IP Library Granted Patent US 12,182,207
Granted Patent B2
US 12,182,207 · App. 18/325,688 · Granted Dec 31, 2024

Custom data filtering systems and methods

Inventors: Sukhminder Grewal (New Haven, CT); Tamas Simon (New Haven, CT); Rishi Raj Nema (Milford, CT); Ina B. Maloney (Hamden, CT); Drew A. Mazurek (North Haven, CT); Daniel Dormont (Fairfield, CT); Angelo Correia (Hamden, CT); Geoffrey A. Baum (Milford, CT); Kenneth E. Moon (Fairfield, CT); Keith L. Basile (New Haven, CT); Nathaniel B. Ellis (New Haven, CT)
Assignee: Grey Wall Software LLC
G06F16/9035G06F16/9038
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Quick Facts
Patent No.
US 12,182,207
App. No.
18/325,688
Granted
Dec 31, 2024
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 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; and display the data display on an output module of the user computer device.

Claims (59)

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;

compare the processed data to one or more conditions; and

generate at least one notification when the processed data meets at least one of the one or more conditions.

2. The custom filtering computer system of claim 1 , wherein the at least one processor is further programmed to generate and transmit one or more emails to one or more individuals based upon the processed data meeting the at least one of the one or more conditions.

3. The custom filtering computer system of claim 1 , wherein the at least one processor is further programmed to instruct an additional program to adjust one or more parameters based upon the processed data meeting the at least one of the one or more conditions.

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

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.

5. The customer filtering computer system of claim 4 , 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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 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 an update to the filtered data; and

updating the processed data based upon the update to the filtered data.

11. The method of claim 10 further comprising:

exporting the processed data to a first program; and

subsequent to receiving an update to the filtered data, updating the processed data in the first program based upon the update to the filtered data.

12. The method of claim 10 further comprising:

exporting the processed data to a first table; and

subsequent to receiving an update to the filtered data, updating the processed data in the first table based upon the update to the filtered data.

13. The method of claim 10 further comprising:

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.

14. The method of claim 13 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.

15. The method of claim 10 further comprising receiving, by the processor, from a user, the filter criteria specifying attributes of tabular data.

16. The method of claim 10 further comprising displaying the data display on an output module of the computer system.

17. The method of claim 10 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.

18. The method of claim 10 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 10 , 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;

compare the processed data to one or more conditions; and

generate at least one notification when the processed data meets at least one of the one or more conditions.

Assignments (3)
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 →
CORRECTIVE ASSIGNMENT TO CORRECT THE THE SPELLING OF TWO INVENTORS FIRST NAMES, IAN CORRECTED TO INA AND ANGELA CORRECTED TO ANGELO PREVIOUSLY RECORDED ON REEL 69374 FRAME 230. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT OF ASSIGNORS INTEREST. Recorded Nov 27, 2024
From: GREWAL, SUKHMINDER; SIMON, TAMAS; NEMA, RISHI RAJ; MALONEY, INA B.; MAZUREK, DREW A.; CORREIA, ANGELO; BAUM, GEOFFREY A.; MOON, KENNETH E.; BASILE, KEITH L.; ELLIS, NATHANIEL B.; DORMONT, DANIEL
To: GREY WALL SOFTWARE LLC
Reel/Frame 069437/0486 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 22, 2024
From: GREWAL, SUKHMINDER; SIMON, TAMAS; NEMA, RISHI RAJ; MALONEY, IAN B.; MAZUREK, DREW A.; DORMONT, DANIEL; CORREIA, ANGELA; BAUM, GEOFFREY A.; MOON, KENNETH E.; BASILE, KEITH L.; ELLIS, NATHANIEL B.
To: GREY WALL SOFTWARE LLC
Reel/Frame 069374/0230 →
Continuity (3)
Continuation In Part 17579809 · Jan 20, 2022
Continuation 16941037 · Jul 28, 2020
Related Publication 20230297622A1 · Sep 21, 2023