IP Library Granted Patent US 10,430,435
Granted Patent B2
US 10,430,435 · App. 13/842,035 · Granted Oct 1, 2019

Provenance tracking and quality analysis for revenue asset management data

Inventors: Greg Olsen (Menlo Park, CA); Ganesh Bell (San Francisco, CA); Ricardo Craft (Oakland, CA); Chellah Thirunavukkarasu (Fremont, CA); Lenin Subramanian (San Mateo, CA); Manohar Raghunath (Fremont, CA); Zheng Chen (South San Francisco, CA)
Assignee: ServiceSource International, Inc.
G06F16/26G06F8/10G06F8/20G06F8/60G06F16/215G06F16/245G06F16/24556G06F16/24573G06F16/86G06Q10/00G06Q10/0631G06Q30/0202G06Q30/0264G06Q30/0277G06Q40/12H04L63/10
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Quick Facts
Patent No.
US 10,430,435
App. No.
13/842,035
Granted
Oct 1, 2019
Kind
B2
Abstract

In a recurring revenue management system, a first unit of data and a second unit of data is received. Content is extracted from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model. The extracted content is added to an instance of the predefined data object, and a reference tag with identification information for its associated content is associated with the content extracted from each of the first unit of data and the second unit of data. A duplicate data condition can be detected and resolved by applying a predefined approach to conflict resolution based on the identification information in the reference tags of the content of the first unit of data and the second unit of data. Related methods, systems, and computer program products are also described.

Claims (40)

1. A computer program product comprising a non-transitory machine-readable medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations comprising:

receiving a first unit of data at a recurring revenue management system;

receiving a second unit of data at the recurring revenue management system;

extracting content from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model defined in the recurring revenue management system;

adding the extracted content to an instance of the predefined data object and associating reference tags with the content extracted from each of the first unit of data and the second unit of data, each reference tag comprising identification information for its associated content, wherein the identification information of each reference tag comprises an indication of a source from which the associated extracted content was received, the source comprising one of a plurality of disparate data sources, the identification information further comprising a tag history including a history of previous reference tags that have been associated with the extracted content with which the reference tag is associated, the tag history configured to provide the history and source of origin of all changes to the associated extracted content;

detecting a duplicate data condition in which the content extracted from the first unit of data and the content extracted from the second unit of data provide redundant, conflicting values for a same field within the instance of the data object; and

resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags.

2. The computer program product in accordance with claim 1 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises identifying one or more key fields in the content, each of the one or more key fields having a uniqueness property.

3. The computer program product in accordance with claim 1 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises a clustering algorithm to measure one or more statistical anomalies relative to a larger group of object in the asset data model.

4. The computer program product in accordance with claim 1 , wherein the asset data model comprises one or more of each of product data objects, recurring revenue asset data objects, opportunity data objects, and contact data objects.

5. The computer program product in accordance with claim 4 , wherein the content extracted from the first unit of data and the second unit of data represents one or more of each of product data, recurring revenue asset data, opportunity data, and contact data.

6. The computer program product in accordance with claim 1 , wherein the operations further comprise generating an asset data object of a recurring revenue asset according to the resolving of the duplicate data condition.

7. The recurring revenue management system in accordance with claim 1 , wherein the operations further comprise an operation to generate an asset data object of a recurring revenue asset according to the resolving of the duplicate data condition.

8. The computer program product of claim 1 , wherein the plurality of disparate data sources comprises two or more of an entitlement system, an order management system, a pricing system, a product master database, a sales force automation system, a customer master database 216 , or a contract management system.

9. A recurring revenue management system comprising:

at least one programmable processor; and

a machine-readable medium storing instructions that, when executed by the at least one processor, cause the at least one programmable processor to perform operations comprising:

receive a first unit of data;

receive a second unit of data;

extract content from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model defined in the recurring revenue management system;

add the extracted content to an instance of the predefined data object and associating reference tags with the content extracted from each of the first unit of data and the second unit of data, each reference tag comprising identification information for its associated content, wherein the identification information of each reference tag comprises an indication of a source from which the associated extracted content was received, the source comprising one of a plurality of disparate data sources, the identification information further comprising a tag history including a history of previous reference tags that have been associated with the extracted content with which the reference tag is associated, the tag history configured to provide the history and source of origin of all changes to the associated extracted content;

detect a duplicate data condition in which the content extracted from the first unit of data and the content extracted from the second unit of data provide redundant, conflicting values for a same field within the instance of the data object; and

resolve the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags.

10. The recurring revenue management system in accordance with claim 9 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises identifying one or more key fields in the content, each of the one or more key fields having a uniqueness property.

11. The recurring revenue management system in accordance with claim 9 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises a clustering algorithm to measure one or more statistical anomalies relative to a larger group of object in the asset data model.

12. The recurring revenue management system in accordance with claim 9 , wherein the asset data model comprises one or more of each of product data objects, recurring revenue asset data objects, opportunity data objects, and contact data objects.

13. The recurring revenue management system in accordance with claim 12 , wherein the content extracted from the first unit of data and the second unit of data represents one or more of each of product data, recurring revenue asset data, opportunity data, and contact data.

14. A computer-implemented method comprising:

receiving, by one or more processors, a first unit of data related to a recurring revenue asset;

receiving, by the one or more processors, a second unit of data related to the recurring revenue asset;

extracting, by the one or more processors, content from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model defined in a recurring revenue management system for the recurring revenue asset;

adding the extracted content to an instance of the predefined data object and associating reference tags with the content extracted from each of the first unit of data and the second unit of data, each reference tag comprising identification information for its associated content, wherein the identification information of each reference tag comprises an indication of a source from which the associated extracted content was received, the source comprising one of a plurality of disparate data sources, the identification information further comprising a tag history including a history of previous reference tags that have been associated with the extracted content with which the reference tag is associated, the tag history configured to provide the history and source of origin of all changes to the associated extracted content;

detecting, by the one or more processors, a duplicate data condition in which the content extracted from the first unit of data and the content extracted from the second unit of data provide redundant, conflicting values for a same field within the instance of the data object; and

resolving, by the one or more processors, the duplicate data condition indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags.

15. The computer-implemented method in accordance with claim 14 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises identifying one or more key fields in the content, each of the one or more key fields having a uniqueness property.

16. The computer-implemented method in accordance with claim 14 , wherein resolving the duplicate data condition based on the indication of the source from which the associated extracted content was received and the history of previous reference tags that have been associated with the extracted content with which the reference tag is associated in the identification information of the reference tags comprises a clustering algorithm to measure one or more statistical anomalies relative to a larger group of object in the asset data model.

17. The computer-implemented method in accordance with claim 14 , wherein the asset data model comprises one or more of each of product data objects, recurring revenue asset data objects, opportunity data objects, and contact data objects.

18. The computer-implemented method in accordance with claim 17 , wherein the content extracted from the first unit of data and the second unit of data represents one or more of each of product data, recurring revenue asset data, opportunity data, and contact data.

19. The computer-implemented method in accordance with claim 14 , wherein the operations further comprise generating, by the one or more processors, an asset data object of a recurring revenue asset according to the resolving of the duplicate data condition.

20. The computer program product in accordance with claim 1 , wherein each reference tag further comprises one or more of a date of receipt, a user identifier, and a permission level of a user who provided the extracted content.

Assignments (8)
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS Recorded Apr 21, 2023
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: CONCENTRIX SREV, INC.
Reel/Frame 063424/0684 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Oct 28, 2022
From: CONCENTRIX SREV, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 061799/0811 →
MERGER Recorded Oct 5, 2022
From: SERVICESOURCE INTERNATIONAL, INC.; CONCENTRIX MERGER SUB, INC.
To: CONCENTRIX SERVICESOURCE INC.
Reel/Frame 061319/0788 →
CHANGE OF NAME Recorded Oct 5, 2022
From: CONCENTRIX SERVICESOURCE INC.
To: CONCENTRIX SREV, INC.
Reel/Frame 061323/0405 →
RELEASE OF SECURITY INTEREST Recorded Sep 19, 2022
From: BANK OF AMERICA, N.A.
To: SERVICESOURCE INTERNATIONAL, INC.
Reel/Frame 061133/0274 →
SECURITY INTEREST Recorded Jul 23, 2021
From: SERVICESOURCE INTERNATIONAL, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 056960/0874 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 11, 2017
From: SUBRAMANIAN, LENIN; RAGHUNATH, MANOHAR; CHEN, ZHENG
To: SERVICESOURCE INTERNATIONAL, INC.
Reel/Frame 043548/0401 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 24, 2014
From: OLSEN, GREG; THIRUNAVUKKARASU, CHELLIAH; CRAFT, RICARDO; BELL, GANESH
To: SERVICESOURCE INTERNATIONAL, INC.
Reel/Frame 033386/0843 →