IP Library Granted Patent US 11,209,963
Granted Patent B2
US 11,209,963 · App. 16/447,126 · Granted Dec 28, 2021

System, method, and apparatus for filtering insights for contextually relevant user-specific content integrated with a third-party personal information management (PIM) application within a cloud based computing environment

Inventors: Melissa Ann O'Kane (San Leandro, CA); Sriram Venkata Krishnan Iyer (Fremont, CA); Daniel Tafner McGarry (San Francisco, CA); Douglas M. Lowder (San Leandro, CA); Anthony J. Annuzzi (Sunnyvale, CA); Elias Yates Andrew (Mountain View, CA); Emily Schwartzman (San Francisco, CA); Christopher Thomas Sellinger (San Francisco, CA)
Assignee: salesforce.com, inc.
G06F3/0484G06F3/0481G06F3/04886G06F9/451G06F9/453G06F16/24575G06F16/287G06Q10/107G06Q10/109
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Quick Facts
Patent No.
US 11,209,963
App. No.
16/447,126
Granted
Dec 28, 2021
Kind
B2
Abstract

A system and method to access one or more insights to display in a context-specific display pane based on PIM application context data, filter the one or more insights to display in the context-specific display pane, and display the filtered one or more insights in the context-specific display pane.

Claims (50)

1. A method performed by a system having at least a processor and a memory therein, the method comprising:

displaying, by a Personal Information Management (PIM) application, a Graphical User Interface (GUI) comprising one or more display panes;

displaying, by the PIM application, PIM application content in the one or more display panes;

selecting the displayed PIM application content for which to obtain one or more insights specific to a particular user of the PIM application, wherein an insight is a contextually relevant, time-dependent, actionable item of information regarding the selected displayed PIM application content;

receiving, from the PIM application, PIM application context data relating to the selected displayed PIM application content;

generating, by an application other than the PIM application, the one or more insights to display in a context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data;

filtering the one or more insights based on contextual relevance to the particular user of the PIM application to display in the context-specific display pane associated with the one or more display panes of the GUI;

displaying the filtered one or more insights in the context-specific display pane associated with the one or more display panes of the GUI;

selecting, based on user input, the filtered one or more insights for a highly-relevant action, wherein the highly-relevant action is contextually relevant to the filtered one or more insights; and

performing the highly-relevant action.

2. The method of claim 1 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the generated one or more insights based on a category of the one or more insights.

3. The method of claim 2 , wherein the category of the one or more insights is selected from a group of categories including an email insight, a calendar insight, a task insight, an account management insight, and an opportunity management insight.

4. The method of claim 1 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the one or more insights based on one or more of: a user's location, a user's context, a user's current or upcoming scheduled activities, a user's current or intended mode of transportation, a user's intended route, a current date, a current time of day, a time it takes to complete an insight, a priority of an insight, a type of quick action to complete the insight, an estimated time to complete a quick action for an insight, a one or more parties involved in a Personal Information Management (PIM) application content to which the insight relates, a status of the one or more parties involved in a PIM application content to which the insight relates, a threshold for the insight or for PIM application content to which the insight relates, is exceeded.

5. The method of claim 1 , further comprising receiving a mobile status of a user of the PIM application, and wherein generating, by the application other than the PIM application the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data comprises generating, by the application other than the PIM application, the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data and further based on the mobile status of the user.

6. The method of claim 1 , wherein the PIM application is selected from a group of PIM applications including a calendar application, an email application, a task management application, an account management application, and an opportunity management application.

7. Non-transitory computer readable storage media having instructions stored thereon that, when executed by a processor of a system, the instructions cause the system to perform operations including:

displaying, by a Personal Information Management (PIM) application, a Graphical User Interface (GUI) comprising one or more display panes;

displaying, by the PIM application, PIM application content in the one or more display panes;

selecting the displayed PIM application content for which to one or more insights specific to a particular user of the PIM application, wherein an insight is a contextually relevant, time-dependent, actionable item of information regarding the selected displayed PIM application content;

receiving, from the PIM application, PIM application context data relating to the selected displayed PIM application content;

generating, by an application other than the PIM application, the one or more insights to display in a context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data;

filtering the one or more insights based on contextual relevance to the particular user of the PIM application to display in the context-specific display pane associated with the one or more display panes of the GUI;

displaying the filtered one or more insights in the context-specific display pane associated with the one or more display panes of the GUI,

selecting, based on user input, the filtered one or more insights for a highly-relevant action, wherein the highly-relevant action is contextually relevant to the filtered one or more insights; and

performing the highly-relevant action.

8. The non-transitory computer readable storage media of claim 7 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the generated one or more insights based on a category of the one or more insights.

9. The non-transitory computer readable storage media of claim 8 , wherein the category of the one or more insights is selected from a group of categories including an email insight, a calendar insight, a task insight, an account management insight, and an opportunity management insight.

10. The non-transitory computer readable storage media of claim 7 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the one or more insights based on one or more of: a user's location, a user's context, a user's current or upcoming scheduled activities, a user's current or intended mode of transportation, a user's intended route, a current date, a current time of day, a time it takes to complete an insight, a priority of an insight, a type of quick action to complete the insight, an estimated time to complete a quick action for an insight, a one or more parties involved in a Personal Information Management (PIM) application content to which the insight relates, a status of the one or more parties involved in a PIM application content to which the insight relates, a threshold for the insight or for PIM application content to which the insight relates, is exceeded.

11. The non-transitory computer readable storage media of claim 7 further comprising receiving user input to take an action based on the filtered one or more insights displayed in the context specific display pane associated with the one or more display panes of the GUI.

12. The non-transitory computer readable storage media of claim 7 , further comprising receiving a mobile status of a user of the PIM application, and wherein generating, by the application other than the PIM application the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data comprises generating, by the application other than the PIM application, the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data and further based on the mobile status of the user.

13. The non-transitory computer readable storage media of claim 7 , wherein the PIM application is selected from a group of PIM applications including a calendar application, an email application, a task management application, an account management application, and an opportunity management application.

14. A system comprising;

a processor;

a memory; and

system logic to cause the system to perform operations including:

displaying, by a Personal Information Management (PIM) application, a Graphical User Interface (GUI) comprising one or more display panes;

displaying, by the PIM application, PIM application content in the one or more display panes;

selecting the displayed PIM application content for which to obtain one or more insights specific to a particular user of the PIM application, wherein an insight is a contextually relevant, time-dependent, actionable item of information regarding the selected displayed PIM application content;

receiving, from the PIM application, PIM application context data relating to the selected displayed PIM application content;

generating, by an application other than the PIM application, the one or more insights to display in a context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data;

filtering the one or more insights based on contextual relevance to the particular user of the PIM application to display in the context-specific display pane;

displaying the filtered one or more insights in the context-specific display pane;

selecting, based on user input, the filtered one or more insights for a highly-relevant action, wherein the highly-relevant action is contextually relevant to the filtered one or more insights; and

performing the highly-relevant action.

15. The system of claim 14 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the generated one or more insights based on a category of the one or more insights.

16. The system of claim 15 , wherein the category of the one or more insights is selected from a group of categories including an email insight, a calendar insight, a task insight, an account management insight, and an opportunity management insight.

17. The system of claim 14 , wherein filtering the one or more insights to display in the context-specific pane associated with the one or more display panes of the GUI comprises filtering the one or more insights based on one or more of: a user's location, a user's context, a user's current or upcoming scheduled activities, a user's current or intended mode of transportation, a user's intended route, a current date, a current time of day, a time it takes to complete an insight, a priority of an insight, a type of quick action to complete the insight, an estimated time to complete a quick action for an insight, a one or more parties involved in a Personal Information Management (PIM) application content to which the insight relates, a status of the one or more parties involved in a PIM application content to which the insight relates, a threshold for the insight or for PIM application content to which the insight relates, is exceeded.

18. The system of claim 14 further comprising receiving user input to take an action based on the filtered one or more insights displayed in the context specific display pane associated with the one or more display panes of the GUI.

19. The system of claim 14 , further comprising receiving a mobile status of a user of the PIM application, and wherein generating, by the application other than the PIM application the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data comprises generating, by the application other than the PIM application, the one or more insights to display in the context-specific display pane associated with the one or more display panes of the GUI based on the selected displayed PIM application content and the received PIM application context data and further based on the mobile status of the user.

20. The system of claim 14 , wherein the PIM application is selected from a group of PIM applications including a calendar application, an email application, a task management application, an account management application, and an opportunity management application.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0416 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 22, 2019
From: O'KANE, MELISSA; IYER, SRIRAM VENKATA KRISHNAN; MCGARRY, DANIEL TAFNER; LOWDER, DOUGLAS M; ANNUZZI, ANTHONY J.; ANDREW, ELIAS YATES; SCHWARTZMAN, EMILY; SELLINGER, CHRISTOPHER THOMAS
To: SALESFORCE.COM, INC.
Reel/Frame 050135/0880 →
Continuity (2)
Provisional Application 62736450 · Sep 25, 2018
Related Publication 20200097303A1 · Mar 26, 2020