# US 12,118,385 B2 · System and method for real-time data dependency management and task orchestration

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- Number: US 12,118,385 B2
- Document ID: US12118385B2
- Status: Granted
- Kind: B2
- Application number: 17/649,608
- Filed: 2022-02-01
- Published: 2023-08-03
- Granted: 2024-10-15
- Earliest claimed: 2022-02-01
- Assignees: JPMorgan Chase Bank, N.A.
- Applicants: JPMorgan Chase Bank, N.A.
- Inventors: Chandra Gorantla; Kevin Fung
- Web page: https://patentgrep.com/patent/US12118385B2

## CPC

- G06F 9/4881: {Scheduling strategies for dispatcher, e.g. round robin, multi-level priority queues}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Various methods, apparatuses/systems, and media for real-time data dependency management are disclosed. A processor extracts data entity events from a plurality of data sets from upstream application; identifies dependent data entities for each data entity event based on initializing a data dependency graph with parent data nodes that represent all entities and their respective child data dependencies; publishes a data dependency event for each required parent data node in the data dependency graph; publishes a data dependency ready event for a certain parent node based on determining the certain parent node is configured for event publishing and that the certain parent node's child data dependencies are available; transmits the data dependency ready event to a task orchestration service platform; and orchestrates, upon receiving the data dependency ready event by the task orchestration service platform, a process instance and executes tasks for a corresponding data entity based on the process instance.

## Claims

### Claim 1

A method for real-time data dependency management by utilizing one or more processors along with allocated memory, the method comprising:
receiving a plurality of data sets from a plurality of upstream applications;
extracting data entity events from the plurality of data sets;
identifying dependent data entities for each data entity event based on initializing a data dependency graph with parent data nodes that represent all entities and their respective child data dependencies;
publishing a data dependency event to an inbound topic of a data dependency service platform for each required parent data node in the data dependency graph;
publishing a data dependency ready event for a certain parent node based on determining that the certain parent node is configured for event publishing and that the certain parent node's child data dependencies are available;
transmitting the data dependency ready event to a task orchestration service platform; and
orchestrating, upon receiving the data dependency ready event by the task orchestration service platform, a process instance and executing tasks for a corresponding data entity based on the process instance.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the plurality of data sets relate to margin management workflow and include one or more of the following data: trades data, internal reference data, initial margin data, and agreements data between parties.

### Claim 3 (depends on 1)

The method according to claim 1, wherein the data dependency event includes data dependency state event that represents availability of a data dependency.

### Claim 4 (depends on 1)

The method according to claim 1, wherein the data dependency event includes graph modification event that represents structural change in the data dependency graph.

### Claim 5 (depends on 1)

The method according to claim 1, wherein the structural change in the data dependency graph includes one or more of the following events: adding a data dependency node; removing a data dependency node; and moving a child data dependency node to a different parent node.

### Claim 6 (depends on 1)

The method according to claim 1, further comprising:
displaying the process instance as a task graph with nodes that are sequential or parallel with forks, joins and rules for task transitions.

### Claim 7 (depends on 6)

The method according to claim 6, further comprising:
publishing events identifying what tasks to be executed, and
wherein the task graph includes relationships among the tasks to identify what is dependent on what other task.

### Claim 8

A system for real-time data dependency management, the system comprising:
a processor; and
a memory operatively connected to the processor via a communication interface, the memory storing computer readable instructions, when executed, causes the processor to:
receive a plurality of data sets from a plurality of upstream applications;
extract data entity events from the plurality of data sets;
identify dependent data entities for each data entity event based on initializing a data dependency graph with parent data nodes that represent all entities and their respective child data dependencies;
publish a data dependency event to an inbound topic of a data dependency service platform for each required parent data node in the data dependency graph;
publish a data dependency ready event for a certain parent node based on determining that the certain parent node is configured for event publishing and that the certain parent node's child data dependencies are available;
transmit the data dependency ready event to a task orchestration service platform; and
orchestrate, upon receiving the data dependency ready event by the task orchestration service platform, a process instance and execute tasks for a corresponding data entity based on the process instance.

### Claim 9 (depends on 8)

The system according to claim 8, wherein the plurality of data sets relate to margin management workflow and include one or more of the following data: trades data, internal reference data, initial margin data, and agreements data between parties.

### Claim 10 (depends on 8)

The system according to claim 8, wherein the data dependency event includes data dependency state event that represents availability of a data dependency.

### Claim 11 (depends on 8)

The system according to claim 8, wherein the data dependency event includes graph modification event that represents structural change in the data dependency graph.

### Claim 12 (depends on 8)

The system according to claim 8, wherein the structural change in the data dependency graph includes one or more of the following events: adding a data dependency node; removing a data dependency node; and moving a child data dependency node to a different parent node.

### Claim 13 (depends on 8)

The system according to claim 8, wherein the processor is further configured to:
display the process instance as a task graph with nodes that are sequential or parallel with forks, joins and rules for task transitions.

### Claim 14 (depends on 13)

The system according to claim 13, wherein the processor is further configured to:
publish events identifying what tasks to be executed, and
wherein the task graph includes relationships among the tasks to identify what is dependent on what other task.

### Claim 15

A non-transitory computer readable medium configured to store instructions for real-time data dependency management, wherein, when executed, the instructions cause a processor to perform the following:
receiving a plurality of data sets from a plurality of upstream applications;
extracting data entity events from the plurality of data sets;
identifying dependent data entities for each data entity event based on initializing a data dependency graph with parent data nodes that represent all entities and their respective child data dependencies;
publishing a data dependency event to an inbound topic of a data dependency service platform for each required parent data node in the data dependency graph;
publishing a data dependency ready event for a certain parent node based on determining that the certain parent node is configured for event publishing and that the certain parent node's child data dependencies are available;
transmitting the data dependency ready event to a task orchestration service platform; and
orchestrating, upon receiving the data dependency ready event by the task orchestration service platform, a process instance and executing tasks for a corresponding data entity based on the process instance.

### Claim 16 (depends on 15)

The non-transitory computer readable medium according to claim 15, wherein the plurality of data sets relate to margin management workflow and include one or more of the following data: trades data, internal reference data, initial margin data, and agreements data between parties.

### Claim 17 (depends on 15)

The non-transitory computer readable medium according to claim 15, wherein the data dependency event includes data dependency state event that represents availability of a data dependency and graph modification event that represents structural change in the data dependency graph.

### Claim 18 (depends on 15)

The non-transitory computer readable medium according to claim 15, wherein the structural change in the data dependency graph includes one or more of the following events: adding a data dependency node; removing a data dependency node; and moving a child data dependency node to a different parent node.

### Claim 19 (depends on 15)

The non-transitory computer readable medium according to claim 15, wherein, when executed, the instructions further cause the processor to perform the following:
displaying the process instance as a task graph with nodes that are sequential or parallel with forks, joins and rules for task transitions.

### Claim 20 (depends on 19)

The non-transitory computer readable medium according to claim 19, wherein, when executed, the instructions further cause the processor to perform the following:
publishing events identifying what tasks to be executed, and
wherein the task graph includes relationships among the tasks to identify what is dependent on what other task.
