IP Library Granted Patent US 10,148,525
Granted Patent B1
US 10,148,525 · App. 15/953,223 · Granted Dec 4, 2018

Methods and systems for mitigating risk in deploying unvetted data handling rules

Inventors: Vikram Chalana (Bothell, WA); Deep Dhillon (Seattle, WA)
Assignee: WINSHUTTLE, LLC
H04L41/22G06N5/046G06N99/005H04L41/12H04L51/04H04L67/42
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Quick Facts
Patent No.
US 10,148,525
App. No.
15/953,223
Granted
Dec 4, 2018
Kind
B1
Abstract

Methods and systems are presented for monitoring data entry from one or more client devices, obtaining a predicted value for a particular field using one or more data handling rules, logging significant user input from at least one of the client devices superseding the predicted value, and automatically responding by generating a message that presents an option to deactivate one or more of the data handling rules.

Claims (57)

1. A method of operating one or more user interface (UI) governance servers, the method comprising:

auto-generating one or more predictive data handling rules of a first data handling protocol;

invoking transistor-based circuitry configured to receive registrations from at least first, second, and third client devices;

invoking transistor-based circuitry configured to transmit the data handling protocol to the client devices in response to the registrations;

invoking transistor-based circuitry configured to monitor data entry from the first client device, at the one or more user interface governance servers, to one or more enterprise resource planning (ERP) servers;

invoking transistor-based circuitry configured to obtain a first predicted value for a particular field using one or more predictive data handling rules of the first data handling protocol;

invoking transistor-based circuitry configured to log a first instance of user input from the second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol;

invoking transistor-based circuitry configured to transmit an email message from the one or more user interface governance servers via the second client device that presents an automatically generated user-invokable option to deactivate one or more predictive data handling rules as an automatic and conditional response to one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value, wherein the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol signals an exception count exceeding an exception threshold, wherein the first data handling protocol comprises both an autocompletion protocol and an autocorrection protocol, and wherein the first predicted value is a result of the one or more predictive data handling rules of the first data handling protocol; and

modifying the first data handling protocol by deactivating at least one rule of the one or more predictive data handling rules as a conditional response to a user invoking the option to deactivate the at least one rule.

2. The method of claim 1 , wherein the first data handling protocol is also a data validation protocol by virtue of including at least one data validation rule.

3. A method of operating one or more user interface (UI) governance servers, the method comprising:

invoking transistor-based circuitry configured to monitor data entry from a first client device, at the one or more UI governance servers, to one or more enterprise resource planning (ERP) servers;

invoking transistor-based circuitry configured to obtain a first predicted value for a particular field using one or more predictive data handling rules of the first data handling protocol;

invoking transistor-based circuitry configured to log a first instance of user input from a second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol; and

invoking transistor-based circuitry configured to transmit a message from the one or more UI governance servers via the second client device that presents an automatically generated user-invokable option to deactivate one or more predictive data handling rules as an automatic and conditional response to one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value, wherein the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol signals an exception count exceeding an exception threshold, and wherein the first predicted value is a result of the one or more predictive data handling rules of the first data handling protocol.

4. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

generating a first rule of the one or more predictive data handling rules via machine learning; and

transmitting a modified data entry protocol that includes a resequenced query set to the first client device as an automatic and conditional response partly based on receiving the rule acceptance selectively corresponding to a first rule description from the second client device and partly based on the first rule description having at least one element not present in the one or more first data entry protocols.

5. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

generating a first rule description as a component of the message from the one or more UI governance servers as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value, wherein the first rule description signifies a proposed change to one or more data entry protocols, wherein the message contains the automatically generated user-invokable option to deactivate the one or more predictive data handling rules, and wherein the first data handling protocol includes the one or more data entry protocols.

6. The method of claim 3 , further comprising:

receiving a registration from an additional client device at the one or more UI governance servers;

transmitting the message to the additional client device as an automatic and conditional response to the registration from the additional client device, wherein the message presents via the additional client device the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value after the registration from the additional client device is received and wherein the message includes a first rule description that prospectively depicts an affect of deactivating the one or more predictive data handling rules; and

transmitting the one or more first data entry protocols to the additional client device as an automatic and conditional response partly based on the registration and partly based on the one or more UI governance servers having received a rule acceptance from the additional client device corresponding to the first rule description.

7. The method of claim 3 , further comprising:

receiving training data at the one or more UI governance servers in association with a data entry mode identifier; and

generating at least one of an autocompletion rule of the autocompletion protocol or an autocorrection rule of the autocorrection protocol by implementing machine learning at the one or more UI governance servers partly based on the training data corresponding to the data entry mode identifier and partly based on data entryA from the first client device to the one or more ERP servers.

8. The method of claim 3 , further comprising:

receiving a registration from the first client device at the one or more UI governance servers; and

transmitting one or more data entry protocols, including the first data handling protocol, to the first client device as an automatic and conditional response to the registration from the first client device at the one or more UI governance servers.

9. The method of claim 3 , further comprising:

obtaining a client classifier describing the second client device during a device registration of the second client device; and

transmitting the first data handling protocol to the second client device that depends upon the client classifier, wherein data entry from the second client device to one or more ERP servers is thereby initially performed using the initial data handling protocol.

10. The method of claim 3 , further comprising:

auto-generating numerous predictive data handling rules in association with a data entry mode identifier as a user selection provided via the first client device; and

allowing a human user to select a single one of the predictive data handling rules from among the numerous predictive data handling rules auto-generated as the one or more predictive data handling rules of the first data handling protocol.

11. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

obtaining an initial value of the exception threshold as user input.

12. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

incrementing the exception threshold as an automatic and conditional response to a time interval longer than a week elapsing, wherein the time interval is a function of a permissible exception rate provided in association with the particular field as a component of the first data handling protocol.

13. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

decrementing the exception threshold as an automatic and conditional response to user input from another client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol.

14. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

broadcasting the message that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value to all client devices for which the one or more predictive data handling rules are active including the second client device as an automatic and conditional response to a collective exception count exceeding a collective exception threshold.

15. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

broadcasting the message that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value to all client devices for which the one or more predictive data handling rules are active including the second client device as an automatic and conditional response to a collective exception count exceeding a collective exception threshold, wherein the exception count is the collective exception count, and wherein the exception threshold is the collective exception threshold.

16. The method of claim 3 , wherein the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value for the particular field using the data handling protocol signals an exception count exceeding an exception threshold and wherein the data handling protocol is both an autocompletion protocol and an autocorrection protocol.

17. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

modifying the first data handling protocol by deactivating at least one rule of the one or more predictive data handling rules as a conditional response to a user invoking the option to deactivate the at least one rule.

18. The method of claim 3 , wherein the invoking transistor-based circuitry configured to transmit the message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value comprises:

transmitting an email message from the one or more UI governance servers via the second client device that presents the automatically generated user-invokable option to deactivate the one or more predictive data handling rules as the automatic and conditional response to the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value.

19. A system for operating one or more user interface (UI) governance servers, the system comprising:

one or more processors comprising

transistor-based circuitry configured to monitor data entry from a first client device, at the one or more UI governance servers, to one or more enterprise resource planning (ERP) servers;

transistor-based circuitry configured to obtain a first predicted value for a particular field using one or more predictive data handling rules of the first data handling protocol;

transistor-based circuitry configured to log a first instance of user input from a second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol; and

transistor-based circuitry configured to transmit a message from the one or more UI governance servers via the second client device that presents an automatically generated user-invokable option to deactivate one or more predictive data handling rules as an automatic and conditional response to one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value, wherein the one or more additional instances of user input from the second client device to the one or more ERP servers superseding the first predicted value for the particular field using the first data handling protocol signals an exception count exceeding an exception threshold, and wherein the first predicted value is a result of the one or more predictive data handling rules of the first data handling protocol.

Assignments (6)
MERGER Recorded May 13, 2025
From: WINSHUTTLE, LLC
To: PRECISELY SOFTWARE INCORPORATED
Reel/Frame 071094/0984 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 50009/0537 Recorded Jul 14, 2021
From: OBSIDIAN AGENCY SERVICES, INC.
To: WINSHUTTLE, LLC
Reel/Frame 057106/0836 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jul 13, 2021
From: WINSHUTTLE, LLC; ENTERWORKS ACQUISITION, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 056846/0892 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jul 13, 2021
From: WINSHUTTLE, LLC; ENTERWORKS ACQUISITION, INC.
To: BARLCAYS BANK PLC, AS COLLATERAL AGENT
Reel/Frame 056847/0075 →
SECURITY INTEREST Recorded Aug 9, 2019
From: WINSHUTTLE, LLC
To: OBSIDIAN AGENCY SERVICES, INC., AS COLLATERAL AGENT
Reel/Frame 050009/0537 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 18, 2018
From: CHALANA, VIKRAM; DHILLON, DEEP
To: WINSHUTTLE, LLC
Reel/Frame 045580/0363 →