Unified Graph Hierarchy Model for Enterprise Planning

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Solution Overview

Problem

Modern enterprises face complexity in planning and decision-making due to multiple departments and business units with conflicting goals, requiring efficient modeling and collaboration tools to optimize activities and achieve organizational objectives.

Innovation Solution

A software framework that models business entities and relationships, including hierarchical and non-hierarchical dependencies, to identify changes and propagate modifications across related measures, enabling scenario planning and collaborative decision-making across the organization.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple departments and business units operate with their own separate planning systems, then each department can achieve its specific goals and objectives, but the overall organizational complexity increases and collaboration becomes difficult

Engineering Contradiction:
Improvedepartmental goal achievementVSAvoidorganizational planning complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent combines multiple departmental planning systems into a unified enterprise-wide planning system. The system integrates hierarchical planning (corporate, business unit, department levels) and non-hierarchical planning (cross-functional projects, ad-hoc scenarios) into a single platform, allowing all departments to operate within one cohesive framework rather than isolated silos.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The planning system is designed to be universal, supporting multiple planning types (hierarchical and non-hierarchical) and serving various organizational levels simultaneously. A single system instance can handle corporate strategic planning, business unit operational planning, departmental tactical planning, and cross-functional project planning, eliminating the need for separate specialized systems.

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

2Manufacturing precision

If enterprises develop detailed plans for multiple goals with various paths and activities, then planning precision and goal achievement capability improve, but the time and resources required for planning increase

Engineering Contradiction:
Improveplan detail precisionVSAvoidplanning time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The system pre-establishes planning templates, standard activities, and reusable plan components that can be quickly instantiated and customized. Common planning patterns and best practices are captured in advance as templates, allowing planners to rapidly deploy detailed plans without building everything from scratch each time.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The planning system implements nested hierarchical levels where corporate plans contain business unit plans, which contain departmental plans, which contain specific activity plans. Each level can be viewed independently or in the context of parent levels, allowing detailed planning at any level without requiring complete expansion of all nested levels, thus saving time while maintaining precision.

Inventive Principle:
Principle #7Nested doll (Nesting)

3Adaptability or versatility

If enterprises maintain multiple planning paths and alternative scenarios, then adaptability to changing conditions improves, but the complexity of managing and selecting optimal paths increases

Engineering Contradiction:
Improvescenario flexibilityVSAvoidplan management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system provides automated feedback mechanisms that evaluate multiple planning scenarios and paths, comparing them against organizational goals, constraints, and performance metrics. The system can automatically rank alternatives, identify conflicts, and suggest optimal paths, reducing the manual complexity of evaluating multiple scenarios while maintaining high adaptability.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The unified planning system acts as an intermediary layer between various departmental plans and organizational goals. It automatically reconciles conflicts between competing plans, coordinates resource allocation across departments, and manages the complexity of multiple planning paths by providing a centralized view and automated coordination mechanisms.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Adaptability or versatility

If enterprises frequently modify or replace plans based on changed conditions, then responsiveness to market changes improves, but the stability and reliability of planning processes deteriorate

Engineering Contradiction:
Improveplan responsivenessVSAvoidplanning process stability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The planning system is designed to be dynamic, allowing plans to be easily modified, updated, and reconfigured in response to changing conditions. The system maintains version control, allows incremental changes, and can rapidly propagate modifications through the hierarchical and non-hierarchical plan structures, enabling frequent updates without compromising system stability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system pre-establishes change management protocols, approval workflows, and impact analysis capabilities that are activated when plan modifications are needed. These pre-configured mechanisms ensure that even frequent plan changes follow standardized procedures, maintaining process stability and reliability while enabling rapid responsiveness to changing conditions.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12051026B2Computational unified graph hierarchy model
Publication Date: 2024.07.30 O9 SOLUTIONS INC
  • US12051026B2 patent drawing
  • US12051026B2 patent drawing
  • US12051026B2 patent drawing

AI summary

Systems and techniques for a computational unified graph hierarchy model are disclosed herein. A set of source data may be received that may include entity data and relationship data. An entity may be identified in the entity data. A hierarchy may be determined for the entity. An entity graph network may be generated. A non-hierarchical link between the entity and a related entity may be determined. The entity graph network may be updated to include the non-hierarchical link. A set of measures may be generated for a relational link of the entity. A dependency may be configured between the set of measures for the relational link and a second set of measures of a second relational link. A change may be identified to a value of a measure and a dependent entity node measure value may be updated based on a computational effect of the change to the value.