Method and system for indexing, relating and managing information about entities

Patent metadata

Field	Value
Publication number	US-9286374-B2
Application number	US-201113025294-A
Country	US
Kind code	B2
Filing date	Feb 11, 2011
Priority date	Sep 28, 2007
Publication date	Mar 15, 2016
Grant date	Mar 15, 2016

Abstract

Systems and methods for use in association with a master entity index system may allow data records to be grouped together into various entities, where each of the entities may represent a logical or physical item. These entities may also be associated with one another in a manner such that relationships between entities may likewise be represented. In one embodiment, an interface may be provided for use in conjunction with the master entity index system such that these various entities and relationships may be better managed, manipulated or visualized. This interface may allow a user to search for or otherwise obtain an entity, where a representation of this entity and one or more associated entities may be presented to the user along with representations of the relationships between these entities.

First claim

What is claimed is:

1. A method for displaying and configuring associations between data records, comprising:
determining an entity type;
comparing a confidence level for candidate data records against a certain threshold to establish a new entity of the entity type for a new data record or to associate the new data record with the candidate data records;
presenting a user with an interface for use with a system, wherein the system is operable to associate data records as entities according to a set of entity types and establish relationships between a first entity and one or more second different entities and the relationships are defined according to a set of relationship types, wherein the first entity is associated with a first set of data records including information pertaining to that first entity and the one or more second entities are each associated with a corresponding different set of data records including information pertaining to that second entity, and wherein the relationship provides a link to enable retrieval of the one or more second entities based on the first entity, the interface operable to:
search for a first entity using one or more search criteria;
display a first entity representation corresponding to the first entity;
display one or more second entity representations, each second entity representation representing a corresponding second entity;
offer for selection a set of relationships for a first entity representation and one of the second entity representations selected by a user, wherein each defined relationship designates a first entity type and a second different entity type and said offering includes:
validating relationships to include in the set of relationships by checking the first and second entity types designated by defined relationships against corresponding entity types of the first and second entities represented by the first and selected second entity representations, wherein each relationship of the offered set of relationships is valid and designates first and second entity types that are of the entity types of the first and second represented entities; and

establish a relationship selected from the offered set of relationships between those represented entities.

2. The method of claim 1 , wherein the interface is operable to display a set of relationship representations, each relationship representation representing a relationship between the first entity and one of the one or more second entities.

3. The method of claim 2 , wherein the interface is operable to allow a user to select a relationship representation for deletion, wherein a relationship represented by the selected relationship representation is deleted.

4. A computer readable memory device for associating data records, comprising instructions translatable for:
determining an entity type;
comparing a confidence level for candidate data records against a certain threshold to establish a new entity of the entity type for a new data record or to associate the new data record with the candidate data records;
presenting a user with an interface for use with a system, wherein the system is operable to associate data records as entities according to a set of entity types and establish relationships between a first entity and one or more second different entities and the relationships are defined according to a set of relationship types, wherein the first entity is associated with a first set of data records including information pertaining to that first entity and the one or more second entities are each associated with a corresponding different set of data records including information pertaining to that second entity, and wherein the relationship provides a link to enable retrieval of the one or more second entities based on the first entity, the interface operable to:
search for a first entity using one or more search criteria;
display a first entity representation corresponding to the first entity;
display one or more second entity representations, each second entity representation representing a corresponding second entity;
offer for selection a set of relationships for a first entity representation and one of the second entity representations selected by a user, wherein each defined relationship designates a first entity type and a second different entity type and said offering includes:
validating relationships to include in the set of relationships by checking the first and second entity types designated by defined relationships against corresponding entity types of the first and second entities represented by the first and selected second entity representations, wherein each relationship of the offered set of relationships is valid and designates first and second entity types that are of the entity types of the first and second represented entities; and

establish a relationship selected from the offered set of relationships between those represented entities.

5. The computer readable memory device of claim 4 , wherein the interface is operable to display a set of relationship representations, each relationship representation representing a relationship between the first entity and one of the one or more second entities.

6. The computer readable memory device of claim 5 , wherein the interface is operable to allow a user to select a relationship representation for deletion, wherein a relationship represented by the selected relationship representation is deleted.

7. A system for displaying and configuring associations between data records, comprising:
one or more information sources, each information source comprising a computer readable medium; and
a master entity index system comprising a processor and operable for:
determining an entity type;
comparing a confidence level for candidate data records against a certain threshold to establish a new entity of the entity type for a new data record or to associate the new data record with the candidate data records;
presenting a user with an interface, wherein the master entity index system is operable to associate data records as entities according to a set of entity types and establish relationships between a first entity and one or more second different entities and the relationships are defined according to a set of relationship types, wherein the first entity is associated with a first set of data records including information pertaining to that first entity and the one or more second entities are each associated with a corresponding different set of data records including information pertaining to that second entity, and wherein the relationship provides a link to enable retrieval of the one or more second entities based on the first entity, the interface operable to:
search for a first entity using one or more search criteria;
display a first entity representation corresponding to the first entity;
display one or more second entity representations, each second entity representation representing a corresponding second entity;
offer for selection a set of relationships for a first entity representation and one of the second entity representations selected by a user, wherein each defined relationship designates a first entity type and a second different entity type and said offering includes:
validating relationships to include in the set of relationships by checking the first and second entity types designated by defined relationships against corresponding entity types of the first and second entities represented by the first and selected second entity representations, wherein each relationship of the offered set of relationships is valid and designates first and second entity types that are of the entity types of the first and second represented entities; and

establish a relationship

Assignees

• Ford Aaron Dea
• Grashel Ii Richard Gary
• Schumacher Scott
• Wilkinson David
• IBM

Inventors

• Ford Aaron Dea
• Grashel Ii Richard Gary
• Schumacher Scott
• Wilkinson David

Classifications

• G06F16/288 Primary

  Entity relationship models · CPC title

• G06F16/285

  Clustering or classification · CPC title

• G06F17/30604 Primary

  Physics · mapped topic