Patent Issued for System and method providing query tool for enterprise resource data (USPTO 11734247): Hartford Fire Insurance Company

2023 SEP 07 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News -- Hartford Fire Insurance Company (Hartford, Connecticut, United States) has been issued patent number 11734247, according to news reporting originating out of Alexandria, Virginia, by NewsRx editors.

The patent’s inventors are Hasz, Scott Martin (Windsor, CT, US), Hubbs, Christopher F (Wethersfield, CT, US).

This patent was filed on April 8, 2021 and was published online on August 22, 2023.

From the background information supplied by the inventors, news correspondents obtained the following quote: “An enterprise, such as a business corporation, may have analysts review and summarize information. For example, an analyst might query one or more financial data stores and compare the results of a current time period with a similar time period in the past (e.g., comparing a current fiscal quarter’s results with the same quarter last year). Moreover, the analyst might summarize the more relevant portions of the comparison for presentation to management, a board of directors, etc. If the results for a portion of a business are relatively unchanged from a prior period (e.g., only increasing or decreasing by a few percentage points), the analyst might omit the information from such a summary as being not that important. If the results are substantially different from the prior time period, however, the analyst might decide to include and/or highlight the increase or decrease to call attention to it in the summary. Note that the analyst might need to perform this task on a periodic basis (e.g., once per month) and incorporate his or her finding into various types of spreadsheets or presentations.

“It can be difficult to manually and accurately review this type of information for an enterprise and generate a summary report or note. Moreover, it can be difficult and time consuming to format the results of the analysis again and again. It would therefore be desirable to provide systems and methods that accurately and/or automatically utilize an enterprise resource query tool to provide fast and reusable query results. Moreover, the results should be easy to access, understand, interpret, export, update, etc.”

Supplementing the background information on this patent, NewsRx reporters also obtained the inventors’ summary information for this patent: “According to some embodiments, systems, methods, apparatus, computer program code and means are provided to accurately and/or automatically utilize an enterprise resource query tool that provides fast and reusable query results and that allow for flexibility and effectiveness when exporting those results.

“Embodiments may be associated with a query tool system implemented via a back-end application computer server. An enterprise resource data store may contain electronic records, each electronic record representing an enterprise resource entry, and including, for each entry, an electronic record identifier and a set of enterprise values. A series query data store may contain electronic records, each electronic record representing a series query, and including, for each series query, an electronic record identifier and a set of pre-defined single query parameters. The back-end application computer server may receive, from a remote user device, a selected series query. The server may then retrieve, from the series query data store, information about a selected set of pre-defined single query parameters including comparison period data. In addition, the server may retrieve, from the enterprise resource data store, information about enterprise resource entries associated with the selected set and comparison period data. The server may then arrange to output an indication of step analysis results and analysis notes.

“Some embodiments comprise: means for receiving, by a computer processor of a back-end application computer server from a remote user device, a selected series query; means for retrieving, from a series query data store, information about a selected set of pre-defined single query parameters including comparison period data, wherein the series query data store contains electronic records, each electronic record representing a series query, and including, for each series query, an electronic record identifier and a set of pre-defined single query parameters; means for retrieving, from an enterprise resource data store, information about enterprise resource entries associated with the selected set of pre-defined single query parameters and comparison period data, wherein the enterprise resource data store contains electronic records, each electronic record representing an enterprise resource entry, and including, for each entry, an electronic record identifier and a set of enterprise values; and means for arranging to output an indication of step analysis results and analysis notes to support interactive user interface displays via a distributed communication network.

“In some embodiments, a communication device associated with a back-end application computer server exchanges information with remote devices in connection with an interactive graphical user interface. The information may be exchanged, for example, via public and/or proprietary communication networks.

“A technical effect of some embodiments of the invention is an improved and computerized way to accurately and/or automatically utilize an enterprise resource query tool that provides fast and reusable query results. With these and other advantages and features that will become hereinafter apparent, a more complete understanding of the nature of the invention can be obtained by referring to the following detailed description and to the drawings appended hereto.”

The claims supplied by the inventors are:

“1. A query tool system implemented via a back-end application computer server, comprising: an enterprise resource data store, associated with an encrypted database management system, that contains electronic records, each electronic record representing an enterprise resource entry, and including, for each entry, an electronic record identifier and a set of enterprise values; a series query data store that contains electronic records, each electronic record representing a series query, and including, for each series query, an electronic record identifier and a set of pre-defined single query parameters; the back-end application computer server, coupled to the enterprise resource data store and series query data store, including: a computer processor, and a computer memory, coupled to the computer processor, storing instructions that when executed by the computer processor cause the back-end application computer server to: receive, from a remote user device, a selected series query, retrieve, from the series query data store, information about a selected set of pre-defined single query parameters including comparison period data, retrieve, from the enterprise resource data store, information about enterprise resource entries associated with the selected set of pre-defined single query parameters and comparison period data, and arrange to output an indication of step analysis results that suppress immaterial items to reduce information transmitted via a distributed communication network and analysis notes in accordance with user preferences that define suppression settings, including: a dollar amount below which all supporting driver variances will be suppressed, a ratio amount below which all supporting driver variances will be suppressed, and a percentage amount below which all supporting driver variances will be suppressed; and a communication port coupled to the back-end application computer server to exchange data with remote user devices in support of interactive user interface displays, including the indication of step analysis results and analysis notes, via security features and the distributed communication network, wherein the remote user devices can override suppressed items.

“2. The system of claim 1, wherein the comparison period data includes a first category, year, and time and a second category, year, and time.

“3. The system of claim 1, wherein the set of pre-defined single query parameters includes: (i) an account input, (ii) a segment input, and (iii) a commodity input.

“4. The system of claim 1, wherein the set of pre-defined single query parameters includes: (i) a drill method, (ii) a note level, (iii) a show per share option, and (iv) a show staff option.

“5. The system of claim 1, wherein the step analysis or analysis notes may be exported to: (i) a spreadsheet application, and (ii) a presentation application.

“6. The system of claim 5, wherein the step analysis or analysis notes may be exported to a particular file, application location, and layout.

“7. The system of claim 1, wherein series preferences define a series cube preference, a series dollar preference, a series ratio preference, a series decimal preference, series thresholds, and series suppression rules.

“8. A computerized query tool method implemented via a back-end application computer server, comprising: receiving, by a computer processor of a back-end application computer server from a remote user device, a selected series query; retrieving, from a series query data store, information about a selected set of pre-defined single query parameters including comparison period data, wherein the series query data store contains electronic records, each electronic record representing a series query, and including, for each series query, an electronic record identifier and a set of pre-defined single query parameters; retrieving, from an enterprise resource data store associated with an encrypted database management system, information about enterprise resource entries associated with the selected set of pre-defined single query parameters and comparison period data, wherein the enterprise resource data store contains electronic records, each electronic record representing an enterprise resource entry, and including, for each entry, an electronic record identifier and a set of enterprise values; and arranging to output an indication of step analysis results that suppress immaterial items to reduce information transmitted via a distributed communication network and analysis notes in accordance with user preferences that define suppression settings, including: a dollar amount below which all supporting driver variances will be suppressed, a ratio amount below which all supporting driver variances will be suppressed, and a percentage amount below which all supporting driver variances will be suppressed, in support of interactive user interface displays via security features and the distributed communication network, wherein the remote user devices can override suppressed items.

“9. The method of claim 8, wherein the comparison period data includes a first category, year, and time and a second category, year, and time.

“10. The method of claim 8, wherein the set of pre-defined single query parameters includes: (i) an account input, (ii) a segment input, and (iii) a commodity input.

“11. The method of claim 8, wherein the set of pre-defined single query parameters includes: (i) a drill method, (ii) a note level, (iii) a show per share option, and (iv) a show staff option.

“12. The method of claim 8, wherein the remote user device can override suppressed items.

“13. A non-transitory, computer-readable medium storing instructions, that, when executed by a processor, cause the processor to perform a query tool method implemented via a back-end application computer server, the method comprising: receiving, by a computer processor of a back-end application computer server from a remote user device, a selected series query; retrieving, from a series query data store, information about a selected set of pre-defined single query parameters including comparison period data, wherein the series query data store contains electronic records, each electronic record representing a series query, and including, for each series query, an electronic record identifier and a set of pre-defined single query parameters; retrieving, from an enterprise resource data store associated with an encrypted database management system, information about enterprise resource entries associated with the selected set of pre-defined single query parameters and comparison period data, wherein the enterprise resource data store contains electronic records, each electronic record representing an enterprise resource entry, and including, for each entry, an electronic record identifier and a set of enterprise values; and arranging to output an indication of step analysis results that suppress immaterial items to reduce information transmitted via a distributed communication network and analysis notes in accordance with user preferences that define suppression settings, including: a dollar amount below which all supporting driver variances will be suppressed, a ratio amount below which all supporting driver variances will be suppressed, and a percentage amount below which all supporting driver variances will be suppressed, in support of interactive user interface displays via security features and the distributed communication network, wherein the remote user devices can override suppressed items.

“14. The medium of claim 13, wherein the step analysis or analysis notes may be exported to: (i) a spreadsheet application, and (ii) a presentation application.

“15. The medium of claim 14, wherein the step analysis or analysis notes may be exported to a particular file, application location, and layout.

“16. The medium of claim 13, wherein series preferences define a series cube preference, a series dollar preference, a series ratio preference, a series decimal preference, series thresholds, and series suppression rules.”

For the URL and additional information on this patent, see: Hasz, Scott Martin. System and method providing query tool for enterprise resource data. U.S. Patent Number 11734247, filed April 8, 2021, and published online on August 22, 2023. Patent URL (for desktop use only): https://ppubs.uspto.gov/pubwebapp/external.html?q=(11734247)&db=USPAT&type=ids

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