Patents Assigned to Initiate Systems, Inc.
  • Publication number: 20110010728
    Abstract: Embodiments disclosed herein provide systems and methods that can bridge the gap between business operations and data management operations. An interface layer provides customizable interfaces for interactions with a master entity index (MEI) system to accomplish association, storage, management or processing of data records based on user-defined business service operations. The interface layer allows a user to define business services, operations, and logical procedures according to a desired data model such that the inputs and outputs for each operation of the service correspond to the particular needs of the user and allow different terminology to be employed by the user.
    Type: Application
    Filed: December 31, 2007
    Publication date: January 13, 2011
    Applicant: Initiate Systems, Inc.
    Inventors: Glenn Goldenberg, Jason Woods
  • Publication number: 20100174725
    Abstract: Embodiments of systems and methods for comparing attributes of a data record are presented herein. Broadly speaking, embodiments of the present invention generate a weight based on a comparison of the name (or other) attributes of data records. More particularly, embodiments of the present invention generate a weight based on a comparison of name attributes. More specifically, embodiments of the present invention may calculate an information score for each of two name attributes to be compared to get an average information score for the two name attributes. The two name attributes may then be compared against one another to generate a weight between the two attributes. This weight can then be normalized to generate a final weight between the two business name attributes.
    Type: Application
    Filed: January 14, 2010
    Publication date: July 8, 2010
    Applicant: Initiate Systems, Inc.
    Inventors: Norm Adams, Scott Ellard, Scott Schumacher
  • Publication number: 20100114877
    Abstract: Embodiments of systems and methods for reducing false positives during the linking of data records are disclosed herein. Broadly speaking, embodiments of the present invention may be used in the generation of an overall weight from the comparison of various attributes of data records, where the linking of the data records is dependent on the overall weight. More specifically, embodiments of the present invention may calculate a false positive penalty based on a set of results, each of the set of results based on a comparison of an attribute. The false positive penalty may be subtracted from the overall weight generated from the comparison of the attributes of data records to adjust the overall weight.
    Type: Application
    Filed: January 14, 2010
    Publication date: May 6, 2010
    Applicant: Initiate Systems, Inc.
    Inventors: Norm Adams, Scott Ellard, Scott Schumacher
  • Patent number: 7698268
    Abstract: Embodiments of the present invention may be used in the generation of an overall weight from the comparison of various attributes of data records, where the linking of the data records is dependent on the overall weight. More specifically, embodiments of the present invention may calculate a false positive penalty based on a set of results, each of the set of results based on a comparison of an attribute. The false positive penalty may be subtracted from the overall weight generated from the comparison of the attributes of data records to adjust the overall weight. By configuring which attributes of the data records are used as the set of attributes for generating the false positive penalty, and the penalties associated with a particular combination of results for the comparisons of these attributes, the incidence of false positives in the linking of data records may be significantly reduced.
    Type: Grant
    Filed: September 15, 2006
    Date of Patent: April 13, 2010
    Assignee: Initiate Systems, Inc.
    Inventors: Norm Adams, Scott Ellard, Scott Schumacher
  • Patent number: 7685093
    Abstract: Embodiments of systems and methods for comparing attributes of a data record are presented herein. Broadly speaking, embodiments of the present invention generate a weight based on a comparison of the name (or other) attributes of data records. More particularly, embodiments of the present invention generate a weight based on a comparison of name attributes. More specifically, embodiments of the present invention may calculate an information score for each of two name attributes to be compared to get an average information score for the two name attributes. The two name attributes may then be compared against one another to generate a weight between the two attributes. This weight can then be normalized to generate a final weight between the two business name attributes.
    Type: Grant
    Filed: September 15, 2006
    Date of Patent: March 23, 2010
    Assignee: Initiate Systems, Inc.
    Inventors: Norm Adams, Scott Ellard, Scott Schumacher
  • Patent number: 7627550
    Abstract: Embodiments of systems and methods for comparing attributes of a data record are presented herein. Embodiments of the present invention generate a weight based on a comparison of attributes of data records. More specifically, embodiments of the present invention may compare each of the tokens of one name to each of the tokens of the other name. Each of these comparisons may generate a match score. These match scores can then be summed to generate the weight for the two names. Specific embodiments may adjust the weight based on various criteria such as the position of the tokens which match or subtracting a mismatch penalty.
    Type: Grant
    Filed: September 15, 2006
    Date of Patent: December 1, 2009
    Assignee: Initiate Systems, Inc.
    Inventors: Norm Adams, Scott Ellard, Scott Schumacher
  • Patent number: 7620647
    Abstract: Embodiments disclosed herein provide data management systems with an ability to integrate parent-child and peer-to-peer relationships (e.g., hierarchies) in a single interface, allowing a user to parent/unparent, link/unlink, merge/unmerge, and modify trusted attributes in a single interaction using highly accurate algorithms to provide data, including hints and recommendations for the management of these hierarchies. A user interface allows a user to perform hierarchy global management functions including read, write, business-to-business (B2B) search, navigation, and maintenance.
    Type: Grant
    Filed: September 14, 2007
    Date of Patent: November 17, 2009
    Assignee: Initiate Systems, Inc.
    Inventors: Sean Stephens, James B. Cushman, II, Joaquim Neto, Michael Scotece, Bradley Scott Jacobs
  • Publication number: 20090198686
    Abstract: Systems and methods for indexing, associating or compositing data records and hierarchies from various information sources are disclosed. Embodiments of the present invention may provide the ability to link data records and thus to link data records to known hierarchies of data records. More specifically, embodiments of the present invention may provide the capability to associate data records in varying information sources and to thereby associate incoming data record with existing data records or existing data hierarchies such that an incoming data record may not only be associated with an existing data record comprising information about the same entity but may additionally be associated with other members of the data hierarchy in the same manner as the existing data record.
    Type: Application
    Filed: April 10, 2009
    Publication date: August 6, 2009
    Applicant: Initiate Systems, Inc.
    Inventors: James B. Cushman, II, Scott Ellard
  • Patent number: 7526486
    Abstract: Systems and methods for indexing, associating or compositing data records and hierarchies from various information sources are disclosed. Embodiments of the present invention may provide the ability to link data records and thus to link data records to known hierarchies of data records. More specifically, embodiments of the present invention may provide the capability to associate data records in varying information sources and to thereby associate incoming data record with existing data records or existing data hierarchies such that an incoming data record may not only be associated with an existing data record comprising information about the same entity but may additionally be associated with other members of the data hierarchy in the same manner as the existing data record.
    Type: Grant
    Filed: January 22, 2007
    Date of Patent: April 28, 2009
    Assignee: Initiate Systems, Inc.
    Inventors: James B. Cushman, II, Scott Ellard
  • Publication number: 20090089630
    Abstract: Embodiments disclosed herein provide a system and method for analyzing an identity hub. Particularly, a user can connect to the identity hub, load an initial set of data records, create and/or edit an identity hub configuration locally, analyze and/or validate the configuration via a set of analysis tools, including an entity analysis tool, a data analysis tool, a bucket analysis tool, and a linkage analysis tool, and remotely deploy the validated configuration to an identity hub instance. In some embodiments, through a graphical user interface, these analysis tools enable the user to analyze and modify the configuration of the identity hub in real time while the identity hub is operating to ensure data quality and enhance system performance.
    Type: Application
    Filed: September 26, 2008
    Publication date: April 2, 2009
    Applicant: Initiate Systems, Inc.
    Inventors: Glenn Goldenberg, Scott Schumacher, Jason Woods
  • Publication number: 20090089332
    Abstract: Embodiments disclosed herein provide a system and method for associating data records in multiple languages within a single hub. As a record comes in from an information source coupled to the hub, it is associated with a particular language at a core layer. The hub maps each language one-to-one to a member type. For each data record of a particular member type, unique derivation code is utilized to perform standardization and bucketing at a derived layer. A weight may be used to balance the richness of languages so that data records in different languages can have the same statistical meaning. Since attributes are standardized with respect to a language of a data record, appropriate languages or script can be passed along with the data record. The hub can then match the data record to the optimum algorithm(s) for entity processing at an entity layer.
    Type: Application
    Filed: September 26, 2008
    Publication date: April 2, 2009
    Applicant: Initiate Systems, Inc.
    Inventors: Douglas Scott Harger, Scott Schumacher
  • Publication number: 20080243832
    Abstract: Embodiments of systems and methods for comparing attributes of a data record are presented herein. In some embodiments, a weight is based on a comparison of the name (or other) attributes of data records. In some embodiments, an information score may be calculated for each of two name attributes to be compared to get an average information score for the two name attributes. The two name attributes may then be compared against one another to generate a weight between the two attributes. This weight can then be normalized to generate a final weight between the two business name attributes. Comparing attributes according to embodiments disclosed herein can facilitate linking data records even if they comprise attributes in languages which do not use the Latin alphabet.
    Type: Application
    Filed: December 31, 2007
    Publication date: October 2, 2008
    Applicant: Initiate Systems, Inc.
    Inventors: Norman S. Adams, Scott Schumacher
  • Publication number: 20080243885
    Abstract: Embodiments of a method for managing entities include candidate selection by a transitive bucketing process where at least one attribute of an initial data record is used to determine a set of candidate data records corresponding to the initial data record. For each candidate data record thus determined, additional candidate data record(s) may be determined using attribute(s) not used in linking the candidate data record to the initial data record. This process may be repeated until no more candidate data records are returned. The initial data record and related candidates thus determined are then resolved into group entities, each having member records that match one another above a certain threshold. If no match is found, a group entity comprising a single data record may be created. These group entities are then reconciled with other entities in a master entity index system.
    Type: Application
    Filed: March 27, 2008
    Publication date: October 2, 2008
    Applicant: Initiate Systems, Inc.
    Inventors: Douglas Scott Harger, Erik Jones, Edward Seabolt
  • Patent number: 7249131
    Abstract: Dynamic Multi-sourced Persisted Enterprise Java Bean (EJB) instances are dynamically created on aJ2EE compliant Application Server to access data contained in multiple data source systems. This Dynamic Multi-sourced Persisted EJB is a general class responsible for dynamically aggregating source system information and caching it based on a Context definition. Individual EJB attributes that include mapping, caching and security definitions are mapped to individual pieces of data in source systems by the Context definition. A caching definition can be reloaded during execution as desired. Applications can access the Dynamic Multi-sourced Persisted EJB directly, or use a Session EJB to create a static interface to the dynamically mapped, cached and secured data. Bi-directional synchronization of the cache between client and source system data and modifications of data attributes are achieved without recoding, recompiling and redeploying of custom coded solutions.
    Type: Grant
    Filed: September 5, 2002
    Date of Patent: July 24, 2007
    Assignee: Initiate Systems, Inc.
    Inventors: Jim Skufca, David Smith, Rob Bugh, John A. Buslawski
  • Patent number: 6996565
    Abstract: Dynamic Multi-sourced Persisted Enterprise Java Bean (EJB) instances are dynamically created on a J2EE compliant Application Server to access data contained in multiple data source systems. This Dynamic Multi-sourced Persisted EJB is a general class responsible for dynamically aggregating source system information and it to data in the source systems based on a Context definition. Individual EJB attributes that include mapping, caching and security definitions are mapped to individual pieces of data in source systems by the Context definition. A mapping definition can be reloaded during execution as desired. Applications can access the Dynamic Multi-sourced Persisted Entity EJB directly, or use a Session EJB to create a static interface to the dynamically mapped, cached and secured data.
    Type: Grant
    Filed: September 4, 2002
    Date of Patent: February 7, 2006
    Assignee: Initiate Systems, Inc.
    Inventors: Jim Skufca, David Smith, Rob Bugh, John Buslawski
  • Patent number: 6990636
    Abstract: Computer processes for carrying out almost any process may be defined as a series of steps using a plurality of standardized user-interface screens. These standardized interface screens may be linked together in predetermined orders to implement on a client computer activities for which the standardized screens are appropriate to accomplish a pre-defined process. Any number of computer processes may be developed and deployed using the standard interfaces. The computer process automatically takes a user from screen to screen, prompting the user to review or provide information or take appropriate action. Processes may be represented using metadata. Metadata may provide data to a screen rendering process running on a user's workstation with details on how to render one of a plurality of standard screens in a manner which is specific to a particular process. Metadata may be provided to define the steps of the process for enabling navigational capabilities.
    Type: Grant
    Filed: May 2, 2003
    Date of Patent: January 24, 2006
    Assignee: Initiate Systems, Inc.
    Inventors: Robert E. Beauchamp, Brian L. Baker, James D. Skufca, Brett K. Wooldridge
  • Patent number: 6922695
    Abstract: Dynamic Multi-sourced Persisted Enterprise Java Bean (EJB) instances are dynamically created on a J2EE compliant Application Server to access data contained in multiple data source systems. This Dynamic Multi-sourced Persisted EJB is a general class responsible for dynamically aggregating source system information and securing it based on a Context definition. Individual EJB attributes that include mapping, caching and security definitions are mapped to individual pieces of data in source systems by the Context definition. A Context definition can be reloaded during execution as desired. Applications can access the Dynamic Multi-sourced Persisted EJB directly, or use a Session EJB to create a static interface to the dynamically mapped, cached and secured data. Using an attribute securing element, a security engine enforces access requirements on a system-wide basis.
    Type: Grant
    Filed: September 5, 2002
    Date of Patent: July 26, 2005
    Assignee: Initiate Systems, Inc.
    Inventors: Jim Skufca, David Smith, Rob Bugh, John Buslawski