Measure factory

• US 10,445,674 B2
• Filed: 02/28/2017
• Issued: 10/15/2019
• Est. Priority Date: 06/05/2012
• Status: Active Grant

• Current Assignee: Dimensional Insight Incorporated
• Original Assignee: Dimensional Insight Incorporated
• Inventors: Clark, James, Powers, Frederick A., Jablonski, Daniel J., Gorman, Matthew J., Dealy, George M.
• Primary Examiner(s): Ho, Ruay
• Application Number:
  US15/445,692
• Publication Number:
  US 20170270452A1
• Time in Patent Office: 959 Days
• Field of Search: 715708, 463 42, 187382, 718 1, 705 725, 705 35
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• 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 10/06316 Sequencing of tasks or work
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling

Abstract

A measure factory for generating analytic measures includes data sets representing business activities arranged as columnar arrays with each column being associated with a distinct source rule that applies to the column when it is used as a data source. The measure factory includes factory rules that govern which operations on available data sources may be executed under what conditions in the measure factory, such as by taking into account the source rules and other applicable factory rules. A factory rule execution hierarchy governs the execution of ready factory rules that lack dependency on other factory rules before executing ready factory rules that have dependency on other factory rules. A script generation facility generates a script to process the plurality of factory rules according to the factory rule execution hierarchy.

Claims

1. A computer-implemented measure factory for generating analytic measures, comprising:

a plurality of data sets comprised of data representing business activities arranged as a columnar array wherein each column is associated with a distinct source rule that applies to the column when it is used as a data source;

a plurality of factory rules that govern which operations on available data sources are executed based on one or more conditions in the measure factory, the executing of operations taking into account the source rules that are applicable to the data sources and at least one other of the plurality of factory rules;

a factory rule execution hierarchy that indicates an order of factory rule execution, the order comprising executing factory rules that lack dependency on other factory rules before executing factory rules that have dependency on other factory rules, and executing ready calc rules, ready flag rules, and ready lookup rules before executing ready link rules which execute before ready plugin rules; and

a factory rules processing facility that applies a portion of the plurality of factory rules to at least a portion of the plurality of data sets.

2. The computer-implemented measure factory of claim 1, wherein an order in which factory rules are presented to the measure factory is independent of an order in which the measure factory executes the factory rules.

3. The computer-implemented measure factory of claim 1, wherein a factory rule is determined to be ready when data that the factory rule requires is available in one or more of the plurality of data sets.

4. The computer-implemented measure factory of claim 1, wherein the data is treated as available when at least one of the following conditions exist:

(a) if it is determined only by application of source rules and (b) if it is generated by another factory rule the processing of which is complete for data that the factory rule requires.

5. The computer-implemented measure factory of claim 1, wherein the factory rules processing facility comprises a processor that optimizes at least one factory rule associated with the plurality of data sets by generating and executing a machine-specific code version of the at least one factory rule.

6. The computer-implemented measure factory of claim 1, wherein the factory rules processing facility uses execution threads that separately process portions of the factory rules based on at least one of grouping common calculations across ready rules and grouping different rule calculations that process common portions of at least one of the plurality of data sets.

7. The computer-implemented measure factory of claim 1, wherein a data graph is derived from references to the plurality of data sets in the factory rules.

8. The computer-implemented measure factory of claim 7, wherein the data graph is generated as a step in a factory rules processing process.

9. The computer-implemented measure factory of claim 1, wherein the factory rules processing facility selects at least one of a plurality of factory rules based on an effectivity date associated with each of the plurality of factory rules and a target date.

10. The computer-implemented measure factory of claim 9, wherein the target date is a date on which the at least one of a plurality of factory rules is processed.

11. The computer-implemented measure factory of claim 9, wherein the target date is an effectivity date.

12. A computer-implemented method of automated measurement of business performance with a measure factory, comprising:

configuring a plurality of business performance measure factory rules as relationships of data source rules and of other factory rules;

arranging a plurality of data sets with data representing business activities as columnar arrays wherein each column is associated with a distinct source rule that applies to the column when the column is used as a data source by the measure factory;

processing a portion of the plurality of data sets from the factory rules based on a factory rule execution hierarchy that indicates an order of factory rule execution, the order comprising executing factory rules that lack dependency on other factory rules before executing factory rules that have dependency on other factory rules, and executing ready calc rules, ready flag rules, and ready lookup rules before executing ready link rules which execute before ready plugin rules; and

processing the portion of the plurality of data sets to produce a business measure.

13. The computer-implemented method of claim 12, wherein an order in which factory rules are presented to the measure factory is independent of an order in which the measure factory executes the factory rules.

14. The computer-implemented method of claim 12, wherein a factory rule is determined to be ready when data that the factory rule requires is available in one or more of the plurality of data sets.

15. The computer-implemented method of claim 12, wherein the data is treated as available when at least one of the following conditions exist:

(a) if it is determined only by application of source rules and (b) if it is generated by another factory rule the processing of which is complete for the data that the factory rule requires.

16. The computer-implemented method of claim 12, wherein applying the factory rules comprises executing a machine-specific code version of at least one of the factory rules with a processor on the portion of the plurality of data sets.

17. The computer-implemented method of claim 12, wherein the measure factory uses execution threads that separately process portions of the factory rules based on at least one of grouping common calculations across ready rules and grouping different rule calculations that process common portions of at least one of the plurality of data sets.

18. The computer-implemented method of claim 12, wherein a data graph is derived from references to the plurality of data sets in the factory rules.

19. The computer-implemented method of claim 18, wherein the data graph is derived as a step in a measure factory process.

20. The computer-implemented method of claim 12, wherein the measure factory selects at least one of a plurality of factory rules based on an effectivity date associated with each of the plurality of factory rules and a target date.

21. The computer-implemented method of claim 20, wherein the target date is a date on which the at least one of a plurality of factory rules is processed.

22. The computer-implemented method of claim 20, wherein the target date is an effectivity date.