Assessment construction tool
US008374899B1
(12) United States Patent Heuler et a]. (54)
ASSESSMENT CONSTRUCTION TOOL
(75) Inventors: Randal J. Heuler, McMurray, PA (U S);
Christopher Ropar, Pittsburgh, PA (U S)
(73) Assignee: The PNC Financial Services Group, Inc., Pittsburgh, PA (US) (*)
Notice:
Subject to any disclaimer, the term of this patent is extended or adjusted under 35
U.S.C. 154(b) by 315 days.
(21) Appl. No.: 12/764,444 (22) Filed: (51)
Int. Cl.
(52) (58)
US. Cl.
Apr. 21, 2010
G06F 10/10
(2006.01)
.................................................... .. 705/7.11
US 8,374,899 B1
(10) Patent N0.: (45) Date of Patent:
Feb. 12, 2013
2003/0115133 A1*
6/2003
2003/0126049 A1 2003/0158800 A1 2004/0015376 A1
7/2003 Nagan et al. 8/2003 Pisello et al. 1/2004 Zhu et al.
Bian ............................. .. 705/38
2004/0054563 A1 *
3/2004
2004/0148210 A1 2005/0004823 A1
7/2004 Barrett et al. 1/2005 Hnatio
2005/0071185 A1 2005/0209897 2005/0272022 2006/0089861 2006/0117388 2006/0149604
A1 A1 A1 A1 A1
Douglas .......................... .. 705/7
3/2005 Thompson 9/2005 12/2005 4/2006 6/2006 7/2006
Luhr MontZ et al.
King et al. Nelson et al. Miller
2006/0155611 A1
7/2006 Hoffenberg
2006/0240394 A1 2007/0088602 A1 2007/0202483 A1
10/2006 Smith et al. 4/2007 Yaskin et a1. 8/2007 Castelli et al.
2007/0282666 A1
12/2007 Afeyan et al.
2008/0033775 A1* 2008/0103956 A1*
2/2008 5/2008
Dawson et al. ................. .. 705/7 Suzuki et al. ................. .. 705/37
2008/0140485 A1
6/2008 Williams
2008/0140514 A1*
6/2008
Stenger ......................... .. 705/10
(Continued)
Field of Classi?cation Search ................ .. 705/7.11
See application ?le for complete search history. OTHER PUBLICATIONS
(56)
References Cited
U.S. Appl. No. 12/764,449, ?led Apr. 21, 2010.
U.S. PATENT DOCUMENTS 5,737,494 A 6,092,060 A *
6,161,101 A 6,526,423 B2
(Continued)
4/1998 Guinta et a1. 7/2000
Guinta et a1. ................. .. 706/47
12/2000 Guintaetal. 2/2003 ZaWadZki et a1. Ruf?n et a1. ............... .. 705/7.12
Primary Examiner * Romain Jeanty
(74) Attorney, Agent, or Firm * Buchanan Ingersoll &
Rooney PC; Robert J. Pugh
6,675,149 B1*
1/2004
6,705,872 B2 6,850,892 B1
3/2004 Pearson et al. 2/2005 Shaw
(57)
7,167,844 B1 7,680,682 B2
1/2007 Leong et a1. 3/2010 Jessup et a1.
7,693,724 B2
4/2010 Bryant
An assessment construction tool is provided for developing and executing assessments of various operational aspects of a
7,693,738 B2
4/2010 Guinta et a1.
business entity. Both application-level and project-level
7,885,841 B2
2/2011 King
assessments may be constructed, and the assessments include
7,991,641 B2
8/2011 Vegliante et al.
2001/0032195 A1 2002/0059093 A1
10/2001 Graichen et a1. 5/2002 Barton et a1.
2002/0184068 A1*
12/2002
2002/0194055 A1
12/2002 Takakura et a1.
2003/0101086 A1
Krishnan et a1. ................ .. 705/8
ABSTRACT
a mechanism for applying scores associated With ansWers
derived from conducting the assessment to multiple assess
ment process categories of the business entity.
18 Claims, 25 Drawing Sheets
5/2003 San Miguel
ASSESSMENT CONSTRUCTION SYSTEM
‘05% OUESTION REPOSITORY
was OTHER DATA REPOSITORIES
PROJECT MANAGERS
106A
NAVIGATION MODULE I06
ASSESSMENT BUILDERS
QUESTION CONFIGURATION MODULE
136
SCORING MODULE
OTHER USERS
106C
AUDIT LOG MODULE
EXTERNAL
106E
NOTIFICATION/ APPROVAL MODULE
\1060
US 8,374,899 B1 Page 2 Us. PATENT DOCUMENTS 2009/0119141 A1
2009/0216628 A1 2010/0100427 A1 2010/0153156 A1 2010/0287036 A1
5/2009 McCalmont et a1.
8/2009 Pandey et a1. 4/2010 McKeoWn et al. 6/2010 Guinta et al. 11/2010 Guinta et al.
OTHER PUBLICATIONS
U.S.App1. No. 12/764,430, ?led Apr. 21, 2010.
Of?ce Action dated Mar. 19, 2012 for US. Appl. No. 12/764,449, ?led Apr. 21, 2010.
Kathlene Larson, Verne Ryan, “A Tool for Developing Questionnaire Content,” Journal of Extension, Oct. 2003, vol. 41, No. 5, printed from http://WWWjoe.org/joe/2003october/tt3.php, Internet site, accessed on Apr. 17, 2012, 3 pages.
“Online survey and questionnaire tool,” Rages Ltd EXtranet, Rages Ltd., 2005, 1 page.
Of?ce Action dated Mar. 27, 2012 for U.S. Appl. No. 12/764,430,
?ledApr. 21, 2010.
* cited by examiner
US. Patent
Feb. 12, 2013
Sheet 1 0f 25
$01
$2
$
(12) United States Patent Heuler et a]. (54)
ASSESSMENT CONSTRUCTION TOOL
(75) Inventors: Randal J. Heuler, McMurray, PA (U S);
Christopher Ropar, Pittsburgh, PA (U S)
(73) Assignee: The PNC Financial Services Group, Inc., Pittsburgh, PA (US) (*)
Notice:
Subject to any disclaimer, the term of this patent is extended or adjusted under 35
U.S.C. 154(b) by 315 days.
(21) Appl. No.: 12/764,444 (22) Filed: (51)
Int. Cl.
(52) (58)
US. Cl.
Apr. 21, 2010
G06F 10/10
(2006.01)
.................................................... .. 705/7.11
US 8,374,899 B1
(10) Patent N0.: (45) Date of Patent:
Feb. 12, 2013
2003/0115133 A1*
6/2003
2003/0126049 A1 2003/0158800 A1 2004/0015376 A1
7/2003 Nagan et al. 8/2003 Pisello et al. 1/2004 Zhu et al.
Bian ............................. .. 705/38
2004/0054563 A1 *
3/2004
2004/0148210 A1 2005/0004823 A1
7/2004 Barrett et al. 1/2005 Hnatio
2005/0071185 A1 2005/0209897 2005/0272022 2006/0089861 2006/0117388 2006/0149604
A1 A1 A1 A1 A1
Douglas .......................... .. 705/7
3/2005 Thompson 9/2005 12/2005 4/2006 6/2006 7/2006
Luhr MontZ et al.
King et al. Nelson et al. Miller
2006/0155611 A1
7/2006 Hoffenberg
2006/0240394 A1 2007/0088602 A1 2007/0202483 A1
10/2006 Smith et al. 4/2007 Yaskin et a1. 8/2007 Castelli et al.
2007/0282666 A1
12/2007 Afeyan et al.
2008/0033775 A1* 2008/0103956 A1*
2/2008 5/2008
Dawson et al. ................. .. 705/7 Suzuki et al. ................. .. 705/37
2008/0140485 A1
6/2008 Williams
2008/0140514 A1*
6/2008
Stenger ......................... .. 705/10
(Continued)
Field of Classi?cation Search ................ .. 705/7.11
See application ?le for complete search history. OTHER PUBLICATIONS
(56)
References Cited
U.S. Appl. No. 12/764,449, ?led Apr. 21, 2010.
U.S. PATENT DOCUMENTS 5,737,494 A 6,092,060 A *
6,161,101 A 6,526,423 B2
(Continued)
4/1998 Guinta et a1. 7/2000
Guinta et a1. ................. .. 706/47
12/2000 Guintaetal. 2/2003 ZaWadZki et a1. Ruf?n et a1. ............... .. 705/7.12
Primary Examiner * Romain Jeanty
(74) Attorney, Agent, or Firm * Buchanan Ingersoll &
Rooney PC; Robert J. Pugh
6,675,149 B1*
1/2004
6,705,872 B2 6,850,892 B1
3/2004 Pearson et al. 2/2005 Shaw
(57)
7,167,844 B1 7,680,682 B2
1/2007 Leong et a1. 3/2010 Jessup et a1.
7,693,724 B2
4/2010 Bryant
An assessment construction tool is provided for developing and executing assessments of various operational aspects of a
7,693,738 B2
4/2010 Guinta et a1.
business entity. Both application-level and project-level
7,885,841 B2
2/2011 King
assessments may be constructed, and the assessments include
7,991,641 B2
8/2011 Vegliante et al.
2001/0032195 A1 2002/0059093 A1
10/2001 Graichen et a1. 5/2002 Barton et a1.
2002/0184068 A1*
12/2002
2002/0194055 A1
12/2002 Takakura et a1.
2003/0101086 A1
Krishnan et a1. ................ .. 705/8
ABSTRACT
a mechanism for applying scores associated With ansWers
derived from conducting the assessment to multiple assess
ment process categories of the business entity.
18 Claims, 25 Drawing Sheets
5/2003 San Miguel
ASSESSMENT CONSTRUCTION SYSTEM
‘05% OUESTION REPOSITORY
was OTHER DATA REPOSITORIES
PROJECT MANAGERS
106A
NAVIGATION MODULE I06
ASSESSMENT BUILDERS
QUESTION CONFIGURATION MODULE
136
SCORING MODULE
OTHER USERS
106C
AUDIT LOG MODULE
EXTERNAL
106E
NOTIFICATION/ APPROVAL MODULE
\1060
US 8,374,899 B1 Page 2 Us. PATENT DOCUMENTS 2009/0119141 A1
2009/0216628 A1 2010/0100427 A1 2010/0153156 A1 2010/0287036 A1
5/2009 McCalmont et a1.
8/2009 Pandey et a1. 4/2010 McKeoWn et al. 6/2010 Guinta et al. 11/2010 Guinta et al.
OTHER PUBLICATIONS
U.S.App1. No. 12/764,430, ?led Apr. 21, 2010.
Of?ce Action dated Mar. 19, 2012 for US. Appl. No. 12/764,449, ?led Apr. 21, 2010.
Kathlene Larson, Verne Ryan, “A Tool for Developing Questionnaire Content,” Journal of Extension, Oct. 2003, vol. 41, No. 5, printed from http://WWWjoe.org/joe/2003october/tt3.php, Internet site, accessed on Apr. 17, 2012, 3 pages.
“Online survey and questionnaire tool,” Rages Ltd EXtranet, Rages Ltd., 2005, 1 page.
Of?ce Action dated Mar. 27, 2012 for U.S. Appl. No. 12/764,430,
?ledApr. 21, 2010.
* cited by examiner
US. Patent
Feb. 12, 2013
Sheet 1 0f 25
$01
$2
$
