IP Library Granted Patent US 11,379,906
Granted Patent B2
US 11,379,906 · App. 16/881,994 · Granted Jul 5, 2022

Document exchange conversation generator

Inventors: Michael Hurley (Shaker Heights, OH); Christopher Manchen (Chagrin Falls, OH); Michael Snyder, Jr. (Aurora, OH); Ryan Williams (Cuyahoga Falls, OH); Nathaniel Schaffer (University Heights, OH); Andrew Murgola (Twinsburg, OH); Mark Rousseau (Wooster, OH)
Assignee: Epicor Software Corporation
G06Q30/0635G08B21/18H04L51/046H04L51/16
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Quick Facts
Patent No.
US 11,379,906
App. No.
16/881,994
Granted
Jul 5, 2022
Kind
B2
Abstract

Exemplary systems and methods associated with generating conversations of electronic data exchanges. In particular, in one embodiment, a conversation generator determines whether records are related based on EDI data associated with a transaction, integrates the records based on associations within the EDI data, and generates a conversation that depicts the integrated EDI data associated with the transaction in a conversational format for viewing by a user. In other embodiments, an alert engine determines that there are errors in the conversation, such as missing or inconsistent data, and alerts a user accordingly.

Claims (37)

1. A system for generating conversational depictions of electronic data exchanges, comprising:

a first user device to select a first record comprising EDI data;

a conversation generator configured to:

determine additional records associated with the first record based on the EDI data, wherein the records are associated with a plurality of messages exchanged between parties of a transaction;

integrate the EDI data of the first record and the EDI data of the additional records based on associations within the EDI data to form integrated EDI data; and

generate a conversation that depicts the integrated EDI data in a conversational format comprising the plurality of messages; and

a user interface to display the conversation.

2. The system of claim 1 , wherein the records comprise raw data stored in a plurality of EDI data formats.

3. The system of claim 1 , wherein the conversation generator is further configured to parse the first record to identify the EDI data used to determine the additional records.

4. The system of claim 3 , wherein EDI data associated with the first record is found in at least one message related to the first record.

5. The system of claim 4 , wherein the first record comprises a purchase order and the EDI data comprises at least one of a vendor name, a product name, and a volume of a product.

6. The system of claim 5 , wherein the at least one message comprises a purchase order acknowledgement by the vendor.

7. The system of claim 4 , wherein the first record comprises a purchase order acknowledgement by a vendor and the at least one message comprises a purchase order.

8. The system of claim 1 , further comprising a database, wherein at least one of the conversation and links between records of the conversation are stored in the database.

9. The system of claim 1 , wherein the conversation generator is further configured to query for at least one of records, transactions, messages, and conversations associated with a search term.

10. The system of claim 1 , further comprising an alert engine, wherein the alert engine is configured to determine an error in the conversation based on the EDI data.

11. The system of claim 10 , wherein the alert engine is further configured to generate an alert based on the error.

12. The system of claim 10 , wherein the alert engine is configured to determine the error in the conversation based on missing EDI source data.

13. The system of claim 10 , wherein the alert engine is configured to determine the error in the conversation based on inconsistent EDI source data.

14. The system of claim 10 , wherein the conversation generator is further configured to track the conversation based on the error.

15. The system of claim 10 , wherein the alert engine is further configured to generate a placeholder message in the conversation based on the error.

16. A method for generating conversational depictions of electronic data exchanges, comprising the steps of:

selecting a first record comprising EDI data with a first user device;

determining additional records associated with the first record based on the EDI data, wherein the records are associated with a plurality of messages exchanged between parties of a transaction;

integrating the EDI data of the first record and the EDI data of the additional records based on associations within the EDI data to form integrated EDI data;

generating a conversation that depicts the integrated EDI data in a conversational format comprising the plurality of messages; and

displaying the conversation on a user interface.

17. The method of claim 16 , wherein the records comprise raw data stored in a plurality of EDI data formats.

18. The method of claim 16 , further comprising the step of parsing the first record to identify the EDI source data used to determine the additional records.

19. The method of claim 16 , further comprising the step of determining an error in the conversation based on the EDI data.

20. The method of claim 19 , further comprising the step of generating an alert based on the error.

21. A method for generating a conversational depiction of electronic data exchanges, comprising the steps of:

selecting a first message comprising EDI data with a first user device;

determining additional messages associated with the first message based on the EDI data, wherein the messages are exchanged between parties of a transaction;

integrating the EDI data of the first message and the EDI data of the additional messages based on associations within the EDI data to form integrated EDI data;

generating a conversation that depicts the integrated EDI data in a conversational format comprising the plurality of messages; and

displaying the conversation on a user interface.

Assignments (8)
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Oct 31, 2024
From: EPICOR SOFTWARE CORPORATION
To: GLAS USA LLC
Reel/Frame 069286/0840 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENT RIGHTS (SECOND LIEN) Recorded Nov 3, 2023
From: KKR LOAN ADMINISTRATION SERVICES LLC
To: EPICOR SOFTWARE CORPORATION
Reel/Frame 065452/0427 →
CORRECTIVE ASSIGNMENT TO CORRECT THE TYPOGRAPHIC ERROR THAT INCORRECTLY IDENTIED THE RECEIVING PARTY PREVIOUSLY RECORDED AT REEL: 055452 FRAME: 0345. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Oct 25, 2023
From: EPICOR SOFTWARE CORPORATION
To: KKR LOAN ADMINISTRATION SERVICES LLC
Reel/Frame 065350/0123 →
SECOND LIEN SUPPLEMENTAL SECURITY AGREEMENT Recorded Apr 13, 2021
From: EPICOR SOFTWARE CORPORATION
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 056004/0853 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT SUPPLEMENT Recorded Mar 1, 2021
From: EPICOR SOFTWARE CORPORATION
To: KKR LOAN ADMINISTRATIVE SERVICES LLC
Reel/Frame 055468/0151 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT SUPPLEMENT Recorded Mar 1, 2021
From: EPICOR SOFTWARE CORPORATION
To: KKR LOAN ADMINISTRATIVE SERVICES LLC
Reel/Frame 055452/0345 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 14, 2020
From: 1 EDI SOURCE, INC.
To: EPICOR SOFTWARE CORPORATION
Reel/Frame 053762/0314 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 14, 2020
From: HURLEY, MICHAEL; MANCHEN, CHRISTOPHER; SNYDER, MICHAEL, JR.; WILLIAMS, RYAN; SCHAFFER, NATHANIEL; MURGOLA, ANDREW; ROUSSEAU, MARK
To: 1 EDI SOURCE, ING.
Reel/Frame 053762/0674 →
Continuity (3)
Continuation 15386332 · Dec 21, 2016
Provisional Application 62270799 · Dec 22, 2015
Related Publication 20200394702A1 · Dec 17, 2020