Knowledge-Graph Reporting Platform for Unified Customer Data

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Solution Overview

Problem

Conventional systems for marketing, sales, and service interactions require complex and time-consuming tasks to integrate and synchronize data across different databases and environments, lacking the ability to support unified customer interactions and custom object creation.

Innovation Solution

A multi-service business platform with a knowledge graph and reporting system that enables unified data management and custom object creation, allowing seamless integration and customization for marketing, sales, and service activities, using a storage system, processing system, and reporting system to generate custom charts and reports based on user-defined parameters.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional systems use separate databases and systems for marketing, sales, and service activities, then data can be stored in specialized formats for each activity, but data extraction and synchronization become complex and time-consuming

Engineering Contradiction:
Improveease of data extractionVSAvoidsystem complexity
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The patent merges multiple separate databases and systems into a unified data model where marketing, sales, and service activities share common data structures. This consolidation eliminates the need for complex data extraction and synchronization processes between separate systems, directly resolving the contradiction by improving ease of data extraction while reducing system complexity.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent creates a universal data model that serves multiple functions across different business activities. The same data structures support marketing campaigns, sales tracking, and service operations simultaneously, allowing a single system to perform multiple roles and eliminating the need for specialized separate systems.

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

2Adaptability or versatility

If conventional systems require complex data transformation and normalization across different databases, then data can be adapted to different formats, but the process becomes time-consuming and inefficient

Engineering Contradiction:
Improvedata format flexibilityVSAvoidreporting efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The patent implements preliminary action by establishing a standardized universal data model at the foundation layer before any reporting or analysis occurs. Data is normalized and structured in advance according to the universal model, eliminating the need for time-consuming transformation and normalization processes when generating reports or performing analysis across different business functions.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If businesses use separate systems for different activities, then each system can be optimized for its specific function, but obtaining relevant information from other systems requires complex queries and APIs

Engineering Contradiction:
Improvefunction-specific optimizationVSAvoidinformation accessibility
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent creates a universal data model that maintains the functional integrity needed for each business activity while enabling cross-functional data access. The same standardized structures support specialized marketing, sales, and service operations while simultaneously allowing easy retrieval of relevant information across all functions through a unified interface.

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

Data Source

PatentUS12632836B2Multi-service business platform system having reporting systems and methods
Publication Date: 2026.05.19 HUBSPOT INC
  • US12632836B2 patent drawing
  • US12632836B2 patent drawing
  • US12632836B2 patent drawing

AI summary

The disclosure is directed to various ways of improving the functioning of computer systems, information networks, data stores, search engine systems and methods, and other advantages. Among other things, provided herein are methods, systems, components, processes, modules, blocks, circuits, sub-systems, articles, and other elements (collectively referred to in some cases as the “platform” or the “system”) that collectively enable, in one or more datastores (e.g., where each datastore may include one or more databases) and systems. A system and method for providing reporting-related services to client entities. These services may determine a set of reportable properties based on a type of chart and at least one data source selected by a user. A report plan may be executed on a knowledge graph to obtain a reporting dataset. A custom chart may be generated based on the type of chart selected, the reporting dataset, and a set of reporting parameters.