TAX ANALYSIS TOOL

• US 20130262279A1
• Filed: 05/29/2012
• Published: 10/03/2013
• Est. Priority Date: 03/28/2012
• Status: Active Grant

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Richard Finley
• Inventors: Finley, Richard, Jayasuriya, Palika
• Granted Patent: US 9,639,898 B2
• Time in Patent Office: Days
• US Class Current: 705/31
• CPC Class Codes: G06Q 40/10 Tax strategies

Abstract

Systems, methods, and other embodiments associated with a tax analysis tool are described. In one embodiment, a method includes providing a tax analysis data model, preloaded key performance indicator queries, and a query interface. The example method may also include extracting tax related data from a tax analysis data base and transforming and loading the tax related data into a tax data warehouse that facilitates real time processing of KPI queries.

Claims

1. A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computer cause the computer to perform a method, the method comprising:

providing a tax analysis data model;

providing transformation rules for transforming tax data in a tax transaction database for storage in the tax data warehouse according to the tax analysis data model;

extracting tax related data from a tax transaction database;

transforming the tax related data according to the transformation rules;

populating the tax data warehouse with the transformed tax related data by storing the transformed tax related data in at least one materialized view that stores aggregated KPI values;

providing one or more key performance indicator (KPI) queries configured to be executed on tax related data stored in a tax data warehouse configured according to the tax analysis data model; and

providing an interface that enables a user to cause a selected KPI query to be executed on the tax data warehouse to return a value for a corresponding KPI.

3. The non-transitory computer-readable medium of claim 1, where populating the tax data warehouse comprises storing the transformed tax related data in at least one fact table and one or more related dimension tables configured in a star schema.

5. The non-transitory computer-readable medium of claim 1, further comprising:

receiving a request for a KPI value;

selecting a KPI query that corresponds to the requested KPI;

executing the selected KPI query on the tax data warehouse; and

returning results to the selected KPI query.

6. The non-transitory computer-readable medium of claim 5, further comprising:

receiving a user specified range of values for a selected KPI;

storing the range of values in a threshold table in the tax data warehouse; and

when a KPI query corresponding to the selected KPI is executed, communicating a returned valued for the selected KPI as compared to the range of values.

7. The non-transitory computer-readable medium of claim 1, further comprising:

receiving a user specified query element for a KPI query;

executing the KPI query with the received query element; and

returning a KPI query result.

8. The non-transitory computer-readable medium of claim 1, further comprising providing one or more reports, where a report comprises a set of KPI queries that, when executed, return KPI query results according to a predetermined format.

2. (canceled)

4. (canceled)

9. A computing system, comprising:

a scorecard logic configured to store one or more KPI queries and, in response to a user command, execute, using a processor, a selected KPI query on a tax data warehouse and provide a result of the KPI query to the user, where the tax data warehouse is configured according to a tax analysis data mode,

where the tax analysis data model comprises at least one materialized view that stores data corresponding to aggregated values for one or more KPIs; and

further where the at least one KPI query accesses one of the at least one materialized views.

10. The computing system of claim 9, where the scorecard logic comprises an interface logic configured to receive, from a user, input values for selected KPI query elements, and where the scorecard logic is configured to execute the KPI query with the input values for the selected KPI query elements on tax related data stored in a tax data warehouse to return a value for the KPI.

11. The computing system of claim 10, where the scorecard logic is configured to store default values for the selected KPI query elements.

12. The computing system of claim 9, where the tax analysis data model comprises threshold table configured to store a range of values for a selected KPI, where the scorecard is configured to retrieve the range of values when a KPI query corresponding to the selected KPI is executed, and to communicate a returned valued for the selected KPI as compared to the range of values.

13. The computing system of claim 9, where the scorecard logic is configured to store a report comprising a set of KPI queries and specifications describing a format in which to display results of the KPI queries, the scorecard logic further configured to execute the set of KPI queries in the report on the tax data warehouse and to provide a result of the KPI queries to the user according to the format.

14. The computing system of claim 9, where the tax analysis data model comprises fact tables and dimension tables configured to store tax related data in a star schema.

16. The computing system of claim 9, further comprising an integrator logic configured to extract tax related data from a tax transaction database, transform the tax related data for storage in a tax data warehouse configured according to a tax analysis data model, and load the transformed tax related data into the tax data warehouse.

17. The computing system of claim 16, where the integrator logic is configured to store rules for transforming the tax related data for storage in the tax data warehouse according to the tax analysis data model.

15. (canceled)

18. A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computer cause the computer to perform a method, the method comprising:

storing one or more KPI queries configured to be executed on tax related data stored in a tax data warehouse to return a value for a KPI;

receiving a request for a KPI value;

selecting a KPI query that corresponds to the requested KPI;

retrieving a user specified range of values associated with the selected KPI query;

providing the user specified range of values for the selected KPI query;

executing the selected KPI query on the tax data warehouse; and

returning results to the selected KPI query, where the results are assigned a status based, at least in part, on the user specified range of values.

20. The non-transitory computer-readable medium of claim 18, further comprising:

receiving a user specified query element for the selected KPI query;

executing the selected KPI query with the received query element value; and

returning the KPI query result.

19. (canceled)