IP Library Granted Patent US 11,695,753
Granted Patent B2
US 11,695,753 · App. 16/913,345 · Granted Jul 4, 2023

Accessing and organizing data sets directly from a data warehouse

Inventors: Jason D. Frantz (San Francisco, CA); Robert C. Woollen (San Rafael, CA)
Assignee: SIGMA COMPUTING, INC.
H04L63/083G06F16/283G06F21/6218H04L63/102H04L63/105
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Quick Facts
Patent No.
US 11,695,753
App. No.
16/913,345
Granted
Jul 4, 2023
Kind
B2
Abstract

Accessing and organizing data sets directly from a data warehouse including receiving, by a data analyzer, a request from a service provider client instructing the data analyzer to retrieve a data set from a service provider data warehouse, wherein the service provider client is a client of a service provider, and wherein the service provider data warehouse stores data sets for the service provider; retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider; selecting, by the data analyzer, a worksheet template based on the service provider; organizing, by the data analyzer, the data set into a worksheet based on the worksheet template; and presenting, by the data analyzer to the service provider client, the worksheet comprising the data set.

Claims (32)

1. A method of accessing and organizing data sets directly from a data warehouse, the method comprising:

receiving, by a data analyzer, a request from a service provider client instructing the data analyzer to retrieve a data set from a service provider data warehouse, wherein the service provider client is a client of a service provider, and wherein the service provider data warehouse stores data sets for the service provider, wherein the service provider client accesses the data analyzer and the service provider data warehouse without providing credentials;

retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider;

selecting, by the data analyzer, a worksheet template based on the service provider;

organizing, by the data analyzer, the data set into a worksheet based on the worksheet template; and

presenting, by the data analyzer to the service provider client, the worksheet comprising the data set.

2. The method of claim 1 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises accessing, by the data analyzer, the service provider data warehouse via a secure data sharing interface.

3. The method of claim 1 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse bypasses the service provider.

4. The method of claim 1 , wherein selecting, by the data analyzer, the worksheet template based on the service provider comprises selecting, by the data analyzer, the worksheet template based on a type of data set from the service provider.

5. The method of claim 1 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises requesting the credentials from the service provider.

6. The method of claim 1 , wherein the worksheet template is provided by the service provider.

7. An apparatus for accessing and organizing data sets directly from a data warehouse, the apparatus comprising a computer processor, a computer memory operatively coupled to the computer processor, the computer memory having disposed within it computer program instructions that, when executed by the computer processor, cause the apparatus to carry out the steps of:

receiving, by a data analyzer, a request from a service provider client instructing the data analyzer to retrieve a data set from a service provider data warehouse, wherein the service provider client is a client of a service provider, and wherein the service provider data warehouse stores data sets for the service provider, wherein the service provider client accesses the data analyzer and the service provider data warehouse without providing credentials;

retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider;

selecting, by the data analyzer, a worksheet template based on the service provider;

organizing, by the data analyzer, the data set into a worksheet based on the worksheet template; and

presenting, by the data analyzer to the service provider client, the worksheet comprising the data set.

8. The apparatus of claim 7 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises accessing, by the data analyzer, the service provider data warehouse via a secure data sharing interface.

9. The apparatus of claim 7 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse bypasses the service provider.

10. The apparatus of claim 7 , wherein selecting, by the data analyzer, the worksheet template based on the service provider comprises selecting, by the data analyzer, the worksheet template based on a type of data set from the service provider.

11. The apparatus of claim 7 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises requesting the credentials from the service provider.

12. The apparatus of claim 7 , wherein the worksheet template is provided by the service provider.

13. A computer program product for accessing and organizing data sets directly from a data warehouse, the computer program product disposed upon a computer readable medium, the computer program product comprising computer program instructions that, when executed, cause a computer to carry out the steps of:

receiving, by a data analyzer, a request from a service provider client instructing the data analyzer to retrieve a data set from a service provider data warehouse, wherein the service provider client is a client of a service provider, and wherein the service provider data warehouse stores data sets for the service provider, wherein the service provider client accesses the data analyzer and the service provider data warehouse without providing credentials;

retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider;

selecting, by the data analyzer, a worksheet template based on the service provider;

organizing, by the data analyzer, the data set into a worksheet based on the worksheet template; and

presenting, by the data analyzer to the service provider client, the worksheet comprising the data set.

14. The computer program product of claim 13 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises accessing, by the data analyzer, the service provider data warehouse via a secure data sharing interface.

15. The computer program product of claim 13 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse bypasses the service provider.

16. The computer program product of claim 13 , wherein selecting, by the data analyzer, the worksheet template based on the service provider comprises selecting, by the data analyzer, the worksheet template based on a type of data set from the service provider.

17. The computer program product of claim 13 , wherein retrieving, by the data analyzer, the data set directly from the service provider data warehouse using credentials provided by the service provider comprises requesting the credentials from the service provider.

Assignments (2)
SECURITY INTEREST Recorded Aug 1, 2025
From: SIGMA COMPUTING, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 072316/0724 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 26, 2020
From: FRANTZ, JASON D.; WOOLLEN, ROBERT C.
To: SIGMA COMPUTING, INC.
Reel/Frame 053050/0753 →
Continuity (2)
Provisional Application 62874164 · Jul 15, 2019
Related Publication 20210021583A1 · Jan 21, 2021