Metadata driven dataset management

Patent metadata

Field	Value
Publication number	US-12124453-B2
Application number	US-202318525429-A
Country	US
Kind code	B2
Filing date	Nov 30, 2023
Priority date	Nov 30, 2017
Publication date	Oct 22, 2024
Grant date	Oct 22, 2024

Abstract

A method for configuring the operation of the software of a data as a service (DAAS) system during run time is described. The configuring includes receiving a match query from a customer relationship management system that transmitted the match query responsive to a user using an interface to trigger an update of records in the customer relationship management system that were previously imported from the DAAS system, querying for records in the dataset that match records in the customer relationship management system previously imported from the DAAS system, the querying configured at run time according to metadata that identifies, for records in the dataset, a field to match on and a match threshold, and producing a match query result that includes records in the dataset to be imported to update records that were previously imported from the DAAS system.

First claim

What is claimed is:

1. A method for configuring the operation of software of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, comprising:
receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system;
querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at run time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold; and
in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records that were previously imported from the DAAS system.

2. The method of claim 1 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

3. The method of claim 2 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

4. The method of claim 1 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

5. The method of claim 1 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

6. The method of claim 5 , wherein the one or more operations to be performed are indicated in the metadata.

7. The method of claim 1 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

8. An apparatus comprising:
a set of one or more processors; and
a non-transitory machine-readable storage medium that provides instructions that, if executed by the set of one or more processors, are configurable to cause the apparatus to perform operations of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, the operations comprising:
receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system,
querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at run time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold, and
in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records that were previously imported records from the DAAS system.

9. The apparatus of claim 8 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

10. The apparatus of claim 9 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

11. The apparatus of claim 8 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

12. The apparatus of claim 8 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

13. The apparatus of claim 12 , wherein the one or more operations to be performed are indicated in the metadata.

14. The apparatus of claim 8 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

15. A non-transitory computer-readable storage medium storing instructions which, when executed by a set of one or more processors of an electronic device, cause the electronic device to perform operations of a data as a service (DAAS) system during run time, wherein the DAAS system offers records in a dataset provided by a data provider, the operations comprising:
receiving at the DAAS system a match query from a customer relationship management system, wherein the customer relationship management system transmitted the match query responsive to a user using an interface of the customer relationship management system to trigger an update of a plurality of records in the customer relationship management system that were previously imported from the DAAS system;
querying, by the DAAS system, for records in the dataset that match the plurality of the records in the customer relationship management system that were previously imported from the DAAS system, wherein the querying is configured at nm time according to metadata that identifies, for one or more records in the dataset, a field to match on and a match threshold; and
in response to the match query, the DAAS system producing a match query result that includes records in the dataset to be imported to update at least some of the plurality of records the that were previously imported records from the DAAS system.

16. The non-transitory computer-readable storage medium of claim 15 , wherein the interface allows the user to review the records previously imported from the DAAS system and trigger the update of the records.

17. The non-transitory computer-readable storage medium of claim 16 , wherein the user triggering the update of the records causes the customer relationship management system to generate and transmit the match query to the DAAS system.

18. The non-transitory computer-readable storage medium of claim 15 , wherein the metadata configures mappings between fields of records in the dataset and fields of records in the customer relationship management system.

19. The non-transitory computer-readable storage medium of claim 15 , wherein the querying includes performing one or more operations on records in the dataset, the one or more operations including normalization, tokenization, character filtering, token filtering, data field generation, indexing, and storing.

20. The non-transitory computer-readable storage medium of claim 15 , wherein the metadata includes one or more search parameters to be used in the querying, the one or more search parameters including a match key, a match rule, and a match ranking.

Assignees

• Salesforce Inc

Inventors

• Bansal Kaushal
• Tejomurtula Venkata Muralidhar
• Feroz Azeem
• Kashyn Dmytro
• Kudriavtsev Dmytro
• Shi Shouzhong
• Jain Ajitesh

Classifications

• G06F16/81 Primary

  Indexing, e.g. XML tags; Data structures therefor; Storage structures · CPC title

• G06F16/252

  between a Database Management System and a front-end application · CPC title

• G06F16/24578

  using ranking · CPC title

• G06F16/2228

  Indexing structures · CPC title

• G06F16/2455 Primary

  Query execution · CPC title