# US 2020/0401962 A1 · Plan modeling and user feedback

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- Number: US 2020/0401962 A1
- Document ID: US20200401962A1
- Status: Published application
- Kind: A1
- Application number: 16/800,884
- Filed: 2020-02-25
- Published: 2020-12-24
- Earliest claimed: 2014-06-27
- Assignees: o9 Solutions, Inc.
- Applicants: o9 Solutions, Inc.
- Inventors: Chakradhar Gottemukkala; Umesh Arasu; Koustuv Chatterjee; Raghav Ranganathan
- Web page: https://patentgrep.com/patent/US20200401962A1

## CPC

- G06Q 10/0635: Risk analysis of enterprise or organisation activities
- G06Q 10/0631: Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q 10/067: Enterprise or organisation modelling
- G06Q 10/103: {Workflow collaboration or project management}
- G06Q 10/107: Computer-aided management of electronic mailing [e-mailing]
- G06Q 10/40: Business processes related to social networking or social networking services
- H04L 12/1827: {Network arrangements for conference optimisation or adaptation}
- 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
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

A communication by a particular user within a digital collaboration is determined as related to a particular business entity. A relationship between one or more additional business entities and the particular business entity is identified from one or more business models. The communication is associated with the additional business entities based on the relationship.

## Claims

### Claim 1

(canceled)

### Claim 2

A system for interactive or communication access comprising:
at least one processor; and
memory including instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to:
generate a link expression data structure that interconnects a set of plan models associated with an organization;
generate a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models; the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface is based on a collaboration framework for facilitating discussion of the plan model, and wherein the discussion user interface element includes controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;
grant access to interact with a subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital col laboration between the set of users across domains within the organization;
receive an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and
grant access to the selected user communication to a second set of users based on a tag created by a control of the of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the user communication.

### Claim 3 (depends on 2)

The system of claim 2, the memory further comprising instructions that cause the at least one processor to perform operations to:
identify a software model to model the business entity; and
define an association between the indication and the software model.

### Claim 4 (depends on 3)

The system of claim 3, wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

### Claim 5 (depends on 2)

The system of claim 2, wherein the business entity comprises at least one of a market segment, a product category, a product, a brand, or a business unit.

### Claim 6 (depends on 2)

The system of claim 2, the memory further comprising instructions that cause the at least one processor to perform operations to:
identify a relationship between the business entity and another business entity, wherein the relationship is defined in the plan model; and
further associate the indication with the other business entity based on the relationship.

### Claim 7 (depends on 2)

The system of claim 2, wherein the discussion user interface element is implemented on a discussion board platform.

### Claim 8 (depends on 2)

The system of claim 2, wherein the discussion user interface element is transmitted for display within a social networking platform.

### Claim 9

At least one machine-readable medium including instructions for interactive communication access that, when executed by at least one processor, cause the at least one processor to perform operations to:
generate a link expression data structure that interconnects a set of plan models associated with an organization;
generate a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models, the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface is based on a collaboration framework for facilitating discussion of the plan model, and wherein the discussion user interface element includes controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;
grant access to interact with a subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital collaboration between the set of users across domains within the organization;
receive an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and
grant access to the selected user communication to a second set of users based on a tag created by a control of the of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the user communication.

### Claim 10 (depends on 9)

The at least one machine-readable medium of claim 9, further comprising instructions that cause the at least one processor to perform operations to:
identify a software model to model the business entity; and
define an association between the indication and the software model.

### Claim 11 (depends on 10)

The at least one machine-readable medium of claim 10, wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

### Claim 12 (depends on 9)

The at least one machine-readable medium of claim 9, wherein the business entity, comprises at least one of a market segment, a product category, a product, a brand; or a business unit.

### Claim 13 (depends on 9)

The at least one machine-readable medium of claim 9, further comprising instructions that cause the at least one processor to perform operations to:
identify a relationship between the business entity and another business entity, wherein the relationship is defined in the plan model; and
further associate the indication with the other business entity based on the relationship.

### Claim 14 (depends on 9)

The at least one machine-readable medium of claim 9, wherein the discussion user interface element is implemented on a discussion board platform.

### Claim 15 (depends on 9)

The at least one machine-readable medium of claim 9, wherein the discussion user interface element is transmitted for display within a social networking platform.

### Claim 16

A method performed by processing circuitry of a computing device, the method comprising:
generating a link expression data structure that interconnects a set of plan models associated with an organization;
generating a discussion user interface element of a graphical user interface for a model view for a plan model of the set of plan models, the discussion user interface element corresponding with the plan model, wherein generating the discussion user interface is based on a collaboration framework for facilitating discussion of the plan model; and wherein the discussion user interface element includes controls that correspond to a set of interactive user interface elements for facilitating a digital collaboration;
granting access to interact with a subset of user communications to a set of users based on the set of users being related to one or more business entities related to the plan model, wherein the subset of user communications corresponds to the plan model, wherein the access to interact is facilitated by propagation of the subset of user communications to the set of users by the link expression data structure, and wherein the propagation facilitates the digital collaboration between the set of users across domains within the organization;
receiving an indication from a user of the set of users, via an interactive user interface element of the set of interactive user interface elements, that content of a selected user communication represents one of a risk or an opportunity to the organization; and
granting access to the selected user communication to a second set of users based on a tag created by a control of the of the set of controls based on the indication and an association between the plan model and another plan model identified from the link expression data structure, wherein the tag indicates an association between an entity of the organization and the user communication.

### Claim 17 (depends on 16)

The method of claim 16, further comprising:
identifying a software model to model the business entity; and
defining an association between the indication and the software model.

### Claim 18 (depends on 17)

The method of claim 17, wherein the software model comprises a plan model modeling a business plan corresponding to the business entity.

### Claim 19 (depends on 16)

The method of claim 16, wherein the business entity comprises at least one of a market segment, a product category, a product, a brand, or a business unit.

### Claim 20 (depends on 16)

The method of claim 16, further comprising:
identifying a relationship between the business entity and another business entity, wherein the relationship is defined in the plan model;
further associating the indication with the other business entity based on the relationship.

### Claim 21 (depends on 16)

The method of claim 16, wherein the discussion user interface element is implemented on a discussion board platform.
