Morgan Stanley
AUTOMATED BUSINESS TRANSACTION CREATION FOR EMAIL SYSTEM

Abstract:

A system for automated email task management comprising an email server, a workflow server, a document storage server, and a computing device having non-transitory memory storing email client software, workflow client software, and a bridging software. Upon receipt of an email, the bridging software determines that the email contains instructions requiring initiation of a workflow, the bridging software automatically converts security credentials from a first security scheme used by the email client software to a second security scheme used by the workflow client software, and the bridging software provides a user interface that allows a user to automatically initiate a workflow in the workflow client with one or more data elements of the instructions prefilled in a graphical user interface of the workflow client software.