IP Library Granted Patent US 11,989,676
Granted Patent B2
US 11,989,676 · App. 16/866,285 · Granted May 21, 2024

Risk management data channel interleaved with enterprise data to facilitate assessment responsive to a risk event

Inventors: Paul Shane Ripley (Burnt Yates, GB); Simon Kristiansen Ejsing (Redmond, WA); Daniel Christian Brown (Bellevue, WA); Matthew Lowell Cox (Walnut Creek, CA)
Assignee: Certinia Inc.
G06Q10/0635G06F16/3329G06F16/335G06Q10/0637G06Q30/01
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Quick Facts
Patent No.
US 11,989,676
App. No.
16/866,285
Granted
May 21, 2024
Kind
B2
Abstract

Various embodiments relate to data science and data analysis, computer software and systems, and computing architectures and data models configured to facilitate management of enterprise functions, and, more specifically, to an enterprise computing and data processing platform configured to activate risk management transformations of enterprise data in-situ, responsive to identifying a risk event, and further configured to implement a risk management data channel to facilitate analyses and responses associated with an enterprise computing device. In some examples, a method may include receiving a risk data signal, identifying a portion of the risk data signal, computing data representing a risk level, classifying data associated with a hierarchical business data object in accordance with a risk level, aggregating classified data with other data associated with other business data objects classified as a function of risk to form aggregated data, causing presentation of aggregated data as a function of risk.

Claims (81)

1. A user interface f or selecting and presenting business related risk levels comprising:

a graphical user interface (GUI) comprising:

a first drop-down menu for selecting one or more business accounts;

a second drop-down menu f or selecting a source data feed;

at least a first user interface portion configured to activate a first user input, from an enterprise resource computing platform, to present business-related data as of unction of a risk level in response to and associated with the first drop-down menu selection of the one or more business accounts, the first user interface portion configured in a standardized format; and

a second user interface portion configured to activate a second user input to present business-related data as a function of a source of a data feed in response to the second drop-down menu selection of the source data feed and the risk level, the second user interface portion configured in the standardized format;

the graphical user interface displaying one or more sets of data being determined by a method comprising:

monitoring a data stream received by the enterprise resource computing platform for detection of a risk data signal, the risk data signal being based on keyword identification of at least one portion of text in the data stream, the risk data signal being associated with a business data object, the business data object being associated with a hierarchical business data object, the risk data signal including strings of concatenated portions of the risk data signal comprising a first portion of the risk data signal including the risk level for classifying the risk data signal, and a second portion of the risk data signal being configured for mapping the risk level to business function data;

detecting, by the enterprise resource computing platform, the risk data signal from the data stream by extracting keywords from the data stream using natural language processing (NLP);

identifying one or more portions of the concatenated portions of the risk data signal;

computing, by the enterprise resource computing platform, the risk level of data of the risk data signal based on at least one portion of the identified portions of the risk data signal;

classifying data of the risk data signal associated with the hierarchical business data object as being at the computed risk level;

aggregating the classified data associated with the hierarchical business data object with other data associated with other hierarchical business data objects classified as being at the computed risk level to form aggregated data;

converting, by the enterprise resource computing platform, a subset of the aggregated data at the computed risk level into the standardized format for presenting in the graphical user interface; and

executing instructions for presenting within the graphical user interface the subset of the aggregated data at the computed risk level in the standardized format in response to user selections of the first drop-down menu and the second drop-down menu.

2. The user interface of claim 1 wherein the hierarchical business data object is an account data object associated with a plurality of business data objects including the business data object.

3. The user interface of claim 1 wherein monitoring a data stream received by the enterprise resource computing platform for detection of the risk data signal associated with the business data object comprises:

receiving data associated with the business data object as unstructured data.

4. The user interface of claim 1 wherein monitoring a data stream received by the enterprise resource computing platform for detection of the risk data signal associated with the business data object comprises:

identifying data representing an electronic message.

5. The user interface of claim 4 wherein identifying the data representing the electronic message comprises:

identifying data associated with a data feed object.

6. The user interface of claim 4 further comprising:

filtering the data representing the electronic message; and

detecting data representing the risk data signal.

7. The user interface of claim 1 wherein identifying the one or more portions of the concatenated portions of the risk data signal comprises:

identifying a third portion specifying a risk event.

8. The user interface of claim 1 wherein identifying the one or more portions of the concatenated portions of the risk data signal comprises:

identifying one or more symbols indicative of data subject to a risk event.

9. The user interface of claim 1 , wherein computing the risk level comprises normalizing data representing multiple risk levels based on a plurality of risk data signals from multiple data sources.

10. The user interface of claim 1 wherein detection of the risk data signal associated with the business data object comprises:

identifying data associated with a business function data object.

11. The user interface of claim 1 wherein converting the subset of the aggregated data comprises:

executing a risk management dashboard application configured to generate a presentation format for display at the graphical user interface.

12. The user interface of claim 1 wherein executing instructions for presenting within the graphical user interface the subset of the aggregated data comprises:

causing presentation of the subset of the aggregated data at the computed risk level relative to one or more other risk levels associated with other subsets of other aggregated data.

13. The user interface of claim 1 wherein executing instructions for presenting within the graphical user interface the subset of the aggregated data comprises:

causing presentation of the subset of the aggregated data at the risk level as an interactive portion of the graphical user interface.

14. The user interface of claim 13 further comprising:

receiving data representing a user input responsive to activation of the interactive portion of the user interface; and

executing instructions for presenting within the graphical user interface another subset of the aggregated data at the computed risk level or another subset of other aggregated data at another risk level.

15. The user interface of claim 1 , wherein the source data feed comprises one or more of sales, project management, fulfillment, accounting, finance, revenue management, and procurement data in the enterprise resource computing platform.

16. A system for presenting business related risk levels comprising:

a memory including executable instructions; and

a processor, responsive to executing the instructions, configured to:

instantiate a user interface comprising:

a graphical user interface (GUI) comprising:

a first drop-down menu for selecting one or more business accounts;

a second drop-down menu for selecting a source data feed;

at least a first user interface portion configured to activate a first user input, from an enterprise resource computing platform, to present business-related data as a function of a risk level, the first user interface portion configured in a standardized format; and

a second user interface portion configured to activate a second user input to present business-related data as a function of a source of a data feed and the risk level in response to and associated with the first drop-down menu selection of the one or more business accounts, the second user interface portion configured in the standardized format;

the graphical user interface displaying one or more sets of data being determined by a method comprising:

monitoring a received data stream for detection of a risk data signal, the risk data signal being based on keyword identification of at least one portion of text in the data stream, the risk data signal being associated with a business data object, the business data object being associated with a hierarchical business data object, the risk data signal including strings of concatenated portions of the risk data signal comprising a first portion of the risk data signal including the risk level for classifying the risk data signal, and a second portion of the risk data signal being configured for mapping the risk level to business function data;

detecting, by the enterprise resource computing platform, the risk data signal from the data stream by extracting keywords from the data stream using natural language processing (NLP);

identifying one or more portions of the concatenated portions of the risk data signal;

computing, by the enterprise resource computing platform, the risk level of data of the risk data signal based on at least one portion of the identified portions of the risk data signal;

classifying data of the risk data signal associated with the hierarchical business data object as being at the computed risk level;

aggregating the data associated with the hierarchical business data object with other data associated with other hierarchical business data objects classified as being at the computed risk level to form the aggregated data;

converting, by the enterprise resource computing platform, a subset of the aggregated data at the computed risk level into the standardized format for presenting in the graphical user interface; and

executing instructions for presenting within the graphical user interface the subset of the aggregated data at the computed risk level in the standardized format in response to user selections of the first drop-down menu and the second drop-down menu.

17. The system of claim 16 wherein a subset of the instructions configured to receive the risk data signal is further configured to cause the processor to:

identify data associated with a data feed object.

18. The system of claim 16 wherein a subset of the instructions configured for converting the subset of the aggregated data is further configured to cause the processor to:

execute a risk management dashboard application configured to generate a presentation format for display at the graphical user interface.

19. The system of claim 16 wherein a subset of the instructions further causes the processor to:

compute multiple risk levels associated with multiple subsets of the aggregated data.

20. The system of claim 16 , wherein the source data feed comprises one or more of sales, project management, fulfillment, accounting, finance, revenue management, and procurement data in the enterprise resource computing platform.

21. A method for presenting business related risk levels comprising:

instantiating a graphical user interface (GUI) comprising:

a first drop-down menu for selecting one or more business accounts; and

a second drop-down menu f or selecting a source data feed;

selecting one or more business accounts from the first drop-down menu;

selecting a source data feed;

monitoring a data stream received by an enterprise resource computing platform for detection of a risk data signal, the risk data signal being based on keyword identification of at least one portion of text in the data stream, the risk data signal being associated with a business data object, the business data object being associated with a hierarchical business data object, the risk data signal including strings of concatenated portions of the risk data signal comprising a first portion of the risk data signal including the risk level for classifying the risk data signal, and a second portion of the risk data signal being configured for mapping the risk level to business function data;

detecting, by the enterprise resource computing platform, the risk data signal from the data stream by extracting keywords from the data stream using natural language processing (NLP);

identifying one or more portions of the concatenated portions of the risk data signal;

computing, by the enterprise resource computing platform, the risk level of data of the risk data signal based on at least one portion of the identified portions of the risk data signal;

classifying data of the risk data signal associated with the hierarchical business data object as being at the computed risk level;

aggregating the classified data associated with the hierarchical business data object with other data associated with other hierarchical business data objects classified as being at the computed risk level to form aggregated data;

converting, by the enterprise resource computing platform, a subset of the aggregated data at the computed risk level into a standardized format for presenting in a user interface; and

executing instructions for presenting within the graphical user interface the subset of the aggregated data at the computed risk level in the standardized format in response to user selections of the first drop-down menu and the second drop-down menu.

Assignments (9)
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 →
CHANGE OF ADDRESS Recorded May 12, 2023
From: FINANCIALFORCE.COM, INC.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 063633/0854 →
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 May 27, 2020
From: EJSING, SIMON KRISTIANSEN; BROWN, DANIEL CHRISTIAN; COX, MATTHEW LOWELL; RIPLEY, PAUL SHANE
To: FINANCIALFORCE.COM, INC.
Reel/Frame 052754/0889 →
Continuity (1)
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