# US 12,001,457 B2 · Optimizing data in large data sets

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- Number: US 12,001,457 B2
- Document ID: US12001457B2
- Status: Granted
- Kind: B2
- Application number: 17/404,342
- Filed: 2021-08-17
- Published: 2021-12-09
- Granted: 2024-06-04
- Earliest claimed: 2012-02-08
- Assignees: Gatsby Technologies, LLC
- Applicants: Gatsby Technologies, LLC
- Inventors: Adam Treiser; Joshua Aaron Krisiloff; Rachel Michele
- Web page: https://patentgrep.com/patent/US12001457B2

## CPC

- G06Q 30/0204: Market segmentation
- G06F 16/288: {Entity relationship models}
- G06F 16/88: {Mark-up to mark-up conversion (conversion for visualization in web browsing G06F16/9577)}
- G06Q 10/42: Determination of affinities or common interests between users
- G06Q 10/44: Identification of trends within social networks, e.g. identification of trending topics
- G06Q 10/46: Determination of level of influence of users within social networking services
- G06Q 10/48: using social graphs
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Systems, computer-implemented methods, and non-transitory computer-readable media are provided for on-boarding client data received from multiple information sources. Consistent with the disclosed embodiments, a computer system may receive metadata concerning information received from one or more information sources. The computer system may receive instructions for mapping the information onto a schema of a trait-based modeling system. Based on these received instructions, the computer system may generate a script for on-boarding the client data. The computer system may provide the script to a server, which may execute the script, causing the resulting information to be provided to a trait-based modeling system to optimize a field in the schema of the trait-based modeling system.

## Claims

### Claim 1

A computer-implemented method of performing predictive analytics, the method comprising:
receiving metadata on information received from one or more information sources;
receiving instructions for mapping the information onto a schema of a trait-based modeling system;
generating a script based on the received instructions;
providing the script, wherein resulting information is provided to the trait-based modeling system to optimize a field in the schema of the trait-based modeling system; and
performing predictive analytics using the optimized field in the schema of the trait-based modeling system.

### Claim 2 (depends on 1)

The method of claim 1, further comprising
providing for concurrent display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format, and a first representation of the metadata comprising objects representing databases in the received information displayed in an array;
receiving a user selection of one of the databases in the received information; and
responsive to the user selection, providing for display a second representation of the metadata;
wherein receiving instructions comprises receiving a user association between the first representation of the schema and the second representation of the metadata.

### Claim 3 (depends on 2)

The method of claim 2, wherein:
the second representation of the metadata comprises elements representing fields of the selected database; and
the user association comprises the user selection of:
a field of the trait based modeling system; and
a field of the selected database.

### Claim 4 (depends on 1)

The method of claim 1, further comprising:
providing for display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format;
receiving a user selection of an object in the first representation representing a first field of the trait-based modeling system; and
responsive to the user selection, providing for display a first representation of the metadata including at least one indication of a relevance of the metadata to the first field of the trait-based modeling system.

### Claim 5 (depends on 1)

The method of claim 1, further comprising:
providing for display a first representation of the metadata comprising elements representing fields of a first database in the received information;
receiving a user selection of at least one first field in the first database;
providing first prescriptive metric options based on the contents of the selected at least one first field; and
receiving first instructions for creating a prescriptive metric responsive to the first prescriptive metric options;
wherein generating a script comprises generating a script to create the prescriptive metric based on the first instructions and to include the prescriptive metric in the resulting information provided to the trait-based modeling system.

### Claim 6 (depends on 1)

The method of claim 1, further comprising
providing for display a list of supplementary sources of information; and
receiving a user selection of at least one supplementary source of information;
wherein generating a script comprises generating a script to include the selected at least one supplementary source of information in the resulting information provided to the trait-based modeling system.

### Claim 7

A system for onboarding client data for use in performing predictive analytics, the system comprising:
a memory device storing instructions; and
at least one processor configured to execute the instructions to perform operations comprising:
receiving metadata on information received from one or more information sources;
receiving instructions for mapping the information onto a schema of a trait-based modeling system;
generating a script based on the received instructions; and
providing the script, wherein resulting information is provided to the trait-based modeling system to optimize a field in the schema of the trait-based modeling system; and
performing predictive analytics using the optimized field in the schema of the trait-based modeling system.

### Claim 8 (depends on 7)

The system of claim 7, wherein the at least one processor is configured to execute the instructions to perform further operations comprising:
providing for concurrent display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format, and a first representation of the metadata comprising objects representing databases in the received information displayed in an array;
receiving a user selection of one of the databases in the received information; and
responsive to the user selection, providing for display a second representation of the metadata;
wherein receiving instructions comprises receiving a user association between the first representation of the schema and the second representation of the metadata.

### Claim 9 (depends on 8)

The system of claim 8, wherein:
the second representation of the metadata comprises elements representing fields of the selected database; and
the user association comprises the user selection of a field of the trait based modeling system, and a field of the selected database.

### Claim 10 (depends on 7)

The system of claim 7, wherein the at least one processor is configured to execute the instructions to perform further operations comprising:
providing for display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format;
receiving a user selection of an object in the first representation representing a first field of the trait-based modeling system; and
responsive to the user selection, providing for display a first representation of the metadata including at least one indication of a relevance of the metadata to the first field of the trait-based modeling system.

### Claim 11 (depends on 7)

The system of claim 7, wherein the at least one processor is configured to execute the instructions to perform further operations comprising;
providing for display a first representation of the metadata comprising elements representing fields of a first database in the received information;
receiving a user selection of at least one first field in the first database;
providing first prescriptive metric options based on the contents of the selected at least one first field; and
receiving first instructions for creating a prescriptive metric responsive to the first prescriptive metric options;
wherein generating a script comprises generating a script to create the prescriptive metric based on the first instructions and to include the prescriptive metric in the resulting information provided to the trait-based modeling system.

### Claim 12 (depends on 7)

The system of claim 7, wherein the at least one processor is configured to execute the instructions to perform further operations comprising:
providing for display a list of supplementary sources of information; and
receiving a user selection of at least one supplementary source of information;
wherein generating a script comprises generating a script to include the selected at least one supplementary source of information in the resulting information provided to the trait-based modeling system.

### Claim 13

A non-transitory computer-readable storage medium storing instructions that, when executed by a processor, cause the processor to perform operations comprising:
receiving metadata on information received from one or more information sources;
receiving instructions for mapping the information onto a schema of a trait-based modeling system;
generating a script based on the received instructions; and
providing the script, wherein resulting information is provided to the trait-based modeling system to optimize a field in the schema of the trait-based modeling system; and
performing predictive analytics using the optimized field in the schema of the trait-based modeling system.

### Claim 14 (depends on 13)

The non-transitory computer-readable storage medium of claim 13, wherein the medium stores further instructions that, when executed by the processor, cause the processor to perform operations comprising:
providing for concurrent display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format, and a first representation of the metadata comprising objects representing databases in the received information displayed in an array;
receiving a user selection of one of the databases in the received information; and
responsive to the user selection, providing for display a second representation of the metadata;
wherein receiving instructions comprises receiving a user association between the first representation of the schema and the second representation of the metadata.

### Claim 15 (depends on 13)

The non-transitory computer-readable storage medium of claim 13, wherein the medium stores further instructions that, when executed by the processor, cause the processor to perform operations comprising:
providing for display a first representation of the schema comprising objects representing fields of the trait-based modeling system displayed in an expandable list format;
receiving a user selection of an object in the first representation representing a first field of the trait-based modeling system; and
responsive to the user selection, providing for display a first representation of the metadata including at least one indication of a relevance of the metadata to the first field of the trait-based modeling system.

### Claim 16 (depends on 13)

The non-transitory computer-readable storage medium of claim 13, wherein the medium stores further instructions that, when executed by the processor, cause the processor to perform operations comprising:
providing for display a first representation of the metadata comprising elements representing fields of a first database in the received information;
receiving a user selection of at least one first field in the first database;
providing first prescriptive metric options based on the contents of the selected at least one first field; and
receiving first instructions for creating a prescriptive metric responsive to the first prescriptive metric options;
wherein generating a script comprises generating a script to create the prescriptive metric based on the first instructions and to include the prescriptive metric in the resulting information provided to the trait-based modeling system.

### Claim 17 (depends on 13)

The non-transitory computer-readable storage medium of claim 13, wherein the medium stores further instructions that, when executed by the processor, cause the processor to perform operations comprising:
providing for display a list of supplementary sources of information; and
receiving a user selection of at least one supplementary source of information;
wherein generating a script comprises generating a script to include the selected at least one supplementary source of information in the resulting information provided to the trait-based modeling system.