Method and apparatus for restructuring of personalized data for transmission from a data network to connected and portable network appliances

• US 6,477,565 B1
• Filed: 09/16/1999
• Issued: 11/05/2002
• Est. Priority Date: 06/01/1999
• Status: Expired due to Term

• Current Assignee: Yodlee Incorporated (Envestnet Incorporated)
• Original Assignee: Yodlee.com, Inc. (Envestnet Incorporated)
• Inventors: Rajan, Sreeranga P., Satyavolu, Ramakrishna, Inala, Suman Kumar, Rangan, P Venkat, Daswani, Neil
• Primary Examiner(s): Maung, Zarni
• Application Number:
  US09/398,320
• Time in Patent Office: 1,146 Days
• Field of Search: 709/217, 709/246, 709/250, 709/228, 709/229, 709/238, 713/201
• US Class Current: 709/217
• CPC Class Codes: G06F 16/957 Browsing optimisation, e.g. caching or content distillation
• CPC Class Codes: G06F 16/9577 Optimising the visualization of content, e.g. distillation of HTML documents
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/306 User profiles
• CPC Class Codes: H04L 67/56 Provisioning of proxy services store-and-forward switching systems in data switching networks H04L12/54
• CPC Class Codes: H04L 67/565 Conversion or adaptation of application format or content adding application control or application functional data H04L67/561
• CPC Class Codes: H04L 67/567 Integrating service provisioning from a plurality of service providers
• CPC Class Codes: H04L 67/5682 Policies or rules for updating, deleting or replacing the stored data

Abstract

A system for retrieving and disseminating information records from Internet sources includes a client device and an intermediary server system, including software, between the client device and the Internet. The system collects a record specific to a client from an individual one of said Internet sources in a first form in which the record is recorded at the Internet source, transforms the record from the first form to a second form specific to an application other than an Internet browser application, the application executable by the client device, and transmits the transformed record to the client device for display in the application other than an Internet browser application executable by the client device. In some cases the client device connects by a data link that is not Internet-compatible link. Data mining on the Internet specific to clients and client devices is taught, with aggregation services and synchronization for keeping a client up-to-date efficiently for changing data content.

Claims

1. A system for retrieving and disseminating information records from Internet sources, comprising:

a client device; and

an intermediary server system including software between the client device and the Internet;

wherein the system collects a record specific to a client from an individual one of said Internet sources in a first form in which the record is recorded at the Internet source, transforms the record from the first form to a second form specific to an application other than an Internet browser application, the application executable by the client device, and transmits the transformed record to the client device for display in the application other than an Internet browser application executable by the client device.

2. The system of claim 1 wherein the intermediary server system is connected to the Internet by an Internet-compatible link and the client device is connected to the intermediary server system by other than an Internet-compatible link.

3. The system of claim 2 wherein the other-than-Internet-compatible link is an Internet Protocol Telephony link.

4. The system of claim 2 wherein the other than Internet-compatible link is a conventional telephony link operating by a conventional telephony protocol.

5. The system of claim 2 wherein the other-than-Internet-compatible link is a wireless cellular telephony link.

6. The system of claim 2 wherein the other-than-Internet-compatible link is a wireless satellite-enhanced link.

7. The system of claim 1 further comprising a personal computer (PC) connected to the intermediary server system by a conventional Internet-compatible link, and the client device connects to the PC by an other than Internet-compatible link, and wherein the system transmits the transformed record first to the PC which then transmits the transformed record to the client device.

8. The system of claim 1 wherein the intermediary server system is a subscription system, and maintains client profiles for subscribers to the system, the client profiles including data relative to information destinations on the Internet for a specific client, data records to be retrieved from the destinations, and data forms for transformation of specific records.

9. The system of claim 8 wherein the intermediary server system maintains input and output templates for individual clients, the input templates having slots mapping records by type as received from Internet sources, and the output templates having slots mapping data records by type to be transmitted to the client, there being specific correlation between input template slots and output template slots for an individual client.

10. The system of claim 8 wherein data forms for transformation to transmit to client devices include one or more of conventional telephone protocol, Internet protocol telephony Protocol (IPNT), voice mail, e-mail, pager message, and records for applications common to personal digital assistants (PDAs), including one or more of appointment-book data records, memo-pad records, alarm records, and things-to-do records.

11. The system of claim 10 wherein airline reservations retrieved for a client from the Internet are converted into multiple appointment-book entries displayable by an appointment-book application on a PDA, one appointment book entry for each individual flight in a reservation.

12. The system of claim 10 wherein an alarm is generated for each flight at a time preceding flight time for each flight.

13. The system of claim 12 wherein a different alarm interval is used for domestic flights than for International flights.

14. The system of claim 10 wherein billing schedules retrieved for a client are converted into two or more records, one being a memo pad record detailing the details of the bill, and another being a things-to-do record to remind the client of the time the bill is due.

15. The system of claim 14 wherein an alarm record is entered to generate an alarm prior to the time the bill is due, to remind the client that the bill is due.

16. The system of claim 1 wherein the intermediary server system is implemented in association with an Internet Service provider site.

17. The system of claim 1 wherein the intermediary server system includes an aggregation service for aggregating client-specific records prior to transmission to client devices.

18. The system of claim 17 further comprising a synchronization service for keeping data on client devices synchronized with data from sources on the Internet and from the aggregation service.

19. The system of claim 18 wherein the synchronization service uses an algorithm enabled to adaptively minimize round trip messages between the intermediary server system and the client device according to whether the client device is more limited by latency or bandwidth.

20. The system of claim 19 wherein the algorithm computes Cyclic Redundancy Check (CRC) codes for input and output records, and computes intersections between CRCs on records on the client device and at the aggregation service, the output of the algorithm being exactly the records that need to be sent to the client device and exactly the list of records that need to be deleted form the client device to keep the data sets in synchronization.

21. A method for retrieving and disseminating information records from Internet sources, comprising steps of:

(a) collecting a record in a first data form from an Internet source by an intermediary server system connected to the Internet;

(b) transforming the record into a second data form specific to an application other than an Internet browser application, the application executable by a client device connectable to the intermediary server system; and

(c) transmitting the transformed record to the client device for display with the client device connected by a data link to the intermediary server system.

22. The method of claim 21 wherein the intermediary server system is connected to the Internet by an Internet-compatible link and the client device is connected to the intermediary server system by other than an Internet-compatible link.

23. The method of claim 22 wherein the other-than-Internet-compatible link is an Internet Protocol Telephony link.

24. The method of claim 22 wherein the other-than-Internet-compatible link is a conventional telephony link operating by a conventional telephony protocol.

25. The method of claim 22 wherein the other-than-Internet-compatible link is a wireless cellular telephony link.

26. The method of claim 22 wherein the other-than-Internet-compatible link is a wireless satellite enhanced link.

27. The method of claim 21 further comprising a personal computer (PC) connected to the intermediary server system by a conventional Internet-compatible link and the client device connects to the PC by an other than Internet-compatible link, and wherein, in step (c) the system transmits the transformed record first to the PC which then transmits the transformed record to the client device.

28. The method of claim 21 wherein the intermediary server system is a subscription system, and maintains client profiles for subscribers to the system, the client profiles including data relative to information destinations on the Internet for a specific client, data records to be retrieved from the destinations, and data forms for transformation of specific records. book data records, memo-pad records, alarm records, and things-to-do records.

29. The method of claim 28 wherein in step (b) the intermediary server system maintains input and output templates for individual clients, the input templates having slots mapping records by type as received from Internet sources, and the output templates having slots mapping data records by type to be transmitted to the client, there being specific correlation between input template slots and output template slots for an individual client.

30. The method of claim 28 wherein data forms for transformation to transmit to client devices include one or more of conventional telephone protocol, Internet protocol telephony Protocol (IPNT), voice mail, e-mail, pager message, and records for applications common to personal digital assistants (PDAs), including one or more of appointment-book data records, memo-pad records, alarm records, and things-to-do records.

31. The method of claim 30 wherein airline reservations retrieved for a client from the Internet are converted into multiple appointment-book entries displayable by an appointment-book application on a PDA, one appointment book entry for each individual flight in a reservation.

32. The method of claim 30 wherein an alarm is generated for each flight at a time preceding flight time for each flight.

33. The method of claim 32 wherein a different alarm interval is used for domestic flights than for International flights.

34. The method of claim 30 wherein billing schedules retrieved for a client are converted into two or more records, one being a memo pad record detailing the details of the bill, and another being a things-to-do record to remind the client of the time the bill is due.

35. The method of claim 34 wherein an alarm record is entered to generate an alarm prior to the time the bill is due, to remind the client that the bill is due.

36. The method of claim 21 wherein the intermediary server system is implemented in association with an Internet Service provider site.

37. The method of claim 21 wherein the intermediary server system includes an aggregation service for aggregating client-specific records prior to transmission to client devices.

38. The method of claim 37 further comprising a synchronization service for keeping data on client devices synchronized with data from sources on the Internet and from the aggregation service.

39. The method of claim 38 wherein the synchronization service uses an algorithm enabled to adaptively minimize round trip messages between the intermediary server system and the client device according to whether the client device is more limited by latency or bandwidth.

40. The method of claim 39 wherein the algorithm computes Cyclic Redundancy Check (CRC) codes for input and output records, and computes intersections between CRCs on records on the client device and at the aggregation service, the output of the algorithm being exactly the records that need to be sent to the client device and exactly the list of records that need to be deleted form the client device to keep the data sets in synchronization.