# US 12,118,370 B2 · Computing network for implementing a contextual navigation and action user experience framework and flattening deep information hierarchies

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- Number: US 12,118,370 B2
- Document ID: US12118370B2
- Status: Granted
- Kind: B2
- Application number: 18/623,900
- Filed: 2024-04-01
- Published: 2024-07-25
- Granted: 2024-10-15
- Earliest claimed: 2021-07-02
- Assignees: The Trade Desk, Inc.
- Applicants: The Trade Desk, Inc.
- Inventors: Christine Anderson; Mark A. Patterson, Jr.; Lina M. Davis; Stas A. Goldobin
- Web page: https://patentgrep.com/patent/US12118370B2

## CPC

- G06F 9/451: Execution arrangements for user interfaces
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/0484: for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06F 3/04842: Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence)
- G06F 16/2457: with adaptation to user needs
- G06F 16/289: {Object oriented databases}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A contextual navigation and action user experience framework that facilitates workflows across multiple contexts and levels of object hierarchy is disclosed. Exemplary features include a swapper interface, an action toolbar with contextual buttons and contextual tabs, and a toolkit that provides an overview portal to view alerts, cross reference information, and perform actions on objects and insights that are important to the user across an entire product suite.

## Claims

### Claim 1

A method for bypassing data hierarchies, providing data associated with objects, and modifying a user interface, the method comprising:
initiating, using one or more computing device processors, display of a first interface;
providing, using the one or more computing device processors, a primary set of objects on the first interface;
receiving, using the one or more computing device processors, a selection of a first object from the primary set of objects;
in response to receiving the selection of the first object from the primary set of objects, modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the first object, on the first interface, a first secondary set of contextual objects related to the first object, wherein the first secondary set of contextual objects comprises a first contextual object;
modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the first contextual object, based on bypassing user navigation of a list of contextual objects related to the first contextual object or the first object, on the first interface, a second contextual object from the list of contextual objects related to the first contextual object or the first object;
receiving, using the one or more computing device processors, a selection of the first contextual object comprised in the first secondary set of contextual objects;
in response to receiving the selection of the first contextual object comprised in the first secondary set of contextual objects, providing, using the one or more computing device processors, data associated with the first contextual object;
receiving, using the one or more computing device processors, a selection of the second contextual object;
in response to receiving the selection of the second contextual object, providing, using the one or more computing device processors, data associated with the second contextual object;
receiving, using the one or more computing device processors, a selection of a second object from the primary set of objects; and
in response to receiving the selection of the second object from the primary set of objects, modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the second object, on the first interface, a second secondary set of contextual objects related to the second object, and wherein the first object is still visible on the first interface when the first interface is populated with the second secondary set of contextual objects.

### Claim 2 (depends on 1)

The method of claim 1, wherein the first secondary set of contextual objects are not visible on the first interface when the first interface is populated with the second secondary set of contextual objects.

### Claim 3

An apparatus for providing data associated with objects and modifying a user interface, the apparatus comprising one or more hardware computing device processors configured to:
initiate display of a first interface;
provide a primary set of objects on the first interface;
receive a selection of a first object from the primary set of objects;
in response to receiving the selection of the first object from the primary set of objects, modify the first interface, by populating, based on the first object, on the first interface, a first secondary set of contextual objects related to the first object, wherein the first secondary set of contextual objects comprises a first contextual object;
modify the first interface, by populating, based on the first contextual object, based on bypassing user navigation of a list of contextual objects related to the first contextual object or the first object, on the first interface, a second contextual object from the list of contextual objects related to the first contextual object or the first object;
receive a selection of the first contextual object;
in response to receiving the selection of the first contextual object, provide data associated with the first contextual object;
receive a selection of the second contextual object;
in response to receiving the selection of the second contextual object, provide data associated with the second contextual object; receive a selection of a second object from the primary set of objects; and
in response to receiving the selection of the second object from the primary set of objects, modify the first interface, by populating, based on the second object, on the first interface, a second secondary set of contextual objects related to the second object, and wherein the first object remains visible on the first interface when the first interface is populated with the second secondary set of contextual objects.

### Claim 4 (depends on 3)

The apparatus of claim 3, wherein the apparatus comprises at least one of a server or a computing apparatus associated with the user.

### Claim 5

A method for providing data associated with objects and modifying a user interface, the method comprising:
initiating, using one or more computing device processors, display of a first interface;
providing, using the one or more computing device processors, a primary set of objects on the first interface;
receiving, using the one or more computing device processors, a selection of a first object from the primary set of objects;
in response to receiving the selection of the first object from the primary set of objects, modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the first object, on the first interface, a first secondary set of contextual objects related to the first object, wherein the first secondary set of contextual objects comprises a first contextual object;
modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the first contextual object, without requiring a user to navigate a list of contextual objects related to the first contextual object or the first object, on the first interface, a second contextual object from the list of contextual objects related to the first contextual object or the first object;
receiving, using the one or more computing device processors, a selection of the first contextual object;
in response to receiving the selection of the first contextual object, providing, using the one or more computing device processors, data associated with the first contextual object;
receiving, using the one or more computing device processors, a selection of the second contextual object;
in response to receiving the selection of the second contextual object, providing, using the one or more computing device processors, data associated with the second contextual object;
receiving, using the one or more computing device processors, a selection of a second object from the primary set of objects; and
in response to receiving the selection of the second object from the primary set of objects, modifying, using the one or more computing device processors, the first interface, by populating, using the one or more computing device processors, based on the second object, on the first interface, a second secondary set of contextual objects related to the second object.

### Claim 6 (depends on 5)

The method of claim 5, further comprising providing, using the one or more computing device processors, a navigation panel comprising navigating objects separate from the primary set of objects, the first secondary set of contextual objects, and the second secondary set of contextual objects.

### Claim 7 (depends on 5)

The method of claim 5, wherein at least some of the primary set of objects, the first secondary set of contextual objects, or the second secondary set of contextual objects are provided based on a role or permission of the user.

### Claim 8 (depends on 5)

The method of claim 5, wherein the first secondary set of contextual objects are no longer or not visible on the first interface when the first interface is populated with the second secondary set of contextual objects.

### Claim 9 (depends on 5)

The method of claim 5, further comprising maintaining a scroll position or history of at least one object in the primary set of objects or the first secondary set of contextual objects, during a session.

### Claim 10 (depends on 5)

The method of claim 5, wherein the first contextual object comprises a first tab and the second contextual object comprises a second tab.

### Claim 11 (depends on 5)

The method of claim 5, further comprising maintaining or retaining the first secondary set of contextual objects during a session.

### Claim 12 (depends on 5)

The method of claim 5, further comprising collapsing at least some of the primary set of objects, the first secondary set of contextual objects, or the second secondary set of contextual objects, based on a dimension of the first interface.

### Claim 13 (depends on 5)

The method of claim 5, wherein the first contextual object or the second contextual object comprises a viewed object.

### Claim 14 (depends on 5)

The method of claim 5, further comprising enabling toggling among one or more objects on the first interface, wherein the one or more objects comprises one or more target communicators, communications, campaigns, or hubs.

### Claim 15 (depends on 5)

The method of claim 5, further comprising enabling toggling among one or more objects on the first interface.

### Claim 16 (depends on 5)

The method of claim 5, wherein the primary set of objects comprises one or more selectable core or contextual tabs, or wherein the first secondary set of contextual objects comprises one or more selectable contextual tabs.

### Claim 17 (depends on 5)

The method of claim 5, wherein the first contextual object is presented adjacent to the first object, on the first interface.

### Claim 18 (depends on 5)

The method of claim 5, wherein the first object is automatically selected from the primary set of objects following the initiating the display of the first interface.

### Claim 19 (depends on 5)

The method of claim 5, wherein the first secondary set of contextual objects are no longer or not visible on the first interface, but retained or maintained by the one or more computing device processors, when the first interface is populated with the second secondary set of contextual objects.

### Claim 20 (depends on 5)

The method of claim 5, further comprising providing a badge for at least one object in the primary set of objects or the first secondary set of contextual objects, wherein the badge provides a status of the at least one object.
