IP Library Granted Patent US 9,367,854
Granted Patent B1
US 9,367,854 · App. 14/722,456 · Granted Jun 14, 2016

Methods and a computing device for carrying out data collection

Inventors: Dean Anthony Ritz (Vashon, WA); Christian Plazas (Midland, GA); Jacob Caban-Tomski (Denver, CO); Matthew Sanders (Highlands Ranch, CO); Matthew Keller (Ankeny, IA)
Assignee: Workiva Inc.
G06Q30/0203G06Q10/107H04L67/02G06F17/243G06F17/30557G06F17/30569
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Quick Facts
Patent No.
US 9,367,854
App. No.
14/722,456
Granted
Jun 14, 2016
Kind
B1
Abstract

According to an implementation, a host computing device receives, from a first computing device, a data collection request of a first user. The data collection request indicates a data point (whose characteristics are defined in a mark-up language schema) that is to be the subject of the data collection and identifies a second user as provider of a value for the data point. The host computing device notifies the second user of the data collection request and receives, from a second computing device, a request of the second user for the data point to be assigned a plurality of categories. In response to the request of the second user, the host computing device extends the mark-up language schema to characterize the plurality of categories within the mark-up language schema.

Claims (87)

1. A method for carrying out data collection by a host computing device, the method comprising:

receiving, from a first computing device, a data collection request of a first user, wherein the data collection request indicates a data point that is to be the subject of the data collection and identifies a second user as provider of a value for the data point,

wherein characteristics of the data point are defined in a mark-up language schema;

notifying the second user of the data collection request;

receiving, from a second computing device and in response to the data collection request, a request of the second user for the data point to be assigned a plurality of categories;

in response to the request of the second user, extending the mark-up language schema to characterize the plurality of categories within the mark-up language schema;

receiving, from the second computing device, a request of the second user to forward the data collection request, wherein the forwarding request identifies a third user and indicates a category of the plurality of categories for which the third user is to be a provider for the data collection request; and

in response to the forwarding request notifying the third user of the forwarded request.

2. The method of claim 1 , further comprising:

receiving, from the first computing device, an input of the first user indicating a placeholder in a document;

receiving, from a third computing device, a value of the indicated category from the third user in response to the forwarded request;

notifying the second user of the receipt of the value;

receiving an approval of the value from the second user; and

in response to the approval, populating the placeholder with the value.

3. The method of claim 2 , wherein

receiving the input of the first user comprises receiving the first user's selection of one or more cells of a spreadsheet; and

populating the placeholder comprises populating the one or more cells with the value.

4. The method of claim 1 , further comprising:

receiving, from a third computing device, a value of the indicated category from the third user in response to the forwarded request;

notifying the second user of the receipt of the value;

receiving an approval of the value from the second user;

in response to the approval, persisting the value in data entity corresponding to the data point in a memory accessible to the host computing device; and

notifying the first user of the approval.

5. The method of claim 4 , further comprising tagging the value in accordance with the extended mark-up language schema.

6. The method of claim 1 , further comprising:

receiving, from the second user, a denial of approval of the received value; and

notifying the third user of the denial.

7. The method of claim 6 , further comprising:

receiving, from the second user, a note regarding the denial; and

notifying the first user of the denial and the note.

8. The method of claim 1 , further comprising restricting the first user from accessing the value until an approval of the value is received from the second user.

9. The method of claim 1 , further comprising:

receiving, from the third user, a value in response to the forwarded request;

gating the response of the third user conditioned on the approval of the second user;

if the host computing device receives an approval of the value from the second user, then providing the value to the first user; and

if the host computing device receives a denial of approval of the value from the second user, then withholding the response from the first user.

10. The method of claim 1 , further comprising:

in response to the data collection request, updating a permission of a data entity corresponding to the first data point to allow the second user to edit the data entity; and

in response to the forwarding request, updating the permission of the data entity to allow the third user to edit the data entity.

11. The method of claim 1 , wherein notifying the second user of the data collection request comprises:

posting a message on a data collection dashboard of the second user; and

providing the data collection dashboard to the second computing device.

12. The method of claim 1 , wherein notifying the second user of the data collection request comprises:

posting a message on a data collection dashboard of the second user;

emailing a link to the data collection dashboard to the second user; and

providing the data collection dashboard to the second computing device in response to the second user activating the link.

13. The method of claim 1 , further comprising:

transmitting, to the second computing device, a visual representation of a first data collection template;

in response to the forwarding request, creating a second data collection template that is based on the first data collection template; and

transmitting a visual representation of the second data collection template to the third user via a third computing device.

14. The method of claim 13 , further comprising creating the first data collection template based on the mark-up language schema.

15. The method of claim 1 , wherein the forwarding request further identifies a fourth user and indicates a second category of the plurality of categories that the fourth user is to be a provider for the forwarded request, the method further comprising:

transmitting, to the second computing device, a visual representation of a first data collection template that shows the category of data for which the third user is to be a provider, but not the category of data for which the fourth user is to be a provider;

in response to the forwarding request, creating a second data collection template that is based on the first data collection template; and

transmitting, to the fourth user via a fourth computing device, a visual representation of the second data collection template that shows the category of data for which the fourth user is to be a provider, but not the category of data for which the third user is to be a provider.

16. The method of claim 1 , wherein the mark-up language schema is an extensible business reporting language schema.

17. The method of claim 1 , wherein extending the mark-up language schema comprises adding a new neighbor element to the mark-up language schema based on at least one of the plurality of categories.

18. The method of claim 1 , wherein extending the mark-up language schema comprises adding, to the mark-up language schema, a new child element that refines an existing element of the mark-up language schema based on at least one of the plurality of categories.

19. The method of claim 1 , wherein extending the mark-up language schema comprises adding, to the mark-up language schema, a new element that groups together a plurality of existing elements of the mark-up language schema based on at least one of the plurality of categories.

20. The method of claim 1 , wherein extending the mark-up language schema comprises adding, to the mark-up language schema, an additional semantic relationship between two or more elements of the mark-up language schema.

21. The method of claim 20 ,

wherein the forwarded request further identifies a fourth user and indicates a second category of the plurality of categories that the fourth user is to be a provider for the forwarded request,

wherein the additional semantic relationship is a semantic for calculating a compound value for the data point,

the method further comprising:

notifying the fourth user of the forwarded request;

receiving, from a fourth computing device, a value from the fourth user in response to the forwarded request; and

calculating a compound value of based on the value from the third user and the value from the fourth user in accordance with the semantic relationship.

22. The method of claim 21 , wherein the compound value is a sum of the value from the third user and the value from the fourth user.

23. The method of claim 21 , wherein the compound value is an average of the value from the third user and the value from the fourth user.

24. The method of claim 1 , wherein the data collection request indicates a second data point for which the second user is to provide a value, the method further comprising:

receiving, from the second user, an indication that the second user has declined the data collection request as to the second data point.

25. A computing device comprising a memory and a hardware processor that carries out a data collection method, the method comprising:

receiving, from a first computing device, a data collection request of a first user, wherein the data collection request indicates a data point that is to be the subject of the data collection and identifies a second user as provider of a value for the data point,

wherein characteristics of the data point are defined in a mark-up language schema;

notifying the second user of the data collection request;

receiving, from a second computing device and in response to the data collection request, a request of the second user for the data point to be assigned a plurality of categories;

in response to the request of the second user, extending the mark-up language schema to characterize the plurality of categories within the mark-up language schema;

receiving, from the second computing device, a request of the second user to forward the data collection request, wherein the forwarding request identifies a third user and indicates a category of the plurality of categories for which the third user is to be a provider for the data collection request; and

in response to the forwarding request, notifying the third user of the forwarded request.

26. A non-transitory computer-readable medium having stored thereon computer-executable instructions for carrying out a method comprising:

receiving, from a first computing device, a data collection request of a first user, wherein the data collection request indicates a data point that is to be the subject of the data collection and identifies a second user as provider of a value for the data point,

wherein characteristics of the data point are defined in a mark-up language schema;

notifying the second user of the data collection request;

receiving, from a second computing device and in response to the data collection request, a request of the second user for the data point to be assigned a plurality of categories;

in response to the request of the second user, extending the mark-up language schema to characterize the plurality of categories within the mark-up language schema;

receiving, from the second computing device, a request of the second user to forward the data collection request, wherein the forwarding request identifies a third user and indicates a category of the plurality of categories for which the third user is to be a provider for the data collection request; and

in response to the forwarding request, notifying the third user of the forwarded request.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Aug 15, 2019
From: SILICON VALLEY BANK
To: WORKIVA INC.; WORKIVA INTERNATIONAL LLC
Reel/Frame 050063/0536 →
FIRST SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Apr 5, 2016
From: WORKIVA INC.; WORKIVA INTERNATIONAL LLC
To: SILICON VALLEY BANK
Reel/Frame 038361/0070 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 27, 2015
From: RITZ, DEAN ANTHONY; PLAZAS, CHRISTIAN; CABAN-TOMSKI, JACOB; SANDERS, MATTHEW; KELLER, MATTHEW
To: WORKIVA INC.
Reel/Frame 035720/0739 →
Continuity (1)
Provisional Application 62140753 · Mar 31, 2015