IP Library Granted Patent US 12,124,453
Granted Patent B2
US 12,124,453 · App. 18/525,429 · Granted Oct 22, 2024

Metadata driven dataset management

Inventors: Kaushal Bansal (Pleasanton, CA); Venkata Muralidhar Tejomurtula (Danville, CA); Azeem Feroz (San Jose, CA); Dmytro Kashyn (Holliston, MA); Dmytro Kudriavtsev (Belmont, CA); Shouzhong Shi (San Jose, CA); Ajitesh Jain (San Mateo, CA)
Assignee: Salesforce, Inc.
G06F16/2455G06F16/2228G06F16/24578G06F16/252G06F16/81G06Q30/01
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Quick Facts
Patent No.
US 12,124,453
App. No.
18/525,429
Granted
Oct 22, 2024
Kind
B2
Abstract

A method for configuring the operation of the software of a data as a service (DAAS) system during run time is described. The configuring includes receiving a match query from a customer relationship management system that transmitted the match query responsive to a user using an interface to trigger an update of records in the customer relationship management system that were previously imported from the DAAS system, querying for records in the dataset that match records in the customer relationship management system previously imported from the DAAS system, the querying configured at run time according to metadata that identifies, for records in the dataset, a field to match on and a match threshold, and producing a match query result that includes records in the dataset to be imported to update records that were previously imported from the DAAS system.

Claims (31)

1. A method for configuring the operation of software of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, comprising:

receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system;

querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at run time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold; and

in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records that were previously imported from the DAAS system.

2. The method of claim 1 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

3. The method of claim 2 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

4. The method of claim 1 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

5. The method of claim 1 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

6. The method of claim 5 , wherein the one or more operations to be performed are indicated in the metadata.

7. The method of claim 1 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

8. An apparatus comprising:

a set of one or more processors; and

a non-transitory machine-readable storage medium that provides instructions that, if executed by the set of one or more processors, are configurable to cause the apparatus to perform operations of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, the operations comprising:

receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system,

querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at run time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold, and

in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records that were previously imported records from the DAAS system.

9. The apparatus of claim 8 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

10. The apparatus of claim 9 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

11. The apparatus of claim 8 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

12. The apparatus of claim 8 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

13. The apparatus of claim 12 , wherein the one or more operations to be performed are indicated in the metadata.

14. The apparatus of claim 8 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

15. A non-transitory computer-readable storage medium storing instructions which, when executed by a set of one or more processors of an electronic device, cause the electronic device to perform operations of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, the operations comprising:

receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system;

querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at nm time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold; and

in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records the that were previously imported records from the DAAS system.

16. The non-transitory computer-readable storage medium of claim 15 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

17. The non-transitory computer-readable storage medium of claim 16 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

18. The non-transitory computer-readable storage medium of claim 15 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

19. The non-transitory computer-readable storage medium of claim 15 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

20. The non-transitory computer-readable storage medium of claim 15 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

Assignments (2)
CHANGE OF NAME Recorded Sep 24, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069039/0029 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 24, 2024
From: BANSAL, KAUSHAL; TEJOMURTULA, VENKATA MURALIDHAR; FEROZ, AZEEM; KASHYN, DMYTRO; KUDRIAVTSEV, DMYTRO; SHI, SHOUZHONG; JAIN, AJITESH
To: SALESFORCE.COM, INC.
Reel/Frame 068685/0264 →
Continuity (4)
Continuation 18159582 · Jan 25, 2023
Continuation 17099478 · Nov 16, 2020
Continuation 15828118 · Nov 30, 2017
Related Publication 20240095245A1 · Mar 21, 2024
Cited By (2)
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