Morgan Stanley

Lawrence Beck

Andrew R Lowry

John Hendy

David Oxenstierna

William Vaughan

Denise Sommerville

John Perkoff

Peter Zope

Ming Infante

Alfred Short

Sanjaya Wickramasinghe

Anthony Oricoli

Raju Patel

An apparatus, system and method includes an action manager to receive a manual action selected by a user and an action console coupled to the action manager to present via the action console a user interface specific to the manual action selected by the user. The apparatus, system and method display a directory having one or more manual actions to a user, receives a selection identifying a manual action from the user; and submits the identified manual action to an automated workflow process to execute the identified manual action.

Action console framework

An exception management system comprising a centralized exception engine for processing exception messages from a plurality of source systems across a firm (or enterprise) and for generating workflow items where needed from the exception messages. The centralized exception engine may comprise an exception backbone that receives the exception messages from the source systems and processes the exception messages based on business rules. The exception messages may adhere to an exception message definition format. Users may access the exception information via a user interface. The exception engine may send alerts to certain users in certain circumstances based on the business rules. A flow manager of the exception backbone may process the exception messages by: (i) enriching the exception messages with additional information; (ii) prioritizing the exception messages; (iii) routing the exception messages to one or more users; and/or (iv) persisting exception information extracted from the exception messages in a persistent store. A workflow engine may communicate workflow messages to the source systems or directly with the exception backbone when workflow is required for one of the exception messages.

Workflow and exception system

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Lawrence Beck