Executive Reporting System with Inference Engine for Data Analysis

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Solution Overview

Problem

Existing business reporting systems lack the ability to efficiently filter through repetitive data to highlight changes and trends, making it difficult for executives to quickly identify important information, and do not provide personalized or culturally relevant reports.

Innovation Solution

A system that utilizes an inference engine to analyze data and identify changes and their causes, coupled with a synthesis component to personalize reports based on user needs and cultural context, and a community search engine to provide recommendations, while a data abstraction component weights data according to user interactions and a synchronization component updates data dynamically.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If executives manually filter through vast amounts of business data to find pertinent information, then they can access comprehensive data, but the time required to identify relevant information increases significantly

Engineering Contradiction:
Improvecomprehensive data accessVSAvoidtime to identify relevant information
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system performs preliminary analysis by automatically comparing current business data with historical data before presentation to executives. The inference engine pre-identifies changes, trends, and their causes, so that when executives review the report, the relevant information is already filtered and organized, eliminating their need to manually search through vast datasets.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces an inference engine and synthesis component as intermediaries between the raw business data and the executive. These components automatically analyze, compare, and interpret data, identifying changes and their causes, then present only the pertinent information to the executive, thereby reducing the time required to access comprehensive data.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of information

If executive reports aggregate information for multiple aspects of business, then they provide comprehensive business overview, but they become less personalized to individual user needs

Engineering Contradiction:
Improvecomprehensive business overviewVSAvoidpersonalization to individual user needs
Core Design Contradiction:
Loss of informationVSAdaptability or versatility

Solution Approach 1:

The system applies local quality by customizing the presentation of aggregated business data according to each executive's specific needs, role, and preferences. While the underlying data aggregation remains comprehensive, the synthesis component tailors which changes are highlighted, what comparisons are made, and how results are presented, making the same comprehensive report personally relevant to each user.

Inventive Principle:
Principle #3Local quality

3Reliability

If traditional reporting systems present raw business data, then they maintain data accuracy, but they fail to highlight important changes and trends for rapid consumption

Engineering Contradiction:
Improvedata accuracyVSAvoidspeed of information consumption
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The inference engine performs preliminary analysis by automatically comparing current data with historical data, identifying changes, determining their causes, and organizing findings before presentation. This pre-processing maintains data accuracy while presenting only the most relevant changes and trends, enabling executives to consume information rapidly without sacrificing reliability.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS8239227B2Executive reporting
Publication Date: 2012.08.07 MICROSOFT TECHNOLOGY LICENSING LLC
  • US8239227B2 patent drawing
  • US8239227B2 patent drawing
  • US8239227B2 patent drawing

AI summary

Providing for generating an executive report of business or personal activity is described herein. By way of example, such executive report can identify a change and related cause with respect to a prior report. As a particular example, an inference engine can receive an activity report and reference prior reports to identify the change and related cause. A set of results containing such information can be provided to a synthesis component that can include and highlight such information in the executive report. In addition, additional sources of data can be referenced in order to include and/or customize the report to a particular individual, organization, culture, or the like. As described, aspects of the subject innovation can provide an executive report highlighting important aspects of data and tailoring those aspects to interests of one or more users.