Shih-Hsin Peng

US Patent:

20110040697, Feb 17, 2011

Filed:

Aug 16, 2010

Appl. No.:

12/857407

Inventors:

Fivos Constantinou - San Francisco CA, US
Sanjay Pusegaonkar - Palo Alto CA, US
Yu Cong Lam - San Jose CA, US
George Colliat - Emerald Hills CA, US
Shih-Hsin Peng - Sunnyvale CA, US

Assignee:

Oracle International Corporation - Redwood Shores CA

International Classification:

G06Q 10/00

US Classification:

705348

Abstract:

Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle gaps, overlaps, and reassignments of opportunities for sales territory management. Embodiments use multi-dimensional modeling to define territories in such a way that accounts for applicable territory criteria as sets with logical boundaries, rather than as a defined rule-based architecture (e.g., as dimensions in a territory hypercube). The multi-dimensional model is de-normalized to capture the multi-dimensional nature of the sales territory definitions while, for example, flattening hierarchical trees and minimizing or eliminating the need for ordinal processing of the data. In some embodiments, the de-normalized territory definitions are used to facilitate efficient and reliable gap and/or overlap processing (e.g., detection, reconciliation, etc.). In other embodiments, the de-normalized territory definitions are used to optimize identification of territory regions where reassignment of opportunities is appropriate and/or to reassign opportunities in those regions.

US Patent:

20110041089, Feb 17, 2011

Filed:

Aug 16, 2010

Appl. No.:

12/857410

Inventors:

Yu Cong Lam - San Jose CA, US
George Colliat - Emerald Hills CA, US
Shih-Hsin Peng - Sunnyvale CA, US
Francis Chang - Redwood City CA, US
Teodoro Pimentel - Belmont CA, US

Assignee:

Oracle International Corporation - Redwood Shores CA

International Classification:

G06F 3/048

US Classification:

715771

Abstract:

Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle analytical metrics and assignment previews, for example, in the context of territory proposals and what-if analyses. In some embodiments, a set of proposed territory definitions is generated in a territory management system to represent a hierarchical set of proposed territories each as a set of cells of a hypercube. A modification is received to the proposed territory definitions, and the proposed territory definitions are updated according to the modification. A query is received (e.g., at the territory management system via a user interface) and is executed against the proposed territory definitions in the territory management system to generate a query result. The query result is output to provide analytical metrics and/or assignment preview functionality.