IP Library Granted Patent US 9,466,026
Granted Patent B2
US 9,466,026 · App. 14/106,709 · Granted Oct 11, 2016

Rule assignments and templating

Inventors: Manfred Hettenkofer (San Francisco, CA); Eric Burin des Roziers (Montepellier, FR); Ketan Soni (Sunnyvale, CA)
Assignee: Model N, Inc.
G06N5/025
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Quick Facts
Patent No.
US 9,466,026
App. No.
14/106,709
Granted
Oct 11, 2016
Kind
B2
Abstract

Various implementations for assigning rules and creating rules using templates are described herein. In one example implementation, a model is determined, one or more components of the model are determined, a rule from a set of one or more predefined rules is determined, and the rule is assigned to the model. The rule has one or more parameters matching the one or more components of the model.

Claims (73)

1. A computer-implemented method comprising:

predefining a set of rules, each of the rules including one or more condition parameters and one or more action parameters associated with one or more attributes;

after the set of rules have been predefined, determining a model;

determining one or more components of the model;

determining a rule from the set of predefined rules having one or more of the one or more condition parameters and the one or more action parameters matching one or more of the one or more components of the model; and

assigning the rule to the model.

2. The computer-implemented method of claim 1 , wherein the rule includes the one or more attributes, option groups, and products, and the one or more attributes, option groups, and products correspond to the one or more components of the model.

3. The computer-implemented method of claim 1 , further comprising:

overriding the rule that is assigned to the model by assigning the rule differently to the model or assigning another rule to the model.

4. The computer-implemented method of claim 3 , further comprising:

providing a rule definition interface including the assignment of the rule to the model for presentation to a user; and

receiving an input from the user to override the assignment of the rule.

5. The computer-implemented method of claim 1 , wherein determining the rule from the set of predefined rules includes automatically determining the rule based on a common attribute between the rule and the model.

6. The computer-implemented method of claim 5 , wherein the common attribute includes an option group, attribute, or product, and the model and the rule each includes the option group, attribute, or product.

7. The computer-implemented method of claim 1 , further comprising:

determining an option group associated with the model;

determining that the option group includes a product; and

determining that the rule is dependent on the product, wherein the rule is assigned to the model based on the rule being dependent on the product.

8. The computer-implemented method of claim 1 , further comprising:

determining an option group associated with the model;

determining that the option group is associated with an attribute; and

determining that the rule is dependent on the attribute, wherein the rule is assigned to the model based on the rule being dependent on the attribute.

9. The computer-implemented method of claim 1 , further comprising:

determining an option group associated with the model is user-defined;

determining an attribute tied to an option of the option group; and

determining a rule is dependent on the attribute tied to the option of the option group, wherein the rule is assigned to the model based on the rule being dependent on the attribute.

10. A computer-implemented method, comprising:

receiving an input from a first user to create a rule template for a rule;

providing a table-based rule definition interface for presentation to the first user;

receiving an input defining a first set of one or more columns of a table as a rule condition for the rule;

receiving an input defining a second set of one or more columns of the table as a rule action for the rule;

storing the table including the first set of one or more columns and the second set of one or more columns as the rule template in a data store;

providing the table-based rule definition interface including the rule template to a second user;

receiving an input from the second user defining a row for the table reflecting an expression of the rule;

updating the table with the row; and

automatically identifying the rule as assignable to a corresponding model having one or more components based on matching one or more of the rule condition and the rule action to at least one of the one or more components of the model.

11. The computer-implemented method of claim 10 , wherein the one or more columns representing the rule condition and the one or more columns representing the rule action each include one of a category, an option group, an attribute type, and a quantity and the expression of the rule input by the second user includes a value for each of the one or more columns representing the rule condition and for each of the one or more columns representing the rule action.

12. A system comprising:

one or more processors; and

a modeling engine, executable by the one or more processors, to predefine a set of rules, each of the rules including one or more condition parameters and one or more action parameters associated with one or more attributes, the modeling engine further executable by the one or more processors to determine a model, determine one or more components of the model, determine a rule from the set of predefined rules having one or more of the one or more condition parameters and the one or more action parameters matching one or more of the one or more components of the model, and assign the rule to the model.

13. The system of claim 12 , wherein the rule includes the one or more attributes, option groups, and products, and the one or more attributes, option groups, and products correspond to the one or more components of the model.

14. The system of claim 12 , wherein the modeling engine is further executable to:

override the rule that is assigned to the model by assigning the rule differently to the model or assigning another rule to the model.

15. The system of claim 14 , wherein the modeling engine is further executable to:

provide a rule definition interface including the assignment of the rule to the model for presentation to a user; and

receive an input from the user to override the assignment of the rule.

16. The system of claim 12 , wherein to determine the rule from the set of predefined rules includes automatically determining the rule based on a common attribute between the rule and the model.

17. The system of claim 16 , wherein the common attribute includes an option group, attribute, or product, and the model and the rule each includes the option group, attribute, or product.

18. The system of claim 12 , wherein the modeling engine is further executable to:

determine an option group associated with the model;

determine that the option group includes a product; and

determine that the rule is dependent on the product, wherein the rule is assignment to the model based on the rule begin dependent on the product.

19. The system of claim 12 , wherein the modeling engine is further executable to:

determine an option group associated with the model;

determine that the option group is associated with an attribute; and

determine that the rule is dependent on the attribute, wherein the rule is assigned to the model based on the rule being dependent on the attribute.

20. The system of claim 12 , wherein the modeling engine is further executable to:

determine an option group associated with the model is user defined;

determine an attribute tied to an option of the option group; and

determine a rule that is dependent on the attribute tied to the option of the option group, wherein the rule is assigned to the model based on the rule being dependent on the attribute.

21. A system comprising:

one or more processors; and

a modeling engine, executable by the one or more processors, to:

receive an input from a first user to create a rule template for a rule;

provide a table-based rule definition interface for presentation to the first user;

receive an input defining a first set of one or more columns of a table as a rule condition for the rule;

receive an input defining a second set of one or more columns of the table as a rule action for the rule;

store the table including the first set of one or more columns and the second set of one or more columns as the rule template in a data store;

provide the table-based rule definition interface including the rule template to a second user;

receive an input from the second user defining a row for the table reflecting an expression of the rule;

update the table with the row; and

automatically identify the rule as assignable to a corresponding model having one or more components based on matching one or more of the rule condition and the rule action to at least one of the one or more components of the model.

22. The system of claim 21 , wherein the one or more columns representing the rule condition and the one or more columns representing the rule action each include one of a category, an option group, an attribute type, and a quantity and the expression of the rule input by the second user includes a value for each of the one or more columns representing the rule condition and for each of the one or more columns representing the rule action.

Assignments (6)
SECURITY INTEREST Recorded Jul 1, 2024
From: MODEL N, INC.
To: OHA AGENCY LLC, AS COLLATERAL AGENT
Reel/Frame 067881/0721 →
RELEASE OF SECURITY INTEREST Recorded May 26, 2020
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: MODEL N, INC.
Reel/Frame 052745/0481 →
RELEASE OF SECURITY INTEREST Recorded May 7, 2018
From: TC LENDING, LLC, AS COLLATERAL AGENT
To: MODEL N, INC.
Reel/Frame 046083/0382 →
SECURITY INTEREST Recorded May 4, 2018
From: MODEL N, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 045720/0141 →
GRANT OF A SECURITY INTEREST -- PATENTS Recorded Jan 5, 2017
From: MODEL N, INC.
To: TC LENDING, LLC, AS COLLATERAL AGENT
Reel/Frame 041268/0536 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 27, 2013
From: HETTENKOFER, MANFRED; BURIN DES ROZIERS, ERIC; SONI, KETAN
To: MODEL N, INC.
Reel/Frame 031851/0394 →
Continuity (3)
Continuation In Part 14069362 · Oct 31, 2013
Provisional Application 61740816 · Dec 21, 2012
Related Publication 20140180970A1 · Jun 26, 2014