IP Library Patent Application 17355113
Patent Application
App. No. 17/355,113

ENGAGEMENT DATA OBJECTS IMPLEMENTED IN A DATA AGGREGATION MODEL TO ADAPT COMPUTERIZED ENTERPRISE DATA FLOWS

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Quick Facts
Patent No.
US None
App. No.
17/355,113
Abstract

Various embodiments relate generally to data science and data analysis, computer software and systems, and computing architectures and data models configured to facilitate management and performance of enterprise functions, and, more specifically, to an enterprise computing and data processing platform configured to identify and aggregate engagement data for managing enterprise data and work flows, and, in response to data values of aggregated engagement data, the enterprise computing and data processing platform is further configured to generate a command, for example, to modify automatically an enterprise data flow or work flow. In some examples, a method may include analyzing a pool of data including project, billing, and supply chain data to generate an engagement dataset including attributes based on aggregated subsets of project, billing, and supply chain data, and calculating updated values for the engagement dataset automatically.

Claims (56)

1 . A method comprising:

generating a data model including engagement data objects, a subset of engagement data objects associated with an electronic account;

populating an engagement data object to include one or more of project data, billing data, and supply chain data;

analyzing a pool of data including the one or more of project data, billing data, and supply chain data to generate an engagement dataset including data representing attributes based on one or more aggregated subsets of project data, billing data, and supply chain data;

detecting a variation in a data value in the pool of data;

calculating updated values associated with the one or more aggregated subsets to update automatically the engagement dataset based on the variation in the data value; and

presenting in a user interface graphical data representing the one or more aggregated subsets of project data, billing data, and supply chain data.

2 . The method of claim 1 further comprising:

causing generation of a command configured to modify automatically an enterprise process responsive to the variation in the data value; and

aggregating a first classification of data from the one or more of project data, billing data, and supply chain data to form a first aggregated dataset.

3 . The method of claim 2 wherein the first aggregated dataset represents aggregated revenue data.

4 . The method of claim 2 wherein aggregating the first classification of data comprises:

aggregating multiple streams of revenue data from each of the project data, billing data, and supply chain data.

5 . The method of claim 4 wherein causing generation of the command configured to modify automatically the enterprise process comprises:

detecting the variation in the data value as a change in a financial unit of data associated with at least one of the multiple streams of revenue data.

6 . The method of claim 1 wherein populating the engagement data object comprises:

activating an application to extract the one or more of project data, billing data, and supply chain data from multiple disparate data sources.

7 . The method of claim 6 wherein activating the application comprises:

activating a runbook application configured to automatically access the multiple disparate data sources.

8 . The method of claim 1 further comprising:

activating a project module to generate the project data;

activating a billing module to generate the billing data; and

activating a supply chain module to generate the supply chain data.

9 . The method of claim 1 wherein presenting in the user interface the graphical data comprises:

generating data representing the user interface structured to include at least a first user interface portion configured to activate a first user input to identify one or more sources of revenue data originating at multiple disparate data sources and a second user interface portion configured to activate a second user input to identify an aggregated amount of revenue based on the one or more sources of revenue associated with the electronic account.

10 . The method of claim 9 wherein generating the data representing the user interface comprises:

generating data representing a third user interface portion configured to implement a user input to activate implementation of the command to modify automatically the enterprise process.

11 . A system comprising:

a data store configured to receive streams of one or more of project data, billing data, and supply chain data; and

a processor configured to execute instructions to implement an application configured to:

generate a data model including engagement data objects, a subset of engagement data objects associated with an electronic account;

populate an engagement data object to include one or more of project data, billing data, and supply chain data;

analyze a pool of data including the one or more of project data, billing data, and supply chain data to generate an engagement dataset including data representing attributes based on one or more aggregated subsets of project data, billing data, and supply chain data;

detect a variation in a data value in the pool of data;

calculate updated values associated with the one or more aggregated subsets to update automatically the engagement dataset based on the variation in the data value;

present in a user interface graphical data representing the one or more aggregated subsets of project data, billing data, and supply chain data; and

cause generation of a command configured to modify automatically an enterprise process responsive to the variation in the data value.

12 . The system of claim 11 wherein the processor is further configured to:

aggregate a first classification of data from the one or more of project data, billing data, and supply chain data to form a first aggregated dataset.

13 . The system of claim 12 wherein the first aggregated dataset represents aggregated revenue data.

14 . The system of claim 12 wherein the processor configured to aggregate the first classification of data is further configured to:

aggregate multiple streams of revenue data from each of the project data, billing data, and supply chain data.

15 . The system of claim 14 wherein the processor configured cause generation of the command configured to modify automatically the enterprise process is further configured to:

detect the variation in the data value as a change in a financial unit of data associated with at least one of the multiple streams of revenue data.

16 . The system of claim 11 wherein the processor configured to populate the engagement data object is further configured to:

activate an application to extract the one or more of project data, billing data, and supply chain data from multiple disparate data sources.

17 . The system of claim 16 wherein the processor configured to activate the application is further configured to:

activate a runbook application configured to automatically access the multiple disparate data sources.

18 . The system of claim 11 wherein the processor is further configured to:

activate a project module to generate the project data;

activate a billing module to generate the billing data; and

activate a supply chain module to generate the supply chain data.

19 . The system of claim 11 wherein the processor configured to present in the user interface the graphical data is further configured to:

generate data representing the user interface structured to include at least a first user interface portion configured to activate a first user input to identify one or more sources of revenue data originating at multiple disparate data sources and a second user interface portion configured to activate a second user input to identify an aggregated amount of revenue based on the one or more sources of revenue associated with the electronic account.

20 . The system of claim 19 wherein the processor configured to generate the data representing the user interface is further configured to:

generate data representing a third user interface portion configured to implement a user input to activate implementation of the command to modify automatically the enterprise process.

Assignments (7)
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 063633/0850 →
SECURITY INTEREST Recorded Feb 21, 2022
From: FINANCIALFORCE.COM, INC.
To: KEYBANK NATIONAL ASSOCIATION
Reel/Frame 059204/0323 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 1, 2021
From: PERRY, JOCASTA KATHARINE REBECCA; MINZNER, HEIDI RENEE; DUBEY, RICHA; JONES, KEVIN JAMES
To: FINANCIALFORCE.COM, INC.
Reel/Frame 057679/0607 →