Cross-system data aggregation

• US 10,289,730 B2
• Filed: 02/16/2015
• Issued: 05/14/2019
• Est. Priority Date: 02/16/2015
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Inventors: Falkner, Michael F., Bruer, Annette M., Pandey, Shivendushital Pyarelal, Honeyman, Kevin M.
• Primary Examiner(s): Amin, Mustafa A
• Application Number:
  US14/623,209
• Publication Number:
  US 20160239565A1
• Time in Patent Office: 1,548 Days
• Field of Search: None
• CPC Class Codes: G06F 16/34 Browsing; Visualisation therefor
• CPC Class Codes: G06F 16/345 Summarisation for human users
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 3/0484 for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: Y04S 10/50 Systems or methods supporting the power network operation or management, involving a certain degree of interaction with the load-side end user applications

Abstract

A first user interaction is detected indicating a user selection of a document. Relationship information on the document is accessed to identify related documents. Relationship information is accessed on the related documents to identify other related documents. This continues until all related documents are identified. The documents are displayed, on a single user interface display, in a aggregate view and each document is represented by a document display pane that shows summary information from the document.

Claims

1. A computing system, comprising:

a processor; and

memory storing instructions executable by the processor, wherein the instructions, when executed, configure the computing system to;

based on an indication of a document selection input, select a document;

identify a set of related documents, that are related to the selected document, based on relationship information in data records representing the set of related documents and the selected document;

based on the data records,

extract summary information corresponding to each related document in the set of related documents, and

identify a plurality of different document types in the set of related documents;

generate a representation of an aggregate view on a single user interface display, wherein the aggregate view includes a plurality of separate, user selectable, document display panes representing the plurality of different document types,

each document display pane corresponding to a particular one of the document types and representing the summary information corresponding to the related documents, in the set of related documents, of the particular related document type; and

in response to an indication of a pane selection user input,

select one of the document display panes, corresponding to a particular one of the related documents, on the aggregate view,

extract detail information corresponding to the particular related document, the detail information comprising information in addition to the summary information corresponding to the particular related document, and

modify the selected document display pane on the aggregate view to include the detail information.

2. The computing system of claim 1 wherein each document type is related to a different type of transactional task.

3. The computing system of claim 1 wherein the extracted detail information comprises a first level of detail information, and the instructions configure the computing system to:

receive an indication of a user detail interaction associated with a particular data item of the first level of detail information;

extract a second level of detail information corresponding to the particular data item, from the data record representing the particular document; and

modify the aggregate view to include the second level of detail information.

4. The computing system of claim 3 wherein the instructions configure the computing system to:

receive an indication of a hover interaction indicative of a user hovering a cursor over the particular data item; and

modify the aggregate view to include the second level of detail information in a popup display.

5. The computing system of claim 3 wherein the instructions configure the computing system to:

generate the aggregate view with a view switching user input mechanism;

based on an indication of user actuation of the view switching user input mechanism,

identify related information, that is related to a corresponding document; and

modify the plurality of display panes to include the related information.

6. The computing system of claim 1 wherein the data records comprise tables, and the instructions, when executed, configure the computing system to:

generate a representation of a document selection user interface display with a document selection user input mechanism, wherein the indication of the document selection input is indicative of user actuation of the document selection user input mechanism.

7. The computing system of claim 6 wherein the instructions, when executed, configure the computing system to:

generate a representation of a configuration user interface display with a configuration user input mechanism;

based on an indication of user actuation of the configuration user input mechanism, generate a mapping that maps a document to other information; and

access the mapping to generate the aggregate view.

8. The computing system of claim 7 wherein the instructions configure the computing system to:

generate the representation of the configuration user interface display with a document relationship user input mechanism;

based on an indication of user actuation of the document relationship user input mechanism, generate a document-to-document mapping that maps a given document to a set of related document type; and

identify the set of related documents as related documents of a type in the set of related document types.

9. The computing system of claim 7 wherein the instructions configure the computing system to:

generate the representation of the configuration user interface display with a summary user input mechanism and a detail user input mechanism;

based on an indication of user actuation of the summary user input mechanism, generate a document-to-summary mapping that includes information that maps a given document to corresponding summary information;

based on an indication of user actuation of the detail user input mechanism, generate a document-to-detail mapping that includes information that maps the given document to corresponding first and second level detail information,

access the document-to-summary mapping to identify the summary information; and

access the document-to-detail mapping to identify the first and second level detail information for the given document.

10. A computer implemented method, comprising:

based on an indication of a document selection user input, selecting a document;

identifying a set of related documents, that are related to the selected document, based on relationship information in data records representing the set of documents and the selected document;

extracting summary information corresponding to each related document in the set of related documents;

identifying a plurality of different document types in the set of related documents; and

generating a representation of an aggregate view on a single user interface display, wherein the aggregate view includes a plurality of separate, user selectable, document display panes representing the plurality of different document types,

each document display pane corresponding to a particular one of the document types and representing the summary information corresponding to the documents, in the set of related documents, of the particular document type;

in response to an indication of a pane selection user input,

selecting a particular one of the document display panes, corresponding to a particular one of the related documents, on the aggregate view,

extracting a first level of detail information that corresponds to the particular related document and includes information in addition to the summary information corresponding to the particular related document, and

modifying the particular document display pane on the aggregate view to include the first level of detail information;

based on an indication of a user detail selection input, selecting a particular data item of the first level of detail information in the particular document display pane;

extracting a second level of detail information corresponding to the particular data item, from the data record defining the related document corresponding to the selected document display pane; and

generating a representation of the second level of detail information on the aggregate view.

11. The computer implemented method of claim 10 wherein each document type is related to a different type of transactional task.

12. The computer implemented method of claim 10 wherein receiving an indication of a user detail interaction comprises:

receiving an indication of a hover interaction indicative of a user hovering a cursor over the particular data item, and wherein generating the representation of the second level of detail information comprises generating the representation of the second level of detail information in a popup display on the aggregate view.

13. The computer implemented method of claim 11 and further comprising:

receiving an indication of a user detail interaction, associated with a particular data item on the aggregate view;

extracting a second level of detail information corresponding to the particular data item, from the data record defining the particular data item; and

generating a representation of the second level of detail information on the aggregate view.

14. The computer implemented method of claim 10 and further comprising:

generating the representation of the aggregate view with a view switching user input mechanism;

based on an indication of user actuation of the view switching user input mechanism, identifying related information, that is related to a corresponding related document; and

generating a representation of the related information on the document display pane corresponding to the corresponding related documents.

15. The computer implemented method of claim 10 wherein the data records comprise tables, and further comprising:

generating a representation of a document selection user interface display with a document selection user input mechanism.

16. The computer implemented method of claim 15 and further comprising:

identifying a first set of related documents, directly related to a given document by the relationship information in a table defining the given document; and

identifying additional related documents, indirectly related to the given document, as documents related to the first set of related documents through a chain of relationship information in tables defining the first set of related documents and additional related documents.

17. A computing system, comprising:

a processor; and

memory storing instructions executable by the processor, wherein the instructions, when executed, configure the computing system to provide;

a first data processing system configured to generate transactional documents;

a second data processing system configured to generate summary information, that corresponds to each transactional document and is separate from the transactional document; and

a data aggregation system configured to;

based on an indication of a user interaction, select a transactional document;

identify related transactional documents in the first data processing system that are related to the selected transactional document;

obtain the summary information corresponding to each related transactional document;

identify a plurality of different document types in the related transactional documents, wherein each document type is related to a different type of transactional task;

generate a representation of an aggregate view that includes, on a single user interface display;

a selected document display pane corresponding to the selected transactional document;

a plurality of separate, user-selectable, document display panes representing the plurality of different document types,

 

each document display pane corresponding to a particular one of the document types and representing the summary information corresponding to the related documents, in the set of related documents, of the particular related document type; and

in response to an indication of a pane selection user input,

select one of the document display panes, corresponding to a particular one of the related documents, on the aggregate view,

extract detail information corresponding to the particular related document, the detail information comprising information in addition to the summary information corresponding to the particular related document, and

modify the selected document display pane on the aggregate view to include the detail information.

18. The computing system of claim 17 wherein the instructions, when executed, configure the computing system to provide:

a configuration system configured to;

generate a configuration user interface display with configuration user input mechanisms configured to detect a user mapping; and

generate, based on the user mapping input, mapping information that maps documents to other information,

wherein the data aggregation system is configured to access the mapping information to generate the aggregate view.

19. The computing system of claim 17 wherein the data aggregation system is configured to generate the aggregate view with a view switching user input mechanism, and wherein the instructions, when executed, configure the computing system to provide:

a view switching component configured to detect user interaction with the view switching user input mechanism and, in response, identify the related disparate information, that is related to corresponding documents of the selected transactional document and the related transactional documents,

wherein the data aggregation system is configured to display the related disparate information on the document display panes corresponding to the documents to which the related, disparate information is related.