Patents Assigned to ZUORA. INC.
  • Patent number: 11961148
    Abstract: Embodiments of the present methods and systems are directed to a system and method for managing and editing accounting periods. Particularly, the embodiments are directed to a financial management system that allows for the recordation of financial transactions without first requiring the creation of a user-defined accounting period, and that further allows for the creation, modification, and closure of defined accounting periods.
    Type: Grant
    Filed: February 7, 2023
    Date of Patent: April 16, 2024
    Assignee: Zuora, Inc.
    Inventors: Lei Jin, John Banks
  • Patent number: 11941037
    Abstract: A computing server may receive master data, transaction data, and a process model of a domain. The computing server may aggregate, based on domain knowledge ontology of the domain, the master data and the transaction data to generate a fact table. For example, entries in the fact table may be identified as relevant to the target process model and include attributes and facts that are extracted from master data or transaction data. The computing server may convert the entries in the fact table into vectors. The computing server may identify, based on the vectors, an attribute in the process model as being statistically significant on impacting the process model. For example, a regression model may be used to determine the statistical significance of an attribute on the model process. The computing server may generate an action associated with the attribute to improve the process model.
    Type: Grant
    Filed: March 1, 2021
    Date of Patent: March 26, 2024
    Assignee: Zuora, Inc.
    Inventors: Michael Reh, Sudipto Shankar Dasgupta
  • Patent number: 11887197
    Abstract: Systems, apparatuses, and methods for the recognition and allocation of revenue generated by a subscription based pricing model or plan that is applied to a product or service. Embodiments respond to customer needs for a flexible and powerful revenue allocation engine to permit correct revenue distribution within a subscription economy and effectively trace changes to a revenue schedule and the resulting revenue recognition. Embodiments can efficiently react to changes to a subscription agreement and calculate a new distribution for a revenue schedule and its impact on revenue recognition and future revenue projections. In one embodiment, the systems and methods includes a revenue recognition/allocation engine that operates to evaluate the impact of “charge events” on revenue generation, taking into account relevant business rules and revenue recognition principles.
    Type: Grant
    Filed: March 7, 2023
    Date of Patent: January 30, 2024
    Assignee: Zuora, Inc.
    Inventors: Lei Jin, John Banks, Kang Ao, Muyun Zhu
  • Patent number: 11886941
    Abstract: Receive, by a central controller engine, a user request to perform one or more operations associated with user data, wherein the user data includes first data and second data. Select, by the central controller engine based on the user request, a first service provider interface (SPI) integrated into a first service, the first SPI being configured to operate on the first data in a first datastore associated with the first service. The first SPI including a first service interface component configured based on a uniform access specification. Obtain, by the first SPI, the first data, the first data being formatted according to a first service data specification. Transform, by the first SPI based on the uniform access specification, the first data, thereby generating transformed first data formatted according to the uniform access specification. Provide, by the first SPI, the transformed first data to a target service.
    Type: Grant
    Filed: January 3, 2023
    Date of Patent: January 30, 2024
    Assignee: Zuora, Inc.
    Inventors: Henning Schmiedehausen, Nicolas Fusseder, Alexander Vasilevskiy
  • Patent number: 11887198
    Abstract: A system and method for calculating variable consideration for performance obligations. The method can involve, checking a database for historical transaction data, accessing the historical transaction data, and applying one or more predetermined variable consideration rules to the historical transaction data. The method can include automatically analyzing the historical transaction data generating an analysis report based on the data. The method can include uploading predetermined corrections to variable consideration transactions to a database or other storage medium and applying the corrections to historical performance obligation transaction data. The method can include determining whether variable consideration changes should be applied to individual transaction lines within the variable consideration transactions.
    Type: Grant
    Filed: January 12, 2021
    Date of Patent: January 30, 2024
    Assignee: Zuora, Inc.
    Inventors: Jagan Balsundaram, Seshagiri Chilukuri, Katherine Pearson, Karthikeyan Ramamoorthy
  • Patent number: 11888838
    Abstract: Shown is single sign-on support access to tenant accounts in a multi-tenant service platform involving a proxy user account in an identity provider for a tenant account on the service platform having security metadata associated therewith, mapping in the identity provider maps a support user to a proxy user identifier, a corresponding security endpoint in the service platform and mapping of the proxy user account identifier to the tenant account and security metadata. The identity provider authenticates a request to access the tenant account on the service platform, obtains the security credentials for the proxy user identifier, and sends a security assertion with the proxy user identifier and the security metadata to the security endpoint. The endpoint receives and validates the security assertion against the mapping for the proxy user identifier to the tenant account and the security metadata in the service platform, and permits access by the support user to the tenant account in the service platform.
    Type: Grant
    Filed: August 2, 2022
    Date of Patent: January 30, 2024
    Assignee: Zuora, Inc.
    Inventors: Oleg Mikheev, Joshy Austin, Pushkala Pattabhiraman, Levon Stepanian, Pritesh Parekh
  • Patent number: 11880851
    Abstract: Store a subscription dataset for each tenant of a multi-tenant system, each of the subscription datasets having a common data format native to the system, the subscription datasets including billing data and not behavioral data. Determine primary features from a particular subscription dataset. Derive secondary features from the primary features. Generate a churn prediction model based on the primary features and the secondary features. Obtain a second subscription dataset, the second subscription dataset comprising billing data that is more recent than the particular subscription dataset. Identify, using the particular churn prediction model and the second subscription dataset, one or more subscribers as a churn-risk. Report the one or more subscribers identified as a churn-risk.
    Type: Grant
    Filed: December 27, 2022
    Date of Patent: January 23, 2024
    Assignee: Zuora, Inc.
    Inventors: Carl Gold, Dashiell Stander, Kevin Suer
  • Patent number: 11863547
    Abstract: Systems and methods providing authentication in a microservice system. In some embodiments, the method comprises receiving, from the user interface application, a user interface response corresponding to the user interface request; and sending the user interface response to the client computer. Some embodiments comprise when no cache entry corresponding to the user interface session token is present in the user interface session cache, directing the user interface request to a login service. Some embodiments comprise when the login service receives valid login credentials from the client computer, sending a new user interface session token to the client computer. Some embodiments comprise invalidating the cache entries in the user interface session cache according to a cache expiry policy; and determining whether the cache entry corresponding to the particular user interface session token is valid. In some embodiments, the user interface request session token consists of a single value.
    Type: Grant
    Filed: February 28, 2023
    Date of Patent: January 2, 2024
    Assignee: Zuora, Inc.
    Inventors: Wei Liu, Henning Schmiedehausen, Zhen Wang
  • Patent number: 11841860
    Abstract: A method comprising receiving by an arbitrary query engine a user request to perform a query associated with user data including first data and second data; partitioning the query into first and second sub-queries; providing the first sub-query to a first service provider interface (SPI) integrated into a first service configured to operate on the first data in a first datastore, the first SPI including a common interface component configured based on a uniform access specification to facilitate external communication between the arbitrary query engine and the first SPI, and the first SPI including a first service interface component configured to transform between the uniform access specification and a first service data specification and to facilitate internal data management; obtaining from the first datastore the first data formatted according to the first service data specification; transforming the first data; and providing the transformed first data to the arbitrary query engine.
    Type: Grant
    Filed: February 28, 2023
    Date of Patent: December 12, 2023
    Assignee: Zuora, Inc.
    Inventors: Henning Schmiedehausen, Alexander Vasilevskiy
  • Patent number: 11741291
    Abstract: Receive a user request to perform a service request associated with user data. Select, based on the user request, a first service provider interface (SPI) integrated into a first service, the first SPI being configured to obtain and buffer the user data from a datastore associated with the first service into a first buffer of the first SPI. Obtain, by the first SPI, a first page of records of the user data from the datastore. Buffer, by the first SPI, the first page of records in the first buffer of the first SPI as the records of the first page of records are being obtained from the datastore. Provide, by the first SPI, the first page of records to a central controller engine. Store, by the central controller engine, the first page of records. Provide the first page of records to a user.
    Type: Grant
    Filed: April 12, 2022
    Date of Patent: August 29, 2023
    Assignee: Zuora, Inc.
    Inventor: Henning Schmiedehausen
  • Patent number: 11734092
    Abstract: A multi-tenant system comprises a monolithic database storing global records, each including global fields common for all tenants; a custom field database storing custom records, each including custom fields for a tenant; a custom field record service processing a custom record storage request by instructing the custom field database to store custom field values of the custom record for the tenant, and processing a custom record fetch request by instructing the custom field database to retrieve the custom field values; a monolithic application configured to receive a record storage or fetch request, configured to partition the record storage request into the global record storage request and the custom record storage request, configured to send the custom record storage request to the custom field record service, configured to partition the record fetch request into the global record fetch request and the custom record fetch request, and configured to send the custom record fetch request to the custom field r
    Type: Grant
    Filed: August 9, 2022
    Date of Patent: August 22, 2023
    Assignee: Zuora, Inc.
    Inventors: Alexander Vasilevskiy, Henning Schmiedehausen, Suryatej Mukkamalla, Rui Zhang
  • Patent number: 11669547
    Abstract: A data sync cache is maintained to facilitate syncing of child data objects between a first computing system and a second computing system. Responsive to successful syncing of a parent data object of a child data object by a first sync engine, parent object data sync information indicating that the parent data object was successfully synced is written to the data sync cache. Prior to initiating a sync of the child data object by a second sync engine different from the first sync engine, a cache lookup of the data sync cache is performed to determine if the sync information is contained therein. If the data sync cache includes the sync information, the child data object sync is initiated. In this manner, failed syncs of child data objects are reduced along with the expensive API calls to the second computing system that would otherwise be required to retry failed syncs.
    Type: Grant
    Filed: May 31, 2022
    Date of Patent: June 6, 2023
    Assignee: Zuora, Inc.
    Inventors: Sean Mahbod, Liangqi Wang, Junyi Song
  • Patent number: 11615066
    Abstract: A multi-tenant system, comprises a main storage system including: a monolithic database storing global records associated with global objects, each global object including global fields common for all tenants; a monolithic application configured to process a particular global record storage request by instructing the monolithic database to store particular global field values of the particular global record for a particular tenant, and to process a particular global record fetch request by instructing the monolithic database to retrieve the one or more particular global field values; a custom object storage system including: a custom object database configured to store custom records associated with one or more custom objects, each custom object including one or more custom fields for a tenant; a custom object record service configured to process a particular custom record storage request by instructing the custom object database to store one or more particular custom field values for the tenant, and to proce
    Type: Grant
    Filed: June 3, 2020
    Date of Patent: March 28, 2023
    Assignee: Zuora, Inc.
    Inventors: Alexander Vasilevskiy, Henning Schmiedehausen, Chi Lap Hoang, Rodolfo Gentini Fernandez, Suryatej Mukkamalla
  • Patent number: 11599954
    Abstract: Systems, apparatuses, and methods for the recognition and allocation of revenue generated by a subscription based pricing model or plan that is applied to a product or service. Embodiments respond to customer needs for a flexible and powerful revenue allocation engine to permit correct revenue distribution within a subscription economy and effectively trace changes to a revenue schedule and the resulting revenue recognition. Embodiments can efficiently react to changes to a subscription agreement and calculate a new distribution for a revenue schedule and its impact on revenue recognition and future revenue projections. In one embodiment, the systems and methods includes a revenue recognition/allocation engine that operates to evaluate the impact of “charge events” on revenue generation, taking into account relevant business rules and revenue recognition principles.
    Type: Grant
    Filed: March 15, 2022
    Date of Patent: March 7, 2023
    Assignee: Zuora, Inc.
    Inventors: Lei Jin, John Banks, Kang Ao, Muyun Zhu
  • Patent number: 11593378
    Abstract: A method comprising receiving by an arbitrary query engine a user request to perform a query associated with user data including first data and second data; partitioning the query into first and second sub-queries; providing the first sub-query to a first service provider interface (SPI) integrated into a first service configured to operate on the first data in a first datastore, the first SPI including a common interface component configured based on a uniform access specification to facilitate external communication between the arbitrary query engine and the first SPI, and the first SPI including a first service interface component configured to transform between the uniform access specification and a first service data specification and to facilitate internal data management; obtaining from the first datastore the first data formatted according to the first service data specification; transforming the first data; and providing the transformed first data to the arbitrary query engine.
    Type: Grant
    Filed: November 8, 2021
    Date of Patent: February 28, 2023
    Assignee: Zuora, Inc.
    Inventors: Henning Schmiedehausen, Alexander Vasilevskiy
  • Patent number: 11595378
    Abstract: Systems and methods providing authentication in a microservice system. In some embodiments, the method comprises receiving, from the user interface application, a user interface response corresponding to the user interface request; and sending the user interface response to the client computer. Some embodiments comprise when no cache entry corresponding to the user interface session token is present in the user interface session cache, directing the user interface request to a login service. Some embodiments comprise when the login service receives valid login credentials from the client computer, sending a new user interface session token to the client computer. Some embodiments comprise invalidating the cache entries in the user interface session cache according to a cache expiry policy; and determining whether the cache entry corresponding to the particular user interface session token is valid. In some embodiments, the user interface request session token consists of a single value.
    Type: Grant
    Filed: June 3, 2020
    Date of Patent: February 28, 2023
    Assignee: Zuora, Inc.
    Inventors: Wei Liu, Henning Schmiedehausen, Zhen Wang
  • Patent number: 11574370
    Abstract: Embodiments of the present methods and systems are directed to a system and method for managing and editing accounting periods. Particularly, the embodiments are directed to a financial management system that allows for the recordation of financial transactions without first requiring the creation of a user-defined accounting period, and that further allows for the creation, modification, and closure of defined accounting periods.
    Type: Grant
    Filed: January 19, 2021
    Date of Patent: February 7, 2023
    Assignee: Zuora, Inc.
    Inventors: Lei Jin, John Banks
  • Patent number: 11575746
    Abstract: A system synchronizes change-data in a multi-tenant system with one or more external service provider systems.
    Type: Grant
    Filed: August 24, 2021
    Date of Patent: February 7, 2023
    Assignee: Zuora, Inc.
    Inventor: Tinglan Kung
  • Patent number: 11573930
    Abstract: A self-healing data synchronization process includes an initial stage in which a collection of data change events is received, a set of data record(s) corresponding to the data change event(s) is identified, and a syncing of the set of data record(s) is initiated. Data that indicates which data record(s) successfully synced and which failed is stored. During a subsequent stage of the self-healing process, data change events that occurred during a preceding time horizon are identified, a corresponding first set of data record(s) are identified, a difference between the first set and a second set of data record(s) that successfully synced during the time horizon is determined as a third set of data record(s), and any data record that was attempted to be synced during the time horizon but failed is excluded from the third set. A sync of any data record remaining in the third set is then initiated.
    Type: Grant
    Filed: June 3, 2020
    Date of Patent: February 7, 2023
    Assignee: Zuora, Inc.
    Inventors: Liangqi Wang, Junyi Song, Sean Mahbod
  • Patent number: 11544126
    Abstract: Receive, by a central controller engine, a user request to perform one or more operations associated with user data, wherein the user data includes first data and second data. Select, by the central controller engine based on the user request, a first service provider interface (SPI) integrated into a first service, the first SPI being configured to operate on the first data in a first datastore associated with the first service. The first SPI including a first service interface component configured based on a uniform access specification. Obtain, by the first SPI, the first data, the first data being formatted according to a first service data specification. Transform, by the first SPI based on the uniform access specification, the first data, thereby generating transformed first data formatted according to the uniform access specification. Provide, by the first SPI, the transformed first data to a target service.
    Type: Grant
    Filed: March 23, 2021
    Date of Patent: January 3, 2023
    Assignee: Zuora, Inc.
    Inventors: Henning Schmiedehausen, Nicolas Fusseder, Alexander Vasilevskiy