SHARING OBJECTS THAT RELY ON LOCAL RESOURCES WITH OUTSIDE SERVERS

• US 20100070531A1
• Filed: 09/09/2009
• Published: 03/18/2010
• Est. Priority Date: 09/15/2008
• Status: Active Grant

• Current Assignee: Palantir Technologies Incorporated
• Original Assignee: Palantir Technologies Incorporated
• Inventors: Tan, Garry, Simler, Kevin, Burr, Brandon, Aymeloglu, Andrew, Cicerone, Derek, Miyake, Nicholas
• Granted Patent: US 9,348,499 B2
• Time in Patent Office: Days
• US Class Current: 707/781
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• 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: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06F 40/279 Recognition of textual entities

Abstract

To prevent potential confusion when referencing an object by name, a party may supplementary or alternatively include referential metadata, other than the name by which the object is known to the party, that describes the referenced object. A party receiving information that includes such referential metadata for an object may utilize the referential metadata to identify a local object that matches or may substitute for the object referenced by the sending party. For example, a broker operating a financial system may generate a chart based on a first named object. The broker may wish to send the chart to another broker operating a different financial system. Since the first name object may be known by a different name in the different financial system, the financial system may replace the name of the object with referential metadata prior to sending the chart.

Claims

1. A method for sharing information, the method comprising, at a first system:

receiving an instruction to send a copy of a first item to a second system;

wherein the first item comprises a reference to a first object;

wherein the first object is accessible to the first system;

wherein the first object is inaccessible to the second system;

generating first data that describes the first object;

wherein the first data is not identical to the reference;

sending, to the second system, the copy of the first item and the first data;

wherein the method is performed by one or more computing devices.

2. The method of claim 1, wherein the copy of the first item includes the first data.

3. The method of claim 1, further comprising generating the copy of the first item, wherein generating the copy of the first item comprises replacing the reference with the first data.

4. The method of claim 1, further comprising, in response to receiving the instruction, determining that the first item comprises the reference, wherein generating the first data occurs in response to determining that the first item comprises the reference.

5. The method of claim 1, wherein the first data uniquely identifies the first object.

6. The method of claim 1, wherein:

generating the first data comprises, based at least on the first object, determining one or more criteria for identifying another object that may substitute for the first object; and

the first data comprises the one or more criteria.

7. The method of claim 6, wherein determining one or more criteria for identifying another object that may substitute for the first object is further based upon a manner in which the first item relies upon data in the first object.

8. The method of claim 1, wherein the first data includes data indicating at least one of the type of the first object or a plurality of characteristics of data associated with the first object.

9. The method of claim 1, wherein the first object represents a financial instrument, and wherein the first data is data describing characteristics of data stored for the financial instrument at a data repository accessible to the first system.

10. The method of claim 1, wherein generating the first data occurs in response to determining that the first object is inaccessible to a recipient at the second system.

11. The method of claim 1, wherein the first system relies upon a first data repository in which the first object is stored, and wherein the second system does not have access to the first data repository.

12. A method for sharing information from a first system with a second system, the method comprising, at the second system:

receiving (a) a first item that relies upon a first object accessible to the first system and (b) first data describing the first object;

wherein the first object has a first name;

wherein the first data is not identical to the first name;

in response to determining that the first item relies upon the first object, using the first data to identify a second object accessible to the second system that may substitute for the first object; and

generating and storing a copy of the first item, wherein the copy of the first item is identical to the first item except that the copy of the first item relies upon the second object instead of the first object;

wherein the method is performed by one or more computing devices.

13. The method of claim 12, wherein:

the first item references the first object using the first name;

generating the copy of the first item comprises replacing references to the first name with references to a second name;

the second name is a name by which the second system identifies the second object; and

the second name is different from the first name.

14. The method of claim 12, wherein:

the first item references the first object using the first data;

generating the copy of the first item comprises replacing the first data with a name by which the second system identifies the second object.

15. The method of claim 12, wherein the first system relies upon a first data repository in which the first object is stored, wherein the first data repository is inaccessible to the second system.

16. The method of claim 12, wherein the first data uniquely identifies the second object.

17. The method of claim 12, wherein the first data identifies one or more mandatory criteria of an object that may substitute for the first object, wherein the second object satisfies the mandatory criteria.

18. The method of claim 12, wherein:

the first data identifies one or more criteria of an object that may substitute for the first object;

the second system has access to a plurality of objects that may substitute for the first object; and

the second object is an object in the plurality of objects that best satisfies the one or more criteria.

19. The method of claim 18, wherein identifying the second object comprises:

determining an object type for the first object; and

determining one or more resolution rules for the first object, wherein the one or more resolution rules identify weights for each of the one or more criteria;

based on the one or more criteria and the identified weights, determining which object in the plurality of objects best satisfies the one or more criteria.

20. The method of claim 12, wherein the first data includes data indicating at least one of the type of the first object or a plurality of characteristics of data associated with the first object.

21. The method of claim 12, wherein the first object and the second object both represent financial instruments, wherein the first data is data describing characteristics of data stored for the financial instrument at a data repository at the first system.

22. The method of claim 12, wherein identifying the second object comprises:

determining a plurality of objects that may substitute for the first object;

prompting a user to identify which of the plurality of objects should be substituted for the first object.

23. One or more storage media storing instructions for sharing information, which instructions, when executed by one or more processors at a first system, cause:

receiving an instruction to send a copy of a first item to a second system;

wherein the first item comprises a reference to a first object;

wherein the first object is accessible to the first system;

wherein the first object is inaccessible to the second system;

generating first data that describes the first object;

wherein the first data is not identical to the reference;

sending, to the second system, the copy of the first item and the first data.

24. The one or more storage media of claim 23, wherein the copy of the first item includes the first data.

25. The one or more storage media of claim 23, wherein the instructions, when executed by the one or more processors, further cause generating the copy of the first item, wherein generating the copy of the first item comprises replacing the reference with the first data.

26. The one or more storage media of claim 23, wherein the instructions, when executed by the one or more processors, further cause, in response to receiving the instruction, determining that the first item comprises the reference, wherein generating the first data occurs in response to determining that the first item comprises the reference.

27. The one or more storage media of claim 23, wherein the first data uniquely identifies the first object.

28. The one or more storage media of claim 23, wherein:

generating the first data comprises, based at least on the first object, determining one or more criteria for identifying another object that may substitute for the first object; and

the first data comprises the one or more criteria.

29. The one or more storage media of claim 28, wherein determining one or more criteria for identifying another object that may substitute for the first object is further based upon a manner in which the first item relies upon data in the first object.

30. The one or more storage media of claim 23, wherein the first data includes data indicating at least one of the type of the first object or a plurality of characteristics of data associated with the first object.

31. The one or more storage media of claim 23, wherein the first object represents a financial instrument, and wherein the first data is data describing characteristics of data stored for the financial instrument at a data repository accessible to the first system.

32. The one or more storage media of claim 23, wherein generating the first data occurs in response to determining that the first object is inaccessible to a recipient at the second system.

33. The one or more storage media of claim 23, wherein the first system relies upon a first data repository in which the first object is stored, and wherein the second system does not have access to the first data repository.

34. One or more storage media storing instructions for sharing information from a first system with a second system, which instructions, when executed by one or more processors at the second system, cause:

receiving (a) a first item that relies upon a first object accessible to the first system and (b) first data describing the first object;

wherein the first object has a first name;

wherein the first data is not identical to the first name;

in response to determining that the first item relies upon the first object, using the first data to identify a second object accessible to the second system that may substitute for the first object; and

generating and storing a copy of the first item, wherein the copy of the first item is identical to the first item except that the copy of the first item relies upon the second object instead of the first object.

35. The one or more storage media of claim 34, wherein:

the first item references the first object using the first name;

generating the copy of the first item comprises replacing references to the first name with references to a second name;

the second name is a name by which the second system identifies the second object; and

the second name is different from the first name.

36. The one or more storage media of claim 34, wherein:

the first item references the first object using the first data;

generating the copy of the first item comprises replacing the first data with a name by which the second system identifies the second object.

37. The one or more storage media of claim 34, wherein the first system relies upon a first data repository in which the first object is stored, wherein the first data repository is inaccessible to the second system.

38. The one or more storage media of claim 34, wherein the first data uniquely identifies the second object.

39. The one or more storage media of claim 34, wherein the first data identifies one or more mandatory criteria of an object that may substitute for the first object, wherein the second object satisfies the mandatory criteria.

40. The one or more storage media of claim 34, wherein:

the first data identifies one or more criteria of an object that may substitute for the first object;

the second system has access to a plurality of objects that may substitute for the first object; and

the second object is an object in the plurality of objects that best satisfies the one or more criteria.

41. The one or more storage media of claim 40, wherein identifying the second object comprises:

determining an object type for the first object; and

determining one or more resolution rules for the first object, wherein the one or more resolution rules identify weights for each of the one or more criteria;

based on the one or more criteria and the identified weights, determining which object in the plurality of objects best satisfies the one or more criteria.

42. The one or more storage media of claim 34, wherein the first data includes data indicating at least one of the type of the first object or a plurality of characteristics of data associated with the first object.

43. The one or more storage media of claim 34, wherein the first object and the second object both represent financial instruments, wherein the first data is data describing characteristics of data stored for the financial instrument at a data repository at the first system.

44. The one or more storage media of claim 34, wherein identifying the second object comprises:

determining a plurality of objects that may substitute for the first object;

prompting a user to identify which of the plurality of objects should be substituted for the first object.