Approach for managing forecast data
View Patent ↗An approach for managing forecast data involving the use of a hierarchical data model to manage forecast data. Each user has forecast data and access is determined based upon the relationships between user and the hierarchical data model. Each relationship is defined by user attributes including a node assignment and primary and secondary forecasting depths for primary and secondary data hierarchies. Access to forecast data is provided by first identifying the user's assigned node in the user's primary data hierarchy and traversing to the relative primary forecasting depth with respect to the user's assigned node. Then the user's secondary data hierarchy is traversed to the absolute secondary forecasting depth. Generally, users are only permitted to change data only at their lowest level, although some users may be given privileges to override forecast data at other levels. A consensus mechanism is also provided for resolving conflict or inconsistencies in forecast data.
1. A method for managing access to forecast data, the method comprising the computer executed steps of:
identifying a user, wherein the user has a position in an organization;
identifying a first node in a product data hierarchy, wherein the first node is assigned to the user based on the position in the organization, and wherein the product data hierarchy comprises a product root node that corresponds with a broadest product grouping and one or more child nodes that correspond with divisions of the broadest product grouping;
traversing the product data hierarchy from the first node by a first forecasting depth, wherein the first forecasting depth is assigned to the user based on the organization;
identifying a first group of one or more nodes at the first forecasting depth from the first node;
identifying a second node in a customer data hierarchy, wherein the second node is assigned to the user based on the position in the organization, and wherein the customer data hierarchy comprises a customer root node that corresponds with a broadest customer grouping and one or more child nodes that correspond with divisions of the broadest customer grouping;
traversing the customer data hierarchy from the second node by a second forecasting depth, wherein the second forecasting depth is assigned to the user based on the organization;
identifying a second group of one or more nodes at the second forecasting depth from the second node; and
presenting forecast data as a function of the first group of one or more nodes and the second group of one or more nodes.
2. The method as recited in claim 1 , further comprising revising the presented forecast data.
3. The method as recited in claim 2 , wherein revising the presented forecast data includes specifying a unit volume.
4. The method as recited in claim 2 , wherein revising the presented forecast data includes specifying a unit price.
5. The method as recited in claim 2 , wherein revising the presented forecast data includes specifying a total currency amount.
6. A computer-readable medium for managing access to forecast data, the computer-readable medium carrying one or more sequences of one or more instructions which, when processed by one or more processors, cause the one or more processors to perform the steps of:
identifying a user, wherein the user has a position in an organization;
identifying a first node in a product data hierarchy, wherein the first node is assigned to the user based on the position in the organization, and wherein the product data hierarchy comprises a product root node that corresponds with a broadest product grouping and one or more child nodes that correspond with divisions of the broadest product grouping;
traversing the product data hierarchy from the first node by a first forecasting depth, wherein the first forecasting depth is assigned to the user based on the organization;
identifying a first group of one or more nodes at the first forecasting depth from the first node;
identifying a second node in a customer data hierarchy, wherein the second node is assigned to the user based on the position in the organization, and wherein the customer data hierarchy comprises a customer root node that corresponds with a broadest customer grouping and one or more child nodes that correspond with divisions of the broadest customer grouping;
traversing the customer data hierarchy from the second node by a second forecasting depth, wherein the second forecasting depth is assigned to the user based on the organization;
identifying a second group of one or more nodes at the second forecasting depth from the second node; and
presenting forecast data as a function of the first group of one or more nodes and the second group of one or more nodes.
7. The computer-readable medium as recited in claim 6 , further comprising instructions which, when processed by one or more processors, cause the one or more processors to perform the step of revising the presented forecast data.
8. The computer-readable medium as recited in claim 7 , wherein revising the presented forecast data includes specifying a unit volume.
9. The computer-readable medium as recited in claim 7 , wherein revising the presented forecast data includes specifying a unit price.
10. The computer-readable medium as recited in claim 7 , wherein revising the presented forecast data includes specifying a total currency amount.
11. An apparatus for managing forecast data comprising:
a storage device containing a product data hierarchy and a customer data hierarchy, wherein product data hierarchy comprises a product root node that corresponds with a broadest product grouping and one or more child nodes that correspond with divisions of the broadest product grouping, and wherein the customer data hierarchy comprises a customer root node that corresponds with a broadest customer grouping and one or more child nodes that correspond with divisions of the broadest customer grouping; and
a processor communicatively coupled to the storage device and configured to:
identify a user, wherein the user has a position in an organization;
identify a first node in the product data hierarchy, wherein the first node is associated with a user assigned to the user based on the position in the organization;
traverse the product data hierarchy from the first node by a first forecasting depth, wherein the first forecasting depth is assigned to the user based on the organization;
identify a first group of one or more nodes at the first forecasting depth from the first node;
identify a second node in the customer data hierarchy, wherein the second node is associated with a user assigned to the user based on the position in the organization;
traverse the customer data hierarchy from the second node by a second forecasting depth, wherein the second forecasting depth is assigned to the user based on the organization;
identify a second group of one or more nodes at the second forecasting depth from the second node; and
present forecast data to the user as a function of the first group of one or more nodes and the second group of one or more nodes.