Data retrieval and transmission system

• US 20020156761A1
• Filed: 06/20/2001
• Published: 10/24/2002
• Est. Priority Date: 04/19/2001
• Status: Active Grant

• Current Assignee: Infor Global Solutions Michigan Incorporated (Infor Incorporated)
• Original Assignee: SSA Global Technologies Incorporated (Infor Incorporated)
• Inventors: Widjaja, Naga, Chen, Bing-Shing, Tantry, Subhash B., Mi, Peiwei
• Granted Patent: US 6,697,809 B2
• Time in Patent Office: Days
• US Class Current: 707/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99942 Manipulating data structure, e.g. compression, compaction, compilation
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

Methods and apparatus are disclosed for modifying data for use by a business. Data including one or more values are obtained. At least a portion of the data is then flagged to identify one or more business events of interest to the business. The flagged data for one or more of the identified business events is then provided, thereby enabling the identified business events to be monitored.

Claims

1. A method of identifying data that is to be monitored by a business, comprising:

obtaining data including one or more fields and associated values;

associating an event with the data, the event indicating one or more of the fields that are pertinent to the event; and

identifying one or more of the values to be monitored in association with the event.

3. The method as recited in claim 1, wherein the business context and the identification of the values to be monitored are indicated through flagging at least a portion of the obtained data.

2. A method of identifying data that is to be monitored by a business, comprising:

obtaining data including one or more fields and associated values;

associating a business context with the data, the business context indicating one or more of the fields that are pertinent to the business; and

identifying one or more of the values to be monitored by the business.

4. A method of identifying one or more business events of interest to a business to enable the business events to be monitored, the method comprising:

obtaining data including one or more values;

flagging at least a portion of the data to identify one or more business attributes that together define a business event of interest to the business; and

flagging at least a portion of the data to identify one or more business metrics that identify one or more values that are to be monitored in association with the business event.

5. A computer-readable medium storing thereon computer-readable instructions for modifying data for use by a business, comprising:

instructions for obtaining data including one or more values;

instructions for flagging at least a portion of the data to identify one or more business events of interest to the business; and

instructions for providing the flagged data for one or more of the identified business events of interest to the business, thereby enabling the identified business events to be monitored.

6. The computer-readable medium as recited in claim 5, wherein the computer readable medium is selected from the group consisting of CD-ROM, floppy disk, tape, flash memory, system memory, hard drive, and data signal embodied in a carrier wave.

7. An apparatus for modifying data for use by a business, comprising:

a processor; and

a memory, at least one of the processor and the memory being adapted for performing the following steps;

obtaining data including one or more values;

flagging at least a portion of the data to identify one or more business events of interest to the business; and

providing the flagged data for one or more of the identified business events of interest to the business, thereby enabling the identified business events to be monitored.

8. An apparatus for modifying data for use by a business, comprising:

means for obtaining data including one or more values;

means for flagging at least a portion of the data to identify one or more business events of interest to the business; and

means for providing the flagged data for one or more of the identified business events of interest to the business, thereby enabling the identified business events to be monitored.

9. A method of modifying data for use by a business, comprising:

obtaining data including one or more values;

flagging at least a portion of the data to identify one or more business events of interest to the business; and

providing the flagged data for one or more of the identified business events of interest to the business, thereby enabling the identified business events to be monitored.

10. The method as recited in claim 9, wherein flagging at least a portion of the data comprises:

associating one or more event descriptors with the flagged data.

11. The method as recited in claim 9, wherein each of the business events is identified by at least one of content of the data, importance of the data, and purpose of at least a portion of the data.

12. The method as recited in claim 11, wherein the purpose of at least a portion of the data is for monitoring of the associated business event.

13. The method as recited in claim 12, wherein the purpose of at least a portion of the data is indicated by one or more business metrics of interest to the business for which one or more values are to be monitored.

14. The method as recited in claim 11, wherein the content of the data is identified by one or more business attributes.

15. The method as recited in claim 11, wherein the importance of the data is signified by flagging at least a portion of the data.

16. The method as recited in claim 11, wherein the importance of the data is signified by one or more indices.

17. The method as recited in claim 16, wherein the one or more indices enable the data to be ranked according to importance.

18. The method as recited in claim 9, wherein the business includes one or more entities and wherein flagging at least a portion of the data comprises:

for each identified business event, labeling one or more values as a value of interest to one or more of the entities of the business.

19. The method as recited in claim 9, wherein the business includes one or more entities, and wherein the one or more business values have one or more fields associated therewith, and wherein flagging at least a portion of the data comprises:

for each identified business event, labeling one or more fields as fields of interest to one or more of the entities of the business.

20. The method as recited in claim 9, wherein the business has one or more entities associated therewith, and wherein obtaining data including one or more values comprises:

receiving the data from one or more of the entities associated with the business.

21. The method as recited in claim 9, wherein the business has one or more entities associated therewith, and wherein obtaining data including one or more values comprises:

receiving the data from a source outside the business.

22. The method as recited in claim 9, wherein the business has one or more entities associated therewith, and wherein obtaining data including one or more values comprises:

obtaining data from a first one of the entities associated with the business; and

wherein providing the flagged data identifying the business events comprises sending the flagged data identifying the business events such that the flagged data is accessible to a second one of the entities associated with the business.

23. The method as recited in claim 22, wherein the second entity associated with the business is adapted for detecting one or more states of the flagged data.

24. The method as recited in claim 22, wherein the second entity associated with the business is adapted for monitoring the flagged data and generating a business exception for each of the identified business events that are detected.

25. The method as recited in claim 22, wherein the first entity and the second entity are provided in a single entity.

26. The method as recited in claim 9, wherein flagging at least a portion of the data comprises:

identifying one or more business attributes such that together the one or more business attributes identify a business event of interest to the business.

27. The method as recited in claim 9, wherein flagging at least a portion of the data comprises:

identifying one or more business metrics of interest to the business for which one or more values are to be monitored.

28. The method as recited in claim 9, wherein flagging at least a portion of the data comprises:

identifying one or more business metrics of interest to the business for which one or more values are to be compared with another set of values.

29. The method as recited in claim 9, wherein obtaining data including one or more values comprises obtaining data from at least one of a message bus and one or more data sources.

30. The method as recited in claim 9, further comprising:

configuring preferences for use in the obtaining and flagging steps for a particular business or industry.

31. The method as recited in claim 9, further comprising:

obtaining retrieval preferences, the retrieval preferences indicating one or more preferences for obtaining the data.

32. The method as recited in claim 31, wherein the retrieval preferences indicate at least one of business preferences of the business providing the flagged data, customer preferences of a customer of the business, and customer preferences of a business that is to receive products, services, or information from the business.

33. The method as recited in claim 31, wherein the retrieval preferences indicate at least one of business preferences of the business providing the flagged data and customer preferences of a business that is to receive at least a portion of the flagged data.

34. The method as recited in claim 31, wherein the retrieval preferences indicate at least one of one or more data fields indicating data to be retrieved, one or more sources of data retrieval, a type of the one or more sources of data retrieval, and scheduling frequency for data retrieval.

35. The method as recited in claim 34, wherein obtaining the data comprises:

retrieving the data associated with the one or more data fields in accordance with a maximum amount of data.

36. The method as recited in claim 35, wherein the sources include a database and the maximum amount of data is a maximum number of records that may be retrieved from the database.

37. The method as recited in claim 9, further comprising:

inserting a delay between obtaining the data and providing the flagged data.

38. The method as recited in claim 9, further comprising:

inserting a delay between flagging at least a portion of the data and providing the flagged data.

39. The method as recited in claim 38, wherein providing the flagged data comprises:

publishing the flagged data on a message bus.

40. The method as recited in claim 34, wherein the type of the sources of data retrieval is at least one of a database type and an application type.

41. The method as recited in claim 34, wherein the scheduling frequency for data retrieval is associated with one of the sources of data retrieval.

42. The method as recited in claim 34, wherein the retrieval preferences further comprise data retrieval filtering criteria indicating the data to be retrieved for one or more of the indicated data fields.

43. The method as recited in claim 42, wherein the data retrieval filtering criteria includes one or more data retrieval operators.

44. The method as recited in claim 34, wherein the retrieval preferences further comprise a scheduling frequency operator indicating the scheduling frequency for data retrieval.

45. The method as recited in claim 34, wherein obtaining data including one or more values comprises:

retrieving the data associated with the indicated data fields.

46. The method as recited in claim 45, wherein retrieving the data associated with the indicated data fields comprises:

retrieving the data associated with the indicated fields from the one or more sources of data retrieval.

47. The method as recited in claim 45, wherein obtaining data including one or more values further comprises:

repeating the step of retrieving the data associated with the indicated data fields at a frequency specified by the scheduling frequency.

48. The method as recited in claim 34, wherein the one or more sources of retrieval indicates at least one of a message bus and one or more databases.

49. The method as recited in claim 48, wherein when the sources of retrieval indicates a message bus, obtaining data including one or more values comprises:

listening to the message bus.

50. The method as recited in claim 31, wherein obtaining data including one or more values comprises obtaining data in accordance with the retrieval preferences.

51. The method as recited in claim 9, further comprising:

obtaining sending preferences for providing the flagged data, the sending preferences indicating one or more preferences for flagging the data to identify one or more business events of interest to the business.

52. The method as recited in claim 51, wherein the sending preferences indicate at least one of business preferences of the business providing the flagged data, customer preferences of a customer of the business, and customer preferences of a business that is to receive products, services, or information from the business.

53. The method as recited in claim 51, wherein the sending preferences indicate at least one of business preferences of the business providing the flagged data and customer preferences of a business that is to receive at least a portion of the flagged data.

54. The method as recited in claim 51, wherein the sending preferences indicate one or more business attributes to be flagged, the one or more business attributes together defining a business event of interest to the business, and wherein flagging at least a portion of the data comprises:

flagging the business attributes in the obtained data.

55. The method as recited in claim 51, wherein the sending preferences indicate one or more business metrics to be flagged, the one or more business metrics indicating one or more numerical values to be monitored, and wherein flagging at least a portion of the data comprises:

flagging the business metrics in the obtained data.

56. The method as recited in claim 51, wherein the sending preferences indicate one or more business metrics to be flagged, the one or more business metrics indicating one or more numerical values to be used in one or more subsequent value comparisons, and wherein flagging at least a portion of the data comprises:

flagging the business metrics in the obtained data.

57. The method as recited in claim 9, further comprising:

instantiating an adapter object, the adapter object including methods for performing the steps of obtaining data, flagging at least a portion of the data, and providing the flagged data;

obtaining retrieval preferences indicating the data to be obtained by the adapter object; and

obtaining sending preferences indicating one or more business events of interest to the business, the sending preferences indicating data to be flagged and provided by the adapter object; and

initializing the adapter object with the retrieval preferences and the sending preferences.

58. The method as recited in claim 57, wherein obtaining data comprises obtaining data indicated by the retrieval preferences and wherein flagging at least a portion of the data comprises flagging at least a portion of the data as specified by the sending preferences.

59. The method as recited in claim 57, wherein the retrieval preferences indicate one or more sources from which to obtain the data and wherein obtaining data comprises obtaining the data indicated by the retrieval preferences from the sources.

60. The method as recited in claim 59, wherein the retrieval preferences further indicate a scheduling frequency indicating a frequency that data is to be obtained, and wherein obtaining data is performed repeatedly in accordance with the scheduling frequency.

61. The method as recited in claim 59, wherein the sources include at least one of one or more databases and a message bus.

62. The method as recited in claim 9, wherein providing the flagged data comprises:

composing a message having a header and a body, the header including a subject indicating one or more events for which data is provided in the body of the message; and

sending the message on a message bus.

63. The method as recited in claim 62, wherein the subject is composed from one or more business attributes defining the one or more business events.

64. The method as recited in claim 62, wherein the subject is composed from at least one of one or more business attributes defining the one or more business events and one or more business metrics indicating one or more values to be monitored.

65. The method as recited in claim 62, wherein the subject is composed from the flagged data.

66. The method as recited in claim 62, wherein the subject is composed from fields associated with the portion of the data that has been flagged.

67. The method as recited in claim 9, further comprising:

determining whether one or more of the values associated with one of the identified business events have changed from values previously associated with the business event;

when it is determined that one or more of the values associated with the business event have changed, providing the flagged data for one or more of the identified business events comprises providing flagged data associated with the business event; and

when it is determined that one or more of the values associated with the one of the identified business events have not changed, the flagged data that is provided does not include flagged data associated with the business event.

68. The method as recited in claim 67, wherein when it is determined that the values associated with the one of the identified business events have not changed, removing the flagged data associated with the business event from the flagged data for the one or more business events prior to providing the flagged data for one or more of the identified business events of interest to the business.

69. The method as recited in claim 67, wherein when it is determined that one or more of the values associated with the business event have changed, updating a database record to associate a new set of values with the business event.

70. The method as recited in claim 67, wherein the values associated with the one of the identified business events comprise at least one of one or more values associated with a business attribute defining the event and one or more values associated with a business metric identifying one or more values that are important to the business event.

71. The method as recited in claim 67, wherein the values associated with the one of the identified business events comprise at least one of one or more values associated with a business attribute defining the event and one or more values associated with a business metric identifying one or more values that are values to be subsequently monitored.

72. The method as recited in claim 67, wherein determining whether one or more of the values associated with one of the identified business events have changed from values previously associated with the business event comprises:

obtaining information indicating a first set of values associated with the business event; and

comparing information indicating a second set of values associated with the business event with the obtained information.

73. The method as recited in claim 72, wherein the first set of values and the second set of values comprise values that have been flagged.

74. The method as recited in claim 72, wherein the first set of values and the second set of values comprise values that have been obtained from at least one of a message bus and one or more databases.

75. The method as recited in claim 9, further comprising:

determining whether flagged data for one of the identified business events has been provided;

wherein the step of providing the flagged data for one or more of the identified business events comprises sending flagged data for the business event when it is determined that the flagged data for the business event has not been provided.

76. The method as recited in claim 9, further comprising:

determining whether one or more of the values associated with one of the identified business events have previously been obtained;

when it is determined that one or more of the values associated with the business event have not previously been obtained, providing the flagged data for one or more of the identified business events comprises providing flagged data associated with the business event; and

when it is determined that one or more of the values associated with the one of the identified business events have previously been obtained, the previously obtained values are compared with a new set of one or more values associated with the business event, the new set of one or more values being values in the flagged data;

when the new set of one or more values is determined to be different from the previously obtained values, the flagged data that is provided includes flagged data associated with the business event; and

when the new set of one or more values is not determined to be different from the previously obtained values, the flagged data that is provided does not include flagged data associated with the business event.

77. The method as recited in claim 72, wherein obtaining information indicating a first set of values associated with the business event comprises:

obtaining the information indicating the first set of values from a hash table.

78. The method as recited in claim 77, wherein when it is determined that one or more of the values associated with the business event have changed, updating an entry for the business event in the hash table.

79. A method of modifying data for use by a business, comprising:

obtaining data including one or more values;

flagging at least a portion of the data to identify a business event of interest to the business;

determining whether the flagged data for the business event has been provided; and

providing the flagged data for the business event when it is determined that the flagged data for the business event has not been provided.

80. A method of modifying data for use by a business, comprising:

obtaining data including one or more values;

flagging at least a portion of the data to identify a business event of interest to the business;

determining whether one or more values associated with the flagged data for the business event have changed from previously obtained data; and

providing the flagged data for the business event when it is determined that one or more values associated with the flagged data for the business event have changed.

81. The method as recited in claim 80, wherein flagging at least a portion of the data comprises flagging one or more business attributes, and wherein determining whether one or more values associated with the flagged data for the business event have changed from previously obtained data comprises converting the values associated with one or more of the flagged business attributes to a generic format.

82. The method as recited in claim 81, wherein the generic format is compatible with any number of flagged business attributes and with any number of values associated with the flagged data.

83. The method as recited in claim 82, wherein at least one of the number of flagged business attributes and the number of values associated with the flagged data that are converted are unspecified.

84. The method as recited in claim 81, wherein the number of values associated with the flagged data for the business event that have changed from previously obtained data is unknown.

85. The method as recited in claim 81, wherein the number of values associated with the flagged data for the business event that have changed from previously obtained data is less than or equal to the number of values associated with the flagged data that are converted.

86. A method of configuring a monitoring and detection system, comprising:

receiving a set of events to be monitored, each of the events being defined by one or more event attributes; and

configuring the monitoring and detection system to modify data that is received to identify the events to be monitored, thereby enabling the modified data to be monitored for one or more of the set of events.

87. A method of configuring a system for obtaining data and modifying the obtained data, comprising:

receiving a set of retrieval preferences, the retrieval preferences indicating data to be obtained from one or more sources, the data including one or more values; and

receiving a set of sending preferences, the sending preferences indicating a mechanism for flagging at least a portion of the obtained data to identify one or more events, thereby enabling the identified events to be monitored.

88. The method as recited in claim 87, further comprising:

storing the set of retrieval preferences and the set of sending preferences for use by an adapter configured to retrieve data in accordance with the set of retrieval preferences and to modify the retrieved data in accordance with the set of sending preferences.

89. The method as recited in claim 87, wherein the retrieval preferences indicate at least one of data fields indicating the data to be retrieved, the one or more sources of data retrieval, and scheduling frequency for data retrieval.

90. The method as recited in claim 87, wherein the sending preferences indicate one or more attributes to be flagged, the one or more attributes together defining an event.

91. The method as recited in claim 90, wherein the event is selectable to identify a business event of interest to a business.

92. The method as recited in claim 87, wherein the sending preferences indicate one or more metrics to be flagged, the one or more metrics indicating one or more numerical values to be monitored.

93. The method as recited in claim 87, wherein the sending preferences indicate one or more metrics to be flagged, the one or more business metrics indicating one or more numerical values to be used in one or more subsequent value comparisons.