ENHANCED USER INTERFACE AND DATA HANDLING IN BUSINESS INTELLIGENCE SOFTWARE

• US 20160006738A1
• Filed: 09/16/2015
• Published: 01/07/2016
• Est. Priority Date: 05/30/2008
• Status: Active Grant

• Current Assignee: eThority LLC (Equifax, Inc.)
• Original Assignee: eThority LLC (Equifax, Inc.)
• Inventors: Booty, Michael D., Duncan, Brian, Psenka, Michael
• Granted Patent: US 9,866,561 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/24575 using context
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: H04L 63/10 for controlling access to devices or network resources
• CPC Class Codes: H04L 63/20 for managing network security; network security policies in general filtering policies H04L63/0227

Abstract

A business intelligence and reporting solution can include a databook interface that acts as both as a reporting mechanism and an interface for providing data visualization parameters. In some embodiments, the databook includes a plurality of palettes whereby visualization parameters can be specified through a drag-and-drop interaction with the databook. The databook can include a tab interface to select between data views, graphic visualizations of data currently in the databook, and a composite visualization mechanism that provides output to place one or more rows in context to other data in the databook and/or to forecast trends for one or more databook values. The databook may rely on an underlying dataset collected from multiple distinct sources, such as different databases. The solution may include a security policy restricting access to certain fields, records, and/or columns based on a user'"'"'s role in an organization, data content, and/or a defined access hierarchy for different data items.

Claims

1-19. -19. (canceled)

20. A data visualization method, comprising:

providing a databook interface to a user;

identifying a security control policy associated with the user;

querying an operational data set based on a databook definition parameter and returning data results from the operational data set in response to the query, the data results from the operational data set including data from separate source systems using different data formats;

determining, prior to displaying the returned data results, that the security control policy prohibits the user from accessing a first subset of the returned data results and that the security control policy user allows the user to access a second subset of the returned data results, the second subset of returned data results including data from the separate source systems; and

updating the databook interface to display results of the query, wherein updating the databook interface comprises;

hiding the first subset of the returned data results so that the first subset of the returned data results are prevented from being displayed via the databook interface, and

adding interface objects to the databook interface that provide a common format for displaying the second subset of the returned data results, and

providing the updated databook interface to the user.