Visual representations of recurring revenue management system data and predictions

• US 9,652,776 B2
• Filed: 05/15/2013
• Issued: 05/16/2017
• Est. Priority Date: 06/18/2012
• Status: Active Grant

• Current Assignee: Concentrix SREV Incorporated
• Original Assignee: Abhinav Vohra, Elaine Garvey, Ganesh Bell, Greg Olsen, Kevin Smith, Ricardo Craft
• Inventors: Garvey, Elaine, Vohra, Abhinav, Smith, Kevin, Olsen, Greg, Bell, Ganesh, Craft, Ricardo
• Primary Examiner(s): Singh, Gurkanwaljit
• Application Number:
  US13/895,302
• Publication Number:
  US 20130339089A1
• Time in Patent Office: 1,462 Days
• Field of Search: None
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 8/60 Software deployment
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions

Abstract

Visual representations of recurring revenue management system data and predictions are disclosed. A user interface is generated for an electronic display, the user interface including a graphical representation of one or more recurring revenue assets, the graphical representation representing each of the one or more recurring revenue assets according to one or more metrics that define each of the one or more recurring revenue assets. A predicted outcome for at least one of the one or more recurring revenue assets is predicted, the calculating being from a predictive model that is based on aggregate historical information collected from one or more data sources. A graphical representation of the predicted outcome is generated according to one or more parameters related to the one or more metrics, for concurrent display in the user interface with the graphical representation of one or more recurring revenue assets.

Claims

1. A computer program product comprising a machine-readable medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations comprising:

generating a user interface for an electronic display, the user interface including a graphical representation of one or more asset data objects generated during a pre-defined time window, the graphical representation representing each of the one or more asset data objects and displaying one or more metrics that define each of the one or more asset data objects;

calculating a predicted outcome for the asset data objects, the calculating being from a predictive model that is based on aggregate historical data collected from one or more client data sources, the calculating comprising;

extracting past outcomes of historical asset data objects from the aggregate historical data;

receiving parameter data in response to user-generated input setting the parameter data at the user interface, the parameter data comprising a set of parameters constraining the predicted outcome to a specified forecast percentage; and

calculating, with the predictive model, the predicted outcome based on the extracted past outcomes and the received parameter data constraining the calculated predicted outcome;

generating, for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the predicted outcome;

monitoring the asset data objects generated during the pre-defined time window for a change in an acceptance status of at least one of the asset data objects;

recalculating, in response to the change in the acceptance status, the predicted outcome with the predictive model, the recalculating comprising;

updating the parameter data in response to the change in acceptance status; and

generating an updated predicted outcome with the predictive model based on the updated parameter data; and

generating, for concurrent display in the user interface with the graphical representation of one or more asset data objects, an updated graphical representation of the updated predicted outcome.

2. A computer program product as in claim 1, wherein the operations further comprise:

combining the user interface with real-time data related to at least one of the one or more asset data objects for display in a recurring revenue management dashboard being displayed in the electronic display.

3. A computer program product as in claim 1, wherein each of the one or more asset data objects includes an expiration, and wherein the one or more metrics includes a time period in advance of the expiration of at least one of the one or more asset data objects.

4. A computer program product as in claim 3, wherein the operations further comprise:

generating a graphical representation of the time period in advance of the expiration for display in the user interface in reference to the at least one of the one or more asset data objects.

5. A computer program product as in claim 1, wherein the operations further comprise:

calculating real-time analytics based on user-selected metrics and user-inputted parameters related to at least one of the one or more asset data objects; and

generating, for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the real-time analytics.

6. A computer program product as in claim 1, wherein the operations further comprise:

defining one or more roles for users of the electronic display; and

assigning each of the one or more roles to a unique recurring revenue management dashboard that contains the user interface.

7. A computer program product as in claim 6, wherein the operations further comprise:

mapping selected ones of the one more asset data objects to each of the one or more roles.

8. A computer program product as in claim 1, wherein the graphical representation of the one or more asset data objects further comprises a graphical representation of a ranking of the one or more asset data objects.

9. A computer program product as in claim 8, wherein the graphical representation of the ranking is based on a representation of a time from an expiration of each of the one or more asset data objects.

10. A recurring revenue management system comprising:

at least one programmable processor; and

a machine-readable medium storing instructions that, when executed by the at least one processor, cause the at least one programmable processor to perform operations comprising;

generate a user interface for an electronic display, the user interface including a graphical representation of one or more asset data objects generated during a pre-defined time window, the graphical representation representing each of the one or more asset data objects and displaying one or more metrics that define each of the one or more asset data objects;

calculate a predicted outcome for the asset data objects, the calculating being from a predictive model that is based on aggregate historical data collected from one or more client data sources, the calculating comprising;

extract past outcomes of historical asset data objects from the aggregate historical data;

receive parameter data in response to user-generated input setting the parameter data at the user interface, the parameter data comprising a set of parameters constraining the predicted outcome to a specified forecast percentage; and

calculate, with the predictive model, the predicted outcome based on the extracted past outcomes and the received parameter data constraining the calculated predicted outcome;

generate, for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the predicted outcome;

monitor the asset data objects generated during the pre-defined time window for a change in an acceptance status of at least one of the asset data objects;

recalculate, in response to the change in the acceptance status, the predicted outcome with the predictive model, the recalculating comprising;

update the parameter data in response to the change in acceptance status; and

generate an updated predicted outcome with the predictive model based on the updated parameter data; and

generate, for concurrent display in the user interface with the graphical representation of one or more asset data objects, an updated graphical representation of the updated predicted outcome.

11. A recurring revenue management system as in claim 10, wherein the operations further comprise:

combining the user interface with real-time data related to at least one of the one or more asset data objects for display in a recurring revenue management dashboard being displayed in the electronic display.

12. A recurring revenue management system as in claim 10, wherein each of the one or more asset data objects includes an expiration, and wherein the one or more metrics includes a time period in advance of the expiration of at least one of the one or more asset data objects.

13. A recurring revenue management system as in claim 12, wherein the operations further comprise:

generate a graphical representation of the time period in advance of the expiration for display in the user interface in reference to the at least one of the one or more asset data objects.

14. A recurring revenue management system as in claim 10, wherein the operations further comprise:

calculate real-time analytics based on user-selected metrics and user-inputted parameters related to at least one of the one or more asset data objects; and

generate, for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the real-time analytics.

15. A recurring revenue management system as in claim 10, wherein the operations further comprise:

define one or more roles for users of the electronic display; and

assign each of the one or more roles to a unique recurring revenue management dashboard that contains the user interface.

16. A recurring revenue management system as in claim 15, wherein the operations further comprise:

map selected ones of the one more asset data objects to each of the one or more roles.

17. A recurring revenue management system as in claim 10, wherein the graphical representation of the one or more asset data objects further comprises a graphical representation of a ranking of the one or more asset data objects.

18. A recurring revenue management system as in claim 17, wherein the graphical representation of the ranking is based a representation of a time from an expiration of each of the one or more asset data objects.

19. A method comprising:

generating, by one or more processors, a user interface for an electronic display, the user interface including a graphical representation of one or more asset data objects generated during a pre-defined time window, the graphical representation representing each of the one or more asset data objects and displaying one or more metrics that define each of the one or more asset data objects;

calculating, by the one or more processors, a predicted outcome for the asset data objects, the calculating being from a predictive model that is based on aggregate historical data collected from one or more client data sources, the calculating comprising;

extracting past outcomes of historical asset data objects from the aggregate historical data;

receiving parameter data in response to user-generated input setting the parameter data at the user interface, the parameter data comprising a set of parameters constraining the predicted outcome to a specified forecast percentage; and

calculating, with the predictive model, the predicted outcome based on the extracted past outcomes and the received parameter data constraining the calculated predicted outcome;

generating, by the one or more processors for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the predicted outcome;

monitoring, by the one or more processors, the asset data objects generated during the pre-defined time window for a change in an acceptance status of at least one of the asset data objects;

recalculating, by the one or more processors in response to the change in the acceptance status, the predicted outcome with the predictive model, the recalculating comprising;

updating the parameter data in response to the change in acceptance status; and

generating an updated predicted outcome with the predictive model based on the updated parameter data; and

generating, by the one or more processors for concurrent display in the user interface with the graphical representation of one or more asset data objects, an updated graphical representation of the updated predicted outcome.

20. A method as in claim 19, further comprising combining, by the one or more processors, the user interface with real-time data related to at least one of the one or more asset data objects for display in a recurring revenue management dashboard being displayed in the electronic display.

21. A method as in claim 19, wherein each of the one or more asset data objects includes an expiration, and wherein the one or more metrics includes a time period in advance of the expiration of at least one of the one or more asset data objects.

22. A method as in claim 21, further comprising generating, by the one or more processors, a graphical representation of the time period in advance of the expiration for display in the user interface in reference to the at least one of the one or more asset data objects.

23. A method as in claim 19, further comprising:

calculating, by the one or more processors, real-time analytics based on user-selected metrics and user-inputted parameters related to at least one of the one or more asset data objects; and

generating, by the one or more processors and for concurrent display in the user interface with the graphical representation of one or more asset data objects, a graphical representation of the real-time analytics.

24. A method as in claim 19, further comprising:

defining, by the one or more processors, one or more roles for users of the electronic display; and

assigning, by the one or more processors, each of the one or more roles to a unique recurring revenue management dashboard that contains the user interface.

25. A method as in claim 24, further comprising mapping, by the one or more processors, selected ones of the one more asset data objects to each of the one or more roles.

26. A method as in claim 19, wherein the graphical representation of the one or more asset data objects further comprises a graphical representation of a ranking of the one or more asset data objects.

27. A method as in claim 26, wherein the graphical representation of the ranking is based a representation of a time from an expiration of each of the one or more asset data objects.