Granted Patent B2

US 12,229,091 · App. 17/480,419 · Granted Feb 18, 2025

Inventors: Zbigniew Paul Rachniowski (Ottawa, CA); Steve McStravick (Ottawa, CA); Eduardo Rivero (Ottawa, CA); Andrei Anisenia (Ottawa, CA); Fekadeab Dejene (Ottawa, CA)

Assignee: Kinaxis Inc.

G06F16/213G06F16/211G06F16/2358G06N5/01G06Q10/0637G06F16/2379G06Q10/101G06Q10/103

Abstract

Claims (62)

1. A computer-implemented method comprising:

generating, by a processor, an effective recipe file by selecting at least one of a functionality, a feature and a configuration option from a master recipe database, the selecting based on a business objective; and

generating, by the processor, a customized resource by applying the effective recipe file to a first working copy of a resource selected from a master copy of resources;

wherein the master recipe database is generated by:

annotating, by the processor, a list of modifications in a recipe file, thereby producing an annotated list of modifications;

merging, by the processor, the annotated list of modifications into the master recipe database, the master recipe database containing a catalogue of generated modifications; and

verifying, by the processor, the master recipe database to ensure there are no conflicts or inconsistencies with respect to other annotated lists of modifications in the master recipe database;

wherein the recipe file is a compilation of one or more recipe file items, and wherein each recipe file item is generated by:

creating, by the processor, a working copy of a first resource selected from the master copy of resources;

editing, by the processor, the working copy of the first resource, thereby generating a second resource;

testing, by the processor, one or more use cases having expected inputs and outputs for validating the second resource;

comparing, by the processor, the working copy of the first resource with the second resource;

generating, by the processor, a recipe file item from one or more differences between the working copy of the first resource and the second resource, the recipe file item comprising tags that form a menu of configuration options that transform the working copy of the first resource to the second resource;

applying, by the processor, the recipe file item to the working copy of the first resource, thereby generating a third resource;

comparing, by the processor, the third resource with the second resource; and

validating, by the processor, the recipe file item.

2. The computer-implemented method of claim 1 , wherein comparing between any two resources is a schema-aware compare.

3. The computer-implemented method of claim 2 , wherein comparing between any two resources compares schema metadata of the first resource and the second resource.

4. The computer-implemented method of claim 1 , wherein the master copy is documented and tested; and includes a plurality of functionalities, a plurality of features, and a plurality of configuration options.

5. The computer-implemented method of claim 1 , wherein the resources comprise at least one of workbooks, widgets, task flows, scripts, scorecards, responsibility, process templates, hierarchies, forms, filters, dashboards and alerts.

6. A system comprising:

a processor; and

a memory storing instructions that, when executed by the processor, configure the system to:

generate, by the processor, an effective recipe file by selecting at least one of a functionality, a feature and a configuration option from a master recipe database, the selecting based on a business objective; and

generate, by the processor, a customized resource by applying the effective recipe file to a first working copy of a resource selected from a master copy of resources;

wherein the master recipe database is generated by the memory storing instructions that, when executed by the processor, further configure the system to:

annotate, by the processor, a list of modifications in a recipe file, thereby producing an annotated list of modifications;

merge, by the processor, the annotated list of modifications into the master recipe database, the master recipe database containing a catalogue of generated modifications; and

verify, by the processor, the master recipe database to ensure there are no conflicts or inconsistencies with respect to other annotated lists of modifications in the master recipe database;

wherein the recipe file is a compilation of one or more recipe file items, and wherein each recipe file item is generated by the memory storing instructions that, when executed by the processor, further configure the system to:

create, by the processor, a working copy of a first resource selected from the master copy of resources;

edit, by the processor, the working copy of the first resource, thereby generating a second resource;

test, by the processor, one or more use cases having expected inputs and outputs for validating the second resource;

compare, by the processor, the working copy of the first resource with the second resource;

generate, by the processor, a recipe file item from one or more differences between the working copy of the first resource and the second resource, the recipe file item comprising tags that form a menu of configuration options that transform the working copy of the first resource to the second resource;

apply, by the processor, the recipe file item to the working copy of the first resource, thereby generating a third resource;

compare, by the processor, the third resource with the second resource; and

validate, by the processor, the recipe file item.

7. The system of claim 6 , wherein comparing between any two resources is a schema-aware compare.

8. The system of claim 7 , wherein comparing between any two resources compares schema metadata of the first resource and the second resource.

9. The system of claim 6 , wherein the master copy is documented and tested; and includes a plurality of functionalities, a plurality of features, and a plurality of configuration options.

10. The system of claim 6 , wherein the resources comprise at least one of workbooks, widgets, task flows, scripts, scorecards, responsibility, process templates, hierarchies, forms, filters, dashboards and alerts.

11. A non-transitory computer-readable storage medium, the computer-readable storage medium including instructions that when executed by a computer, cause the computer to:

generate, by a processor, an effective recipe file by selecting at least one of a functionality, a feature and a configuration option from a master recipe database, the selecting based on a business objective; and

generate, by the processor, a customized resource by applying the effective recipe file to a first working copy of a resource selected from a master copy of resources;

wherein the master recipe database is generated by the instructions that when executed by the computer, cause the computer to:

annotate, by the processor, a list of modifications in a recipe file, thereby producing an annotated list of modifications;

merge, by the processor, the annotated list of modifications into the master recipe database, the master recipe database containing a catalogue of generated modifications; and

verify, by the processor, the master recipe database to ensure there are no conflicts or inconsistencies with respect to other annotated lists of modifications in the master recipe database;

wherein the recipe file is a compilation of one or more recipe file items, and wherein each recipe file item is generated by the instructions that when executed by the computer, cause the computer to:

create, by the processor, a working copy of a first resource selected from the master copy of resources;

edit, by the processor, the working copy of the first resource, thereby generating a second resource;

test, by the processor, one or more use cases having expected inputs and outputs for validating the second resource;

compare, by the processor, the working copy of the first resource with the second resource;

generate, by the processor, a recipe file item from one or more differences between the working copy of the first resource and the second resource, the recipe file item comprising tags that form a menu of configuration options that transform the working copy of the first resource to the second resource;

apply, by the processor, the recipe file item to the working copy of the first resource, thereby generating a third resource;

compare, by the processor, the third resource with the second resource; and

validate, by the processor, the recipe file item.

12. The computer-readable storage medium of claim 11 , wherein comparing between any two resources is a schema-aware compare.

13. The computer-readable storage medium of claim 12 , wherein comparing between any two resources compares schema metadata of the first resource and the second resource.

14. The computer-readable storage medium of claim 11 , wherein the master copy is documented and tested; and includes a plurality of functionalities, a plurality of features, and a plurality of configuration options.

15. The computer-readable storage medium of claim 11 , wherein the resources comprise at least one of workbooks, widgets, task flows, scripts, scorecards, responsibility, process templates, hierarchies, forms, filters, dashboards and alerts.

Assignments (3)

Continuity (2)

References Cited (56)