GUIDED PAGE NAVIGATION

• US 20160086120A1
• Filed: 11/30/2015
• Published: 03/24/2016
• Est. Priority Date: 06/05/2012
• Status: Active Grant

• Current Assignee: Dimensional Insight Incorporated
• Original Assignee: Dimensional Insight Incorporated
• Inventors: Powers, Frederick A., Zanarotti, Stanley R., Clark, James
• Granted Patent: US 10,832,198 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• 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 10/06316 Sequencing of tasks or work
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: Y02P 90/80 Management or planning

Abstract

Configuring a set of guided documents for operation of a business activity based on a workflow for the activity, industry expertise, and a plurality of models of source data that is relevant to the business activity, wherein points of entry to access the guided documents are organized around one or more industry-specific data dimensions.

Claims

1. A system comprising:

an interactive electronic display;

a data set including data from a plurality of data domains,

each of the plurality of data domains derived from a distinct data model, each distinct data model adapted to generate a single data domain from a plurality of disparate data sources that are used in a workflow for a particular business activity, the plurality of disparate data sources consisting of internal data sources associated with operating the business and external data source,

the data set having a plurality of core dimensions, at least one of the plurality of core dimension identifying a data type within the plurality of the data domains for continuing the workflow for the particular business activity, and having at least one time-based summary of data associated with at least one of a plurality of core dimensions,

wherein at least one of the plurality of the core dimensions is a common core dimension to at least two of the plurality of data domains for the workflow for the particular business activity;

a first guided page of a plurality of guided pages including;

data from the at least one time-based summary; and

predetermined workflows information for the particular business to facilitate direct navigation from a first domain to an second domain of the plurality of data domains,

the first guided page of the plurality of guided pages further including information to;

facilitate data discovery through user interactions with at least one of a displayable actionable element including;

a time-based summary of data from the first domain; and

a selectable point of entry associated with one of the plurality of core dimensions for the workflow for the particular business activity,

wherein to facilitate data discovery comprises, presenting in a guided page interface, data associated with a core dimension of a first data domain in response to a selection in the guided page user interface of an actionable element associated with a second data domain, the first and second data domains represent different data domains and wherein the actionable element is also associated with the core dimension,

2. The system as recited in claim 1, wherein user interaction via the interactive electronic display with at least one of the displayable actionable element and the point of entry results in presenting at least one of:

a second guided page of the first data domain; and

a guided page of the second data domain that is associated with the time-based summary of data associated with a core dimension that is common to the first data domain and second data domains for the workflow for the particular business activity.

3. The system as recited in claim 1, wherein the external data sources comprise at least two sources selected from third party feeds, market data, end-user data, state data, county data, regional data, demo data, legacy systems, ERP systems, spreadsheets, data warehouses, SQL databases, suppliers, distributors, government entities, product information, state laws and regulations, federal laws and regulations, local laws and regulations, customer information, purchase history, news, and industry guidelines.

4. The system as recited in claim 1, wherein the internal data sources comprise at least two sources selected from the list consisting of flat files, spreadsheets, data warehouses, SQL databases, non-standard formatted data, legacy systems, transactional systems, and Enterprise Resource Planning (ERP) systems.

5. The system as recited in claim 1, wherein the time-based summary of data associated with the core dimension is industry-specific.

6. The system as recited in claim 1, further comprising a plurality of distinct model-based data repositories within which a plurality of the time-based summary of data associated with the core dimension are organized.

7. The system as recited in claim 1, wherein the time-based summary of data is pre calculated via a time core dimension.

8. The system as recited in claim 1, wherein the time-based summary of data increases response speed while reducing memory storage requirements to facilitate use in a tablet-based interactive electronic display.

10. The system as recited in claim 9, wherein each of the plurality of data domains is derived from a distinct data model, each distinct data model adapted to generate a single data domain

11. A method comprising:

accessing data from a plurality of disparate data sources that are used in a workflow for a particular business activity, the plurality of disparate data sources consisting of internal data sources associated with operating the business, and external data sources, the accessed data comprising a plurality of data domains, wherein a first data domain and a second data domain represent different data domains of the plurality of data domains;

determining a plurality of core dimensions of the accessed data, at least one of the plurality of core dimension identifies a data type within the plurality of the data domains for continuing the workflow for the particular business activity;

calculating at least one time-based summary of data associated with at least one of the plurality of core dimensions, wherein at least one of the plurality of the core dimensions is a common core dimension to at least two of the plurality of data domains for the workflow for the particular business activity;

generating a plurality of distinct data models associated with the plurality of data domains, wherein at least one of the plurality of distinct data models includes the at least one time-based summary; and

presenting in a guided page user interface on an interactive electronic display, a first guided page of a plurality of guided pages including;

data from the at least one time-based summary; and

at least one displayable actionable element representing data from at least the first domain, wherein user selection in the user interface of the actionable element facilitates access to at least one of;

a second guided page of the first data domain;

a guided page of a plurality of data domains including at least one of the first data domain and the second data domain; and

a guided page of the second data domain that is associated with the time-based summary of data, a core dimension that is common to the first and second data domains for the workflow of the particular business activity;

the plurality of guided pages including predetermined workflows information for the particular business to facilitate direct navigation from the first domain to the second domain of the plurality of data domains.

12. The method as recited in claim 11, wherein the internal data sources comprise at least two sources selected from the list consisting of flat files, spreadsheets, data warehouses, SQL databases, non-standard formatted data, legacy systems, transactional systems, and Enterprise Resource Planning (ERP) systems, and

13. The method as recited in claim 11, wherein the external data sources comprise at least two sources selected from third party feeds, market data, end-user data, state data, county data, regional data, demo data, legacy systems, ERP systems, spreadsheets, data warehouses, SQL databases, suppliers, distributors, government entities, product information, state laws and regulations, federal laws and regulations, local laws and regulations, customer information, purchase history, news, and industry guidelines.

14. The method of claim 11, wherein the plurality of guided pages represents a plurality of related views of the data set.

15. The method of claim 11, wherein a portion of the plurality of guided pages comprises a plurality of tables that comprise dimensions that are present in the data set and values that correspond to dimensions that are common across a plurality of the guided pages.

16. The method of claim 11, wherein a portion of the displayable actionable elements comprise actionable element data values that are selectable by accessing the values via the interactive electronic display facility.

17. A method comprising:

accessing data from a plurality of disparate data sources that are used in a workflow for a particular business activity, the accessed data comprising a plurality of data domains, wherein a first data domain and a second data domain represent different data domains of the plurality of data domains, the plurality of disparate data sources consisting of internal data sources associated with operating the business and external data sources,

wherein the internal data sources comprise at least two sources selected from the list consisting of flat files, spreadsheets, data warehouses, SQL databases, non-standard formatted data, legacy systems, transactional systems, and Enterprise Resource Planning (ERP) systems, and

wherein the external data sources comprise at least two sources selected from third party feeds, market data, end-user data, state data, county data, regional data, demo data, legacy systems, ERP systems, spreadsheets, data warehouses, SQL databases, suppliers, distributors, government entities, product information, state laws and regulations, federal laws and regulations, local laws and regulations, customer information, purchase history, news, and industry guidelines;

assigning a plurality of core dimensions for identifying data types within the plurality of the data domains for continuing the workflow for the particular business activity, at least one of the plurality of core dimensions being common to at least two of the plurality of data domains;

calculating at least one time-based summary of data associated with at least one of the plurality of core dimensions, wherein at least one of the plurality of the core dimensions is a common core dimension to at least two of the plurality of data domains for the workflow for the particular business activity;

generating a plurality of distinct data models from the accessed data so that each distinct data model is associated with at least one of the plurality of data domains, wherein at least one of the plurality of distinct data models includes the at least one time-based summary; and

processing the plurality of distinct data models to produce a guided page generation data set comprising the plurality of data domains, plurality of core dimensions, the at least one time-based summary of data, predetermined workflows information for the particular business to facilitate direct navigation between at least two of the plurality of data domains.

18. The method as recited in claim 17, wherein the internal data sources comprise at least two sources selected from the list consisting of flat files, spreadsheets, data warehouses, SQL databases, non-standard formatted data, legacy systems, transactional systems, and Enterprise Resource Planning (ERP) systems, and

19. The method as recited in claim 17, wherein the external data sources comprise at least two sources selected from third party feeds, market data, end-user data, state data, county data, regional data, demo data, legacy systems, ERP systems, spreadsheets, data warehouses, SQL databases, suppliers, distributors, government entities, product information, state laws and regulations, federal laws and regulations, local laws and regulations, customer information, purchase history, news, and industry guidelines.

20. The method of claim 17, wherein a portion of the plurality of guided pages comprises a plurality of tables that comprise dimensions that are present in the data set and values that correspond to dimensions that are common across a plurality of the guided pages.