Client Data Assessment Segments for Flexible Usage-Based Billing

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Solution Overview

Problem

Conventional client data management systems are inefficient, inflexible, and fail to effectively communicate client data status, leading to complex resource utilization and client data access configuration issues, particularly in dynamic business environments.

Innovation Solution

A client data management system (CDMS) that utilizes assessment data objects with attributes like trigger conditions and cost per unit, generating time-based assessment segments and events, allowing for flexible and efficient management of client data, including commit and discount models, and supporting various assessment types.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a single assessment option is provided to simplify client assessment, then ease of operation is improved, but adaptability deteriorates because different client usage patterns cannot be accommodated

Engineering Contradiction:
Improveassessment simplificationVSAvoidclient usage pattern accommodation
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system transitions from static assessment configurations to dynamic, time-based assessment data segments that can adapt to different client usage patterns. Assessment data segments are defined with time attributes and can be modified over time to reflect changing usage patterns, allowing the system to maintain simplicity while adapting to diverse client needs.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system enables modification of assessment parameters including time periods, units of measurement, and cost structures. By allowing these parameters to be changed and redefined, the system can accommodate different client usage patterns while maintaining a unified assessment interface.

Inventive Principle:
Principle #35Parameter changes

2Adaptability or versatility

If assessment options become more complex to accommodate different clients, then adaptability is improved, but device complexity worsens leading to resource utilization and data management problems

Engineering Contradiction:
Improveassessment option varietyVSAvoidsystem configuration complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system segments assessment data into time-based assessment data segments with specific attributes (time period, units of measurement, cost). This segmentation allows complex assessments to be broken down into manageable, standardized components that are easier to configure and manage while maintaining adaptability to different client needs.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system creates a universal assessment framework where a single assessment data object can generate multiple time-based assessment data segments. This multi-functional approach allows the system to handle diverse assessment requirements through a unified structure, reducing overall system complexity while maintaining versatility.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Measurement precision

If conventional systems generate detailed client data reports, then measurement precision is improved, but loss of information worsens due to high number of client queries and confusion

Engineering Contradiction:
Improveclient data detail accuracyVSAvoidclient understanding
Core Design Contradiction:
Measurement precisionVSLoss of information

Solution Approach 1:

The system generates assessment reports on periodic cycles (daily, weekly, monthly) rather than providing continuous detailed data streams. This periodic aggregation presents client data in manageable intervals that are easier to understand while maintaining measurement precision through consistent reporting cycles and standardized formats.

Inventive Principle:
Principle #19Periodic action

Data Source

PatentUS20250378407A1Techniques for managing data for a client in a computer network
Publication Date: 2025.12.11 ZUORA INC
  • US20250378407A1 patent drawing
  • US20250378407A1 patent drawing
  • US20250378407A1 patent drawing

AI summary

A method of managing data for a client in a computer network, wherein the client has an associated product/service account maintained by a client data management system. The product/service account specifies at least one product/service to be assessed according to a defined plan having assessment data objects which in turn have attributes such as an assessment type, a trigger condition, a unit of measurement, and a cost per unit of measurement. The method includes defining an assessment data segment associated with an assessment data object, the assessment data segment being a time-based application of the assessment data object, and includes attributes such as its associated assessment data object and the assessment data object's attributes, an effective start time, a quantity of units, and a cost. The client's use of the product/service is monitored and assessment events are generated according to the defined assessment data objects and segments.