IP Library Granted Patent US 12,406,287
Granted Patent B2
US 12,406,287 · App. 16/843,018 · Granted Sep 2, 2025

Object model for proration calculations

Inventor: James Hadfield (Leeds, GB)
Assignee: Certinia Inc.
G06Q30/04G06Q10/1093G06Q20/127G06Q20/407H04L67/62
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Quick Facts
Patent No.
US 12,406,287
App. No.
16/843,018
Granted
Sep 2, 2025
Kind
B2
Abstract

The present embodiments relate to generation of an object model for unifying a proration calculation process for one or more clients of service providers. A first set of input parameters associated with a client subscribing to a service offered by a service provider may be identified. The first set of input parameters may include at least a scheduled duration, a value associated with the scheduled duration, and a proration calculation. A first time period associated with the client representing a duration that the client utilized the service may be identified. An overlap period representing the overlap between the scheduled duration and the first time period may be determined. A first prorated value may be generated by executing the proration calculation associated with the client. The prorated value may be based on the overlap period and the first set of input parameters.

Claims (122)

1. A computer-implemented method, on one or more processors, comprising:

in a central processing unit including the one or more computer processors and memory storing executable code for at least one computer processor to execute a plurality of functions, including:

automatically monitoring, by a plugin executing on the one or more computer processors, a plurality of input parameters for a plurality of clients associated with a service provider providing a service;

automatically associating a specific portion of the memory for each client of the plurality of clients utilizing the service, the specific portion of the memory being populated and maintained with the plurality of input parameters respectively associated with the plurality of clients;

automatically determining an allocation for the specific portion of the memory associated with each client based on client-specific input parameters, the plugin being configured to manage the allocated portion to improve computational efficiency;

automatically identifying, by the plugin executing on the one or more computer processors, a first set of input parameters, related to the service, that is associated with a first client and unique to the first client of the plurality of clients, the first set of input parameters including at least a scheduled time duration indicative of a predetermined time period that the first client is to utilize a service provided by the service provider, a value associated with utilizing the service provided by the service provider during the scheduled time duration, and a first proration calculation associated with the first client, the first set of input parameters including a tag associated with the first client, the automatically identifying of the first set of input parameters further comprising:

automatically identifying, by the plugin, a first identifier associated with the first client; and

matching the first identifier with the tag included with the first set of input parameters;

automatically storing, by the plugin executing on the one or more computer processors, the first set of input parameters in a first portion of the memory associated with the first client;

obtaining, by the one or more computer processors, a request to generate a prorated value for the first client;

automatically identifying, by the plugin executing on the one or more computer processors, a first time period that the first client has utilized the service provided by the service provider;

determining, by the one or more computer processors, an overlap period indicating a similar time duration between the scheduled time duration and the first time period;

automatically generating, by the plugin executing on the one or more computer processors, a first object model unique to the first client based in part on the first set of input parameters, the first object model representing an interaction between the first set of input parameters, the first time period, and the overlap period;

automatically monitoring, bv the one or more computer processors, for receipt of a triggering event;

identifying, by the one or more computer processors, the triggering event;

in response to the triggering event, adaptively processing, by the plugin executing on the one or more computer processors, the first object model to generate a first prorated value based on the first proration calculation that is a prorated version of the value associated with the scheduled time duration, whereby the prorated version of the value is associated with the first portion of the memory associated with the first client at a server, and one or more values, including the value associated with the scheduled time duration, are separately executed in association with another portion of the memory and another client, the first prorated value including a second identifier to identify the first prorated value as being associated with the first client;

sending, by the plugin executing on the one or more computer processors, the first prorated value to the first portion of the memory associated with the first client;

identifying, by the one or more computer processors, a second time period included in the scheduled time duration that indicates a second period that the first client has utilized the service provided by the service provider;

determining, by the one or more computer processors, a second overlap time period indicating a common time duration between the scheduled time duration and the second time period;

executing, by the one or more computer processors, the first proration calculation utilizing the second overlap time period to generate a second prorated value prorated from the value associated with the scheduled time duration;

determining, by the one or more computer processors, an intersect period indicating a common time duration between the first time period and the second time period within the scheduled time duration;

generating, by the plugin executing on the one or more computer processors, a new object model that includes the intersect period;

processing, by the plugin executing on the one or more computer processors, the new object model to generate an intersect prorated value by executing the first proration calculation associated with the first time period and the second time period utilizing the intersect period; and

outputting, by the one or more computer processors, the intersect prorated value with a combined first prorated value and the second prorated value.

2. The computer-implemented method of claim 1 , further comprising receiving, by the one or more computer processors, the first set of input parameters from a first client device associated with the first client.

3. The computer-implemented method of claim 1 , wherein the outputting, by the one or more computer processors, the intersect prorated value with a combined first prorated value and the second prorated value, includes sending a report including the first prorated value to a first client device associated with the first client via an application programming interface (API).

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

obtaining a second set of input parameters associated with a second client, the second set of input parameters including at least a second scheduled time duration indicative of a predetermined time period that the second client is to utilize the service provided by the service provider, a second value associated with the second scheduled time duration, and a second proration calculation that is associated with the second client and different from the first proration calculation;

identifying a second time period of the second client indicating a period during the second scheduled time duration that the second client has utilized the service provided by the service provider;

determining a second overlap time period of the second client indicating a common time duration between the second scheduled time duration and the second time period of the second client;

executing the second proration calculation utilizing the determined second overlap time period of the second client to generate a second prorated value of the second client that is prorated from the second value associated with the second scheduled time duration; and

sending a second report including the second prorated value of the second client to a second client device associated with the second client via an application programming interface (API).

5. The computer-implemented method of claim 1 , wherein determining the overlap time period includes:

accessing, by the one or more computer processors, a calendar module to determine a day value representing a number of days and a month value representing a number of months for both the first time period and the scheduled time period; and

comparing, by the one or more computer processors, the day values and the month values of the first time period and the scheduled time period to determine an overlap month value and an overlap day value indicating common months and days between the scheduled time period and the first time period, wherein the overlap time period includes the overlap month value and the overlap day value.

6. The computer-implemented method of claim 1 , wherein the automatically identifying the first set of input parameters further includes:

identifying, by the one or more computer processors, the first portion of the memory associated with the first client, wherein each of a series of clients include information stored in a specific portion of the memory, wherein the first set of input parameters is retrieved from the first portion of the memory responsive to identifying the first portion of the memory associated with the first client.

7. The computer-implemented method of claim 1 , wherein the tag associated with the first client comprises an indicator or a header.

8. The computer-implemented method of claim 1 , wherein the triggering event comprises receiving an electronic notification of a termination or a subscription cancellation of a service that was offered by the service provider to the first client.

9. The computer-implemented method of claim 1 , wherein the triggering event comprises at least one of an occurrence of a time-based alert to perform a proration calculation for the first client or the service provider and receiving an electronic notification to perform a proration calculation.

10. The computer-implemented method of claim 1 , further comprising a set of computer instructions for configuring the first object model and the new object model for unifying the proration calculation process for a plurality of clients of service providers.

11. A computing device to generate prorated values for one or more clients, the computing device comprising:

a processor;

one or more computer readable storage media; and

program instructions stored on the one or more computer readable storage media for execution by the processor, the program instructions comprising:

program instructions to create an application programming interface (API), associated with a service on the computing device connecting the computing device to a first client device associated with a first client, the API configured to:

program instructions to receive a first set of input parameters from the first client device among multiple sets of input parameters associated with various clients, the first set of input parameters including at least a scheduled time duration indicative of a predetermined time period that the first client is to utilize the service provided by a service provider, to execute, by the processor, a value associated with utilizing the service provided by the service provider during the scheduled time duration and a first proration calculation associated with the first client; and

an application, executable by the processor on the computing device, configured to:

automatically monitor, by a plugin, a plurality of input parameters for a plurality of clients associated with the service provider;

automatically associate a specific portion of a memory for each client of the plurality of clients utilizing the service, the specific portion of a memory being populated and maintained with the plurality of input parameters respectively associated with the plurality of clients;

automatically determine an allocation for the specific portion of memory associated with each client based on client-specific input parameters, the plugin being configured to manage the allocated portion to improve computational efficiency;

automatically identify, by the plugin, the first set of input parameters that is associated with the first client and the service and unique to the first client of the plurality of clients, the first set of input parameters further including a tag associated with the first client, the identifying of the first set of input parameters further comprising:

automatically identifying, by the plugin, a first identifier associated with the first client; and

automatically matching the first identifier with the tag included with the first set of input parameters and associated with the service;

automatically store, by the plugin, the first set of input parameters in a first portion of the memory associated with the first client;

automatically identify, by the plugin, a first time period indicating a period that the first client has utilized the service provided by the service provider;

determine an overlap period indicating a similar time duration between the scheduled time duration and the first time period;

automatically generate, by the plugin, a first object model unique to the first client based in part on the first set of input parameters, the first object model representing an interaction between the first set of input parameters, the first time period, and the overlap period;

automatically monitor for receipt of a triggering event;

identify the triggering event;

in response to the triggering event, adaptively process, by the plugin, the first object model to generate a first prorated value based on the first proration calculation that is a prorated version of the value associated with the scheduled time duration, whereby the prorated version of the value is associated with the first portion of the memory associated with the first client at a server and one or more values, including the value associated with the scheduled time duration, are separately executed in association with another portion of the memory and another client, the first prorated value including a second identifier to identify the first prorated value as being associated with the first client;

send, by the plugin, the first prorated value to the first portion of the memory associated with the first client;

identify a second time period included in a first scheduled time duration that indicates a second period that the first client has utilized the service provided by the service provider;

determine a second overlap time period indicating a common time duration between the scheduled time duration and the second time period;

execute the first proration calculation utilizing the second overlap time period to generate a second prorated value prorated from the value associated with the first scheduled time duration;

determine an intersect period indicating a common time duration between the first time period and the second time period within the first scheduled time duration;

generate a new object model that includes the intersect period;

generate an intersect prorated value in the new object model by executing the first proration calculation associated with the first time period and the second time period utilizing the intersect period; and

output the intersect prorated value with a combined first prorated value and the second prorated value.

12. The computing device of claim 11 , wherein the application executable by the processor on the computing device is further configured to transmit a report that includes first prorated value to the first client device via the API.

13. The computing device of claim 11 , wherein the application executable by the processor on the computing device is further configured to:

determine a day value representing a number of days and a month value representing a number of months for both the first time period and the first scheduled time period using a calendar module; and

compare the day values and the month values of the first time period and the first scheduled time period to determine an overlap month value and an overlap day value indicating common months and days between the first scheduled time period and the first time period, wherein the first overlap time period includes the overlap month value and the overlap day value.

14. The computing device of claim 11 , wherein the application executable by the processor on the computing device is further configured to:

obtain a second set of input parameters associated with a second client, the second set of input parameters including at least a second scheduled time duration indicative of a predetermined time period that the second client is to utilize the service provided by the service provider, a second value associated with the second scheduled time duration, and a second proration calculation that is associated with the second client and different from the first proration calculation;

identify a second time period of the second client indicating a period during the second scheduled time duration that the second client has utilized the service provided by the service provider;

determine a second overlap time period of the second client indicating a common time duration between the second scheduled time duration and the second time period of the second client;

execute the second proration calculation utilizing the determined second overlap time period of the second client to generate a second prorated value of the second client that is prorated from the second value associated with the second scheduled time duration; and

send a second report including the second prorated value of the second client to a second client device associated with the second client via the API.

15. The computing device of claim 11 , wherein the application executable by the processor on the computing device is further configured to:

identify the first portion of the memory associated with the first client, wherein each of a series of clients include input parameters stored in a specific portion of the memory, wherein the first set of input parameters is retrieved from the first portion of the memory responsive to identifying the first portion of the memory associated with the first client, wherein each set of input parameters includes a proration calculation unique to one or more of a plurality of clients.

16. The computing device of claim 11 , further comprising a set of computer instructions for configuring the first object model and the new object model for unifying the proration calculation process for the plurality of clients of the service providers.

17. The computing device of claim 11 , wherein the triggering event comprises at least one of a time-based alert for generating a prorated value, receiving an electronic notification of a termination or a subscription cancellation of a service that was offered by the service provider, and receiving an electronic notification to perform a proration calculation.

18. A tangible, non-transient computer-readable medium having instructions stored thereon that, when executed by a processor of a computing device, cause the processor to:

automatically monitor, by a plugin, a plurality of input parameters for a plurality of clients associated with a service provider providing a service;

automatically associate a specific portion of a memory for each client of the plurality of clients utilizing the service, the specific portion of a memory being populated and maintained with the plurality of input parameters respectively associated with the plurality of clients;

obtain a request to generate a prorated value for a first client of a plurality of clients associated with the service provider;

automatically determine an allocation for the specific portion of memory associated with each client based on client-specific input parameters, the plugin being configured to manage the allocated portion to improve computational efficiency;

automatically identify, by the plugin, a first set of input parameters, related to the service, that is associated with the first client and unique to the first client of the plurality of clients, the first set of input parameters including at least a scheduled time duration indicative of a predetermined time period that the first client is to utilize the service provided by the service provider, a value associated with utilizing the service provided by the service provider during the scheduled time duration, and a first proration calculation associated with the first client, the first set of input parameters including a tag associated with the first client, the automatically identifying of the first set of input parameters further comprising:

automatically identifying, by the plugin, a first identifier associated with the first client; and

automatically matching the first identifier with the tag included with the first set of input parameters;

automatically store, by the plugin, the first set of input parameters in a first portion of the memory associated with the first client;

automatically identify, by the plugin, a first time period that the first client has utilized the service provided by the service provider;

determine an overlap period indicating a similar time duration between the scheduled time duration and the first time period;

automatically generate, by the plugin, a first object model unique to the first client based in part on the first set of input parameters, the first object model representing an interaction between the first set of input parameters, the first time period, and the overlap period;

automatically monitor for receipt of a triggering event;

identify the triggering event;

in response to the triggering event, adaptively process, by the plugin, the first object model to generate a first prorated value based on the first proration calculation that is a prorated version of the value associated with the scheduled time duration, whereby the prorated version of the value is associated with the first portion of the memory associated with the first client at a server, and one or more values, including the value associated with the scheduled time duration, are separately executed in association with another portion of the memory and another client, the first prorated value including a second identifier to identify the first prorated value as being associated with the first client;

send, by the plugin, the first prorated value to the first portion of the memory associated with the first client;

identify a second time period included in the scheduled time duration that indicates a second period that the first client has utilized the service provided by the service provider;

determine a second overlap time period indicating a common time duration between the scheduled time duration and the second time period;

execute the first proration calculation utilizing the second overlap time period to generate a second prorated value prorated from the value associated with the scheduled time duration;

determine an intersect period indicating a common time duration between the first time period and the second time period within the scheduled time duration;

generate a new object model that includes the intersect period;

generate an intersect prorated value in the new object model by executing the first proration calculation associated with the first time period and the second time period utilizing the intersect period; and

output the intersect prorated value with a combined first prorated value and the second prorated value.

19. The computer-readable medium of claim 18 , further causing the processor to:

receive the first set of input parameters from a first client device associated with the first client; and

store the first set of input parameters in the first portion of the memory associated with the first client, wherein each portion of the memory is configured to maintain input parameters of each client of the service provider.

20. The computer-readable medium of claim 18 , wherein the output the intersect prorated value with a combined first prorated value and the second prorated value includes sending a report including the first prorated value to a first client device associated with the first client via an application programming interface (API).

21. The computer-readable medium of claim 18 , further causing the processor to:

obtain a second set of input parameters associated with a second client, the second set of input parameters including at least a second scheduled time duration indicative of a predetermined time period that the second client is to utilize the service provided by the service provider, a second value associated with the second scheduled time duration, and a second proration calculation that is associated with the second client and different from the first proration calculation;

identify a second time period of the second client indicating a period during the second scheduled time duration that the second client has utilized the service provided by the service provider;

determine a second overlap time period of the second client indicating a common time duration between the second scheduled time duration and the second time period of the second client;

execute the second proration calculation utilizing the determined second overlap time period of the second client to generate a second prorated value of the second client that is prorated from the second value associated with the second scheduled time duration; and

send a second report including the second prorated value of the second client to a second client device associated with the second client via an application programming interface (API).

22. The computer-readable medium of claim 18 , wherein the determine the overlap time period includes:

access a calendar module to determine a day value representing a number of days and a month value representing a number of months for both first time period and the scheduled time period; and

compare the day values and the month values of the first time period and the scheduled time period to determine an overlap month value and an overlap day value indicating common months and days between the scheduled time period and the first time period, wherein the overlap time period includes the overlap month value and the overlap day value.

23. The computer-readable medium of claim 18 , wherein the automatically identify the first set of input parameters further includes identify the first portion of the memory associated with the first client, the first set of input parameters being retrieved from the first portion of memory responsive to identifying the first portion.

24. The tangible, non-transient computer-readable medium of claim 18 , further comprising a set of computer instructions for configuring the first object model and the new object model for unifying the proration calculation process for the plurality of clients of the service providers.

25. The computer-readable medium of claim 18 , wherein the triggering event comprises at least one of a time-based alert for generating a prorated value, receiving an electronic notification of a termination or a subscription cancellation of the service that was offered by the service provider, and receiving an electronic notification to perform the proration calculation.

Assignments (8)
CHANGE OF ADDRESS Recorded Sep 12, 2024
From: CERTINIA INC.
To: CERTINIA INC.
Reel/Frame 068948/0361 →
SECURITY INTEREST Recorded Aug 7, 2023
From: CERTINIA INC.
To: BLUE OWL CREDIT INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 064510/0495 →
RELEASE OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded Aug 4, 2023
From: KEYBANK NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
To: CERTINIA, INC.
Reel/Frame 064502/0117 →
CHANGE OF NAME Recorded Jul 3, 2023
From: FINANCIALFORCE.COM, INC.
To: CERTINIA INC.
Reel/Frame 064194/0104 →
RELEASE OF SECURITY INTEREST Recorded Mar 24, 2022
From: OBSIDIAN AGENCY SERVICES, INC.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 059389/0501 →
SECURITY INTEREST Recorded Feb 21, 2022
From: FINANCIALFORCE.COM, INC.
To: KEYBANK NATIONAL ASSOCIATION
Reel/Frame 059204/0323 →
SECURITY INTEREST Recorded Jul 15, 2021
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 056872/0236 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 24, 2020
From: HADFIELD, JAMES ROBERT AUST
To: FINANCIALFORCE.COM, INC.
Reel/Frame 053032/0034 →
Continuity (2)
Provisional Application 62835405 · Apr 17, 2019
Related Publication 20200334723A1 · Oct 22, 2020
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