US 10,769,154 B1Granted

Databse report and subscription technology

AssigneeMicroStrategy Incorporated

InventorKaustubh Patekar

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Abstract

Database report subscription technology, in which subscriptions are delivered to multiple, different recipients on a customized basis. In response to detection of an event that triggers generation and delivery of a database report, customized versions of the report are generated for the multiple, different recipients based on a definition of the data used to generate the report included in the subscription, report parameters that define presentation aspects of the report included in the subscription, and profile data associated with at least one of the multiple, different recipients. The customized versions of the report include at least a first version of the report and a second version of the report that differs from the first version of the report and the customized versions of the report are delivered to the multiple, different recipients.

Claims20

Dependent claims

A computer-implemented method comprising:

defining, based on user input, a subscription for a report that is delivered to recipients in response to occurrence of an event, the subscription defining (i) the event that triggers generation of the report, (ii) recipient data that defines a dynamic recipient list, (iii) delivery of the report, and (iv) a definition of data used to generate the report;
identifying profile data that is associated with at least one recipient of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report to be delivered to the at least one recipient based on the subscription, the one or more modifications comprising personalizing at least one display aspect of the report in response to determining, based on recipient customization settings, whether the recipient is allowed to personalize the at least one display aspect of the report for the at least one recipient;
detecting occurrence of the event that triggers generation and delivery of the report;
and
in response to detection of the event that triggers generation and delivery of the report:
generating, based on the recipient data, the dynamic recipient list with multiple, different recipients by querying a table in a database;
identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription;
generating customized versions of the report for the multiple, different recipients based on (i) the definition of the data used to generate the report included in the subscription and (ii) the profile data associated with at least one of the multiple, different recipients, the customized versions of the report including at least a first version of the report and a second version of the report that differs from the first version of the report;
and
delivering the customized versions of the report to the multiple, different recipients.

7 more elements

A system comprising:

one or more computers and one or more storage devices storing instructions that are operable, when executed by the one or more computers, to cause the one or more computers to perform operations comprising:
defining, based on user input, a subscription for a report that is delivered to recipients in response to occurrence of an event, the subscription defining (i) the event that triggers generation of the report, (ii) recipient data that defines a dynamic recipient list, (iii) delivery of the report, and (iv) a definition of data used to generate the report;
identifying profile data that is associated with at least one recipient of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report to be delivered to the at least one recipient based on the subscription, the one or more modifications comprising personalizing at least one display aspect of the report in response to determining, based on recipient customization settings, whether the recipient is allowed to personalize the at least one display aspect of the report for the at least one recipient;
detecting occurrence of the event that triggers generation and delivery of the report;
and
in response to detection of the event that triggers generation and delivery of the report:
generating, based on the recipient data, the dynamic recipient list with multiple, different recipients by querying a table in a database;
identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription;
generating customized versions of the report for the multiple, different recipients based on (i) the definition of the data used to generate the report included in the subscription and (ii) the profile data associated with at least one of the multiple, different recipients, the customized versions of the report including at least a first version of the report and a second version of the report that differs from the first version of the report;
and
delivering the customized versions of the report to the multiple, different recipients.

8 more elements

One or more non-transitory computer-readable media storing software comprising instructions executable by one or more computers which, upon such execution, cause the one or more computers to perform operations comprising:

defining, based on user input, a subscription for a report that is delivered to recipients in response to occurrence of an event, the subscription defining (i) the event that triggers generation of the report, (ii) recipient data that defines a dynamic recipient list, (iii) delivery of the report, and (iv) a definition of data used to generate the report;
identifying profile data that is associated with at least one recipient of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report to be delivered to the at least one recipient based on the subscription, the one or more modifications comprising personalizing at least one display aspect of the report in response to determining, based on recipient customization settings, whether the recipient is allowed to personalize the at least one display aspect of the report for the at least one recipient;
detecting occurrence of the event that triggers generation and delivery of the report;
and
in response to detection of the event that triggers generation and delivery of the report:
generating, based on the recipient data, the dynamic recipient list with multiple, different recipients by querying a table in a database;
identifying profile data that is associated with at least one of the multiple, different recipients, the profile data defining attributes that relate to one or more modifications to the report delivered to the corresponding recipient based on the subscription;
generating customized versions of the report for the multiple, different recipients based on (i) the definition of the data used to generate the report included in the subscription and (ii) the profile data associated with at least one of the multiple, different recipients, the customized versions of the report including at least a first version of the report and a second version of the report that differs from the first version of the report;
and
delivering the customized versions of the report to the multiple, different recipients.

7 more elements

Dependencies are inferred from the claim text.

Facts

Application: 15/876,943Filed 22 Jan 2018 · continuation
Priority: 19 Oct 2009
Granted: 8 Sep 2020
Term ends: Not estimatedThe source records don’t support an estimate.

Classification6 codes

G06Q 10/40
Administration; Management: business processes related to social networking or social networking services
G06F 16/2457
Query processing: with adaptation to user needs
H04L 67/306
Profiles: user profiles
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Family

Application61/253,006Us provisional application · filed 19 Oct 2009
Application12/906,779Parent of this continuation · filed 18 Oct 2010
Application13/947,714Parent of this continuation · filed 22 Jul 2013
US 8,521,733 B1Parent of this continuation · filed 27 Aug 2013
Application14/713,514Parent of this continuation · filed 15 May 2015
US 9,037,574 B1Parent of this continuation · filed 19 May 2015
US 9,875,282 B1Parent of this continuation
US 10,769,154 B1This patent

From the US filing history. Foreign family members aren’t listed.

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