System and method of representing business units in sales performance management using entity tables containing explicit entity and internal entity IDs

• US 9,299,050 B2
• Filed: 09/04/2012
• Issued: 03/29/2016
• Est. Priority Date: 09/04/2012
• Status: Active Grant

• Current Assignee: Elverta Holdings Pte Limited
• Original Assignee: Optymyze Pte Limited (Elverta Capital Ltd.)
• Inventors: Stiffler, Mark A., Luongo, Anne, Manjardekar, Vinit, Arney, Marissa, Cohen, Andrew
• Primary Examiner(s): Paula, Cesar
• Assistant Examiner(s): NGUYEN, LUU-PHUONG T
• Application Number:
  US13/602,423
• Publication Number:
  US 20140068404A1
• Time in Patent Office: 1,302 Days
• Field of Search: 715/227
• US Class Current: 1/1
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/177 of tables; using ruled lines
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations

Abstract

A computer-implemented method is disclosed having the steps of receiving a user input selecting an entity name, and generating an entity table associated with the entity name and configured to store data related to a business unit. The method further includes the steps of populating the entity table with unique explicit entity ID values, generating a unique internal entity ID value for each one of the explicit entity ID values, associating each internal entity ID value with a corresponding one of the explicit entity ID values, and storing the internal entity ID values in the entity table. The entity table is associated with a separate data table such that at least one of the explicit entity ID values is displayed, but not stored, in an ID field of the data table, while the corresponding associated internal entity ID value is stored in the data table but not displayed.

Claims

1. A computer-implemented method of representing and utilizing data related to a business unit in a sales performance management system, comprising the steps of:

receiving a user input selecting an entity name representing the business unit;

generating an entity table associated with the entity name and configured to store data related to the business unit in a storage device, the entity table having data fields including an explicit entity ID field and an internal entity ID field;

populating the explicit entity ID field of the entity table with explicit entity ID values that each uniquely identifies an instance of the business unit, wherein no two explicit entity ID values are identical;

generating a unique internal entity ID value for each one of the explicit entity ID values, wherein no two entity ID values are identical;

associating each internal entity ID value with a corresponding one of the explicit entity ID values;

storing the internal entity ID values in the internal entity ID field of the entity table;

associating the entity table with a data table, separate from the entity table, such that at least one of the explicit entity ID values is displayed, but not stored, in an ID field of the data table via a display device, while the corresponding internal entity ID value associated with the at least one explicit entity ID value is stored in another ID field in the data table but is not displayed.

2. The computer-implemented method of claim 1, further comprising the steps of presenting a graphical user interface via the display device, and providing an input device configured to interact with the graphical user interface, wherein the step of populating the explicit entity ID field of the entity table includes receiving a data input via user interaction with the graphical user interface.

3. The computer-implemented method of claim 2, wherein the step of receiving a user input selecting an entity name includes displaying a list of predetermined entity names via the graphical user interface, and receiving a user selection from the list of predetermined entity names or a custom user-specified entity name via the input device.

4. The computer-implemented method of claim 2, wherein the step of associating the entity table with a data table includes the following steps:

receiving a user input via the input device selecting the at least one explicit entity ID value to be displayed in the ID field of the data table;

validating that the user selected at least one explicit entity ID value is a valid explicit entity ID value stored in the explicit entity ID field of the entity table;

in a case that the user selected at least one explicit entity ID value is valid, displaying the user selected at least one explicit entity ID value in the ID field of the data table and storing the corresponding internal entity ID value associated with the at least one explicit entity ID value in the data table; and

in a case that the user selected at least one explicit entity ID value is not valid, presenting an error message via the graphical user interface without storing any data in the data table.

5. The computer-implemented method of claim 1, wherein the data fields of the entity table further includes an entity attribute field, and further comprising the step of populating the entity attribute field with entity attribute values that are each associated with a corresponding one of the explicit entity ID values, each one of the entity attribute values containing data descriptive of an attribute of the instance of the business unit identified by the associated explicit entity ID value.

6. The computer-implemented method of claim 5, wherein the entity attribute field of the entity table comprises a plurality of entity attribute fields associated with the explicit entity ID field, each one of the plurality of entity attribute fields being configured to store data descriptive of a different attribute of each instance of the business unit.

7. The computer-implemented method of claim 5, wherein the graphical user interface includes a structure element configured to present guidance and receive user input related to the data fields of the entity table, the structure element including:

a field details element configured to receive user input related to inclusion and naming of the data fields;

a field options element configured to receive user input related to behavior of the data fields within the entity table; and

a display fields element configured to receive user input related to display of the data fields in the data table associated with the entity able.

8. The computer-implemented method of claim 5, further comprising the steps of receiving a user input specifying the entity attribute field as a display field, and displaying the entity attribute values of the entity attribute field in an attribute field of the data table without storing the entity attribute values in the data table.

9. A system for representing and utilizing data related to a business unit in sales performance management, the system comprising:

a display device in communication with the processor and configured to present a graphical user interface;

an input device in communication with at least one of the processor, a storage device in communication with the processor, or the display device, wherein the processor is configured to execute software for;

receiving a user input from the input device selecting an entity name representing the business unit;

generating an entity table that is associated with the entity name and configured to store data related to the business unit in the storage device, the entity table having data fields including an explicit entity ID field and an internal entity ID field;

receiving a data input of explicit entity ID values that each uniquely identifies an instance of the business unit, wherein no two explicit entity ID values are identical, and to store the explicit entity ID values in the explicit entity ID field of the entity table;

generating a unique internal entity ID value for each one of the explicit entity ID values, and to associate each internal entity ID value with a corresponding one of the explicit entity ID values wherein no two entity ID values are identical;

storing the internal entity ID values in the internal entity ID field of the entity table; and

associating the entity table with a data table, separate from the entity table, wherein a user input selecting at least one explicit entity ID value is received via the input device, the user selected at least one explicit entity ID value being displayed, but not stored, in a first ID field of the data table via the display device, while the corresponding internal entity ID value associated with the user selected at least one explicit entity ID value is stored in a second ID field in the data table but is not displayed.

10. The system of claim 9, wherein the data fields of the entity table further includes an entity attribute field configured to store entity attribute values that are each associated with a corresponding one of the explicit entity ID values, each one of the entity attribute values containing data descriptive of an attribute of the instance of the business unit identified by the associated explicit entity ID value.

11. The system of claim 9, wherein the graphical user interface includes an entity selection element configured to display a list of predetermined entity names and receive the user input selecting an entity name, the user input being a selection from the list of predetermined entity or a custom user-specified entity name.

12. The system of claim 11, wherein the graphical user interface further includes a structure element configured to present guidance and receive user input related to the data fields of the entity table, the structure element including:

a field details element configured to receive user input related to selection of the data fields;

a field options element configured to receive user input related to behavior of the data fields within the entity table; and

a display fields element configured to receive user input related to display of the data fields in the data table associated with the entity able.

13. The system of claim 12, wherein the entity selection element is presented in a left hand pane of the graphical user interface, and the structure element is presented in a right hand pane of the graphical user interface.

14. The system of claim 9, wherein the display device and the input device are part of a client computing device in communication with the processor and the storage device through a network connection.

15. The system of claim 14, wherein the processor and the storage device are part of a server system physically separated from the client computing device.

16. The system of claim 9, wherein the software further comprises a component configured to validate that the user selected at least on explicit entity ID value to be displayed in the first ID field of the data table is a valid explicit entity ID value stored in the explicit entity ID field of the entity table, where in a case that the user selected at least one explicit entity ID value is valid, displaying the user selected at least one explicit entity ID value in the first ID field of the data table and storing the corresponding internal entity ID value associated with the at least one explicit entity ID value in the data table, and where in a case that the user selected at least one explicit entity ID value is not valid, presenting an error message via the graphical user interface without storing any data in the data table.

17. The system of claim 9, wherein the data table is an assignment table that further includes a second ID field, and the user input selecting at least one explicit entity ID value includes a first explicit entity ID value that uniquely identifies an instance of the business unit, and a second explicit entity ID value that uniquely identifies an instance of a different business unit, the first and second explicit entity ID values being displayed via the display device in the first and second ID fields of the assignment table, respectively, and the corresponding internal entity ID values associated with the first and second explicit entity ID values being stored in the assignment table, to indicate an assignment relationship between the instances of the different business units.

18. The system of claim 9, wherein the data table is a hierarchy table that further includes a second ID field, and the user input selecting at least one explicit entity ID value includes a first explicit entity ID value that uniquely identifies a higher level instance of the business unit, and a second explicit entity ID value that uniquely identifies a lower level instance of the business unit, the first and second explicit entity ID values being displayed via the display device in the first and second ID fields of the hierarchy table, respectively, and the corresponding internal entity ID values associated with the first and second explicit entity ID values being stored in the hierarchy table, to indicate a hierarchical relationship between the higher level instance of the business unit and the lower level instance of the business unit.

19. The system of claim 9, wherein the data table is a hierarchy table that further includes a second ID field, and the user input selecting at least one explicit entity ID value includes a first explicit entity ID value that uniquely identifies an instance of the business unit, and a second explicit entity ID value that uniquely identifies an instance of a different lower level business unit, the first and second explicit entity ID values being displayed in the first and second ID fields of the hierarchy table, respectively, and the corresponding internal entity ID values associated with the first and second explicit entity ID values being stored in the hierarchy table, to indicate a hierarchy relationship between the instance of the business unit and the instance of the lower level business unit.

20. A computer software product that includes a non-transitory computer readable storage medium readable by a processor, the non-transitory computer readable storage medium having stored thereon a set of instructions for representing and utilizing data related to a business unit in a sales performance management system, the instructions comprising:

a first sequence of instructions which, when executed by the processor, causes the processor to receive a user input selecting an entity name representing the business unit;

a second sequence of instructions which, when executed by the processor, causes the processor to generate an entity table associated with the entity name and configured to store data related to the business unit in a storage device, the entity table having data fields including an explicit entity ID field and an internal entity ID field, wherein no two entity ID values are identical;

a third sequence of instructions which, when executed by the processor, causes the processor to populate the explicit entity ID field of the entity table with explicit entity ID values that each uniquely identifies an instance of the business unit, wherein no two explicit entity ID values are identical;

a fourth sequence of instructions which, when executed by the processor, causes the processor to generate a unique internal entity ID value for each one of the explicit entity ID values;

a fifth sequence of instructions which, when executed by the processor, causes the processor to associate each internal entity ID value with a corresponding one of the explicit entity ID values;

a sixth sequence of instructions which, when executed by the processor, causes the processor to store the internal entity ID values in the internal entity ID field of the entity table;

a seventh sequence of instructions which, when executed by the processor, causes the processor to associate the entity table with a data table, separate from the entity table, such that at least one of the explicit entity ID values is displayed, but not stored, in an ID field of the data table via a display device, while the corresponding internal entity ID value associated with the at least one explicit entity ID value is stored in another ID field of the data table, but is not displayed via the display device.