Granted Patent B1

US 11,074,643 · App. 14/137,514 · Granted Jul 27, 2021

Inventors: John Ellithorpe (Redwood Shores, CA); Yihua Ding (Sunnyvale, CA); Manfred Hettenkofer (San Francisco, CA); David Cadwallader (Evergreen, CO); Jenny Chang (Milpitas, CA)

Assignee: Model N, Inc.

G06Q30/0641G06Q20/14G06Q30/0206G06Q30/0621

Abstract

Claims (79)

1. A computer-implemented method, comprising:

receiving, by one or more computing devices, a selection of a product;

determining, by the one or more computing devices, a plurality of sections associated with the product;

determining, by one or more computing devices, a plurality of option groups for each of the sections, each option group in the plurality of option groups including a plurality of options for the product;

generating, by one or more computing devices, a product configuration page including a navigation panel and the plurality of sections associated with the product, the navigation panel including a plurality of tabs, each tab in the plurality of tabs representing a respective section of the plurality of sections, each of the plurality of tabs including a plurality of indicators corresponding to the plurality of option groups included in the respective section, the plurality of indicators indicating a plurality of completion statuses for the plurality of option groups, the plurality of completion statuses including: a product configuration option not-yet filled out, a product configuration option not required, and a product configuration option completed, wherein each indicator of the plurality of indicators continues to visually indicate a completion status from the plurality of completion statuses within a respective one of the plurality of tabs in the navigation panel while another of the plurality of tabs is selected;

providing, by one or more computing devices, the product configuration page for presentation to a user;

receiving, by one or more computing devices, a first user input;

determining, by one or more computing devices, the first user input to be a tab selection selecting a tab from among the plurality of tabs based on the first user input;

determining, by the one or more computing devices, which section from the plurality of sections is associated with the tab selected by the tab selection;

determining, by one or more computing devices, a position of the section associated with the tab selection relative to an optimal viewing position for an active section;

repositioning, by one or more computing devices, a section associated with the tab selection to the optimal viewing position; and

for each option group in the plurality of option groups: determining no option from the plurality of options from the option group was previously selected;

receiving, by one or more computing devices, a second user input;

determining, by one or more computing devices, the second user input to be an option selection of an option from the plurality of options included in the option group; and

updating, by one or more computing devices, the completion status of an indicator of the plurality of indicators corresponding to the option group to indicate that the option has been selected based on the second user input.

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

receiving, by one or more computing devices, a second user input;

determining, by one or more computing devices, the second user input to be a hover action in which a tab is being hovered;

determining, by one or more computing devices, which tab from among the plurality of tabs is being hovered; and

displaying, by one or more computing devices, descriptive information for the plurality of option groups corresponding to the plurality of indicators included in the tab being hovered.

3. The computer-implemented method of claim 2 , wherein the descriptive information includes a section title of the section associated with the tab and the plurality of option groups associated with the plurality of indicators.

4. A system comprising:

one or more processors;

one or more memories storing instructions that, when executed by the one or more processors, cause the system to perform operations comprising:

receiving a selection of a product;

determining a plurality of sections associated with the product;

determining a plurality of option groups for each of the sections, each option group in the plurality of option groups of each of the sections including a plurality of options for the product;

generating a product configuration page including a navigation panel and the plurality of sections associated with the product, the navigation panel including a plurality of tabs, each tab in the plurality of tabs of the navigation panel representing a respective section of the plurality of sections, each of the plurality of tabs including a plurality of indicators corresponding to the plurality of option groups included in the respective section, the plurality of indicators indicating a plurality of completion statuses for the plurality of option groups, the plurality of completion statuses including: a product configuration option not-yet filled out, a product configuration option not required, and a product configuration option completed, wherein each indicator of the plurality of indicators continues to visually indicate a completion status from the plurality of completion statuses within a respective one of the plurality of tabs in the navigation panel while another of the plurality of tabs is selected;

providing the product configuration page for presentation to a user;

receiving, by one or more processors, a first user input;

determining, by one or more processors, the first user input to be a tab selection selecting a tab from among the plurality of tabs based on the first user input;

determining, by the one or more processors, which section from the plurality of sections is associated with the tab selected by the tab selection;

determining, by one or more processors, a position of the section associated with the tab selection relative to an optimal viewing position for an active section;

repositioning, by one or more processors, the section associated with the tab selection to the optimal viewing position; and

for each option group in the plurality of option groups:

determining no option from the plurality of options from the option group was previously selected;

receiving, by one or more processors, a second user input;

determining, by one or more processors, the second user input to be an option selection of an option from the plurality of options included in the option group; and

updating, by one or more processors, the completion status of an indicator of the plurality of indicators corresponding to the option group to indicate that the option has been selected based on the second user input.

5. The system of claim 4 , wherein the instructions, when executed by the one or more processors, further cause the system to perform operations comprising:

receiving a second user input selecting a particular option from a particular option group of a particular section from the plurality of sections of the product configuration page; and

updating, in the navigation panel, a particular indicator from the plurality of indicators of a particular tab from the plurality of tabs, the updated indicator corresponding to the option group of the particular section from the plurality of sections of the product configuration page, the updated indicator of the particular tab visually portraying a change in a completion status of the particular option group of the particular section from the plurality of sections of the product configuration page.

6. The system of claim 4 , wherein the instructions, when executed by the one or more processors, further cause the system to perform operations comprising:

receiving a second user input;

determining the second user input to be a hover action in which a tab is being hovered;

determining which tab from among the plurality of tabs is being hovered; and

displaying descriptive information for the plurality of option groups corresponding to the plurality of indicators included in the tab being hovered.

7. The system of claim 6 , wherein the descriptive information includes a section title of the section associated with the tab and the plurality of option groups associated with the plurality of indicators.

8. A system for generating an interface for configuring a product, the system comprising:

one or more processors;

one or more memories storing instructions that, when executed by the one or more processors, cause the system to perform operations comprising:

generating an interface including:

a plurality of sections associated with a product, each section of the plurality of sections including a plurality of option groups, each option group in the plurality of option groups including a plurality of options selectable to configure the product; and

a navigation panel including a plurality of tabs, each tab in the plurality of tabs of the navigation panel representing a respective section of the plurality of sections, each of the plurality of tabs including a plurality of indicators corresponding to the plurality of option groups included in the respective section, the plurality of indicators indicating a plurality of completion statuses for the plurality of option groups, the plurality of completion statuses including: a product configuration option not-yet filled out, a product configuration option not required, and a product configuration option completed, wherein each indicator of the plurality of indicators continues to visually indicate a completion status from the plurality of completion statuses within a respective one of the plurality of tabs in the navigation panel while another of the plurality of tabs is selected;

providing the interface for presentation to a user;

receiving, by one or more processors, a first user input;

determining, by one or more processors, the first user input to be a tab selection selecting a tab from among the plurality of tabs based on the first user input;

determining, by the one or more processors, which section from the plurality of sections is associated with the tab selected by the tab selection;

determining, by one or more processors, a position of the section associated with the tab selection relative to an optimal viewing position for an active section;

repositioning, by one or more processors, the section associated with the tab selection to the optimal viewing position; and

for each option group in the plurality of option groups:

determining no option from the plurality of options from the option group was previously selected;

receiving, by one or more processors, a second user input;

determining, by one or more processors, the second user input to be an option selection of an option from the plurality of options included in the option group; and

updating, by one or more processors, the completion status of an indicator of the plurality of indicators corresponding to the option group to indicate that the option has been selected based on the second user input.

9. The system of claim 8 , wherein at least one indicator of the plurality of indicators indicates that a corresponding option group has none of the options included in the corresponding option group selected, and the at least one indicator is updated to indicate that at least one option from the corresponding option group has been selected upon user selection of the at least one option.

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

expanding a first section of the plurality of sections to show the plurality of option groups comprising the first section.

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

detecting a hover action over a first tab from the plurality of tabs; and

responsive to detecting the hover action, displaying descriptive information about the plurality of indicators included in the first tab.

12. The computer-implemented method of claim 11 , wherein the descriptive information including errors present in a current configuration associated with the product.

13. The computer-implemented method of claim 1 , wherein the plurality of indicators of a first tab of the plurality of tabs includes two or more indicators that visually indicate two or more different statuses.

14. The computer-implemented method of claim 13 , wherein at least one of the different statuses reflects one of:

a conflict between options within a given option group;

an unavailability of an option in an option group;

a properly configured option group;

a user-selected value; and

a system-selected value.

Assignments (6)

Continuity (2)

Cited By (9)

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