Taxonomy Creation from Business Metadata via Content Indexing
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Solution Overview
Problem
Traditional search technologies in Corporate Performance Management (CPM) environments fail to effectively find relevant business-oriented metadata due to reliance on relational databases and lack of integration with CPM tools, leading to incomplete or irrelevant results, and manual or complex linguistic analysis is required for taxonomy creation, which is costly and prone to inaccuracies.
Innovation Solution
A method and system for automatically creating a taxonomy from business-oriented metadata content by building a content index that stores knowledge base representations of terms with references to original metadata, allowing for the creation of a searchable index corpus and providing taxonomy services, thereby enhancing search and drill-through capabilities across CPM tools without the need for manual linguistic analysis.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If manual process or automated linguistic analysis is used to create taxonomies, then taxonomy creation is achieved, but the process is costly and prone to inaccuracies
Solution Approach 1:
The system enables self-service taxonomy creation by automatically extracting taxonomic structures from business reporting metadata without requiring manual intervention or complex linguistic analysis. The metadata itself serves as the source of truth, allowing the system to autonomously build and maintain taxonomies based on actual business usage patterns.
Solution Approach 2:
The patent replaces complex linguistic analysis mechanisms with a simpler metadata-driven approach. Instead of using sophisticated NLP algorithms to infer taxonomies, the system directly extracts taxonomic information from structured business reporting metadata, substituting a complex mechanical system with a more straightforward data-driven mechanism.
2Reliability
If traditional search technologies are used in CPM environments, then search functionality is provided, but search results are incomplete or irrelevant
Solution Approach 1:
The system achieves universality by integrating multiple functions into a single search platform that understands both traditional search queries and business reporting contexts. The search engine simultaneously handles full-text searching, taxonomy-based navigation, and drill-through operations, providing comprehensive search results that are relevant to business users.
Solution Approach 2:
The patent introduces an intermediary layer between traditional search technologies and business reporting metadata. This intermediary component translates user search queries into meaningful business context, leveraging taxonomy information and metadata relationships to bridge the gap between generic search functionality and specific business needs.
3Adaptability or versatility
If authored drill-through targets are used to link content, then content linkage is established, but the system cannot adapt when new cube, reports, metrics or plans are added
Solution Approach 1:
The system implements dynamics by making the content linkage mechanism flexible and adaptive rather than static. The drill-through targets are dynamically generated based on current metadata and taxonomy structures, allowing the system to automatically adapt when new cubes, reports, metrics, or plans are added without requiring manual reconfiguration.
Solution Approach 2:
The patent applies preliminary action by pre-establishing taxonomy structures and metadata relationships before content is created. This preliminary organization of business reporting metadata enables the system to automatically discover and link new content elements as they are added, eliminating the need for post-creation updates to drill-through targets.
4Adaptability or versatility
If full-text index combined with statistical methods is used for search, then search results are generated, but the system cannot handle complex business metadata effectively
Solution Approach 1:
The system uses composite materials by combining multiple indexing approaches into a unified search system. It integrates full-text indexing for basic searching with taxonomy-based indexing for structured business metadata, creating a composite indexing system that handles both simple text queries and complex business reporting metadata effectively.
Solution Approach 2:
The patent applies segmentation by dividing the search functionality into distinct segments: full-text search for basic queries, taxonomy-based search for structured metadata, and drill-through for deep navigation. This segmentation allows each component to specialize in handling specific types of business metadata, improving overall search precision for complex data structures.
Data Source
AI summary
A method and system is provided for managing business taxonomy. The system comprises an indexing engine for indexing content of source business oriented metadata. The indexing engine has a content scanner for reading the business oriented metadata, defining taxonomy of the business oriented metadata, and building a content index of the business oriented metadata including a subject index representing the taxonomy of the business oriented metadata. The system also comprises an index store for storing the content index of the business oriented metadata, and a taxonomy engine for providing taxonomy services to users using the content index.