Mobile App Offline Caching via Template-Record Segmentation

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Solution Overview

Problem

Mobile applications face challenges in providing offline data completion, especially for customized UI portions, due to data size constraints and the need for a one-size-fits-all caching strategy that cannot accommodate unique workflows of different clients, making it difficult to ensure data availability for field service technicians working in areas without internet connectivity.

Innovation Solution

Implementing separate caching operations, including template caching and template-record caching, which pre-render selected template data and records while online, ensuring data completion by analyzing data dependencies and fetching additional records, and utilizing machine learning recommendations to optimize caching.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a one-size-fits-all caching strategy is used, then device complexity is reduced, but offline data completion reliability deteriorates because it cannot accommodate unique workflows of different clients

Engineering Contradiction:
Improveoffline data completionVSAvoidcaching strategy
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The caching strategy is segmented into multiple independent caching operations (template caching, record caching, template-record caching) that can be selectively applied. Each operation handles specific data types and can be configured independently to match different client workflows, resolving the contradiction between reliability and complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system dynamically selects and configures caching operations based on client-specific workflows and data requirements. The caching mechanism adapts its behavior by choosing appropriate operations (template-only, record-only, or both) based on the specific needs of each client, enabling reliable offline data completion without requiring a complex fixed strategy.

Inventive Principle:
Principle #15Dynamics

2Reliability

If more data is cached to ensure offline availability, then offline data completion improves, but data size constraints are violated

Engineering Contradiction:
Improvedata availabilityVSAvoiddata size
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

Different caching operations cache different types of data with different qualities and granularities. Template caching stores structural information, record caching stores specific data instances, and template-record caching combines both. This local differentiation allows the system to optimize data availability while managing overall data size by only caching what is locally relevant and necessary.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system applies partial caching actions selectively - not all data is cached, but only the portions that are most likely to be needed offline. By analyzing data dependencies and workflow patterns, the system performs partial caching operations that provide sufficient data availability without excessive data storage, balancing reliability and data size constraints.

Inventive Principle:
Principle #16Partial or excessive action

3Reliability

If data dependencies are analyzed to fetch additional records, then offline data completion improves, but processing time increases

Engineering Contradiction:
Improvedata completionVSAvoidprocessing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

Data dependency analysis and record fetching are performed as preliminary actions during the caching operation, before the mobile application needs to access data offline. By analyzing dependencies and fetching required records in advance during caching, the system ensures complete data availability while distributing the processing time over multiple operations rather than concentrating it at access time.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20240256523A1Multiple caching operations to support offline execution
Publication Date: 2024.08.01 SALESFORCE INC
  • US20240256523A1 patent drawing
  • US20240256523A1 patent drawing
  • US20240256523A1 patent drawing

AI summary

Techniques for caching for an application executable on a mobile device, where the application has a user interface that includes a set of templates specifying data fields that reference record data from a database. The application is executable when the mobile device is online to communicate with an application server to access sufficient record data to fully render templates for those portions of the user interface selected by a user. The set of caching operations can include a record caching operation that caches records according to a default and/or custom set of rules for all versions of the application; a template caching operation that causes selected template data to be cached; and a template-record caching operation that causes a set of record data to be cached such that templates for the cached selected template data will fully render offline for a specified set of records.