Actionable Data Visualization Lenses for Direct Record Linking
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Solution Overview
Problem
Businesses face challenges in making visual data representations actionable, as existing technologies do not effectively allow users to customize data visualizations to link directly to internal and third-party records, limiting the ability to turn insights into actionable actions across customer platforms.
Innovation Solution
The technology enables users to customize data visualization lenses to link directly to internal and third-party records, allowing users to configure quick actions on visual representations, such as looking up employees or managing expense reports, by storing definitions of fields and keys associated with quantifiable items and launching actions upon selection, using a declarative data object approach that generates live visualizations and supports real-time query updates.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If users can customize data visualizations to link directly to internal and third-party records, then the ability to turn insights into actionable actions is improved, but the system complexity increases
Solution Approach 1:
The system segments the customization capability into separate configurable components: field definitions, key mappings, and action configurations. Each visualization lens can independently define its own fields and associations with external systems, allowing granular customization without requiring system-wide complexity changes.
Solution Approach 2:
The patent introduces an intermediary layer consisting of configurable field definitions and key mappings that act as mediators between the visualization system and external data sources. This intermediary layer abstracts the complexity of integrating multiple third-party systems, allowing users to customize visualizations without directly managing complex integration logic.
2Productivity
If quick actions are configured on visual representations to launch external systems, then the speed of taking action is improved, but the integration complexity with third-party systems increases
Solution Approach 1:
The system performs preliminary configuration of field definitions, key mappings, and action associations during the visualization setup phase. By pre-configuring these mappings and storing them as part of the lens definition, the system eliminates the need for complex runtime integration logic, allowing quick actions to execute rapidly when users interact with visualizations.
Solution Approach 2:
The patent uses a copying approach where field definitions and data structures are replicated across different visualization lenses and external system integrations. Instead of creating unique integration logic for each third-party system, the system copies and adapts standardized field definitions and mapping patterns, reducing integration complexity while maintaining fast action execution.
Data Source
AI summary
The disclosed technology includes systems and methods for making visual representations actionable. This technology makes it possible to drill into data, identify records and take action directly, enhancing customized data visualization representations. The technology disclosed relates to a platform for ultra-fast, ad-hoc data exploration and faceted navigation on integrated, heterogeneous data sets. The disclosed systems and methods for adding and customizing quick actions make it possible for developers, admins, and ISVs to provide customized actionable visual data representations with direct linking for accessing data in a company's records and for linking to third party sites, without saving a new state on a server when dashboard elements are updated. The disclosed systems and methods for making data visualizations actionable in an analytics environment also make it possible to target multiple platforms—generating lenses and dashboards that let users take advantage and access data in a company's records and link to other websites.