IP Library Granted Patent US 9,098,594
Granted Patent B2
US 9,098,594 · App. 11/966,288 · Granted Aug 4, 2015

Metric portal

Inventor: Nikita Ogievetsky (Woodmere, NY)
Assignee: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
G06F17/30893
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Quick Facts
Patent No.
US 9,098,594
App. No.
11/966,288
Granted
Aug 4, 2015
Kind
B2
Abstract

Various aspects are directed to a computer system for implementing an interface for presenting metric data to a user, the computer system may comprise a storage medium, which may, in turn, comprise a sitemap. The sitemap may define an organization of portal pages and wherein each portal page comprises at least one region defining a metric data type and a metric data presentation. The computer system may also comprise at least one processor configured to implement a controller unit. The controller unit may be configured to query a data source to retrieve a first data collection, where the first data collection comprises metric data of a first business context. The controller unit may also be configured to render a first portal page selected from the organization of portal pages according to the first data collection. In response to a request for a portal page change, the controller unit may be configured to render a second portal page selected from the organization of portal pages according to the first data collection. Also, in response to a request for a business context change, the controller unit may be configured to query the data source for a second data collection comprising metric data of a second business context; and render the second portal page according to the second data collection.

Claims (22)

1. A computer system for implementing an interface for presenting metric data to a user, the computer system comprising:

a storage medium comprising a sitemap, wherein the sitemap defines an organization of portal pages and wherein each portal page comprises at least one region defining a metric data type and a metric data presentation;

at least one processor configured to implement a controller unit, the controller unit configured to:

query a data source to retrieve a first data collection, wherein the first data collection comprises metric data of a first business context, wherein the first business context is defined by values for a plurality of context dimensions, and wherein the values for the plurality of context dimensions indicate a degree of specificity of the first business context in each dimension;

render a first portal page selected from the organization of portal pages according to the first data collection, wherein rendering the first portal page comprises populating a first region of the first portal page with data from the first data collection corresponding to the metric data type and the metric data presentation defined by the first region of the first portal page;

in response to a request for a portal page change, render a second portal page selected from the organization of portal pages according to the first data collection, wherein rendering the second portal page comprises populating a first region of the second portal page with data from the first data collection corresponding to the metric data type and the metric data presentation defined by the first region of the second portal page; and

in response to a request for a business context change:

query the data source for a second data collection comprising metric data of a second business context, wherein the second business context has a different value than the first business context for at least one of the plurality of context dimensions; and

render the second portal page according to the second data collection, wherein rendering the second portal page according to the second data collection comprises populating the first region of the second portal page with data from the second data collection corresponding to the metric data type and the metric data presentation defined by the first region of the second portal page.

2. The computer system of claim 1 , wherein the controller unit is further configured to query the data source for a supplement to the first data collection, and render at least one region of the second portal page according to the first data collection and the supplement, in response to a request for a local business context preview.

3. The computer system of claim 1 , wherein the at least one region comprises at least one metric data presentation form selected from the group consisting of a grid form, a chart form and a geographical map form.

4. The computer system of claim 1 , wherein rendering the first portal page further comprises rendering utilizing an Extensible Stylesheet Language Transformations (XSLT) format.

5. The computer system of claim 1 , wherein the plurality of context dimensions comprise a time dimension, a business organization dimension, and a product type dimension.

6. A computer-implemented method for presenting metric data to a user, the method comprising:

selecting, by a computer system, a first portal page from an organization of portal pages, wherein the first portal page comprises at least one region defining a metric data type and a metric data presentation, wherein the computer system comprises at least one processor in communication with a memory;

rendering the first portal page, by the computer system, according to a first data collection, wherein the first data collection comprises metric data of a first business context, wherein the first business context is defined by values for a plurality of context dimensions, and wherein the values for the plurality of context dimensions indicate a degree of specificity of the first business context in each dimension, and wherein rendering the first portal page comprises populating a first region of the first portal page with data from the first data collection corresponding to the metric data type and the metric data presentation defined by the first region of the first portal page;

rendering, by the computer system, the first portal page according to the first data collection and a supplemental data collection, wherein the supplemental data collection comprises data of a second business context; and

rendering, by the computer system, the first portal page according to a second data collection, wherein the second data collection comprises metric data of the second business context, wherein the second business context has a different value than the first business context for at least one of the plurality of context dimensions, and wherein rendering the first portal page comprises populating the first region of the first portal page with data from the first data collection corresponding to the metric data type and the metric data presentation defined by the first region of the first portal page.

7. The method of claim 6 , further comprising:

rendering a second portal page selected from the organization of portal pages according to the first data collection;

rendering the second portal page according to the first data collection and the supplemental data collection; and

rendering the second portal page according to the second data collection, wherein the second data collection comprises metric data of the second business context.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 12, 2016
From: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
To: MORGAN STANLEY SERVICES GROUP INC.
Reel/Frame 040705/0324 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 15, 2009
From: MORGAN STANLEY (A DELAWARE CORPORATION)
To: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
Reel/Frame 022825/0818 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 8, 2008
From: OGIEVETSKY, NIKITA
To: MORGAN STANLEY
Reel/Frame 021206/0954 →
Continuity (1)
Related Publication 20090172518A1 · Jul 2, 2009