构自行分配，这样有利于客户选择更合适的代理人，且直接选定代理人，也节省了代理所再对案件进行分配的时间。当提案为已完善提案时，标记为待开案提案，然后由流程端针对待开案提案进行开案，开案后自动激活代理人撰写节点，代理人端基于该代理人撰写节点发起撰写完成操作后会自动激活客户核稿节点，客户通过客户端发起核稿信息，当核稿信息为通过时，则自动激活递交节点，流程端基于递交节点发起递交完成通知，更新递交节点的状态为已完成。上述方法中从提案到递交中间涉及到多个端的交互，通过该方法不需要再像传统方式中通过人为发邮件来进行进度的通知，而是直接通过信息处理平台就可以实现多个端的快速交互，大大提高了针对专利案件的交互效率，省时省力。
在一个实施例中，在接收客户端或商务端发起的专利提案请求后，方法还包括：判断专利提案请求的类型，当专利提案请求为第一类提案时，则将提案标记为待完善提案；当专利提案请求为第二类提案时，则将提案标记为已完善提案；当接收到针对待完善提案进行的完善操作时，将提案的状态更新为已完善提案。
其中，为了满足更多客户的需求，专利提案请求类型分为了两种，第一类提案为快速提案，此时客户只是提交了要求申请专利的需求，但是技术交底书等信息可能还不完善，后续需要进一步进行提案的完善。第二类提案为已完善提案，即相关信息已经填写完整。对于第一类提案，后续还需要进行完善操作，直到提案的状态更新为已完善提案。在现实需求中，有些客户可能不太清楚技术交底书如何撰写或者应该提供哪些资料，此时，客户可以以第一类提案发起专利提案请求，专利提案请求中会包含代理人信息，提交完专利提案请求后，客户可以在相应代理人的协助下进行交底书的完善。对于有些已经申请过专利的客户或者知道应该提供哪些内容给到代理人的客户，可以直接以第二类提案进行提交。通过设置两种类型的专利提案请求，可以满足不同客户的需求，具有普适性。
在一个实施例中，专利提案请求中包括客户信息；在接收客户端或商务端发起的专利提案请求后，方法还包括：
根据专利提案请求中包含的代理人信息和客户信息生成专利即时消息群组，专利即时消息群组的成员包括：相应的代理人和客户，专利即时消息群组的名称是根据专利提案请求中的提案名称自动生成的，专利即时消息群组用于代理人与客户进行提案的相关沟通。
其中，为了更好地推进案件的进度，自动建立代理人与客户沟通的即时通信，在接收到专利提案请求后，自动根据专利提案请求中的代理人信息和客户信息建立专利即时消息群组，该群组的名称自动根据提案名称生成。此外，还可以将商务人员以及流程人员一起加入到专利即时消息群组，方便与客户对接与该案件相关的所有事项。同时将该专利即时消息群组和对应的专利提案进行关联。
在一个实施例中，方法还包括：当检测到处理端进入专利即时消息群组的界面时，获取与专利即时消息群组关联的专利案件信息；将关联的专利案件信息展示在即时消息对话框的扩展框中。
其中，当建立完专利即时消息群组后，后续检测到处理端进入该专利即时消息群组的界面时，获取与该群组关联的专利案件信息（专利提案），然后将专利案件信息展示在即时消息对话框的扩展框中。
在一个实施例中，方法还包括：
当检测到处理端进入专利即时消息群组的界面时，获取与代理人信息和客户信息关联的所有案件的案件信息；
将关联的所有案件的案件信息展示在即时消息对话框的扩展框中，案件信息包括：案件状态和案件名称，案件名称的字段关联有超链接，通过超链接可快速进入相应的案件界面。
其中，为了提高沟通效率，获取与相应代理人信息和客户信息同时关联的一个或多个案件的案件信息，将该关联的一个或多个案件的案件信息展示在即时消息对话框的扩展框中，扩展框处于对话框的预设边缘位置。这样，在进行即时消息沟通时，可以直接在对话框的界面查看相关案件的信息，且当关联有多个案件时，将多个案件同时进行显示，可以在沟通完一个案件时，同时了解其他相关案件的状态，有利于提高工作效率。
在一个场景中，同一个代理人可能负责撰写同一个客户的多个案件，那么在代理人与客户进行即时消息沟通时，除了在扩展框中显示当前案件的信息外，还可以将关联的其它案件的信息一并显示，这样，当沟通完该当前案件时，可以快速进行其它案件的沟通。优选的，当前群组对应的当前案件显示在第一位置，其它案件显示在第二位置。客户在与同一个代理人沟通时，通过将有关的案件都在扩展框中显示，避免了来回去查找其它案件，对于客户来说一目了然，沟通省时省力。如图4，为一个实施例中，专利即时消息群组的会话界面示意图，在右边位置的扩展框中显示有相应的专利案件信息。
在一个实施例中，方法还包括：获取专利提案请求中的提案类型，确定与提案类型对应的全流程管理主节点以及主节点之间的连接关系，全流程管理主节点包括：开案、受理、初审；将全流程管理主节点以及主节点之间的连接关系以可视化的方式在每个处理端进行显示，对处于未激活状态的主节点进行弱化显示，每个主节点包括多个从节点，当从节点处于未激活状态时不显示，开案主节点中的从节点包括：立案、代理人撰写、客户核稿、递交；接收流程端针对待开案提案发起的开案指令，基于开案指令进行开案，激活代理人撰写节点，包括：当接收到流程端发起的开案指令时，激活开案主节点，并显示开案主节点中的立案节点以及激活显示代理人撰写节点。
在一个实施例中，受理主节点中的从节点包括：受理和缴纳官费；初审主节点的从节点包括：补正、初审合格；方法还包括：当接收到官方下发的受理通知书和缴纳官费通知书时，自动激活受理主节点，并显示受理主节点中的受理节点以及激活显示缴纳官费的节点；当接收到官方下发的补正通知书或者初审合格通知书时，自动激活初审主节点，当下发的补正通知书时，激活显示初审主节点中的补正节点，当下发的是初审合格通知书时，激活显示初审主节点中的初审合格节点。
在一个实施例中，确定与提案类型对应的全流程管理主节点，将全流程管理主节点以可视化的方式进行显示，包括：当提案类型为发明时，则全流程管理主节点还包括：实审；方法还包括：当接收到官方下发的进入实质审查的通知书时，激活实审主节点，并激活显示实审主节点中的进入实审节点；当接收到官方下发的审查意见通知书时，激活显示对应的审查意见节点。
在一个实施例中，审查意见节点中包括多个子节点，多个子节点包括：第N次审查意见通知节点，第N次审查意见答复节点、第N次审查意见核稿节点、第N次审查意见递交节点；方法还包括：接收代理人端基于第N次审查意见答复节点发起的针对第N次审查意见的答复完成操作；基于答复完成操作激活显示第N次审查意见核稿节点；基于第N次审查意见核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活第N次审查意见递交节点；基于答复递交节点接收流程端发起的递交完成通知，更新答复递交节点的状态为已完成。
在一个实施例中，每个从节点对应有相应的角色权限；当激活每一从节点时，根据从节点对应的角色权限发送提醒消息给到对应的处理端。
在一个实施例中，上述基于多个端交互的案件管理方法还包括：当接收到流程端发起的新建流程请求时，获取新建流程请求中包含的目标流程节点；确定目标流程节点对应的全流程管理目标主节点以及在目标主节点流程中目标位置；将目标流程节点展示在目标位置上。
上述讲述了基于多个端交互的案件管理方法，通过多个端的交互实现对案件的高效管理。在多个端进行交互的同时，还会涉及到代理人和客户之间的沟通，目前常用的沟通方式是采用即时通信的沟通方式，由于知识产权的相关事件往往需要多个方面的深入沟通，但是由于人的记忆是有限的，有的时候可能是突然要基于某个事件进行沟通，导致在沟通的时候往往不能一次性沟通清楚，需要多次沟通，影响沟通效率。举个例子，企业如果要申请专利，需要和专利代理人进行技术方案的沟通，在实际场景中，一个专利代理人往往可能对应处理多个案件，如果一个客户突然要和某个专利代理人进行沟通时，该专利代理人可能想不起来该客户对应的是哪个专利案件，可能需要查看历史聊天记录才能想起来，导致沟通效率不高。为了提高沟通效率，在用户进行即时消息会话时，自动关联事件，并将相应的关联事件信息展示在会话框的扩展框中，便于用户直接查看，大大提高了沟通效率。
如图5所示，提出了一种基于即时消息的信息展示方法，应用于知识产权信息处理平台（即上述的信息处理平台），该知识产权信息处理平台包括：多个处理端；用户可以通过处理端登录到该知识产权信息处理平台，在该知识产权信息处理平台上设置有即时通信工具，用户可以通过即时通信工具发送即时消息进行沟通。
方法包括：
步骤502，检测到处理端进入即时消息会话时，获取即时消息会话的关联事件。
其中，处理端即用户端，处理端可以是客户端、也可以是代理人端，还可以是商务端、律师端等。检测到处理端进入即时消息会话是指处理端进入即时消息会话界面，即处于聊天界面，基于此界面可以进行即时消息的发送及接收。即时消息会话的关联事件是指会话将会涉及到的事件。即时消息会话的参与人员可以是两个人，也可以是多个人的群组沟通。由于建立的即时消息会话目的在于对一个或多个事件的沟通，为了提高沟通效率，自动获取该会话的关联事件的信息。关联事件是指与该即时消息会话关联的事件。
在一个实际场景中，客户需要和专利代理人进行专利案件沟通，当客户或专利代理人打开与对方的即时消息会话时，自动获取双方关联的专利案件信息。具体地，后台（服务器端）可以根据即时消息会话的成员（客户和专利代理人）自动查找获取与两者同时关联的专利案件。需要说明的是，上述中的即时消息会话是应用在知识产权信息处理平台上的，所以其可以直接去关联相应的事件。
步骤504，将关联事件的事件信息展示在处理端的即时消息会话框的扩展框中，扩展框位于即时消息会话框的预设边缘区域。
其中，为了提高沟通效率，查找到关联事件后，将关联事件的事件信息直接展示在即时消息会话框的扩展框中，该扩展框位于即时消息会话框的预设边缘区域，如图6，为一个实施例中，将事件信息展示在处理端的即时消息会话框的扩展框的示意图。
上述基于即时消息的信息展示方法，在检测到处理端进入即时消息会话时，自动获取与该即时消息会话的关联事件，并将关联事件的事件信息展示在即时消息会话框的扩展框中，这样用户在进行即时消息沟通时，可以直接在当前界面看到事件信息，不需要再从其他地方进行事件信息的查找，大大提高了沟通效率。
在一个实施例中，关联事件包括：直接关联事件；检测到处理端进入即时消息会话时，获取即时消息会话的关联事件，包括：当检测到处理端进入即时消息会话时，获取进入即时消息会话的通道；当通道为基于事件页面发起的即时消息通道时，获取即时消息会话的直接关联事件，直接关联事件是指预先与即时消息会话建立了对应关系的事件；当通道为直接发起的即时消息通道时，获取即时消息会话关联的成员，根据即时消息会话关联的成员确定即时消息会话的关联事件。
其中，进入即时消息会话有两种通道，一种是基于事件页面发起的，这种方式是因为预先将与该事件关联的即时消息会话群组与事件页面进行了关联，当用户在查看事件时，可以直接通过事件页面进入该页面对应的即时消息会话群组。另一种就是基于即时消息工具直接发起会话的通道，这种方式需要获取即时消息会话关联的成员，然后根据关联的成员来确定与该即时消息会话关联的事件。直接关联事件是指建立该即时消息会话时关联的事件，即预先已经建立了即时消息会话与事件之间的关联关系。举个例子，当客户通过知识产权信息处理平台发起专利提案请求时，需要选择处理该案件的专利代理人，所以当该客户提交提案后，系统会根据提案关联的客户和专利代理人生成与该专利提案对应的即时消息沟通群组，也就是说，该即时消息沟通群组是基于该专利提案建立的，那么，该专利提案就是该即时消息沟通群组的直接关联事件。
在一个实施例中，关联事件包括：直接关联事件；
检测到处理端进入即时消息会话时，获取即时消息会话的关联事件，包括：当即时消息会话对应有直接关联事件时，则将直接关联事件作为即时消息会话的关联事件，直接关联事件是指预先与即时消息会话建立了对应关系的事件；当即时消息会话没有对应直接关联事件时，获取即时消息会话关联的成员，根据即时消息会话关联的成员确定即时消息会话的关联事件。
其中，直接关联事件是指预先与即时消息会话建立了对应关系的事件。检测到处理端进入即时消息会话时，首先确定该即时消息会话是否有直接关联事件，如果有，则将直接关联事件作为关联事件。如果没有，则需要进一步根据即时消息会话关联的成员来确定即时消息会话的关联事件。在一个实施例中，获取即时消息会话中所有成员，然后查找与所有成员都关联的事件。
在一个实施例中，关联事件包括：专利案件、项目案件、商标案件、版权案件、诉讼案件中的一种或多种。
其中，上述关联的事件可以是专利案件、项目案件，还可以是商标案件、版权案件，以及诉讼案件等。其中，项目案件包含两种类型，一种是用于申报的政府项目，一种是企业建立的研发项目。
在一个实施例中，根据即时消息会话关联的成员确定与即时消息会话关联的事件，包括：获取即时消息会话中的所有主体成员，主体成员是指具有主体身份的成员，即时消息会话中的每个成员都对应有一个身份，身份的类型分为主体身份和协助身份；获取与所有主体成员关联的事件，作为即时消息会话的关联事件。
其中，即时消息会话中的参与成员都对应有相应的身份，比如，在专利案件沟通时，会涉及到专利代理人、商务人员、流程人员以及客户等，在专利案件沟通的即时消息群组中，可以设置专利代理人和客户为主体身份，而商务、流程为协助身份。在进行事件关联时，获取与主体成员关联的事件。在实际场景中，一个专利代理人可能会处理同一客户的多件案子，为了提高沟通效率，获取与专利代理人和客户的多个案件，将相应的案件信息展示在扩展框中便于查看，这样，客户在和该专利代理人沟通时，可以同时查看多个案件信息，有效避免遗忘某个案件，大大提高了沟通效率。对于项目案件沟通，也同样会有项目主体成员和项目协助成员。商标案件、版权案件的处理与专利案件相似，需要有相应的商标代理人、版权代理人参与；对于诉讼案件，需要有律师参与。不管是对于哪种类型的案件，将案件信息展示在即时消息会话框的扩展框中都能够大大提高案件的沟通效率。
在一个实施例中，根据即时消息会话关联的成员确定即时消息会话的关联事件，包括：当即时消息会话中主体成员为代理人和客户时，获取与代理人和客户关联的所有案件，将关联的所有案件作为与即时消息会话的关联事件；当即时消息会话中主体成员为项目成员时，则获取与项目成员关联的所有项目，将关联的所有项目作为与即时消息会话的关联事件。
其中，这里的代理人可以是专利代理人、商标代理人、版权代理人、诉讼案件代理人（即律师）等。根据即时消息会话中的代理人和客户获取关联的所有案件，如果是专利代理人，获取到的是专利案件；如果是商标代理人，获取到的案件为商标案件；如果是版权代理人，获取到的案件为版权案件；如果是诉讼代理人，获取到的案件为诉讼案件。当主体成员为项目成员时，则获取关联的项目事件。
在一个实施例中，将关联事件的事件信息展示在即时消息会话框的扩展框中，扩展框位于即时消息会话框的预设边缘区域，包括：
当关联事件为专利案件时，将关联的专利案件的案件信息展示在即时消息对话框的扩展框中，案件信息包括：案件状态和案件名称，案件名称的字段关联有超链接，通过超链接可快速进入相应的案件界面；
当关联事件为项目时，将关联的项目的项目信息展示在即时消息对话框的扩展框中，项目信息包括：项目名称和项目相关信息，项目名称的字段关联有超链接，通过超链接可快速进入相应的项目界面。
其中，案件信息包括：案件名称和案件状态，当然还可以包含别的信息，比如，案号。案件名称上可以关联有超链接，这样通过超链接就可快速进入相应的案件界面。项目信息包括：项目名称和项目相关信息，项目相关信息包括：项目的状态，项目对应的专利案件数量以及相关的参考专利数量等等，具体要展现的信息可以自定义设置。
在一个实施例中，方法还包括：
当案件状态所处的节点操作权限为专利代理人时，在代理人端的即时消息对话框的扩展框中显示专利案件对应的快速处理按钮，通过快速处理按钮可以实现一键处理；
当案件状态所处的节点操作权限为客户时，在客户端的即时消息对话框的扩展框中显示专利案件对应的快速处理按钮，通过快速处理按钮可以实现一键处理。
其中，获取案件状态（即案件的当前状态），确定当前状态所处的节点操作权限，如果节点操作权限为专利代理人，则代理人端显示处理按钮，以便于通过该快速处理按钮可以实现一键处理，该一键处理可以是快速进入相应的处理界面。如果节点操作权限为客户，则将快速处理按钮显示在客户端。通过设置快速处理按钮可以实现在沟通案件时快速进入相应的处理页面，不仅提高了沟通效率，且实现了快速推进案件进度。
在一个实施例中，项目相关信息包括：与项目关联的专利案件信息。
在一个实施例中，在检测到处理端进入即时消息会话时，获取即时消息会话的关联事件之前还包括：
当接收到客户端或商务端发起的专利提案请求时，获取专利提案请求中包含的客户信息和指定的代理人信息；
根据客户信息和代理人信息生成专利即时消息群组，专利即时消息群组的成员包括：相应的代理人和客户，即时消息群组的名称是根据提案请求中的提案名称自动生成的；
将专利即时消息群组关联到相应的专利案件页面，通过案件页面的即时消息通道可快速进入专利即时消息群组；
或者
当接收到客户端发起的新建项目请求时，获取新建项目中关联的项目成员，根据关联的项目成员自动生成项目即时消息群组，项目即时消息群组的名称是根据新建项目的名称自动生成的；
将项目即时消息群组关联到相应的项目页面，通过项目页面的即时消息通道可快速进入项目即时消息群组。
其中，为了提高沟通的便利性，在收到专利提案请求时，自动进行专利即时消息群组的组建，并自动对组建的即时消息群组进行命名，并将该组件的即时消息群组和相应的事件页面进行关联，这样就可以通过事件页面中的即时消息按钮快速进入相应事件对应的即时消息群组。
如图7所示，提出了一种专利案件的全流程可视化管理装置，应用于信息处理平台，包括：
确定模块702，用于确定与专利案件类型对应的全流程管理主节点以及主节点之间的连接关系，全流程管理主节点包括：开案、受理、初审；
显示模块704，用于将全流程管理主节点以及主节点之间的连接关系以可视化的方式在每个处理端进行显示，对处于未激活状态的主节点进行弱化显示，每个主节点包括多个从节点，当从节点处于未激活状态时不显示；
激活模块706，用于当收到与从节点对应的触发操作时，激活从节点，并将激活后的从节点以可视化的方式显示在对应的主节点流程中。
在一个实施例中，开案主节点中的从节点包括：立案、代理人撰写、客户核稿、递交；激活模块还用于当接收到流程端发起的立案操作时，激活开案主节点，并显示开案主节点中的立案节点以及激活显示代理人撰写节点；当接收到代理人端发起的撰写完成操作时，激活并显示客户核稿节点；当接收到客户端发起的核稿完成操作时，激活并显示递交节点；当接收到流程端发起的递交完成操作时，递交节点的状态显示为已完成。
在一个实施例中，开案主节点中的从节点还包括：修稿节点；激活模块还用于当接收到客户端发起的核稿不通过操作时，激活显示修稿节点；当接收到代理人端基于修稿节点发起的修稿完成操作时，再次显示客户核稿节点。
在一个实施例中，一个从节点可对应多种状态，代理人撰写节点的状态包括：等待撰写、开始撰写、撰写完成；客户核稿节点包括：待核稿、核稿不通过、核稿通过；
激活模块还用于当接收到代理人端发起的开始撰写操作时，将代理人撰写节点的状态由等待撰写修改为开始撰写；当接收到代理人端发起的撰写完成操作时，将代理人撰写节点的状态由开始撰写修改为撰写完成；当接收到客户端发起的核稿不通过操作时，将客户核稿节点的状态显示为核稿不通过；当接收到客户端发起的核稿通过操作时，将客户核稿节点的状态显示为核稿通过。
在一个实施例中，受理主节点中的从节点包括：受理和缴纳官费；初审主节点的从节点包括：补正、初审合格；
激活模块还用于当接收到官方下发的受理通知书和缴纳官费通知书时，自动激活受理主节点，并显示受理主节点中的受理节点以及激活显示缴纳官费的节点；当接收到官方下发的补正通知书或者初审合格通知书时，自动激活初审主节点，当下发的补正通知书时，激活显示初审主节点中的补正节点，当下发的是初审合格通知书时，激活显示初审主节点中的初审合格节点。
在一个实施例中，确定模块还用于当案件类型为发明时，则全流程管理主节点还包括：实审；激活模块还用于当接收到官方下发的进入实质审查的通知书时，激活实审主节点，并激活显示实审主节点中的进入实审节点；当接收到官方下发的审查意见通知书时，激活显示对应的审查意见节点。
在一个实施例中，审查意见节点中包括多个子节点，多个子节点包括：第N次审查意见通知节点，第N次审查意见答复节点、第N次审查意见核稿节点、第N次审查意见递交节点；
    上述装置还包括：
审查答复模块，用于接收代理人端基于第N次审查意见答复节点发起的针对第N次审查意见的答复完成操作；基于答复完成操作激活显示第N次审查意见核稿节点；基于第N次审查意见核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活第N次审查意见递交节点；基于答复递交节点接收流程端发起的递交完成通知，更新答复递交节点的状态为已完成。
在一个实施例中，每个从节点对应有相应的角色权限；当激活每一从节点时，根据从节点对应的角色权限发送提醒消息给到对应的处理端。
    在一个实施例中，上述专利案件的全流程可视化管理装置还包括：
新建流程模块，用于当接收到流程端发起的新建流程请求时，获取新建流程请求中包含的目标流程节点；确定目标流程节点对应的全流程管理目标主节点以及在目标主节点流程中目标位置；将目标流程节点展示在目标位置上。
如图8所示，提出了一种基于多个端交互的案件管理装置，应用于信息处理平台，其特征在于，信息处理平台包括：客户端、商务端、代理人端、流程端和平台端，平台端用于总体管控；
方法包括：
第一接收模块802，用于接收客户端或商务端发起的专利提案请求，专利提案请求中包括指定的代理人信息，根据代理人信息将专利提案请求发送到相应的代理人端；
标记模块804，用于当提案为已完善提案时，将已完善提案标记为待开案提案；
第一激活模块806，用于接收流程端针对待开案提案发起的开案指令，基于开案指令进行开案，激活代理人撰写节点；
第二激活模块808，用于基于代理人撰写节点接收代理人端发起的撰写完成操作，基于撰写完成操作激活客户核稿节点；
第三激活模块810，用于基于客户核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活递交节点；
更新模块812，用于基于递交节点接收流程端发起的递交完成通知，更新递交节点的状态为已完成。
在一个实施例中，在接收客户端或商务端发起的专利提案请求后，上述基于多个端交互的案件管理装置还包括：
判断模块，用于判断专利提案请求的类型，当专利提案请求为第一类提案时，则将提案标记为待完善提案；当专利提案请求为第二类提案时，则将提案标记为已完善提案；
更新模块还用于当接收到针对待完善提案进行的完善操作时，将提案的状态更新为已完善提案。
在一个实施例中，专利提案请求中包括客户信息；在接收客户端或商务端发起的专利提案请求后，上述装置还包括：
生成模块，用于根据专利提案请求中包含的代理人信息和客户信息生成专利即时消息群组，专利即时消息群组的成员包括：相应的代理人和客户，专利即时消息群组的名称是根据专利提案请求中的提案名称自动生成的，专利即时消息群组用于代理人与客户进行提案的相关沟通。
在一个实施例中，上述基于多个端交互的案件管理装置还包括：
第一展示模块，用于当检测到处理端进入专利即时消息群组的界面时，获取与专利即时消息群组关联的专利案件信息；将关联的专利案件信息展示在即时消息对话框的扩展框中。
在一个实施例中，上述基于多个端交互的案件管理装置还包括：
第二展示模块，用于当检测到处理端进入专利即时消息群组的界面时，获取与代理人信息和客户信息关联的所有案件的案件信息；将关联的所有案件的案件信息展示在即时消息对话框的扩展框中，案件信息包括：案件状态和案件名称，案件名称的字段关联有超链接，通过超链接可快速进入相应的案件界面。
在一个实施例中，上述基于多个端交互的案件管理装置还包括：
确定模块，用于获取专利提案请求中的提案类型，确定与提案类型对应的全流程管理主节点以及主节点之间的连接关系，全流程管理主节点包括：开案、受理、初审；
显示模块，用于将全流程管理主节点以及主节点之间的连接关系以可视化的方式在每个处理端进行显示，对处于未激活状态的主节点进行弱化显示，每个主节点包括多个从节点，当从节点处于未激活状态时不显示，开案主节点中的从节点包括：立案、代理人撰写、客户核稿、递交；
第一激活模块还用于当接收到流程端发起的开案指令时，激活开案主节点，并显示开案主节点中的立案节点以及激活显示代理人撰写节点。
在一个实施例中，受理主节点中的从节点包括：受理和缴纳官费；初审主节点的从节点包括：补正、初审合格；
上述基于多个端交互的案件管理装置还包括：
第四激活模块，用于当接收到官方下发的受理通知书和缴纳官费通知书时，自动激活受理主节点，并显示受理主节点中的受理节点以及激活显示缴纳官费的节点；
第五激活模块，用于当接收到官方下发的补正通知书或者初审合格通知书时，自动激活初审主节点，当下发的是补正通知书时，激活显示初审主节点中的补正节点，当下发的是初审合格通知书时，激活显示初审主节点中的初审合格节点。
在一个实施例中，确定模块还用于当提案类型为发明时，则全流程管理主节点还包括：实审；
上述基于多个端交互的案件管理装置还包括：
第六激活模块，用于当接收到官方下发的进入实质审查的通知书时，激活实审主节点，并激活显示实审主节点中的进入实审节点；
第七激活模块，用于当接收到官方下发的审查意见通知书时，激活显示对应的审查意见节点。
在一个实施例中，审查意见节点中包括多个子节点，多个子节点包括：第N次审查意见通知节点，第N次审查意见答复节点、第N次审查意见核稿节点、第N次审查意见递交节点；
上述基于多个端交互的案件管理装置还包括：
第七激活模块还用于接收代理人端基于第N次审查意见答复节点发起的针对第N次审查意见的答复完成操作；基于答复完成操作激活显示第N次审查意见核稿节点；基于第N次审查意见核稿节点接收客户端发起的核稿信息，当核稿信息为通过时，则激活第N次审查意见递交节点；基于答复递交节点接收流程端发起的递交完成通知，更新答复递交节点的状态为已完成。
在一个实施例中，每个从节点对应有相应的角色权限；当激活每一从节点时，根据从节点对应的角色权限发送提醒消息给到对应的处理端。
在一个实施例中，上述基于多个端交互的案件管理装置还包括：
新建流程模块，用于当接收到流程端发起的新建流程请求时，获取新建流程请求中包含的目标流程节点；确定目标流程节点对应的全流程管理目标主节点以及在目标主节点流程中目标位置；将目标流程节点展示在目标位置上。
如图9所示，提出了一种基于即时消息的信息展示装置，应用于知识产权信息处理平台，知识产权信息处理平台包括：多个处理端；
方法包括：
检测模块902，用于检测到处理端进入即时消息会话时，获取即时消息会话的关联事件；
展示模块904，用于将关联事件的事件信息展示在处理端的即时消息会话框的扩展框中，扩展框位于即时消息会话框的预设边缘区域。
在一个实施例中，关联事件包括：直接关联事件；
检测模块还用于当检测到处理端进入即时消息会话时，获取进入即时消息会话的通道；当通道为基于事件页面发起的即时消息通道时，获取即时消息会话的直接关联事件，直接关联事件是指预先与即时消息会话建立了对应关系的事件；当通道为直接发起的即时消息通道时，获取即时消息会话关联的成员，根据即时消息会话关联的成员确定即时消息会话的关联事件。
在一个实施例中，关联事件包括：直接关联事件；
检测模块还用于当即时消息会话对应有直接关联事件时，则将直接关联事件作为即时消息会话的关联事件，直接关联事件是指预先与即时消息会话建立了对应关系的事件；当即时消息会话没有对应直接关联事件时，获取即时消息会话关联的成员，根据即时消息会话关联的成员确定即时消息会话的关联事件。
在一个实施例中，关联事件包括：专利案件、项目案件、商标案件、版权案件、诉讼案件中的一种或多种。
在一个实施例中，检测模块还用于获取即时消息会话中的所有主体成员，主体成员是指具有主体身份的成员，即时消息会话中的每个成员都对应有一个身份，身份的类型分为主体身份和协助身份；获取与所有主体成员关联的事件，作为即时消息会话的关联事件。
在一个实施例中，检测模块还用于当即时消息会话中主体成员为代理人和客户时，获取与代理人和客户关联的所有案件，将关联的所有案件作为与即时消息会话的关联事件；当即时消息会话中主体成员为项目成员时，则获取与项目成员关联的所有项目，将关联的所有项目作为与即时消息会话的关联事件。
在一个实施例中，展示模块还用于当关联事件为专利案件时，将关联的专利案件的案件信息展示在即时消息对话框的扩展框中，案件信息包括：案件状态和案件名称，案件名称的字段关联有超链接，通过超链接可快速进入相应的案件界面；当关联事件为项目时，将关联的项目的项目信息展示在即时消息对话框的扩展框中，项目信息包括：项目名称和项目相关信息，项目名称的字段关联有超链接，通过超链接可快速进入相应的项目界面。
在一个实施例中，展示模块还用于当案件状态所处的节点操作权限为代理人时，在代理人端的即时消息对话框的扩展框中显示专利案件对应的快速处理按钮，通过快速处理按钮可以实现一键处理；当案件状态所处的节点操作权限为客户时，在客户端的即时消息对话框的扩展框中显示专利案件对应的快速处理按钮，通过快速处理按钮可以实现一键处理。
在一个实施例中，项目相关信息包括：与项目关联的专利案件信息。
在一个实施例中，上述装置还包括：
组建模块，用于当接收到客户端或商务端发起的专利提案请求时，获取提案请求中包含的客户信息和指定的代理人信息；根据客户信息和代理人信息生成专利即时消息群组，专利即时消息群组的成员包括：相应的代理人和客户，专利即时消息群组的名称是根据提案请求中的提案名称自动生成的；将专利即时消息群组关联到相应的专利案件页面，通过案件页面的即时消息通道可快速进入专利即时消息群组；
或者当接收到客户端发起的新建项目请求时，获取新建项目中关联的项目成员，根据关联的项目成员自动生成项目即时消息群组，项目即时消息群组的名称是根据新建项目的名称自动生成的；将项目即时消息群组关联到相应的项目页面，通过项目页面的即时消息通道可快速进入项目即时消息群组。
图10示出了一个实施例中计算机设备的内部结构图。该计算机设备为服务器（即后台），该计算机设备包括通过系统总线连接的处理器和存储器。其中，存储器包括非易失性存储介质和内存储器。该计算机设备的非易失性存储介质存储有操作系统，还可存储有计算机程序，该计算机程序被处理器执行时，可使得处理器实现上述专利案件的全流程可视化管理方法或基于多个端交互的案件管理方法或基于即时消息的信息展示方法。该内存储器中也可储存有计算机程序，该计算机程序被处理器执行时，可使得处理器执行上述专利案件的全流程可视化管理方法或基于多个端交互的案件管理方法或基于即时消息的信息展示方法。本领域技术人员可以理解，图10中示出的结构，仅仅是与本申请方案相关的部分结构的框图，并不构成对本申请方案所应用于其上的计算机设备的限定，具体的计算机设备可以包括比图中所示更多或更少的部件，或者组合某些部件，或者具有不同的部件布置。
一种计算机可读存储介质，存储有计算机程序，所述计算机程序被处理器执行时，使得所述处理器执行上述专利案件的全流程可视化管理方法或基于多个端交互的案件管理方法或基于即时消息的信息展示方法的步骤。
一种计算机设备，包括存储器和处理器，所述存储器有存储计算机程序，所述计算机程序被所述处理器执行时，使得所述处理器执行上述专利案件的全流程可视化管理方法或基于多个端交互的案件管理方法或基于即时消息的信息展示方法的步骤。
    需要说明的是，上述专利案件的全流程可视化管理方法、装置、计算机设备及存储介质，基于多个端交互的案件管理方法、装置、计算机设备及存储介质以及基于即时消息的信息展示方法、装置、计算机设备及存储介质具有相同或相应的技术特征，上述相应的实施例可以相互适用。
本领域普通技术人员可以理解实现上述实施例方法中的全部或部分流程，是可以通过计算机程序来指令相关的硬件来完成，所述的程序可存储于一非易失性计算机可读取存储介质中，该程序在执行时，可包括如上述各方法的实施例的流程。其中，本申请所提供的各实施例中所使用的对存储器、存储、数据库或其它介质的任何引用，均可包括非易失性和/或易失性存储器。非易失性存储器可包括只读存储器(ROM)、可编程ROM(PROM)、电可编程ROM(EPROM)、电可擦除可编程ROM(EEPROM)或闪存。易失性存储器可包括随机存取存储器(RAM)或者外部高速缓冲存储器。作为说明而非局限，RAM以多种形式可得，诸如静态RAM(SRAM)、动态RAM(DRAM)、同步DRAM(SDRAM)、双数据率SDRAM(DDRSDRAM)、增强型SDRAM(ESDRAM)、同步链路(Synchlink) DRAM(SLDRAM)、存储器总线(Rambus)直接RAM(RDRAM)、直接存储器总线动态RAM(DRDRAM)、以及存储器总线动态RAM(RDRAM)等。
以上实施例的各技术特征可以进行任意的组合，为使描述简洁，未对上述实施例中的各个技术特征所有可能的组合都进行描述，然而，只要这些技术特征的组合不存在矛盾，都应当认为是本说明书记载的范围。
以上所述实施例仅表达了本申请的几种实施方式，其描述较为具体和详细，但并不能因此而理解为对本申请专利范围的限制。应当指出的是，对于本领域的普通技术人员来说，在不脱离本申请构思的前提下，还可以做出若干变形和改进，这些都属于本申请的保护范围。因此，本申请专利的保护范围应以所附权利要求为准。

Claims (14)

  1. 一种基于多个端交互的案件管理方法，应用于信息处理平台，其特征在于，所述信息处理平台包括：客户端、商务端、代理人端、流程端和平台端，所述平台端用于总体管控；
    所述方法包括：
    接收客户端或商务端发起的专利提案请求，所述专利提案请求中包括指定的代理人信息，根据所述代理人信息将所述专利提案请求发送到相应的代理人端；
    当所述提案为已完善提案时，将所述已完善提案标记为待开案提案；
    接收所述流程端针对所述待开案提案发起的开案指令，基于所述开案指令进行开案，激活代理人撰写节点；
    基于所述代理人撰写节点接收所述代理人端发起的撰写完成操作，基于所述撰写完成操作激活客户核稿节点；
    基于所述客户核稿节点接收所述客户端发起的核稿信息，当所述核稿信息为通过时，则激活递交节点；
    基于所述递交节点接收所述流程端发起的递交完成通知，更新所述递交节点的状态为已完成。
  2. 根据权利要求1所述的方法，其特征在于，在所述接收客户端或商务端发起的专利提案请求后，所述方法还包括：
    判断所述专利提案请求的类型，当所述专利提案请求为第一类提案时，则将所述提案标记为待完善提案；
    当所述专利提案请求为第二类提案时，则将所述提案标记为已完善提案；
    当接收到针对所述待完善提案进行的完善操作时，将所述提案的状态更新为已完善提案。
  3. 根据权利要求1所述的方法，其特征在于，所述专利提案请求中包括客户信息；在所述接收客户端或商务端发起的专利提案请求后，所述方法还包括：
    根据所述专利提案请求中包含的代理人信息和客户信息生成专利即时消息群组，所述专利即时消息群组的成员包括：相应的代理人和客户，所述专利即时消息群组的名称是根据所述专利提案请求中的提案名称自动生成的，所述专利即时消息群组用于代理人与客户进行提案的相关沟通。
  4. 根据权利要求1所述的方法，其特征在于，所述方法还包括：
    当检测到处理端进入所述专利即时消息群组的界面时，获取与所述专利即时消息群组关联的专利案件信息；
    将关联的所述专利案件信息展示在即时消息对话框的扩展框中。
  5. 根据权利要求3所述的方法，其特征在于，所述方法还包括：
    当检测到处理端进入所述专利即时消息群组的界面时，获取与所述代理人信息和所述客户信息关联的所有案件的案件信息；
    将关联的所述所有案件的案件信息展示在即时消息对话框的扩展框中，所述案件信息包括：案件状态和案件名称，所述案件名称的字段关联有超链接，通过所述超链接可快速进入相应的案件界面。
  6. 根据权利要求1所述的方法，其特征在于，所述方法还包括：
    获取所述专利提案请求中的提案类型，确定与提案类型对应的全流程管理主节点以及主节点之间的连接关系，所述全流程管理主节点包括：开案、受理、初审；
    将所述全流程管理主节点以及所述主节点之间的连接关系以可视化的方式在每个处理端进行显示，对处于未激活状态的主节点进行弱化显示，每个所述主节点包括多个从节点，当所述从节点处于未激活状态时不显示，所述开案主节点中的从节点包括：立案、代理人撰写、客户核稿、递交；
    接收所述流程端针对所述待开案提案发起的开案指令，基于所述开案指令进行开案，激活代理人撰写节点，包括：
    当接收到流程端发起的开案指令时，激活所述开案主节点，并显示所述开案主节点中的立案节点以及激活显示代理人撰写节点。
  7. 根据权利要求6所述的方法，其特征在于，所述受理主节点中的从节点包括：受理和缴纳官费；所述初审主节点的从节点包括：补正、初审合格；
    所述方法还包括：
    当接收到官方下发的受理通知书和缴纳官费通知书时，自动激活所述受理主节点，并显示所述受理主节点中的受理节点以及激活显示缴纳官费的节点；
    当接收到官方下发的补正通知书或者初审合格通知书时，自动激活所述初审主节点，当下发的补正通知书时，激活显示所述初审主节点中的补正节点，当下发的是初审合格通知书时，激活显示所述初审主节点中的初审合格节点。
  8. 根据权利要求6所述的方法，其特征在于，所述确定与提案类型对应的全流程管理主节点，将所述全流程管理主节点以可视化的方式进行显示，包括：
    当所述提案类型为发明时，则所述全流程管理主节点还包括：实审；
    所述方法还包括：
    当接收到官方下发的进入实质审查的通知书时，激活所述实审主节点，并激活显示所述实审主节点中的进入实审节点；
    当接收到官方下发的审查意见通知书时，激活显示对应的审查意见节点。
  9. 根据权利要求8所述的方法，其特征在于，所述审查意见节点中包括多个子节点，所述多个子节点包括：第N次审查意见通知节点，第N次审查意见答复节点、第N次审查意见核稿节点、第N次审查意见递交节点；
        所述方法还包括：
    接收代理人端基于所述第N次审查意见答复节点发起的针对所述第N次审查意见的答复完成操作；
    基于所述答复完成操作激活显示所述第N次审查意见核稿节点；
    基于所述第N次审查意见核稿节点接收所述客户端发起的核稿信息，当所述核稿信息为通过时，则激活第N次审查意见递交节点；
    基于所述答复递交节点接收所述流程端发起的递交完成通知，更新所述答复递交节点的状态为已完成。
  10. 根据权利要求6所述的方法，其特征在于，每个所述从节点对应有相应的角色权限；当激活每一所述从节点时，根据所述从节点对应的角色权限发送提醒消息给到对应的处理端。
  11. 根据权利要求6所述的方法，其特征在于，所述方法还包括：
    当接收到流程端发起的新建流程请求时，获取所述新建流程请求中包含的目标流程节点；
    确定所述目标流程节点对应的全流程管理目标主节点以及在所述目标主节点流程中目标位置；
    将所述目标流程节点展示在所述目标位置上。
  12. 一种基于多个端交互的案件管理装置，应用于信息处理平台，其特征在于，所述信息处理平台包括：客户端、商务端、代理人端、流程端和平台端，所述平台端用于总体管控；
    所述方法包括：
    第一接收模块，用于接收客户端或商务端发起的专利提案请求，所述专利提案请求中包括指定的代理人信息，根据所述代理人信息将所述专利提案请求发送到相应的代理人端；
    标记模块，用于当所述提案为已完善提案时，将所述已完善提案标记为待开案提案；
    第一激活模块，用于接收所述流程端针对所述待开案提案发起的开案指令，基于所述开案指令进行开案，激活代理人撰写节点；
    第二激活模块，用于基于所述代理人撰写节点接收所述代理人端发起的撰写完成操作，基于所述撰写完成操作激活客户核稿节点；
    第三激活模块，用于基于所述客户核稿节点接收所述客户端发起的核稿信息，当所述核稿信息为通过时，则激活递交节点；
    更新模块，用于基于所述递交节点接收所述流程端发起的递交完成通知，更新所述递交节点的状态为已完成。
  13. 一种计算机可读存储介质，存储有计算机程序，所述计算机程序被处理器执行时，使得所述处理器执行如权利要求1至11中任一项所述的基于多个端交互的案件管理方法的步骤。
  14. 一种计算机设备，包括存储器和处理器，所述存储器存储有计算机程序，所述计算机程序被所述处理器执行时，使得所述处理器执行如权利要求1至11中任一项所述的基于多个端交互的案件管理方法的步骤。
PCT/CN2023/083615 2022-03-25 2023-03-24 基于多个端交互的案件管理方法、装置、设备及存储介质 WO2023179755A1 (zh)

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