IP Library Granted Patent US 10,776,705
Granted Patent B2
US 10,776,705 · App. 15/255,143 · Granted Sep 15, 2020

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 10,776,705
App. No.
15/255,143
Granted
Sep 15, 2020
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 (65)

1. A computer-implemented method comprising:

receiving a first input defining a set of global rules for configuring models, each of the set of global rules including one or more rule conditions that trigger a rule and one or more rule actions associated with one or more attributes, the one or more rule actions being performed when a rule is triggered;

after receiving the first input defining the set of global rules, receiving a second input that configures a model;

determining one or more components of the model;

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

assigning the rule to the model by one of an explicit assignment and an implicit assignment.

2. The computer-implemented method of claim 1 , wherein determining the rule from the set of global rules includes:

matching the one or more components of the model to one or more attributes, option groups, and products; and

determining the rule based on the matching.

3. The computer-implemented method of claim 2 , 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.

4. The computer-implemented method of claim 2 , 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.

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

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

receiving a third input from the user to override the assignment of the rule.

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

7. The computer-implemented method of claim 6 , 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.

8. 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.

9. 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.

10. 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.

11. A system comprising:

one or more processors;

one or more memories;

a modeling engine embodied by instructions stored in the one or more memories and, when executed by the one or more processors, perform operations comprising:

receiving a first input defining a set of global rules for configuring models, each of the set of global rules including one or more rule conditions that trigger a rule and one or more rule actions associated with one or more attributes, the one or more rule actions being performed when a rule is triggered;

after receiving the first input defining the set of global rules, receiving a second input that configures a model;

determining one or more components of the model;

determining a rule from the set of global rules having one or more of the one or more rule conditions and the one or more rule actions matching one or more of the one or more components of the model; and

assigning the rule to the model by one of an explicit assignment and an implicit assignment.

12. The system of claim 11 , wherein determining the rule from the set of global rules includes:

matching the one or more components of the model to one or more attributes, option groups, and products; and

determining the rule based on the matching.

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 operations further comprise:

overriding 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 operations further comprise:

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

receiving a third input from the user to override the assignment of the rule.

16. The system of claim 11 , wherein determining the rule from the set of global 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 11 , wherein the operations further comprise:

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.

19. The system of claim 11 , wherein the operations further comprise:

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.

20. A system comprising:

one or more processors;

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

receiving a first input defining a set of global rules for configuring models, each of the set of global rules including one or more rule conditions that trigger a rule and one or more rule actions associated with one or more attributes, the one or more rule actions being performed when a rule is triggered;

after receiving the first input defining the set of global rules, receiving a second input that configures a model;

determining one or more components of the model;

determining a rule from the set of global rules having one or more of the one or more rule conditions and the one or more rule actions matching one or more of the one or more components of the model; and

assigning the rule to the model by one of an explicit assignment and an implicit assignment.

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 Oct 14, 2016
From: HETTENKOFER, MANFRED; BURIN DES ROZIERS, ERIC; SONI, KETAN
To: MODEL N, INC.
Reel/Frame 040023/0379 →
Continuity (4)
Continuation 14106709 · Dec 13, 2013
Continuation In Part 14069362 · Oct 31, 2013
Provisional Application 61740816 · Dec 21, 2012
Related Publication 20170091625A1 · Mar 30, 2017