System and method for automatic transmission of personalized OLAP report output

• US 6,269,393 B1
• Filed: 06/19/2000
• Issued: 07/31/2001
• Est. Priority Date: 03/23/1999
• Status: Expired due to Term

• Current Assignee: Reporting Technologies Incorporated (Microstrategy Incorporated)
• Original Assignee: Microstrategy Incorporated
• Inventors: Trenkamp, Robert G., Wilding, Peter G., Yost, Kyle N.
• Primary Examiner(s): Maung, Zarni
• Assistant Examiner(s): Cardone, Jason D.
• Application Number:
  US09/597,689
• Time in Patent Office: 407 Days
• Field of Search: 709/217, 709/223, 709/201, 709/218, 709/229, 705/10, 705/14, 705/35, 705/37, 707/1, 707/2, 707/3, 707/4, 707/100, 711/147, 711/151, 345/329, 345/330, 345/331
• US Class Current: 709/201
• CPC Class Codes: H04L 67/303 Terminal profiles
• CPC Class Codes: H04L 67/306 User profiles
• CPC Class Codes: H04L 67/51 Discovery or management thereof, e.g. service location protocol [SLP] or web services
• CPC Class Codes: H04L 67/55 Push-based network services
• CPC Class Codes: H04L 67/62 Establishing a time schedule for servicing the requests
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]
• CPC Class Codes: H04L 9/40 Network security protocols

Abstract

A system for automatic generation of personalized output from an on-line analytical processing system. The system processes at least one scheduled service in an on-line analytical processing system and generates personalized output based on personalization information for subscribers of the service to one or more subscriber output devices. The system enables a user to specify global and service-specific personalization information including specification of multidimensional filters to be applied to services and the specification of trigger criteria to be satisfied before output is generated. Personalization information may also be set for each output device for a particular subscriber.

Claims

1. In a system for automatic generation of personalized output from an on-line analytical processing system, a server system comprising:

service subscription means for enabling a plurality of subscribers to subscribe to a service to be processed on an on-line analytical processing system and to specify one or more personalized reports to be received by specifying personalization parameters to be applied to the base service output;

service processing means for processing at least one scheduled service in an on-line analytical processing system, generating a separate personalized output report for each subscriber to the service based on subscriber-specific personalization information stored for that subscriber from the base service output generated from the on-line analytical processing system; and

output forwarding means for automatically forwarding personalized output from the services to one or more subscriber output devices specified for that service.

2. The server system of claim 1 further comprising output formatting means for formatting the service output according to styles specified for each upper output device specified to receive that service output.

3. The server system of claim 2 wherein the styles specify values for a plurality of predefined parameters regarding the format for the service output for use by that user output device.

4. The server system of claim 3 wherein the parameters comprise enclosure handling parameters and text grid parameters.

5. The server system of claim 2 wherein the output formatting means further comprises segmenting means for segmenting the service output into multiple service outputs to be sent to one or more user output devices based on the style specified for that user output device.

6. The server system of claim 2 wherein at least one of the user output devices comprises an HTML mail system and the output formatting means formats the service output for delivery to the HTML mail system.

7. The server system of claim 2 wherein at least one of the user output devices comprises an audio system and the output formatting means formats the service output to deliver an audio version of the service output.

8. The server system of claim 2 wherein the output formatting means formats the service output into a natural language output format.

9. The server system of claim 2 wherein at least one of the user output devices comprises a particular type of pager and wherein the output formatting means formats the service output into a pager message using the style for the particular type of pager specified.

10. The server system of claim 1 further comprising service definition means for receiving definitions of one or more services.

11. The server system of claim 10 wherein the server definition means comprises service scheduling means for enabling a user to specify the schedule for when a service is to be processed.

12. The server system of claim 11 wherein the service processing means processes services according to the schedule specified in the server definition means for the services.

13. The server system of claim 10 wherein the service may comprise an alert service and wherein the output forwarding means automatically forwards output from an alert service only when one or more alert criteria are satisfied.

14. The server system of claim 10 wherein the service may comprise a scheduled service and wherein the output forwarding means automatically forwards output from a scheduled service each time the schedule service is processed.

15. The server system of claim 1 wherein the server system stores one or more services for processing by the service subscription means.

16. The server system of claim 15 wherein the service subscription means enables specifying subscribers to a service by a dynamic recipient list and further comprising dynamic recipient list resolution means for resolving the subscribers in the dynamic recipient list and providing that list of subscribers to the output forwarding means.

17. The system of claim 15, further comprising service modifying means for enabling users to modify the one or more services.

18. The system of claim 1 further comprising processing management means for managing the operation of the service processing means.

19. The server system of claim 18 wherein the processing management means maintains dynamic recipient lists and wherein the service processing means and processing management means resole dynamic recipient lists to generate a list of subscriber output devices to receive the output.

20. The server system of claim 18 wherein the processing management means monitors performance of the service processing means and the output forwarding means to increase throughput and processing speed by reducing duplicate reports.

21. The system of claim 18 wherein the processing management means enables a system administrator to view any service record and any subscriber record.

22. The system of claim 18 wherein the processing management means maintains an address book containing entries for subscribers of the service and enables a system user to view the contents of the address book.

23. The system of claim 18 wherein the processing management means comprises a service module that schedules services for processing by the service processing means.

24. The system of claim 18 wherein the processing management means comprises a governing module that governs the volume of services being processed by the service processing means.

25. The system of claim 18 wherein the processing management means comprises a governing module that governs the number of subscribers to a particular service.

26. The system of claim 18 wherein the processing management means comprises a governing module that governs the number of output devices to which a service may be broadcast.

27. The server system of claim 1, further comprising personalization input means for enabling a subscriber to a service to specify personalized information to be applied to the output of the service for that particular subscriber.

28. The service system of claim 27, where in the service processing means applies the subscriber-specific personalization information specified for each subscriber of the service to the service output for that particular subscriber.

29. The server system of claim 1, further comprising personalization input means for enabling a subscriber to any service of the system to specify personalized information to be applied to output of all services for that particular subscriber.

30. The service system of claims 29, wherein the service processing means applies the personalization information specified for each subscriber of the service to the service output for that particular subscriber.

31. The server system of claim 1, wherein the OLAP system is a relational OLAP system.

32. The server system of claim 1, wherein subscribers may specify personalization information for multiple user output devices of that particular subscriber and wherein the service processing system applies the personalization information for each user output device for the subscriber to generate a service output for each user output device for that subscriber.

33. The server system of claim 1, wherein the personalization information comprises multidimensional filters.

34. The server system of claim 1, wherein the personalization information comprises trigger criteria that cause the output forwarding means to generate output to the subscriber.

47. The method of claim 22 further comprising the steps of monitoring performance of the output of services to increase throughput and processing speed by reducing duplicate reports.

35. A method of automatically generating output from an on-line analytical processing system to one or more user devices comprising the steps of:

enabling a plurality of subscribers to subscribe to a service to be processed on an on-line analytical processing system and to specify one or more personalized reports to be received by specifying personalization parameters to be applied to the base service output;

processing at least one scheduled service in an on-line analytical processing system and generating a separate personalized output report for each subscriber to the service based on subscriber-specific personalization information stored for that subscriber from the base service output generated from the on-line analytical processing system; and

automatically forwarding personalized output from the services to one or more subscriber output devices specified for that service.

36. The method of claim 35 further comprising the step of formatting the service output according to styles specified for each user output device specified to receive that service output.

37. The method of claim 36 wherein the styles specify values for a plurality of predefined parameters regarding the format for the service output for use by that user output device.

38. The method of claim 37 wherein the parameters comprise enclosure handling parameters and text grid parameters.

39. The method of claim 36 further comprising the step of segmenting the service output into multiple service outputs to be sent to one or more user output device based on the style specified for that user output device.

40. The method of claim 36 wherein at least one of the user output devices comprises an audio system and further comprising the step of formatting the service output to deliver an audio version of the service output.

41. The method of claim 36 further comprising the step of formatting the service output into a natural language output format.

42. The method of claim 35 further comprising the step of receiving definitions for one or more services.

43. The method of claim 42 further comprising the step of receiving a schedule for when a service is to be processed.

44. The method of claim 43 wherein the processing step processes services according to the schedule set for a service.

45. The method of claim 35 further comprising the step of enabling administrator control over the processing and automatically forwarding steps.

46. The method of claim 45 further comprising the steps of maintaining dynamic recipient lists and resolving the dynamic recipient lists to generate a list of subscriber output devices to receive the output.

48. The method of claim 35, further comprising the step of enabling a subscriber to a service to specify personalized information to be applied to the output of the service for that particular subscriber.

49. The method of claim 35, further comprising the step of applying the subscriber-specific personalization information specified for each subscriber of the service to the service output for that particular subscriber.

50. The method of claim 35 further comprising the step of receiving a list of subscribers to receive output from a service.

51. The method of claim 50 wherein the step of receiving subscribers comprises the step of receiving a dynamic recipient list for a service and further comprising the step of resolying the dynamic recipient list to determine the subscribers for a service.

52. The method of claim 35, wherein the OLAP system is a relational OLAP system.

53. The method of claim 48, further comprising the steps of enabling a subscriber to any service of the system to specify personalized information to be applied to output of all services for that particular subscriber;

and

applying the personalization information specified for each subscriber to the service output for that particular subscriber.

54. The method of claim 35, wherein subscribers may specify personalization information for multiple user output devices of that particular subscriber and further comprising the step of applying the personalization information corresponding to each user output device for the subscriber to generate a service output for each user output device for that subscriber.

55. The method of claim 35, wherein the personalization information comprises multidimensional filters.

56. The method of claim 35, wherein the personalization information comprises trigger criteria that are satisfied before output is forwarded to the subscriber that specified the personalized trigger criteria.

57. The method of claim 35 wherein the service may comprise an alert service and wherein the forwarding step involves forwarding output from an alert service only when one or more alert criteria are satisfied.

58. The method of claim 35 wherein the service may comprise a scheduled service and wherein the forwarding step involves forwarding output from a scheduled service each time the schedule service is processed.

59. The method of claim 35, further comprising the step of enabling users to modify one or more services.

60. The method of claim 45 wherein the enabling step further comprises enabling administrators to view any service record and any subscriber record.

61. The method of claim 45 further comprising the step of governing the volume of services being processed by the service processing means, the number of subscribers to a particular service, or the number of output devices to which a service may be broadcast.

62. A medium having processor readable program code embodied therein for automatically forwarding personalized output from scheduled services processed by an on-line analytical processing system, the processor readable code comprising:

code for causing a processor to process at least one scheduled service in an on-line analytical processing system and generating a separate personalized output report for each subscriber to the service based on subscriber-specific personalization information stored for that subscriber from the base service output generated from the on-line analytical processing system; and

code for causing a processor to automatically forward personalized output from the services to one or more subscriber output devices specified for that service.