Patents Assigned to Sage Intacct, Inc.
  • Patent number: 11823286
    Abstract: Any number of distinct dependent dimensions, associated with different object types, can be created and applied to accounting transactions. The distinct dependent dimensions can be used in generating reports, for example to provide insight into particular categories of transactions. Dimensional data can be captured along with transactional data, and subsequently used for categorizing and reporting on transactions. The distinct dependent dimensions can be organized in a hierarchical manner, for improved flexibility and functionality in categorizing and reporting on transactions. In addition, the dependent dimension structure can be used when generating and presenting user interface components, so that they properly restrict dimension data picklist values and prevent inconsistent dimension value selections.
    Type: Grant
    Filed: October 21, 2020
    Date of Patent: November 21, 2023
    Assignee: Sage Intacct, Inc.
    Inventors: Nadeem Mohammed Yusuf Ilkal, Aaron Thompson
  • Patent number: 11694144
    Abstract: A system and method may be used to indicate change to a key performance indicator (KPI). The method may include receiving data regarding operation of an enterprise, generating the KPI based on the data, assessing a rate of change of the KPI, and initiating notification of a user regarding the rate of change of the KPI. The method may further include modeling the KPI to obtain an ordinary rate of change of the KPI, or a KPI element incorporated into the KPI, over time, comparing the rate of change with the ordinary rate of change, and, based on a difference between the rate of change and the ordinary rate of change, determining that the notification is to be initiated. The method may further include determining whether to notify a user of the change to the KPI based on materiality of the KPI to the user.
    Type: Grant
    Filed: July 16, 2019
    Date of Patent: July 4, 2023
    Assignee: Sage Intacct, Inc.
    Inventors: Aaron Harris, Ahmed Salhin
  • Patent number: 11349961
    Abstract: An adapter layer transforms requests generated by an external API according to internal back-end specifications, and also transforms responses received from the back-end software before such responses are sent to the external API. The adapter layer may include any number of chained adapters, configured so that the output of one adapter is provided as input for another adapter. Each adapter can be configured to transform requests and/or responses between one API version and an immediately preceding or succeeding API version. An appropriate chain of adapters can be activated to perform transformations as needed between a particular API and the format expected by the back-end software. Development of adapters is thus simplified, as the system avoids the need to provide different adapters for each possible combination of software versions operating with one another and with the back-end software.
    Type: Grant
    Filed: October 8, 2020
    Date of Patent: May 31, 2022
    Assignee: Sage Intacct, Inc.
    Inventors: Valer Crisan, Roy Liu
  • Patent number: 11243908
    Abstract: Users requesting a report are given the option of generating a live report or viewing a previous generated “report snapshot”, which may be a version of the report that was previously generated and stored. The report snapshot may have been generated in response to a previous request for the report, or it may have been generated automatically in response to some trigger event or on a period basis. In response to the user's selection of a live report, the report is generated from data stored in a database, and provided to the user when ready. In addition, the live report is stored as a report snapshot in a storage device. In response to the user's selection of a snapshot, the previously generated report snapshot is retrieved from the storage device and provided to the user. Multiple snapshots for the same report can be made available.
    Type: Grant
    Filed: February 25, 2019
    Date of Patent: February 8, 2022
    Assignee: Sage Intacct, Inc.
    Inventors: Chetan Lee, Valer Crisan
  • Patent number: 11068617
    Abstract: Access to an individual tenant's data within a multi-tenant relational database architecture is provided, without unduly exposing data of other tenants. A list of accessible tables is presented to an authenticated individual, such as a developer. Specific information can be designated as sensitive and can be excluded from the information the developer can access. A specialized user interface provides secure point-and-click access to data by allowing selection of a set of higher-level data types to retrieve. Access to data from a related table can be enabled by providing a hyperlink that, when activated, retrieves a relevant record from the related table. Primary key values can also be rendered as hyperlinks that can activate a pop-up menu showing all tables that refer to that primary key value. In at least one embodiment, SQL queries are automatically constructed based on the user's selection of items from the pop-up menu.
    Type: Grant
    Filed: October 9, 2017
    Date of Patent: July 20, 2021
    Assignee: Sage Intacct, Inc.
    Inventor: Naveen Shirole
  • Patent number: 10645174
    Abstract: Various embodiments allow a web application or product to provide multiple sessions within the context of a single browser, without making any changes to the embedded application. In at least one embodiment, a new proxy layer is introduced in the stack, along with extra logic in the main application to generate session-specific URLs for the embedded application. The new proxy layer causes the browser to invoke a unique URL per session for the embedded application, with its session information being tied to the unique URL. From the user's (and browser's) perspective, there are multiple sessions in the same browser.
    Type: Grant
    Filed: December 7, 2017
    Date of Patent: May 5, 2020
    Assignee: Sage Intacct, Inc.
    Inventors: Valer-Alin Crisan, Georgios Spiliotis