Patents Assigned to FinancialForce.com, inc.
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Publication number: 20230315524Abstract: Techniques for algorithmically optimized determination of resource assignments in machine request analyses are described, including receiving a request having resource request data and criteria data, evaluating the request to identify a resource type and a suitability matrix, which are analyzed to generate a data model, to select an algorithm to apply to the data model, to evaluate an output from the algorithm being applied to the data model to generate a resultant dataset, including evaluating another resultant dataset generated by applying another algorithm to another data model generated using the request data, the criteria data, the resource type, and the suitability matrix, to generate an optimization cost for each solution indicating the resource to be assigned to the request, and to transmit a resultant dataset identifying the one or more resources based on the optimization cost.Type: ApplicationFiled: March 29, 2022Publication date: October 5, 2023Applicant: FinancialForce.com, Inc.Inventors: Robin Andrew Cecil Reid, Geoffrey John Cawood, Nicholas James Taylor, Samantha Oxley
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Patent number: 11704744Abstract: Techniques are described including displaying an interface associated with a computing device, the interface being configured to present a form including a text entry box, receiving data from an activity information pipeline associated with a self-reporting service, the activity information pipeline having a source of activity information associated with a tool configured to geotag the activity information and another source of associated with a mobile sensor configured to capture other activity information geotagged by the tool, the other activity information being processed by the self-reporting service to deprioritize a suggestion over another suggestion, displaying, in response to selection of the text entry box, a suggestion indicative of a journey and identified as prioritized and presented proximate to the center of the interface of the display device, and dynamically adjusting the suggestion while prioritizing display of the suggestion over a generic suggestion.Type: GrantFiled: February 21, 2022Date of Patent: July 18, 2023Assignee: FinancialForce.com, Inc.Inventor: Aleksei Murashin
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Publication number: 20230205745Abstract: Disclosed herein is a data structure that reduces computational load on a database in querying and visualizing historical values of slowly changing dimensions. The slowly changing dimensions have one or more values associated with them (e.g., a monthly average accounts receivable is a single value, and a set of contact information for an individual may have multiple values). On a periodic basis, database images, also known as “snapshots” are generated of a current status of a given database. The snapshots are used to build a historical data table that is computationally efficient to reference.Type: ApplicationFiled: September 26, 2022Publication date: June 29, 2023Applicant: FinancialForce.com, Inc.Inventors: Simon Ejsing, Andrew Chico
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Publication number: 20230196811Abstract: The present disclosure relates to methods and systems to generate a modified feature map specific to a client. A template feature map may be modified based on usage data associated with a client. The template feature map may represent a visual representation of a plurality of features provided by an operator, each feature associated with a plurality of instructions to be processed for the client. The usage data may be compared with each feature to determine whether any feature is associated and/or utilized by the client. Based on determining whether the usage data indicates that any feature is associated and/or utilized by the client, the template feature map may be modified to perform an action to the template feature map indicating that a feature is associated and/or utilized by the client. A modified template feature map may be generated that is specific for a client.Type: ApplicationFiled: November 21, 2022Publication date: June 22, 2023Applicant: FinancialForce.com, Inc.Inventor: Jonathan Spencer Arnett
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Patent number: 11651312Abstract: Disclosed embodiments include a method for combining a BATCH application programming interface (API) and a QUEUEABLE API on a SALESFORCE platform to process records. The method can include accessing a programming environment associated with an add-on application for a SALESFORCE platform, obtaining records via the add-on application to be processed on the SALESFORCE platform in accordance with a job type, calling a BATCH API to process the records by batching the records to create job records, and calling a QUEUEABLE API to process the job records in QUEUEABLES including parallel QUEUEABLES such that at least some job records included in the parallel QUEUEABLES are processed in parallel in accordance with the job type.Type: GrantFiled: January 29, 2021Date of Patent: May 16, 2023Assignee: FinancialForce.com, Inc.Inventor: Lee Francis Storey
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Patent number: 11640500Abstract: Disclosed herein is a platform for translating various user input into a standardized input used to cause a database to sort data in a specified manner and present the data in a graphic user interface according to user instruction. User input is a text string that includes a first set of characters and a second set of characters split by a dividing symbol. Based on the choice of dividing symbol and the arrangement of the first set of character and second set of characters the system converts the input into a standardized form.Type: GrantFiled: January 31, 2022Date of Patent: May 2, 2023Assignee: FinancialForce.com, Inc.Inventors: Richard Corfield, Stephen Fry
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Publication number: 20230004722Abstract: Various techniques are disclosed, including receiving at a multiplatform management system a natural language request from a computing device, determining an event type based on the natural language request, identifying a user-requested action based on data associated with a natural language processing platform in data communication with the multiplatform management system, selecting a cloud platform to perform the user-requested action, formatting data representing the user-requested action into a formatted user-requested action, and performing the action.Type: ApplicationFiled: May 17, 2022Publication date: January 5, 2023Applicant: FinancialForce.com, Inc.Inventors: Stephen Paul Willcock, Matthew David Wood
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Publication number: 20220405780Abstract: Various embodiments relate generally to data science and data analysis, computer software and systems, and computing architectures and data models configured to facilitate management and performance of enterprise functions, and, more specifically, to an enterprise computing and data processing platform configured to identify and aggregate engagement data for managing enterprise data and work flows, and, in response to data values of aggregated engagement data, the enterprise computing and data processing platform is further configured to generate a command, for example, to modify automatically an enterprise data flow or work flow. In some examples, a method may include analyzing a pool of data including project, billing, and supply chain data to generate an engagement dataset including attributes based on aggregated subsets of project, billing, and supply chain data, and calculating updated values for the engagement dataset automatically.Type: ApplicationFiled: June 22, 2021Publication date: December 22, 2022Applicant: FinancialForce.com, Inc.Inventors: Jocasta Katharine Rebecca Perry, Heidi Renee Minzner, Richa Dubey, Kevin James Jones
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Patent number: 11507786Abstract: The present disclosure relates to methods and systems to generate a modified feature map specific to a client. A template feature map may be modified based on usage data associated with a client. The template feature map may represent a visual representation of a plurality of features provided by an operator, each feature associated with a plurality of instructions to be processed for the client. The usage data may be compared with each feature to determine whether any feature is associated and/or utilized by the client. Based on determining whether the usage data indicates that any feature is associated and/or utilized by the client, the template feature map may be modified to perform an action to the template feature map indicating that a feature is associated and/or utilized by the client. A modified template feature map may be generated that is specific for a client.Type: GrantFiled: November 4, 2019Date of Patent: November 22, 2022Assignee: FinancialForce.com, Inc.Inventor: Jonathan Spencer Arnett
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Publication number: 20220337573Abstract: Various embodiments concern mechanisms for facilitating communication between network-accessible platforms for developing, hosting, or running hybrid applications that utilize resources hosted across multiple platforms. Hybrid applications cause messages or “calls” to be passed between the platforms that must be authenticated. For example, when a call is placed by a Heroku platform to a Force.com platform, the call must be authenticated for security purposes. If Heroku has not already been authenticated when the call is submitted, an authentication process is invoked. An event listener can be used to register details regarding the initial callout task, and then register or “fire” an event when the authentication process is successfully completed. Registration of the initial callout task completely separates the authentication process from the resource being invoked. Requests can be completed without requiring further user input using at least some of the details registered by the event listener.Type: ApplicationFiled: March 1, 2022Publication date: October 20, 2022Applicant: FinancialForce.com, Inc.Inventor: Matthew D. Wood
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Publication number: 20220337699Abstract: Various embodiments concern obtaining communication data and generating activity logs. More specifically, communication data such as contact information and call time associated with communications are obtained. The obtained data is then used to generate a report including the time, duration, and project or client associated with communication. Thus, an activity log is automatically generated using the communication data.Type: ApplicationFiled: March 31, 2022Publication date: October 20, 2022Applicant: FinancialForce.com, Inc.Inventor: Matthew James Byrne
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Patent number: 11455286Abstract: Disclosed herein is a data structure that reduces computational load on a database in querying and visualizing historical values of slowly changing dimensions. The slowly changing dimensions have one or more values associated with them (e.g., a monthly average accounts receivable is a single value, and a set of contact information for an individual may have multiple values). On a periodic basis, database images, also known as “snapshots” are generated of a current status of a given database. The snapshots are used to build a historical data table that is computationally efficient to reference.Type: GrantFiled: August 6, 2019Date of Patent: September 27, 2022Assignee: FinancialForce.com, Inc.Inventors: Simon Ejsing, Andrew Chico
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Publication number: 20220284179Abstract: Techniques are described including displaying an interface associated with a computing device, the interface being configured to present a form including a text entry box, receiving data from an activity information pipeline associated with a self-reporting service, the activity information pipeline having a source of activity information associated with a tool configured to geotag the activity information and another source of associated with a mobile sensor configured to capture other activity information geotagged by the tool, the other activity information being processed by the self-reporting service to deprioritize a suggestion over another suggestion, displaying, in response to selection of the text entry box, a suggestion indicative of a journey and identified as prioritized and presented proximate to the center of the interface of the display device, and dynamically adjusting the suggestion while prioritizing display of the suggestion over a generic suggestion.Type: ApplicationFiled: February 21, 2022Publication date: September 8, 2022Applicant: FinancialForce.com, Inc.Inventor: Aleksei MURASHIN
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Publication number: 20220229979Abstract: Disclosed herein is a platform for translating various user input into a standardized input used to cause a database to sort data in a specified manner and present the data in a graphic user interface according to user instruction. User input is a text string that includes a first set of characters and a second set of characters split by a dividing symbol. Based on the choice of dividing symbol and the arrangement of the first set of character and second set of characters the system converts the input into a standardized form.Type: ApplicationFiled: January 31, 2022Publication date: July 21, 2022Applicant: FinancialForce.com, Inc.Inventors: Richard Corfield, Stephen Fry
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Publication number: 20220222170Abstract: A technique is described for evaluating code at a local computing device before deploying the code to a cloud computing platform to be compiled. In an example embodiment, class files including the code in a programming language associated with the cloud computing environment are loaded by a local computer system, for example, associated with a software developer. The local computer system then parses the code to identify elements in the code and checks the identified elements. Errors in the code are identified based on the checking and are displayed to a user (e.g., the developer), for example, via a graphical user interface of a code editor application.Type: ApplicationFiled: October 28, 2021Publication date: July 14, 2022Applicant: FinancialForce.com, Inc.Inventors: Kevin James Jones, Simon Kristiansen Ejsing
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Patent number: 11388283Abstract: Various embodiments concern obtaining communication data and generating activity logs. More specifically, communication data such as contact information and call time associated with communications are obtained. The obtained data is then used to generate a report including the time, duration, and project or client associated with communication. Thus, an activity log is automatically generated using the communication data.Type: GrantFiled: November 18, 2020Date of Patent: July 12, 2022Assignee: FinancialForce.com, Inc.Inventor: Matthew James Byrne
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Patent number: 11373046Abstract: Various techniques are disclosed, including receiving at a multiplatform management system a natural language request from a computing device, determining an event type based on the natural language request, identifying a user-requested action based on data associated with a natural language processing platform in data communication with the multiplatform management system, selecting a cloud platform to perform the user-requested action, formatting data representing the user-requested action into a formatted user-requested action, and performing the action.Type: GrantFiled: September 29, 2020Date of Patent: June 28, 2022Assignee: FinancialForce.com, Inc.Inventors: Stephen Paul Willcock, Matthew David Wood
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Patent number: 11347938Abstract: Disclosed herein is a translation platform making use of both machine translation and crowd sourced manual translation. Translation is performed on pages in an application. Manual translations are applied immediately to local versions of the client application and are either human reviewed or reverse machine translated and compared against the original text. Once verified, the translations are applied to all end-clients.Type: GrantFiled: September 30, 2020Date of Patent: May 31, 2022Assignee: FinancialForce.com, Inc.Inventors: Daniel Christian Brown, Stephen Paul Willcock, Andrew Craddock, Luke McMahon, Peter George Wright
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Publication number: 20220164527Abstract: The disclosed embodiments include a method performed by computer system. The method can include retrieving a layout object including layout information, receiving an indication of a request for a formatted document, and determining that the formatted document should have multiple pages with a common layout feature. The method can further include dynamically generating a template for the formatted document based on the layout information of the layout object and generating the formatted document by using the template to create the multiple pages of the formatted document with the common layout feature.Type: ApplicationFiled: October 28, 2021Publication date: May 26, 2022Applicant: FinancialForce.com, Inc.Inventors: Stephen Paul Willcock, Bradley West Slater
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Patent number: 11321293Abstract: The disclosed embodiments include a computer-implemented method that can include generating a sub-map for each of multiple data items, which each includes keys, key values, and a data item value, and where each sub-map maps keys to key values. The method can further include creating a composite key for each sub-map, where a particular composite key is a composite of key values of a particular data item. The method can further include generating, based on the sub-maps, a multi-dimensional data structure including a dimension for each key of the sub-maps where each dimension maps any key values of the dimension's key to any composite key that includes the key value, and where the multi-dimensional data structure is searchable instead of searching the plurality of data items.Type: GrantFiled: October 14, 2019Date of Patent: May 3, 2022Assignee: FinancialForce.com, Inc.Inventors: Stephen Paul Willcock, Bradley West Slater, Carolina Ruiz Medina