IP Library Granted Patent US 12,657,243
Granted Patent B2
US 12,657,243 · App. 18/595,068 · Granted Jun 16, 2026

Systems and methods for data prioritization, distribution, and management

Inventors: Christian Lefeve (Nashville, TN); Michael Doeff (San Francisco, CA); David Bartley (Brentwood, TN); Yevhenii Ulianko (Kharkiv Oblast, UA)
Assignee: MedeAnalytics, Inc.
G06F16/904G06F3/04847
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,657,243
App. No.
18/595,068
Granted
Jun 16, 2026
Kind
B2
Abstract

Disclosed herein are system, method, and computer program product embodiments for intelligent data retrieval, caching, and display. In some embodiments, the system generates a (GUI) in response to a request from a user device. The system may receive the location of the user device and identification of an initiative from the user device. The system may identify a metric correlated with the initiative based on an analysis of previously received initiatives. The system may identify and retrieve a value of the metric from a data source storing a plurality of metrics. The system may store the metric value at a local data store closer in proximity to the user device than the plurality of metrics at the data source. The system may then generate an updated graphical user interface (GUI) with the initiative, metric, and metric value.

Claims (106)

1 . A computer-implemented method, comprising:

generating, by one or more processors, a graphical user interface (GUI) in response to a request from a user device, wherein the request includes a location of the user device;

receiving, by the one or more processors, via the GUI, an initiative from the user device;

predicting, by the one or more processors, a plurality of metrics and a plurality of metric values relevant to the initiative using a machine learning model trained with prior initiatives and associated metrics and user-generated reinforcement scores, the plurality of metrics and the plurality of metric values stored at a plurality of different data sources;

identifying, by the one or more processors, a local data store based on the location, the local data store configured to serve users within a certain geographic proximity and the location being within the certain geographic proximity;

preemptively retrieving, by the one or more processors, the plurality of metrics and the plurality of metric values from the plurality of different data sources and storing the plurality of metrics and the plurality of metric values in the local data store;

in response to the storing, updating, by the one or more processors, the GUI to display the initiative, a first metric in the plurality of metrics, and a first metric value in the plurality of metric values, wherein the GUI retrieves the first metric and the first metric value from the local data store;

receiving, by the one or more processors, a target metric value corresponding to the first metric;

generating, by the one or more processors, a report including the first metric, the first metric value, the target metric value, and a difference between the target metric value and the first metric value;

sending, by the one or more processors, the report to the user device; and

causing, by the one or more processors, the user device to display the report within the GUI.

2 . The computer-implemented method of claim 1 , further comprising:

detecting that the user device moved to a new location;

identifying a second local data store that is closer in proximity to the new location than the local data store; and

storing the first metric value at the second local data store.

3 . The computer-implemented method of claim 1 , further comprising:

receiving, via the GUI, an identifier associated with a second user device;

assigning a permission scope to the second user device, wherein the permission scope is configured to block an interaction from the second user device with the GUI;

generating an alert comprising a link to access the GUI, wherein the link is unique to the identifier and the permission scope associated with the second user device,

sending the alert to the second user device;

receiving, via the GUI, an interaction from the second user device; and

allowing the interaction based on a determination that the interaction is allowed by the permission scope associated with the second user device.

4 . The computer-implemented method of claim 1 , further comprising:

determining, based on an analysis of the initiative, a second metric that is correlated with the initiative; and

periodically retrieving a second metric value corresponding to the second metric according to an update frequency associated with the second metric, wherein the update frequency associated with the second metric is greater than an update frequency associated with the first metric.

5 . The computer-implemented method of claim 4 , further comprising:

customizing the GUI by displaying the initiative, the second metric, and the second metric value;

receiving an interaction, via the GUI, with the displayed initiative;

in response to receiving the interaction, retrieving an updated first metric value and an updated second metric value;

storing the updated first metric value and the updated second metric value at the local data store; and

updating the GUI to display the initiative, the first metric, the updated first metric value, the second metric and the updated second metric value.

6 . The computer-implemented method of claim 1 , wherein the report further comprises a trend line generated based on the plurality of metric values.

7 . A system, comprising:

a memory; and

at least one processor coupled to the memory and configured to:

generate a graphical user interface (GUI) in response to a request from a user device, wherein the request includes a location of the user device;

receive, via the GUI, an initiative from the user device;

predict a plurality of metrics and a plurality of metric values relevant to the initiative using a machine learning model trained with prior initiatives and associated metrics and user-generated reinforcement scores, the plurality of metrics and the plurality of metric values stored at a plurality of different data sources;

identify a local data store based on the location, the local data store configured to serve users within a certain geographic proximity and the location being within the certain geographic proximity:

preemptively retrieve the plurality of metrics and the plurality of metric values from the plurality of different data sources and store the plurality of metrics and the plurality of metric values in the local data store;

in response to the storing, update the GUI to display the initiative, a first metric in the plurality of metrics, and a first metric value in the plurality of metric values, wherein the GUI retrieves the first metric and the first metric value from the local data store;

receive a target metric value corresponding to the first metric;

generate a report including the first metric, the first metric value, the target metric value, and a difference between the target metric value and the first metric value;

send the report to the user device; and

cause the user device to display the report within the GUI.

8 . The system of claim 7 , wherein the at least one processor is further configured to:

configure a batch process to retrieve the first metric value, the batch process comprising an update frequency and the first metric;

execute the batch process according to the update frequency; and

update the first metric value at the local data store.

9 . The system of claim 7 , wherein the at least one processor is further configured to:

detect that the user device moved to a new location;

identify a second local data store that is located closer in proximity to the new location than the local data store; and

store the first metric value at the second local data store.

10 . The system of claim 7 , wherein the at least one processor is further configured to:

receive, via the GUI, an identifier associated with a second user device;

assign a permission scope to the second user device, wherein the permission scope is configured to block an interaction from the second user device with the GUI;

generate an alert comprising a link to access the GUI, wherein the link is unique to the identifier and the permission scope associated with the second user device;

send the alert to the second user device;

receive, via the GUI, an interaction from the second user device; and

allow the interaction based on a determination that the interaction is allowed by the permission scope associated with the second user device.

11 . The system of claim 7 , wherein the at least one processor is further configured to:

determine, based on an analysis of the initiative, a second metric that is correlated with the initiative; and

periodically retrieve a second metric value corresponding to the second metric according to an update frequency associated with the second metric, wherein the update frequency associated with the second metric is greater than an update frequency associated with the first metric.

12 . The system of claim 11 , wherein the at least one processor is further configured to:

customize the GUI by displaying the initiative, the second metric, and the second metric value;

receive an interaction, via the GUI, with the displayed initiative;

in response to receiving the interaction, retrieve an updated first metric value and an updated second metric value;

store the updated first metric value and the updated second metric value at the local data store; and

update the GUI to display the initiative, the first metric, the updated first metric value, the second metric and the updated second metric value.

13 . The system of claim 7 , wherein the report further comprises a trend line generated based on the plurality of metric values.

14 . A non-transitory computer-readable device having instructions stored thereon that, when executed by at least one computing device, cause the at least one computing device to perform operations comprising:

generating a graphical user interface (GUI) in response to a request from a user device, wherein the request includes a location of the user device;

receiving, via the GUI, an initiative from the user device;

predicting a plurality of metrics and a plurality of metric values relevant to the initiative using a machine learning model trained with prior initiatives and associated metrics and user-generated reinforcement scores, the plurality of metrics and the plurality of metric values stored at a plurality of different data sources;

identifying a local data store based on the location, the local data store configured to serve users within a certain geographic proximity and the location being within the certain geographic proximity;

preemptively retrieving the plurality of metrics and the plurality of metric values from the plurality of different data sources and storing the plurality of metrics and the plurality of metric values in the local data store;

in response to the storing, updating the GUI to display the initiative, a first metric in the plurality of metrics, and a first metric value in the plurality of metric values, wherein the GUI retrieves the first metric and the first metric value from the local data store;

receiving a target metric value corresponding to the first metric;

generating a report including the first metric, the first metric value, the target metric value, and a difference between the target metric value and the first metric value;

sending the report to the user device; and

causing the user device to display the report within the GUI.

15 . The non-transitory computer-readable device of claim 14 , the operations further comprising:

configuring a batch process to retrieve the first metric value, the batch process comprising an update frequency and the first metric;

executing the batch process according to the update frequency; and

updating the first metric value at the local data store.

16 . The non-transitory computer-readable device of claim 14 , the operations further comprising:

detecting that the user device moved to a new location;

identifying a second local data store that is located closer in proximity to the new location than the local data store; and

storing the first metric value at the second local data store.

17 . The non-transitory computer-readable device of claim 14 , the operations further comprising:

receiving, via the GUI, an identifier associated with a second user device;

assigning a permission scope to the second user device, wherein the permission scope is configured to block an interaction from the second user device with the GUI;

generating an alert comprising a link to access the GUI, wherein the link is unique to the identifier and the permission scope associated with the second user device,

sending the alert to the second user device;

receiving, via the GUI, an interaction from the second user device; and

allowing the interaction based on a determination that the interaction is allowed by the permission scope associated with the second user device.

18 . The non-transitory computer-readable device of claim 14 , the operations further comprising:

determining, based on an analysis of the initiative, a second metric that is correlated with the initiative; and

periodically retrieving a second metric value corresponding to the second metric according to an update frequency associated with the second metric, wherein the update frequency associated with the second metric is greater than an update frequency associated with the first metric.

19 . The non-transitory computer-readable device of claim 18 , the operations further comprising:

customizing the GUI by displaying the initiative, the second metric, and the second metric value;

receiving an interaction, via the GUI, with the displayed initiative;

in response to receiving the interaction, retrieving an updated first metric value and an updated second metric value;

storing the updated first metric value and the updated second metric value at the local data store; and

updating the GUI to display the initiative, the first metric, the updated first metric value, the second metric and the updated second metric value.

20 . The non-transitory computer-readable device of claim 14 , wherein the report further comprises a trend line generated based on the plurality of metric values.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 12, 2024
From: LEFEVE, CHRISTIAN; DOEFF, MICHAEL; BARTLEY, DAVID; ULIANKO, YEVHENII
To: MEDEANALYTICS, INC.
Reel/Frame 066733/0643 →
Continuity (1)
Related Publication 20250278439A1 · Sep 4, 2025
References Cited (7)
US 9959506B1 · Karppanen · 2018 [cited by examiner]
US 11632374B2 · Spurlock · 2023 [cited by examiner]
US 20180173372A1 · Greenspan · 2018 [cited by examiner]
US 20180211197A1 · Vosseler · 2018 [cited by examiner]
US 20200151162A1 · Hubbard · 2020 [cited by examiner]
US 20200377301A1 · Chila · 2020 [cited by examiner]
US 20220084664A1 · Ginsburg · 2022 [cited by examiner]