Not applicable.
Huy Nguyen and Perpetua Tranlong
The present invention relates generally to a community-based dynamic and iterative system to control how a large set of diverse business managers and users can access data views and data scopes of a universe of data, data objects and actions from one or more databases, with access control set in multi-levels such that a manager of a virtual community can dynamically control how his virtual community, subcommunities, submanagers and users see, access and act on specific data views and data scopes. More particularly, it pertains to an Internet browser-based portal-style method and system to allow an individual manager without database background and knowledge (e.g., business managers) to create virtual web communities and subcommunities of other users to access, manage, control, view and act on an information depository with logic filters to regulate access to data and information of the users through the control of data view and data scope.
Organizations and business enterprises today are dealing with problem of delivering data across the enterprise at a time when the volume and types of data are increasing exponentially, the sources from which data arrive are also increasing exponentially, and the number of types of users desiring viewing access are also increasing exponentially. Much data is created, but problems persist in creating a comprehensive single view system across the enterprise to collect, filter, access, display and record the use of this exploding universe of data describing customers, location, business partners, outsourcers, products, and the complex interaction among these data. Putting control of data into the hands of individual users and business managers (instead of technical staff) while maintaining a centralized systems of records and data is a daunting challenge, but it is a critical problem that needs to be solved so that enterprises and their business managers can properly control access to sensitive business data, track access, usage and impact of the data, and better comply with increasing governmental regulations such as the new HIPPAA law, Sarbannes-Oxley law and new governmental anti-terrorism initiatives.
In addition, organizations and business enterprises must adapt to the evolving browser-based business applications driven by the development of the Internet and the World Wide Web. The Internet and the World Wide Web became a social infrastructure for data sharing and information management because the Internet can efficiently process and classify a large amount of diverse information resources within an enterprise and among disparate enterprises and make such data and information available to a large set of users around the globe with different demands and pricing sensitivity for such information and data. However, the explosion of data and information available through the Internet highlights the need for new solutions for key problems in managing such information and data and the users and managers who need access to such data, such as access control, data retrieval, audit trails, resource management, scalability and cost-effectiveness. Current methods of managing information and data rely principally on complex Enterprise Resource and Planning system (ERP), which is principally designed to be managed and controlled by dedicated technical staff, rather than by the business managers or end users. However, a great need exists for a new method and system to allow the business and end users of the data to dynamically control sensitive and strategic data and information and to properly track access and view of business data. This problem is even more complex in the Internet age because of the diffuse nature of the Internet and the time-sensitive and cost-sensitive nature of the Internet-based enterprise. Furthermore, when users should no longer be able to access and view the data (because they were removed from payroll, or transferred out of department, or for other reasons), there is no easy method for the business managers to easily remove these viewers from access to this wide spread of data of the enterprise in the evolving data universe.
Consider the business problems in a situation where an enterprise outsources their manufacturing to other companies which are simultaneously business partners and business competitors. This is a very common scenario in the current world market. For various efficiency and cost reasons, a lot of their competing products will share common commodity parts. These partners/competitors need common access to certain product data and information in order to collaborate. However, just as important, each partner/competitor has very strong needs to safeguard and shield other key critical data frits partners/competitors. Which data needs to be shared and which data needs to be shielded is a business decision being made and updated constantly by the business manager, not the technical staff of the enterprise. Decisions are made real-time and need to be updated dynamically in real time and iteratively across the supply chain and the data chain. The prior art ERP and planning system has no effective methods to address these problems because existing systems are designed to exist within an enterprise (not across enterprise) and because existing systems are not designed to be dynamically controlled by the business managers in real time.
A simplified way to understand the prior art ERP and planning system as compared to the method disclosed in this patent application is as follows. Imagine data and information as food items on a restaurant menu (only in much greater quantity and types than any single restaurant can offer). Each customer walking in currently has to depend on the wait staff and the chef to deliver the menu, makes his menu choice the menu and then wait for delivery. Customers are typically limited to on-menu items. If the customer wants to customize his choice (i.e., order off-menu selection), the chef has to be consulted, and an individual selection has to be created and prepared, often at much greater costs than standard menu item. If the customer is still unhappy with his choice, the entire process has to be repeated, or the customer has to go without his preferred food. A set up of this type works fairly well in a smaller restaurant operation, or where the restaurant has severely limited the choices of the customers to a defined set of pre-selected items. However, if the goal is to create a super-restaurant offering thousands and thousands of choices and serving hundred of thousands of customers, the system and the restaurant management will quickly overload.
Instead, imagine that each food item is now an item or an attribute in a super buffet, where every customer can self-service and customize his or her own entree. However, access to the buffet is not granted until the customer has been assigned to a community, each with its own manager who acts as a gatekeeper. Each community has a manager (who does not have to be a chef or a trained wait staff), and each group is assigned only the specific food items that have been pre-ordered by the manager. For example, a manager can pre-order enough food for 25 people limited to 50 pre-selected food items. When a diner comes in, the wait staff confirms the identity of the diner and his assignment to a particular group. A diner can belong to more than one communities, but at any time that he desires access to the buffet, he had to choose a particular group assignment for the wait staff to serve him. Then the diner can select only from the pre-selected food items. When all 25 members of the group has been served or when the pre-assigned dining time has expired, the buffet is cleared away. The wait staff and the chef has no independent need to confirm or serve the individual meals of the diner, nor do diners need to access the restaurant staff for any customization of the food choices they make. In this way, demands on direct restaurant staff are minimal, while the diners' choices and customization are optimized through the use of the community concept.
Furthermore, the group leader, i.e., the manager in this scenario can be empowered with micro-control over his group without any need to involvement from the restaurant staff. Consider, for example, the scenario where some individual members of the group are diet-restricted. The manager can pre-order vegetarian items in his buffet menu, then restrict the choices of certain individual members to only vegetarian items, without the need to involve any restaurant staff, and certainly would not need to customize the menu or order off-menu items. A manager can also create new subcommunities, for examples, a group dining at 12:30 p.m. and a group dining at 1:30 p.m.; the manager can pick different food items for each group, sets different limitations, even prearrange the seating arrangement separate for each group, with each user then free to make the choices within the limits set by the manager for the community and further within the limits set by the manger for such individual user or group of users, if any (e.g., only vegetarian items available to be served to vegetarians).
Optionally, the manager can record the choices and actions of his group members and pass on the results to the restaurant wait staff and the chef so that buffet menu can be changed or optimized for the next dining event. Information flows back to the group manager which can then influence the next set of delivery.
The Internet offers the enterprise the opportunity and the challenge for an entity to become this super-restaurant serving up an unlimited choice of information to millions of users-diners. The challenge is to optimize the delivery of information while imposing control on access to the information, and the most effective person to impose control is the business manager, i.e., the group leader who sets control over the buffet items that his group can access.
The Internet is a complex environment where information is distributed across the Internet's infrastructure among many disparate databases and enterprises. Each underlying database has its own rules, method and system to control access, display and deliver information and data, and safeguard sensitive information such as technology secrets, business data and personal records. However, the needs of enterprises and users on the Internet also often require that data and information from many disparate databases be collected, shared, displayed and delivered to a multitude of users in real time and iteratively. This sharing of information requires its own method and system to control access, display, management and delivery of information and data, which needs are not addressable at the level of the individual databases.
Today, numerous information management systems, tools and products exist to manage and control access with respect to each “group” of users. However, in the existing information management system, access control is integral to database management and is a feature of the database management system. Changes to access control are made at the technical level by technical staff and necessitates regrouping, reconfiguration of reports, rerun of reports and reordering of access by the technical staff (in our example above, the technical staff is similar to the overworked wait staff and restaurant managers). Oftentimes, business managers (i.e., the group leaders or managers in our example above who have no experience in running a restaurant or a kitchen but just need to feed his group of 25 people within his budget and according to their choices) have very little inputs into the technical changes, little transparency into the timing and scope of the changes, and have to wait until the reports have been rerun to determine whether the changes are acceptable from a business standpoint. By that time, business opportunities may have gone away, key information may already have been leaked, and inefficiencies and waste have already occurred. To increase efficiency, optimize business opportunities and decrease costs, changes must be made optimally dynamically and in real-time to accommodate the business needs.
Furthermore, where data is collected from a plurality of databases or a plurality of ERP systems and must then be shared, displayed and delivered to a multitude of users in real time and iteratively, such as on an Internet-based application, access control which is part of any one database management system cannot be used to manage data across the plurality of databases or a plurality of ERP systems. A new method is required to aggregate data and control data display and delivery across the plurality of databases, applications, data views and data sources. This method should be capable of handling large numbers of data and users, provide a new method of controlling the display, management and delivery of information and data, put access and control into the hands of the business managers (and away from technical staff) and provide real-time and iterative responses to information requests. Just as important, this method should be capable of being managed and updated by the business managers in real time without the direct input and supervision of the technical staff. Finally, this new method needs to operate independently of the underlying data in the plurality of databases to eliminate any possibility of data corruption, losses and disturbances of other enterprise needs.
The advantages of the new method and system includes at least the following:
The present invention in its several disclosed embodiments combine best of breed in information access control, management and display systems with a new community-based concept that allows for managers of a virtual community to control access by users to data views, data scopes, attributes, data, and action items at a community-wide level, a subcommunity level and individual-user level to allow the most flexibility in controlling access to of data and information across a plurality of databases, software applications, managers and users.
An object of the present invention is to provide a method and system that allows for the most flexible and controlled access to data views, data scopes, data, software and information in multi-levels of virtual community, subcommunities and users across disparate databases, user group, software applications and enterprises without compromising any underlying database.
A further object of the present invention is to provide a method and system that allows for the implementation of a “single view” system of accessing and viewing information across the enterprise and across multiple platforms and viewing points to improve synchronization, transparency and efficiency.
Still another object of the present invention is to provide a method and system that allows the business managers to view and control access to the data views, data scopes, data, software and information in multi-levels of community, subcommunities and users data by one or many criteria such as location, time of access, data sources and other criteria which can be chosen or deleted dynamically on the fly and changed on the fly by the business managers.
Still another object of the present invention is to provide a method and system which can dynamically and iterative update and populate throughout the system newly arrived transaction information, and other data and business solutions within the system.
Still other objects, features and advantages of the present invention will be readily apparent in one skilled in the art from the following description. The drawings and descriptions are to be regarded as illustrative in natures, and are not to be restrictive. What is intended to be protected by Letters Patent is as set forth in the appended claims. The present invention will become apparent when taken in conjunction with the following description and attached drawings, wherein like characters indicate like parts, and which drawings form a part of this application.
In the following description of the invention, further reference is made to the accompanying drawings which form a part hereof, and in which is shown by way of illustration the specific embodiment in which the invention may be practiced. It is to be understood that other embodiments may be utilized as structural changes may be made without departing from the scope of the present invention.
Referring now to
Any User assigned to a Community has full access to all the types of data, types of views, actionable items, executable reports, privileges and features of the Community unless otherwise restricted by the Manager of the Community. In
Because a Manager can control access to Data Views and Data Scopes for the entire virtual Community, for a single Subcommunity or selection of Subcommunities, for a single User or selection of Users, the Manager has macro- and micro-access control for the use and view of data within the IVMDS. Similarly, a User has full control as to how his individual Data View and Data Scopes can be presented, to the extent that the User has been granted access by the Manager of the Community.
A Community Manager can “close” any subcommunity nested within his Community, and this will close access to all Users within the Subcommunity. A Community Manager can reopen a deactivated Subcommunity and this will restore access to all Users within the Community.
A Manager can also restrict the Views 107 for all or any or a selection of Users and Subcommunities within his Community. A View 107 consists of a Data View, which refers to the types of data presented to the Users, e.g., location, part number, quantity, unit price, manufacturer, etc. and Data Scope, which refers to the sources from which data is pulled to be presented to the Users, e.g., the warehouses in Los Angeles, the store inventory in Dallas, etc. A Manager or User can also set a Subview 108 by restricting the Data Views and Data Scopes to less than the entire Data View and Data Scope to which such Users can access. Views, Data Views and Data Scopes are all Attributes which can be managed just as other Attributes within the IVMDS.
Referring now to
The present invention of a system to display, manage and deliver information and data with micro access control for data view and data scope includes the following steps:
Approved Activities described herein are intended to be within the scope of the invention and optionally described in more details in further applications in compliance with patent laws and regulations.
The foregoing description of the IVDMS and the exemplary embodiment of the invention have been presented for the purposes of illustration and description. It is not intended to be exhaustive or to limit the invention to the precise form disclosed. Many modifications and variations are possible in light of the above teaching. It is intended that the scope of the invention be limited not with this detailed description, but rather by the claims appended hereto. It will be appreciated by one skilled in the art that this system can be configured utilizing modem application server, XML or .NET technology provided by software vendors like IBM, Microsoft, Oracle etc. without departing from the scope and spirit of the present invention.