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Patent Analysis of

METHOD AND SYSTEM FOR DISPLAY OF BUSINESS INTELLIGENCE DATA

Updated Time 15 March 2019

Patent Registration Data

Publication Number

CA2749066A1

Application Number

CA2749066

Application Date

12 August 2011

Publication Date

12 February 2013

Current Assignee

NI, QIZHI,ZHANG, ZHI,ZHANG, DAMING

Original Assignee (Applicant)

NI, QIZHI,ZHANG, ZHI,ZHANG, DAMING

International Classification

G06Q10/06

Cooperative Classification

G06Q10/10,G06Q10/06

Inventor

NI QIZHI,ZHANG ZHI,ZHANG DAMING

Abstract

The present invention provides a system and method, a report model that has introduced a BI system with a user-driven platform to achieve high capability in agility and flexibility as well as enhancing user adaptation and self-service. The present invention introduces a report model as a self-contained unit to encapsulate functionalities of user interaction, communication, intelligence and self- learning together with functionalities of prior report models. The report model of the present invention enables every single one of reports in the BI reporting system as an intelligent entity, interacting with end user, capable of self-learning and making decision; and the report model of the present invention enables capabilities that reports in a BI system act as intelligent entities to coordinate with one another by sending each other messages for dynamic display in response to user interaction activities made on any single report.

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Claims

What is claimed is: 1. A report model for displaying Business Intelligence information in a report, the report model comprising: a user interaction module, for interacting with the end user through a report; an Intelligence module, for making decision for dynamically display data and self- learning; a communication module, for sending and receiving messages among reports; a presentation module, for rendering report form report data model based on report definition and dynamic settings defined by end user in real time; a data module, for generating database queries to get report definition and dataset, forming report data model, and providing read/write access to database for functional components of the report model.

2. The report model as claimed in claim 1, wherein the user interaction module includes one or more user interfaces to capture inputs of end user through the report object of report model and detect activities of end user made on the report object of report model.

3. The report model as claimed in claim 1, further including communication framework to facilitate communication module of the report model for sending and receiving messages.

4. A method that reports coordinate one another in response to user interaction activity to dynamically display BI data, comprising steps: capturing user inputs and detecting user interaction activities; listening to communication messages; deciding a dynamic display action; implementing dynamically displaying action on the report; self-learning from the user interaction activity; broadcasting communication message to coordinate with other reports.

5. A method as claimed in claim 4, wherein the step of deciding a dynamic display action is further including steps: getting related actions; calculating significance level of actions to choose an action.

6. A method as claimed in claim 4, wherein the step of implementing dynamically displaying action on the report is further including steps: processing report data model if required in a dynamic display action definition; processing layout change if required in a dynamic display action definition; rendering a report from the report data model if either of the above occurs; implementing a cosmetic display to indicate user's selection.

7. A method as claimed in claim 5, further including a knowledge tree model to maintain: mapping relations between user interaction activities and dynamic display actions knowledge of report relations, relative rate, and referenced by report ID

8. A method as claimed in claim 5, wherein the step of calculating significance level of actions to choose an action further includes to maintain a significance level as a property for a dynamic display action.

9. A method to update knowledge with creation of user version of report, comprising steps: providing user interfaces for user to save the user version report definition if a report definition is altered; self-learning to update report relation as knowledge.

10. A method to manage report identity in the report life cycle, comprising steps of: assigning report with identity ID when a report is created; maintaining the same identity ID during updating or editing process; assigning report with a new identity ID when a report is created by copying and pasting; discarding an identity ID when deleting and deregistering a report.

11. A computer program product for a report model method, the computer program product comprising: A computer readable medium for storing machine-executable instructions for use in the execution in a computer of the report model method, the method including the steps of: capturing user inputs and detecting user interaction activities; listening to communication messages; deciding a dynamic display action; implementing dynamically displaying action on the report; self-learning from the user interaction activity; broadcasting communication message to coordinate with other reports.

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Claim Tree

  • 1
    1. A report model for displaying Business Intelligence information in a report, the report model comprising
    • a user interaction module, for interacting with the end user through a report
    • an Intelligence module, for making decision for dynamically display data and self- learning
    • a communication module, for sending and receiving messages among reports
    • a presentation module, for rendering report form report data model based on report definition and dynamic settings defined by end user in real time
    • a data module, for generating database queries to get report definition and dataset, forming report data model, and providing read/write access to database for functional components of the report model.
    • 2. The report model as claimed in claim 1, wherein
      • the user interaction module includes one or more user interfaces to capture inputs of end user through the report object of report model and detect activities of end user made on the report object of report model.
    • 3. The report model as claimed in claim 1, further including
      • communication framework to facilitate communication module of the report model for sending and receiving messages.
  • 4
    4. A method that reports coordinate one another in response to user interaction activity to dynamically display BI data, comprising
    • steps: capturing user inputs and detecting user interaction activities
    • listening to communication messages
    • deciding a dynamic display action
    • implementing dynamically displaying action on the report
    • self-learning from the user interaction activity
    • broadcasting communication message to coordinate with other reports.
    • 5. A method as claimed in claim 4, wherein
      • the step of deciding a dynamic display action is further including
    • 6. A method as claimed in claim 4, wherein
      • the step of implementing dynamically displaying action on the report is further including
  • 9
    9. A method to update knowledge with creation of user version of report, comprising
    • steps: providing user interfaces for user to save the user version report definition if a report definition is altered
    • self-learning to update report relation as knowledge.
  • 10
    10. A method to manage report identity in the report life cycle, comprising
    • steps of: assigning report with identity ID when a report is created
    • maintaining the same identity ID during updating or editing process
    • assigning report with a new identity ID when a report is created by copying and pasting
    • discarding an identity ID when deleting and deregistering a report.
  • 11
    11. A computer program product for a report model method, the computer program product comprising
    • A computer readable medium for storing machine-executable instructions for use in the execution in a computer of the report model method, the method including the steps of: capturing user inputs and detecting user interaction activities
    • listening to communication messages
    • deciding a dynamic display action
    • implementing dynamically displaying action on the report
    • self-learning from the user interaction activity
    • broadcasting communication message to coordinate with other reports.
See all 5 independent claims

Description

CA 02749066 2011-08-12 METHOD AND SYSTEM FOR DISPLAY OF BUSINESS INTELLIGENCE DATA FIELF OF INVENTION The present invention relates to Business Intelligence, in particular to a system and method for display business information. BACKGROUND OF THE INVENTION Business intelligence (BI) systems display business information in reports to end users in helping business people to get insight on business data and understand the performance of their companies. Reports are predefined in definition and report models are functionally for displaying business data based on report definition, whereby when a report is generated, it presents static data to users; a report as a template to present static data based on report definition has no dynamic functionality to interact with user for the insight on what user needs and cannot explore much which report definition does not defined. Dashboard reporting (multiple display environment) has a better way than a traditional report, which is capable of presenting multiple reports in one page and those multiple reports can be predefined in a certain way to coordinate with one another to present data; since the coordination is predefined and as per design basis only for those specific reports placed on the same dashboard page, there is much limitation on dynamic display; moreover, in terms of getting insight of user needs in real time to perform a dynamic display, the predefined reaction among several reports on the dashboard page has much limitation to address this kind of functionality. The rigid and static presentation style does not fit in a user-driven art or ever-changing marketplace dynamics, which limits the capacity and utilization of business information and limits capability of user adoption, agility and flexibility of BI system. - 1 - CA 02749066 2011-08-12 There is a need in the art for an improvement for a better way to present business information. SUMMARY OF THE INVENTION This invention has set out to improve the situation described above. The present invention provides a system and method, a report model that has introduced a BI system with a user-driven platform to achieve a high capability of agility, flexibility and enhancing the user adaptation and self-service. The present invention introduces a report model as a self-contained unit to encapsulate functionalities of user interaction, communication, intelligence and self-learning together with functionalities of prior report 1o models to generate reports in a user-driven art, enhance capabilities of user adoption, agility and flexibility. In accordance with an embodiment of the present invention, there is provided a system of report model which is a self-contained system that enables every single one of reports in the BI reporting system as an intelligent entity, interacting with end user, capable of self-learning and making decision. The report model of the present invention enables capabilities that reports in a BI system act as intelligent entities to coordinate with one another by sending each other messages for dynamic display in response to user interaction activities made on any single report. The report model comprises: - A user interaction module, for interacting with the end user through a report; - An Intelligence module, for making decision how to dynamically display data to react on end user's interaction on a report, and self-learning from end user's activities, which is for implementing user adaption functions and agility features - A communication module, for performing communication functionality, to send and to receive messages among reports; reports in the system are intelligent entities and communicate one other to react on end user's interactions. - A presentation module, for rendering report form report data model based on report definition and dynamic settings defined by end user in real time through N 2 N

CA 02749066 2011-08-12 user interaction module, including: color, size, layout object type (charts, tables, cross-table, etc.), and location on web page. A data module, for generating database queries to get report definition and dataset, forming report data model for report generation and for dynamic display in reacting on user's interaction, data module is a gateway component of database which is not only form queries and also provides read /write access to database for functional components of the report model. In accordance with an embodiment of the present invention, there is provided a user interaction module includes one or more user interfaces to capture inputs of end user through the report object of report model and detect activities of end user made on the report object of report model. In accordance with another embodiment of the present invention, there is provided a method that reports coordinate one another in response to user interaction activity to dynamically display BI data, comprising steps: capturing user inputs and detecting user interaction activities; listening to communication message; deciding a dynamic display action; implementing dynamically displaying action on the report in response to user interaction; self-learning from the user interaction activity; broadcasting communication message to coordinate with other reports. In accordance. with another embodiment of the present invention, there is provided a memory containing computer executable instructions that can be read and executed by a computer for carrying out a method that reports coordinate with one another in response to user interaction activity to dynamically display BI data, the method comprises the steps of: capturing user inputs and detecting user interaction activities; listening to communication message; deciding a dynamic display action; implementing dynamically displaying action on the report in response to user interaction; self-learning from the user interaction activity; broadcasting communication message to coordinate with other reports. In accordance with another embodiment of the present invention, there is provided a carrier carrying a propagated signal containing computer executable ~ 3 -

CA 02749066 2011-08-12 instructions that can be read and executed by a computer for carrying out a method that reports coordinate with one another in response to user interaction activity to dynamically display BI data, the method comprises the steps of: capturing user inputs and detecting user interaction activities; listening to communication message; deciding a dynamic display action; implementing dynamically displaying action on the report in response to user interaction; self-learning from the user interaction activity; broadcasting communication message to coordinate with other reports. This summary of invention does not necessarily describe all features of the present invention. Other aspects and features of the present invention will become apparent to those ordinarily skilled in the art upon review of the following description of specific embodiments of the invention in conjunction with the accompanying figures. BRIEF DESCRIPTION OF THE DRAWINGS Fig. 1 shows a component diagram of the report model. Fig. 2 schematically shows an overview of communication framework in a BI system Fig. 3 shows a component diagram of the report model further with dataflow to gives overview of the functional relations among components for the report model. Fig. 4 shows a flowchart an example of a method that reports coordinate with one another in response to user interaction activity to dynamically display BI data. Fig. 5 shows a flowchart an example of a method to decide a dynamic display action in response to user interaction activity. Fig. 6 shows a flowchart an example of a method to implement dynamic display in a report. Fig. 7 shows a flowchart an example of a method to update knowledge with creation of user version of report. 4-

CA 02749066 2011-08-12 Fig. 8 shows the flowchart diagram an example of report generation from a predefined report definition. Fig. 9 shows an example of a method to manage report identity. DETAILED DESCRIPTION OF THE EMBOBIMENTS OF THE INVENTION Fig. 1 shows a component diagram of the report model (100), in accordance with an embodiment of the present invention. The report model (100) is used to implement a report, and a report is an object of report model. The report model comprises a user interaction module (102), an Intelligence module (104), a communication module (106), a presentation module (108) and a data module (110). The user interaction module (102) is for interacting with the end user through report, when an end user reviews and interacts with the report which opens a channel and an opportunity for the system to get insight on what the user needs and what the user is looking for. The user interaction module (102) provides one or more interfaces to capture inputs of end user through the report object of report model and detect activities of end user made on the report object of report model. The intelligence module (104) utilizes the captured inputs and messages to make decisions on how to dynamically display data to react on end user's interactions. The inputs are captured by the user interaction module (102) and the messages are received by the communication module (106). Intelligence module (104) also performs self-learning from end user's activities to update knowledge tree model for gaining knowledge based on users activities so that to better serve the purpose of helping business people to get insight of business data, which is for implementing user adaption functions and agility features. (Knowledge tree model is stored in BI configuration database to maintain the knowledge and relations and rules for intelligence module to use in decision calculations.) The communication module (106) is a key component in the report model which provides communication functionality, to send and to receive messages among reports; - 5 -

CA 02749066 2011-08-12 for an overview, Fig. 2 schematically shows an overview of communication framework in BI system. A user interaction activity triggers a communication message sent among the reports; the communication module embedded in each of reports is part of communication framework to send/receive messages. The communication module (106) is a major functional component to enable the design that reports in the system communicate with one another to react on end user's interactions. The presentation module of report model provided by the present invention (108) keeps basic functionality of prior report model to render a report form report data based on report definition. It extends functionalities that provides APIs to process dynamic settings defined by end user in real time through user interaction module, including: color, size, layout object type (charts, tables, cross-table, etc.), and location on web page. The data module of the report model provided by the present invention (110) is responsible for generating database queries for querying report definition and dataset, like prior report modules do; forming report data model for report generation. The data module provided by the present invention (110) is a gateway component of databases which not only forms queries, report data model, but also provides read/write access to databases for functional components of the report model. Fig. 3 shows a component diagram of the report model (100) further with dataflow to gives overview of the functional relations among components for the report model. The user interaction module interacts with user to capture the user inputs and activities; the communication module listens to messages through communication framework. The intelligent module is responsible for processing the user interaction data and communication messages to decide dynamic display actions accordingly and to drive the actions through functional components of report model. The communication module sends the message to talk to other reports to get all reports reacting together as one. Data module and presentation module render the report and implement a dynamically display required in the report. - 6 -

CA 02749066 2011-08-12 Fig. 4 shows a flowchart an example of a method that reports coordinate with one another in response to user interaction activity to dynamically display BI data, in accordance with another embodiment of the present invention. A report is an object of report model which lives in BI system as an intelligent entity, in order to perform a dynamic display it gets insight on what user is looking for through a user interaction module and a communication module (in a multiple display environment or in a single display environment). The user interaction module interacts with user and the communication module listens to messages from other reports. For a report the end user is acting on, it receives the input of user interaction from user interaction module then it will broadcast the user activity in a message; for other reports, the message of user interaction activity is received from communication module. Both inputs are processed in the intelligence module for dynamic display actions. The provided method (400) begins with a user interaction module to capture inputs of end user through the report object of report model and detect activities of end user made on the report object of report model (401). One or more user interfaces are implemented to perform the functionality for capturing user interaction activity, then the captured user interaction activity is handled in intelligence module (410), intelligence module uses user interaction activity to calculate with its knowledge (stored in a knowledge tree model) to decide a dynamic display action for the report to carry on to react to the user activity. The action is chosen in a consideration specific to this report, this user and this user activity; more steps are described in Fig. 5. The action defines a dynamic display presentation for this report to respond to the user activity captured, next step is to implement the action of the dynamic display in this report which is achieved in the data module and the presentation module (420); Fig. 6 provides steps of implementation of dynamic display in a report in details. Next, intelligence module performs self-learning from user activity (430) which updates knowledge tree model with the user activity and an action significance level count that will be used in future calculation in consideration for how to react on user interaction activities. At last, to coordinate with other reports on this user interaction activity, a message of the user's interaction activity is processed in the communication module and broadcasted to other

CA 02749066 2011-08-12 reports (440) by the communication module through a communication framework of the system. Every report is an object of the report model, but it may act differently in terms of process in real time. As it is an entity that plays in real time, some steps are asynchronous, such as the report which the user is acting on gets an input from its user interaction module (401) which then triggers the process to react on the user activity, including to broadcast a message of user interaction activity (440), while for other reports that receive this message (402) by its communication module. For the other reports which receive a message, the message is the one to trigger the process to react on the user activity. Then method is done (450). There is one implementation need to specify in this method is that: only the report which the user is acting on broadcasts a message of user interaction activity, a report who received the user activity message does not resend the user activity message, but a report may still send out a message to coordinate with other reports for its dynamic display action, but the message it sends is in a different type. Fig. 5 shows a flowchart an example of a method to decide a dynamic display action in response to user interaction activity, in accordance with an embodiment of the present invention. Intelligence module gets all related actions (411) by mapping user activity captured by the user interaction module or message received by communication module into dynamic display actions; the mappings, dynamic display actions and action properties are captured in knowledge tree model that is stored in BI configuration database which may be cached during runtime of report generation. The knowledge tree model maintains mapping relations between user interaction activities and dynamic display actions which are in response to user's interaction events; the knowledge tree model further maintains knowledge of report relations, relative rate, and report ID is one of dimension elements of the knowledge tree model. Mapping is processed by using one or more dimensions, such as, user activity ID, report ID and user privilege, which are necessary to maintain user driven and report driven in choosing a reaction. The next step is that intelligence module chooses a dynamic display action to react to user interaction activity by calculating significance level of actions then to choose the most Ng -V

CA 02749066 2011-08-12 significant one (412). The significance level is part of property of dynamic display action, maintained and updated by intelligence module in self-learning process, and then intelligence module processes the chosen action with activities for the report modules. Fig. 6 shows a flowchart an example of a method to implement dynamic display in a report, in accordance with an embodiment of the present invention. A dynamic display is defined in an action which is chosen by an intelligence module, the implementation starts checking if report data model is required to change dynamically in processing the action (421); if yes, the data module processes data (422) needed for the dynamic display to react to the user's activity in this report. For example, dynamically displaying subset data of the user selection or dynamically displaying a specific trend of user selection out of the report. Next, to check if report layout is dynamically changed (423), for example, user requests a color change or layout object change (for example, changing from column object to line object); if yes, presentation module will process the layout change accordingly (424). Any change required in the layout specification or in report data model (425) will involve implementation to re- render report from report data model to achieve a dynamic display of this report (426). Both data module and presentation module may cache two versions of data, one for original data and settings, one for the latest data and settings, which is for dynamic rollback on user's selection as part of user adoption features. Next, cosmetic display used to indicate user selection (427) is implemented in presentation module which is a default implementation in response to user activity in the workflow. For example user selects a data point in the chart, and then the selection will be highlighted for a visual art. Fig. 7 shows a flowchart an example of a method to update knowledge with creation of user version of report, in accordance with another embodiment of the present invention. The method (700) begins with a user interaction module detects a user activity that user navigates out of this report (702) after reviewing or dynamic reviewing the report, it will trigger the process to have user to save the copy of report and then update knowledge tree model. It checks if the report definition has been changed or not (704) during user reviewing this report, as user may dynamically review

CA 02749066 2011-08-12 data in the report, which may result a report definition change. There are many ways to implement this, such as it can be implemented by using an indicator, which the value of indicator is set during dynamic change process to record the status of report definition for a user version, and with the indicator the system knows if the report definition is dynamically changed or not. If nothing has been changed, the process ends (714), if there is a change in report definition, user interaction module pops up a window to prompt a message to user for creating a permanent copy of user version of changes (706) and then check user's answer (708); if user's answer is no , the process ends (714), if user's answer is yes, one or more interfaces or wizards will be provided by user interaction module (710) for user to create a permanent copy of the report definition. The newly saved report definition is descended from the original report, therefore in the next step; the relation is captured by intelligence module. The intelligence module updates knowledge tree model with the report relation as part of self-learning process (712), and the info in knowledge tree model will be used by intelligence module in making decision for how to display data dynamically to react to user selections when needed in the future. The method (700) is done (714). Fig. 8 shows the flowchart diagram an example of report generation from a predefined report definition. Generating a report from a predefined report definition is the basic functionality of the report model. As illustrated, data module forms the query to get report definition from BI configuration Database based on an report ID (802), and then translates report definition to form one or many queries (804) and to execute one or many queries (806) to get the report dataset from BI source Database, wherein, many queries may be formed based on the report definition. For example, in a case that a report has several charts in one, then the data module builds the report data model based on report definition using the report dataset (808), including customized calculations and calculation conditions defined in the report definition; after that the presentation module implements the report layout (810) including: report size, color, position based on the report definition to render report from the report data model. - 10 -

CA 02749066 2011-08-12 Each of reports of the BI system acts as an intelligent entity; and the each one of reports has an identity which is implemented as a sequence number of entity id. Fig. 9 shows an example of a method to manage report identity, in accordance with another embodiment of the present invention. A report is registered in the BI system, then to be able to act as an intelligent entity and be able to coordinate with other reports. The report identity is managed in different state of a report lifecycle. Whence a report, the object of report model, is created (902), a sequence number of identity ID shall be created (904) by a registry agent (not shown) which is a singleton in the system. The identity ID is then assigned to the report as part of property (906); the report with the identity ID will be able to register in the system stored in BI configuration database (908) and then is recognized globally in the BI system. When an end user updates or edits a report (910), the identity number will remain as the same and no action needed. When an end user copies and pastes a report (912), an identity ID is created (904) by a registry agent (not shown) which is a singleton in the system; the identity ID is then assigned to the pasted report as part of property (914). The newly pasted report with the identity ID will be able to register in the system stored in BI configuration database (908) and then is recognized globally in the BI system. When an end user deletes a report (916), the report will be deregistered from the system and the identity ID is obsolete (918). The report model (100) and methods of the present invention may be implemented by any hardware, software or a combination of the two having the above described functions. The software code, either in its entirety or a part thereof, may be in the form of a computer program product such as a computer-readable memory having the model and /or method stored therein. Furthermore, a computer data signal representation of that software code may be embedded in a carrier wave for transmission via communication network infrastructure. Such a computer program product and a computer data signal are also within the scope of the present invention, as well as the hardware, software and combination thereof. Although the present invention has been described in considerable detail with reference to certain preferred embodiments thereof; other versions are possible. -11--

CA 02749066 2011-08-12 Thereof, the spirit and scope of the appended claims should not be limited to the description of the preferred embodiments contained herein.

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