Microstrategy, Inc.

Clarabridge, Inc.

Fabrice Martin

Benjamin Z Li

Jeffrey A Bedell

William Hurwood

Jun Yuan

Sadanand Sahasrabudhe

Ellen Loeshelle

Ram Ramachandran

Maksym Shcherbina

Steven S Trundle

Michael Codini

Keegan Brenneman

Ramy Zulficar

Scott Cappiello

Abhimanyu Warikoo

Ramkumar Ramachandran

Kyle N Yost

L Douglas Everhart

Xinyi Wang

Kenneth Robert Voorhees

David B Sherwood

Ashutosh K Jhaveri

Yinong Chen

Arturo Gay

Rafael Algara-Torre

Kenneth Voorhees

Zhexin Chen

Sandesh Gade

Leonardo Apolonio

Caroline Kinsella

Eliana Vornov

Mark Arehart

Ivan Volonsevich

Implementations analyze transaction data and objectively capture pre-identified desired information about the analyzed transaction data in a consistently organized manner. An example system includes a user interface that enables a user to provide static portions and dynamic portions of a template. The dynamic portions identify variables that are replaced with either data extracted from the transaction or text based on the output of classifiers applied to the transaction. An example method includes applying classifiers to scoring units of a transaction to generate classifier tags for the scoring units and generating a narrative by replacing variables in an automated narrative template with text based on at least some of the classifier tags. The automated narrative template includes non-variable portions and at least some variable portions, each identifying a template variable and having variable replacement logic configured to replace the template variable using the classifier tags and/or data extracted from the transaction.

Automated narratives of interactive communications

Systems and methods provide a flexible environment for intelligently scoring transactions from data sources. An example method includes providing a user interface configured to generate a rubric by receiving selection of one or more one or more conditions, each condition identifying a tag generated by a classifier in the library of classifiers and for each identified tag, receiving selection of a value for the tag that satisfies the condition and receiving selection of an outcome attribute for the condition. The outcome attribute may be a weight for the tag or an alert condition. The method includes storing the rubric in a data store and applying the stored rubric to scoring units of a transaction. The method also includes aggregating scores for transactions occurring during a trend period and displaying the trend score. In some implementations, at least one classifier in the library is a rule-based classifier defined by a user.

Intelligent transaction scoring

A selection engine for a cooperative processing network, in which databases compute portions of searches and analyses which they may most efficiently compute. A data mining network may contain large scale databases, analytic engines which communicate with the databases, and other resources, each capable of performing or executing certain functions, such as statistical functions. When a user desires to run a specified report against the databases, those functions that can be computed locally in the database are trapped and computed therein, whereas other functions, such as advanced statistical functions, may be distributed to remote analytic engines or other resources in the network. A management module may coordinate the transmission and assembly of the data, including to order dependencies. The management module may contain a selection engine to allocate computations to databases or other resources as a default, to test for load balancing before choosing a compute site, or apply other criteria.

System and method for function selection in analytic processing

A system and method for syntax abstraction in query language generation in an online analytical processing system, a business intelligence system, a reporting system, or a data mining system. The system generates one or more query language statements that can be run against one or more data sources to return a desired data result set. The system includes a syntax pattern selector module and a statement assembly module. The syntax pattern selector module selects a syntax pattern corresponding to a desired function and a syntax standard. The statement assembly module populates the syntax pattern with an argument data set associated with the desired data set. The result is the generation of one or more query language statements with the correct function, syntax, and data parameters to return the desired data result set from the data sources. A method and medium having processor readable code therein are also described.

System and method for syntax abstraction in query language generation

Systems and methods are provided for filtering data in a database using an execution plan. The execution plan has a first processing pass against the database that calculates a filter set using a filter criteria, and a second processing pass against the filter set that calculates a report result.

Systems and methods for set filtering of data

A system and method for manipulating objects between related projects. Dependencies between object are checked as objects are moved between projects. The dependency review enables all dependent object to be copied simultaneously. The system and method facilitates the management of multiple stages of a project by permitting as object and all of its modified dependents to be easily copied from one stage to another.

System and method for managing objects between projects

A system and method for efficient data retrieval and processing in an online analytical processing system, a reporting system, a business intelligence system, or a data mining system. The system provides for retrieval and processing of a data result set from a plurality of data sources. The system includes a query structure assembly module, a syntax assembly module, and a process optimization module. The query structure assembly module defines a query structure based upon query assembly rules and a desired data set (such as the set of data for a particular OLAP report). The syntax assembly module defines one or more query language statements based upon the defined query structure. The process optimization module evaluates processing options based upon a database schema associated with the data sources. One or more query language statements may be assembled by the system and run against the data sources to return the desired data result set. A method and medium having processor readable code therein are also described.

System and method for efficient date retrieval and processing

The invention provides a configuration tool to allow a user to build a custom-selected data object hierarchy, for business intelligence or other purposes. Under conventional data storage technologies, the physical layout of the disk drive or other media has dictated what logical views and searches a user could run on the underlying data. For instance, levels could not be readily skipped or many-to-many data object relationships were difficult to maintain. In the invention, a user may select and connect a set of data objects into a hierarchy of their choosing, to permit desired reports and other manipulations on the data to be performed. The hierarchy may be edited, and entry points may be defined. Different levels of security may be applied to the different levels of the hierarchy. Multiple hierarchies or representations may be built for one database or other data source.

System and method for user defined data object hierarchy

A system and method for defining and using logical extensions to a set of data stored in a relational database. A metadata definition for various extensions is stored to explain how to extend data as it is stored into a logical representation suitable for reporting and calculating purposes. An analytical engine translates report requests into SQL queries to access the physically stored data using the metadata extension definitions if necessary to generate appropriate results. Here, data is stored in at least one table that is physically keyed by a set of attributes with the attribute determining the granularity or level of data contained within the tables. A report request causes the engine to calculate and/or display the data at a lower level of granularity than exists, thereby invoking the metadata definitions. The extension definitions may describe how to extend data from the physical to the logical including joins and allocation rules.

System and method for extension of data schema

A method and system for guiding drilling into a report are disclosed. Through the use of the invention, a user can drill within a first report dimension or from the first report dimension into a second report dimension. Additionally, a drill map providing a plurality of drilling paths is associated with each report. The system of the invention includes drill transformation tools and drill map management tools for assisting a user in navigating through report instances.

Method and system for guiding drilling in a report generated by a reporting system

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Washington, DC, United States of America

Fabrice Martin