IP Library Granted Patent US 11,379,774
Granted Patent B2
US 11,379,774 · App. 16/800,884 · Granted Jul 5, 2022

Plan modeling and user feedback

Inventors: Chakradhar Gottemukkala (Austin, TX); Umesh Arasu (Coppell, TX); Koustuv Chatterjee (San Ramon, CA); Raghav Ranganathan (New York, NY)
Assignee: o9 Solutions, Inc.
G06Q10/0635G06Q10/067G06Q10/0631G06Q10/103G06Q10/107G06Q50/01H04L12/1827
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Quick Facts
Patent No.
US 11,379,774
App. No.
16/800,884
Granted
Jul 5, 2022
Kind
B2
Abstract

A communication by a particular user within a digital collaboration is determined as related to a particular business entity. A relationship between one or more additional business entities and the particular business entity is identified from one or more business models. The communication is associated with the additional business entities based on the relationship.

Claims (52)

1. A system for interactive communication access comprising:

at least one processor; and

memory including instructions that, when executed by the at least one processor; cause the at least one processor to perform operations to:

generate a link expression data structure that interconnects a set of plan models associated with an organization;

generate a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models, the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface element is based on a collaboration framework for facilitating discussion of the plan model, and wherein the discussion user interface element includes a set of controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;

mine a set of user communications to identify a subset of user communications related to the plan model;

grant access to interact with the subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital collaboration between the set of users across domains within the organization;

receive an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and

grant access to the selected user communication to a second set of users based on a tag created by a control of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the selected user communication.

2. The system of claim 1 , the memory further comprising instructions that cause the at least one processor to perform operations to:

identify a software model to model a business entity of the one or more business entities; and

define an association between the indication and the software model.

3. The system of claim 2 , wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

4. The system of claim 1 , wherein a business entity of the one or more business entities comprises at least one of a market segment, a product category, a product, a brand, or a business unit.

5. The system of claim 1 , the memory further comprising instructions that cause the at least one processor to perform operations to:

identify a relationship between a business entity of the one or more business entities and another business entity of the one or more business entities, wherein the relationship is defined in the plan model; and

further associate the indication with the other business entity based on the relationship.

6. The system of claim 1 , wherein the discussion user interface element is implemented on a discussion board platform.

7. The system of claim 1 , wherein the discussion user interface element is transmitted for display within a social networking platform.

8. At least one non-transitory machine-readable medium including instructions for interactive communication access that, when executed by at least one processor, cause the at least one processor to perform operations to:

generate a link expression data structure that interconnects a set of plan models associated with an organization;

generate a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models, the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface element is based on a collaboration framework for facilitating discussion of the plan model, and wherein the discussion user interface element includes a set of controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;

mine a set of user communications to identify a subset of user communications related to the plan model;

grant access to interact with the subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital collaboration between the set of users across domains within the organization;

receive an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and

grant access to the selected user communication to a second set of users based on a tag created by a control of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the selected user communication.

9. The at least one non-transitory machine-readable medium of claim 8 , further comprising instructions that cause the at least one processor to perform operations to:

identify a software model to model a business entity of the one or more business entities; and

define an association between the indication and the software model.

10. The at least one non-transitory machine-readable medium of claim 9 , wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

11. The at least one non-transitory machine-readable medium of claim 8 , wherein a business entity of the one or more business entities comprises at least one of a market segment, a product category, a product, a brand, or a business unit.

12. The at least one non-transitory machine-readable medium of claim 8 , further comprising instructions that cause the at least one processor to perform operations to:

identify a relationship between a business entity of the one or more business entities and another business entity of the one or more business entities, wherein the relationship is defined in the plan model; and

further associate the indication with the other business entity based on the relationship.

13. The at least one non-transitory machine-readable medium of claim 8 , wherein the discussion user interface element is implemented on a discussion board platform.

14. The at least one non-transitory machine-readable medium of claim 8 , wherein the discussion user interface element is transmitted for display within a social networking platform.

15. A method performed by processing circuitry of a computing device, the method comprising:

generating a link expression data structure that interconnects a set of plan models associated with an organization;

generating a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models, the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface element is based on a collaboration framework for facilitating discussion of the plan model, and wherein the discussion user interface element includes a set of controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;

mining a set of user communications to identify a subset of user communications related to the plan model;

granting access to interact with the subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital collaboration between the set of users across domains within the organization;

receiving an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and

granting access to the selected user communication to a second set of users based on a tag created by a control of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the selected user communication.

16. The method of claim 15 , further comprising

identifying a software model to model a business entity of the one or more business entities; and

defining an association between the indication and the software model.

17. The method of claim 16 , wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

18. The method of claim 15 , wherein a business entity of the one or more business entities comprises at least one of a market segment, a product category, a product, a brand, or a business unit.

19. The method of claim 15 , further comprising

identifying a relationship between a business entity of the one or more business entities and another business entity of the one or more business entities, wherein the relationship is defined in the plan model;

further associating the indication with the other business entity based on the relationship.

20. The method of claim 15 , wherein the discussion user interface element is implemented on a discussion board platform.

Assignments (4)
TERMINATION AND RELEASE OF INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 28, 2025
From: JPMORGAN CHASE BANK, N.A.
To: O9 SOLUTIONS, INC.
Reel/Frame 070365/0148 →
SECURITY INTEREST Recorded Feb 7, 2025
From: O9 SOLUTIONS, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 070149/0274 →
SECURITY INTEREST Recorded Aug 22, 2022
From: O9 SOLUTIONS, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 060855/0934 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 17, 2022
From: GOTTEMUKKALA, CHAKRADHAR; ARASU, UMESH; CHATTERJEE, KOUSTUV; RANGANATHAN, RAGHAV
To: O9 SOLUTIONS, INC.
Reel/Frame 059927/0469 →
Continuity (3)
Continuation 14751526 · Jun 26, 2015
Provisional Application 62018386 · Jun 27, 2014
Related Publication 20200401962A1 · Dec 24, 2020