Guided page navigation

• US 9,274,668 B2
• Filed: 05/31/2013
• Issued: 03/01/2016
• 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
• Primary Examiner(s): Bashore, William
• Assistant Examiner(s): Parker, Jeanette J
• Application Number:
  US13/907,274
• Publication Number:
  US 20140053070A1
• Time in Patent Office: 1,005 Days
• Field of Search: 705/35, 705/26, 705/28, 707/600
• 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,

wherein the internal data sources comprise at least two sources selected from 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,

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

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 plurality of guided pages including

data from the plurality of data domains, and

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

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 data value from the current 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 user 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 the actionable element is also associated with the core dimension, and

wherein to facilitate data discovery is based on a guided page navigation map that enables navigation within and among the plurality of data domains via the common core dimension,

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 current data domain; and

a guided page of the alternate data domain that is associated with a core dimension that is common to the current data domain and alternate data domains for the workflow for the particular business activity.

2. The system of claim 1, wherein data from any of the plurality of data domains that have a common core dimension directly accessed via an actionable element of a guided page that comprises data of any of the plurality of data domains that have the common core dimension.

3. The system of claim 1, wherein the plurality of data domains are derived from a plurality of distinct data models.

4. The system of claim 3, wherein the distinct data models comprise industry-specific data models.

5. The system of claim 1, wherein the plurality of core dimensions are predetermined by a user predetermined to be an industry-specific expert.

6. The system of claim 1, wherein a result of user interaction with one of the displayable actionable elements or points of entry is predetermined at least in part by a user predetermined to be an industry-specific expert.

7. The system of claim 1, wherein the data set includes calculated summaries of data that correspond to the plurality of core dimensions suitable for presentation in a guided page based on the guided page data structure information and non-summarized data that is processed into calculated summaries to comply with the data structure information in response to a user interaction with one of the displayable actionable elements that causes the non- summarized data to be presented in a guided page.

8. The system of claim 1, wherein the data set comprises a plurality of core dimensions and a plurality of dynamic dimensions.

9. The system of claim 8, wherein to present a guided page based on one of the plurality of dynamic dimensions comprises processing data for the guided page to conform with the guided page data structure information in response to a user interaction with one of the displayable actionable elements or points of entry, wherein the data for the guided page is not required for presenting a guided page based on one of the plurality of core dimensions and selecting a point of entry in a referring guided page results in a new guided page being displayed.

10. The system of claim 1, wherein a guided page comprises a tabular view of data items.

11. The system of claim 10, wherein the guided page comprises points of entry as column and row headers of a matrix of data items.

12. The system of claim 10, wherein a portion of data items comprises actionable elements.

13. The system of claim 1, wherein a guided page comprises one of

an access page that includes a first page to be displayed in response to a user selecting a menu item,

a central page associated with a central dimension that is selected on the access page,

an overview page to facilitate access to other page types, and a list page to show details of a selected item.

14. A method comprising:

using a processor to access

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,

wherein the internal data sources associated with operating the business comprise at least two sources selected from the list 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 the list of 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,

the data set having a plurality of core dimensions, at least one of the plurality of core dimensions identifies data type within the plurality of data domains for continuing the workflow for the particular business activity,

data from a plurality of data domains and a plurality of industry-specific core dimensions,

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

facilitating data discovery through user interactions with displayable actionable elements presented in a first referring guided page associated with the workflow for the particular business activity and associated with the core dimensions, that are presented by the processor in a plurality of guided pages on an interactive electronic display,

wherein to facilitate data discovery comprises presenting in a guided page user 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 the actionable element is also associated with the core dimension, and

wherein to facilitate data discovery is based on a guided page navigation map that enables navigation within and among the plurality of data domains via the common core dimension,

each of the plurality of guided pages includes information predetermined to be pertinent to the continuation of the workflow for the particular business activity to facilitate direct navigation among the plurality of data domains,

wherein user interaction with one of the displayable actionable elements results in presenting at least one of;

a guided page of a current data domain for the business-specific activity workflow;

a guided page of an alternate data domain that is associated with a core dimension that is common to the current and alternate data domains for the workflow for the particular business activity;

facilitating navigation among the plurality of guided pages based on guided page storage that include directory structure and data directory information accessible by the processor; and

configuring information derived from the data in the data set in an interactive electronic display based on guided page data structure information that is accessible by the processor.

15. The method of claim 14, wherein the displayable actionable elements are determined based on an industry knowledge directed navigation map that is based on the workflow for the particular business activity.

16. The method of claim 14, wherein the displayable actionable elements activate pathways to areas of interest based on a workflow for a business activity associated with the data set.

17. The method of claim 14, wherein a guided page that is presented in response to user interaction with one of the displayable actionable elements is based on a workflow for a business activity associated with the data set.

18. The method of claim 14, wherein the plurality of guided pages comprise groups of different content pages of a business presentation, navigation among the groups being based on a core dimension that is common to the groups.