Method and system for object-oriented workflow management of multi-dimensional data

• US 7,778,899 B2
• Filed: 07/19/2004
• Issued: 08/17/2010
• Est. Priority Date: 05/19/2003
• Status: Expired due to Fees

• Current Assignee: Serena Software, Inc. (Open Text Corporation)
• Original Assignee: Serena Software, Inc. (Open Text Corporation)
• Inventors: Kelkar, Suhas A., Hill, Jeff, Kreal, Vorun, Scumniotales, John
• Primary Examiner(s): Kramer; James A
• Assistant Examiner(s): Vezeris; James A
• Application Number:
  US10/894,658
• Publication Number:
  US 20050114243A1
• Time in Patent Office: 2,220 Days
• Field of Search: 705/36.R, 705/35, 705/7
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Methods and systems for managing and analyzing multi-dimensional data are provided. Example embodiments provide a Meta-Object Data Management System “MODMS,” which enables users to arrange and to rearrange the hierarchical relationships of the data on an ad-hoc basis and allows the data to be analyzed using any set of attributes (dimensions) while the system is running. The MODMS represents heterogeneous data in a normalized (standardized) fashion using an object type management system that allows the coercion of one type of object into another different type of object and automatically resolves attribute dependencies. The MODMS supports object transitions for transforming an object from one type to another based upon meeting a defined set of criteria and subject to approval by designated entities. In one embodiment, the MODMS is used to implement an enterprise portfolio management system.

Claims

1. A method in a computer system for managing a plurality of types of enterprise portfolio data as investment items, each investment item having a source investment type and associated with a transition from the source investment type to a destination investment type, the associated transition configured to include indications to zero or more associated criteria and/or approvals, the method comprising:

presenting on a presentation device associated with the computer system a representation of one of the investment items including an indication of the source investment type and a graphical representation of the associated transition from the source investment type to the destination investment type;

receiving an indication, by the computer system, to perform the associated transition to transform the one of the investment items from the source investment type to the destination investment type; and

transparently performing, by the computer system, the indicated transition to transform the one of the investment items from the source investment type to the destination investment type such that the representation of the one of the investment items now appears on the presentation device as a representation of an investment item of the destination investment type.

2. The method of claim 1 wherein the source investment type is the same as the destination investment type and the transition associated with the one of the investment items specifies a target location, and wherein the transparently performing the indicated transition to transform the one of the investment items to the destination investment type comprises moving the one of the investment items to the specified target location.

3. The method of claim 1 wherein the source investment type is different than the destination investment type.

4. The method of claim 1, further comprising:

receiving approval of the transition from at least one entity prior to transparently performing the transition of the one of the investment items to the destination investment type.

5. The method claim 4 wherein the receiving approval of the transition from at least one entity, further comprises:

when a list of entities needing to approve the transition is associated with the transition, notifying entities specified by the list to request approval of the transition; and

receiving responses from the notified entities that the transition is approved.

6. The method of claim 5 wherein responses need to be received from all of the notified entities before the transition is approved.

7. The method of claim 6 wherein responses need to be received from a subset of the entities specified by the list before the transition is approved.

8. The method of claim 6 wherein the entities specified by the list to request approval are notified sequentially.

9. The method of claim 4 wherein the receiving approval of the transition from at least one entity further comprises receiving approval from at least one entity identified by a security role.

10. The method of claim 1, further comprising:

determining whether the transition is associated with at least one criterion to be evaluated;

when it is determined that the transition is associated with at least one criterion to be evaluated, evaluating the criterion prior to performing the transition.

11. The method of claim 10 wherein the evaluating the criterion prior to performing the transition determines whether to permit initiation of the transition.

12. The method of claim 10 wherein the evaluating the criterion to prior to transparently performing the transition further comprises:

evaluating the criterion to determine if the criterion is met, and, when the evaluated criterion is met, indicating that the potential transition is available to be initiated.

13. The method of claim 10, further comprising:

when the evaluated criterion is not met, preventing the transition from being initiated.

14. The method of claim 10 wherein the at least one criterion comprises a Boolean expression to be evaluated.

15. The method of claim 10 wherein the at least one criterion specifies a comparison of a value of an attribute of the investment item to another value.

16. The method of claim 10 wherein the at least one criterion specifies a comparison between at least two attributes of the investment item.

17. The method of claim 1 wherein the presenting the representation of the one of the investment items including the representation of the transition further comprises:

presenting a transition path having an indication of a source investment type and a destination investment type.

18. The method of claim 17 wherein the presenting the transition path further comprises an indication of any criteria to be met before initiation of the transition is permitted.

19. The method of claim 17 wherein the presenting the transition path further comprises an indication of whether there is a list of entities to approve the transition and whether the transition has been approved.

20. The method of claim 1, further comprising:

moving the transitioned investment item to a different location in a containment hierarchy associated with the enterprise portfolio data.

21. The method of claim 1 wherein the investment items are at least two of financial investments, project management, collections of projects, products, programs, assets, human resources, portfolios, initiatives, applications, operations, processes, and activities.

22. The method of claim 1, the enterprise portfolio data comprising at least two of engineering, marketing, product management, manufacturing, sales, information technology, finance, human resources, research, development, and professional services portfolios.

23. A memory medium containing instructions for controlling a computer processor to manage a plurality of types of enterprise portfolio data as investment items, each investment item having a source investment type and associated with a transition from the source investment type to a destination investment type, the associated transition configured to include indications to zero or more associated criteria and/or approvals, by performing a method comprising:

presenting on a presentation device a representation of one of the investment items including an indication of the source investment type and a graphical representation of the associated transition from the source investment type to the destination investment type;

receiving an indication to perform the transition to transform the one of the investment items from the source investment type to the destination investment type; and

transparently performing the transition of the one of the investment items from the source investment type to the destination investment type such that the representation of the one of the investment items now appears on the presentation device as a representation of an investment item of the destination investment type.

24. The memory medium of claim 23 wherein the source investment type is the same as the destination investment type and the transition associated with the one of the investment items specifies a target location, and wherein the instructions further control the computer processor by moving the one of the investment items to the specified target location.

25. The memory medium of claim 23 wherein the source investment type is different than the destination investment type.

26. The memory medium of claim 23, further containing instructions that control the computer processor to receive approval of the transition from at least one entity prior to performing the transition of the one of the investment items to the destination investment type.

27. The memory medium claim 26 further containing instructions that control the computer processor to notify a plurality of entities specified by a list to request approval of the transition.

28. The memory medium of claim 27 further containing instructions that control the computer processor to perform the transition only after approval is received from the at least one entity.

29. The memory medium of claim 23 further containing instructions that control the computer processor by:

determining whether the transition is associated with at least one criterion to be evaluated;

when it is determined that the transition is associated with at least one criterion to be evaluated, evaluating the criterion prior to performing the transition.

30. The memory medium of claim 29 wherein the at least one criterion is evaluated to determine whether to permit initiation of the transition.

31. The memory medium of claim 29 wherein, when the evaluated criterion is met, indicating that the potential transition is available to be initiated, and when the evaluated criteria is not met, indicating that the potential transition is not available to be initiated.

32. The memory medium of claim 29 wherein the at least one criterion comprises a Boolean expression to be evaluated.

33. The memory medium of claim 29 wherein the at least one criterion specifies a comparison of a value of an attribute of the investment item to another value.

34. The memory medium of claim 23 wherein the presented representation of the transition comprises a transition path having an indication of a source investment type and a destination investment type.

35. The memory medium of claim 34 wherein the transition path further comprises an indication of any criteria to be met before initiation of the transition is permitted.

36. The memory medium of claim 34 wherein the transition path further comprises an indication of whether the transition has been approved.

37. The memory medium of claim 23, further containing instructions that control the computer processor by:

moving the transitioned investment item to a different location in a containment hierarchy associated with the enterprise portfolio data.

38. A computer-implemented portfolio management system, comprising:

a memory;

a processor;

a display device displaying a plurality of investment items of an organization displayed in a portfolio containment hierarchy, each item having a source investment type and associated with a transition from the source investment type to a destination investment type; and

a portfolio management component stored in the memory and configured, when executed, to

display on the display device a representation of one of the investment items including an indication of the source investment type and a graphical representation of the associated transition from the source investment type to the destination investment type;

receive an indication, by the processor, to perform the transition to transform the one of the investment items from the source investment type to the destination investment type; and

as a result of the received indication, using the processor to transition the one of the investment items from the source investment type to the destination investment type such that the representation of the one of the investment items now appears on the display device as a representation of an investment item of the destination investment type.

39. The system of claim 38 wherein the source investment type is the same as the destination investment type and the transition associated with the one of the investment items specifies a target location, and wherein the portfolio management component is further configured to move the one of the investment items to the specified target location.

40. The system of claim 38 wherein the source investment type is different than the destination investment type.

41. The system of claim 38 wherein the portfolio management component is further configured to:

receive approval of the transition from at least one entity prior to transitioning the one of the investment items to the destination investment type.

42. The system claim 41 wherein a list of entities that need to approve the transition is associated with the transition and wherein the portfolio management component is configured to notify the entities specified by the list to request approval of the transition and to receive responses from the notified entities.

43. The system of claim 42 wherein the entities specified by the list are notified sequentially.

44. The system of claim 41 wherein the at least one entity is identified by a security role.

45. The system of claim 38 wherein the portfolio management component is further configured to:

determine whether the transition is associated with a set of criteria; and

when it is determined that the transition is associated with the set of criteria, evaluate the criteria prior to transitioning the one of the investment items.

46. The system of claim 45 wherein the criteria is evaluated to determine whether to permit initiation of the transition.

47. The system of claim 45 wherein when the evaluation indicates that the criteria has been met, indicate that the potential transition is available to be initiated.

48. The system of claim 45 wherein when the evaluation indicates that the criteria has not been met, prevent the transition from being initiated.

49. The system of claim 45 wherein the criteria comprises at least one Boolean expression to be evaluated.

50. The system of claim 45 wherein the criteria specifies a comparison between a value of an attribute of the investment item and another value.

51. The system of claim 45 wherein the criteria specifies a comparison between at least two attributes of the investment item.

52. The system of claim 38 wherein the displayed representation of the transition associated with the one of the investment items displays a transition path that indicates a source investment type and a destination investment type.

53. The system of claim 52 wherein the displayed transition path indicates any criteria to be met before initiation of the transition is permitted.

54. The system of claim 52 wherein the displayed transition path indicates whether there is a list of entities to approve the transition and whether the transition has been approved.

55. The system of claim 38 wherein the portfolio management component is further configured to:

move the transitioned investment item to a different location in the containment hierarchy.