IP Library Granted Patent US 11,663,272
Granted Patent B2
US 11,663,272 · App. 17/579,809 · Granted May 30, 2023

Custom data filtering systems and methods

Inventors: Sukhminder Grewal (New Haven, CT); Tamas Simon (New Haven, CT); Rishi Raj Nema (Milford, CT); Ina Maloney (Hamden, CT); Andrew Mazurek (North Haven, CT); James Gilchrist (Bonita Springs, FL); Daniel Dormont (Fairfield, CT); Angelo Correia (Hamden, CT); Geoffrey Baum (Milford, CT); Kenneth Edward Moon (Fairfield, CT)
Assignee: GREY WALL SOFTWARE LLC
G06F16/9035G06F16/9038
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Quick Facts
Patent No.
US 11,663,272
App. No.
17/579,809
Granted
May 30, 2023
Kind
B2
Abstract

Described herein is a custom filtering computer system for enabling custom filtering and management of tabular data does not require any computer language or similar training for the user. The custom filtering computer system includes a processor configured to: receive filter criteria from a user computer device; retrieve filtered data by querying one or more databases based on the filter criteria, the filtered data including tabular data that matches the filter criteria; receive operations criteria from the user computer device; generate processed data, the processed data comprising the filtered data and operation outputs, by performing the operations defined in the operations criteria and storing the operation outputs with the filtered data; receive display criteria from a user computer device; generate a data display by applying the display criteria to the processed data, wherein the data display includes the processed data and the at least one display element; and display the data display on an output module of the user computer device.

Claims (53)

1. A custom filtering computer system for enabling custom filtering and management of tabular data, the custom filtering computer system comprising at least one processor in communication with at least one memory device, wherein the at least one processor is programmed to:

retrieve filtered data by querying one or more databases based on filter criteria;

receive operations criteria defining operations to be performed on the filtered data;

generate processed data comprising the filtered data and operation outputs, by performing the operations defined in the operations criteria and storing the operation outputs with the filtered data;

receive display criteria specifying at least one display element to be applied to elements of the processed data with specific attributes; and

generate a data display by applying the display criteria to the processed data, wherein the data display includes the processed data and the at least one display element.

2. The custom filtering computer system of claim 1 , wherein the at least one processor is further programmed to receive, from a user, the filter criteria specifying attributes of tabular data.

3. The customer filtering computer system of claim 1 further comprising an output module, wherein the at least one processor is further programmed to display the data display on the output module.

4. The customer filtering computer system of claim 1 , wherein the at least one processor is further programmed to:

store a saved view of the data display including one or more of the filter criteria, the operations criteria, or the display criteria; and

at a subsequent time, re-execute the saved view for one or more updated databases.

5. The custom filtering computer system of claim 1 , wherein the at least one processor is further programmed to:

provide a user with a plurality of options to generate filter criteria;

receive one or more filter groups based on the plurality of options; and

generate the filter criteria based on the received one or more filter groups.

6. The custom filtering computer system of claim 5 , wherein the one or more filter groups include at least a first filter group and a second filter group, and wherein the at least one processor is further programmed to combine the first filter group and the second filter group based on at least one Boolean conjunction.

7. The custom filtering computer system of claim 5 , wherein the at least one processor is further programmed to receive the filter criteria from a user via at least one of text, selection from preset choices, audio, video, and images, wherein the text, audio, and/or video includes natural language inputs.

8. The custom filtering computer system of claim 1 , wherein the at least one processor is further programmed to:

determine that at least one of the one or more databases includes private information; and

request access credentials from a user to access the private information.

9. The custom filtering computer system of claim 8 , wherein the at least one processor is further programmed to:

determine an access level of the user based on the access credentials; and

further filter the filtered data to remove data that the user is not approved to access.

10. The custom filtering computer system of claim 1 , wherein the operations criteria includes one or more of querying another database, serially querying a plurality of databases, and accessing a real-time system.

11. The custom filtering computer system of claim 10 , wherein the real-time system is an Internet of Things sensor.

12. A computer-implemented method for enabling custom filtering and management of tabular data, the method implemented by a computer system including at least one processor, the method comprising:

retrieving, by the processor, filtered data by querying one or more databases based on the filter criteria;

receiving, by the processor, operations criteria defining operations to be performed on the filtered data;

generating, by the processor, processed data comprising the filtered data and operation outputs, by performing the operations defined in the operations criteria and storing the operation outputs with the filtered data;

receiving, by the processor, display criteria specifying at least one display element to be applied to elements of the processed data with specific attributes; and

generating, by the processor, a data display by applying the display criteria to the processed data, wherein the data display includes the processed data and the at least one display element.

13. The method of claim 12 further comprising receiving, by the processor, from a user, the filter criteria specifying attributes of tabular data.

14. The method of claim 12 further comprising displaying the data display on an output module of the computer system.

15. The method of claim 12 further comprising:

storing a saved view of the data display including one or more of the filter criteria, the operations criteria, or the display criteria; and

at a subsequent time, re-executing the saved view for one or more updated databases.

16. The method of claim 12 further comprising:

providing a user with a plurality of options to generate filter criteria;

receiving one or more filter groups based on the plurality of options; and

generating the filter criteria based on the received one or more filter groups.

17. The method of claim 16 , wherein the one or more filter groups include at least a first filter group and a second filter group, and wherein the method further comprises combining the first filter group and the second filter group based on at least one Boolean conjunction.

18. The method of claim 12 further comprising:

determining that at least one of the one or more databases includes private information;

requesting access credentials from a user to access the private information;

determining an access level of the user based on the access credentials; and

further filtering the filtered data to remove data that the user is not approved to access.

19. The method of claim 12 , wherein the operations criteria includes one or more of querying another database, serially querying a plurality of databases, and accessing a real-time system, and wherein the real-time system is an Internet of Things sensor.

20. At least one non-transitory computer-readable storage media having computer-executable instructions embodied thereon for enabling custom filtering and management of tabular data, wherein when executed by at least one processor, the computer-executable instructions cause the processor to:

retrieve filtered data by querying one or more databases based on filter criteria;

receive operations criteria defining operations to be performed on the filtered data;

generate processed data comprising the filtered data and operation outputs, by performing the operations defined in the operations criteria and storing the operation outputs with the filtered data;

receive display criteria specifying at least one display element to be applied to elements of the processed data with specific attributes; and

generate a data display by applying the display criteria to the processed data, wherein the data display includes the processed data and the at least one display element.

Assignments (2)
SECURITY INTEREST Recorded May 28, 2025
From: GREY WALL SOFTWARE, LLC
To: ACCEL-KKR CREDIT PARTNERS II SPV LLC, AS AGENT
Reel/Frame 071234/0273 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 20, 2022
From: GREWAL, SUKHMINDER; SIMON, TAMAS; NEMA, RISHI RAJ; MALONEY, INA; MAZUREK, ANDREW; GILCHRIST, JAMES; DORMONT, DANIEL; CORREIA, ANGELO; BAUM, GEOFFREY; MOON, KENNETH EDWARD
To: GREY WALL SOFTWARE LLC
Reel/Frame 058785/0786 →
Continuity (2)
Continuation 16941037 · Jul 28, 2020
Related Publication 20220147572A1 · May 12, 2022