- Patent Title: Multiple data source date-based user interface system and method
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Application No.: US17394155Application Date: 2021-08-04
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Publication No.: US12079779B2Publication Date: 2024-09-03
- Inventor: Patricia Radford Henderson
- Applicant: Annum LLC
- Applicant Address: US MN St. Paul
- Assignee: Annum LLC
- Current Assignee: Annum LLC
- Current Assignee Address: US MN St. Paul
- Agency: Forsgren Fisher
- Agent Daniel A. Tysver; James M. Urzedowski
- Main IPC: G06Q10/1093
- IPC: G06Q10/1093 ; G06F16/25 ; G06Q10/0631 ; G06Q30/0251

Abstract:
A system and method are presented that integrate date-related data from a variety of disparately defined data sources into a single user interface. Date-related data is defined in tactics that are associated with types. The types are associated with additional field definitions that allow for a single tactic data entity to be created for a variety of tactic types, with different tactic types being associated with different sets of additional fields. Cues are also used to automate the generation of date-related tactics. Cues can be triggered by the creation of trigger tactics of a predetermined type, or through an event in a subscribed database. Individual tactics record estimated and actual expenses for budgeting purposes. Finally, plan hierarchies allow for the integrated viewing of date-based tactics defined at different levels of the hierarchy.
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