Hierarchical transaction filtering
First Claim
1. A transaction filtering system for allocating credit for transactions among a plurality of business objects, the system comprising:
- a processor for executing instructions;
storage configured to store commission allocation rules and to store transaction data associated with a plurality of transactions, each commission allocation rule being associated with at least one of a plurality of business objects and being generated using relationships between members of the plurality of business objects; and
a query engine including processor-executable instructions for placing the generated commission allocation rules in a structured query language (SQL) query and generating a set of query results based on the SQL query.
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Accused Products
Abstract
Systems and methods of allocating transactions among business objects are described. Allocation is accomplished using generated allocation rules that are generated using a hierarchical data structure representative of relationships between the business objects and using predefined rules that characterize the business objects. Each generated allocation rule is associated with at least one of the business objects and is used to query a set of transactions to be allocated. Query results, generated using a generated allocation rule, include the transactions to be allocated to the associated business object. Embodiments are disclosed to illustrate how the invention can be used to allocate sales commissions to members of a sales team. The invention is applicable to a variety of business objects including people, organizations, accounts, tasks, or the like.
20 Citations
23 Claims
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1. A transaction filtering system for allocating credit for transactions among a plurality of business objects, the system comprising:
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a processor for executing instructions; storage configured to store commission allocation rules and to store transaction data associated with a plurality of transactions, each commission allocation rule being associated with at least one of a plurality of business objects and being generated using relationships between members of the plurality of business objects; and a query engine including processor-executable instructions for placing the generated commission allocation rules in a structured query language (SQL) query and generating a set of query results based on the SQL query. - View Dependent Claims (2, 3, 4, 5, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23)
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6. A computing system for hierarchical transaction filtering, the computing system comprising:
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a processor for executing instructions; storage configured to store a hierarchical data structure, a generated commission allocation rule, and transaction data; a rule generation engine including processor-executable instructions to produce the generated commission allocation rule using data stored in the hierarchical data structure; and a query engine including processor-executable instructions to place the generated commission allocation rule in a structured query language (SQL) query and generate a set of query results based on the SQL query. - View Dependent Claims (7, 8, 9, 10, 11)
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Specification