A system and method for allowing an Internet user to create a web page which may simultaneously display public and private data as integrated data on one digital screen or other network interface device. integrated data may derive from at least one internal content provider, but may also include data from one or more external content providers. The invention also allows an internal content provider to create a personal profile of a user, based on proprietary data stores of the internal content provider and/or on the user's choices of data for viewing on a web page. Finally, the invention allows an internal content provider to use the personal profile to personalize the user's experience on the provider's web site.

Patent
   RE45295
Priority
Jun 28 2000
Filed
Aug 29 2012
Issued
Dec 16 2014
Expiry
Jun 28 2021
Assg.orig
Entity
Large
0
65
all paid
0. 44. A method comprising:
receiving, from a client computing device, a request for display of at least one item of private data;
accessing one or more private data content stores to obtain the at least one item of private data;
accessing one or more public data content stores;
determining, based on the at least one item of private data, at least one item of public data to obtain from the one or more public data content stores;
aggregating the at least one item of private data and the at least one item of public data to form integrated data; and
transmitting the integrated data to the client computing device.
0. 50. A computer readable storage device containing computer executable instructions, the instructions comprising:
instructions to receive, from a client computing device, a request for display of at least one item of private data;
instructions to access one or more private data content stores to obtain the at least one item of private data;
instructions to access one or more public data content stores;
instructions to determine, based on the at least one item of private data, at least one item of public data to obtain from the one or more public data content stores;
instructions to aggregate the at least one item of private data and the at least one item of public data to form integrated data; and
instructions to transmit the integrated data to the client computing device.
0. 35. A system comprising:
at least one processor coupled to at least one memory;
at least one data aggregation utility having access to at least one public data store and at least one private data store, wherein the at least one data aggregation utility is operative to obtain at least one item of public data from the at least one public data store, to obtain at least one item of private data from the at least one private data store, and to aggregate the at least one item of private data and the at least one item of public data to form integrated data;
a content utility management utility operative to incorporate the integrated data into web page data; and
an interactive presentation service operative to deliver the web page data to a client computing device;
wherein the at least one item of public data is selected based on the at least one item of private data.
0. 1. A system for facilitating the integration and delivery of data available over a network, said system comprising:
at least one user system connected to the network;
one or more host computer components coupled to the network;
at least one publicly available data store and at least one private data store, said at least one publicly available data store and said at least one private data store coupled to said one or more host computer components;
said one or more host computer components configured to acquire public data from said at least one publicly available data store, wherein said public data is determined by private data; acquire said private data from said at least one private data store; integrate said public data and said private data to form integrated data; and format and deliver said integrated data to said user system over the network.
0. 2. The system of claim 1, wherein said at least one user system comprises a personal computer.
0. 3. The system of claim 1, wherein said at least one user system comprises a wireless device.
0. 4. The system of claim 3, wherein said wireless device is a personal digital assistant.
0. 5. The system of claim 3, wherein said wireless device is a wireless telephone.
0. 6. The system of claim 1, wherein said at least one user system comprises a computer configured to automatically retrieve and store said integrated data.
0. 7. The system of claim 1, wherein said at least one user system is configured to display said integrated data using a browser configured to communicate over the network.
0. 8. The system of claim 1, wherein said at least one user system is configured to display said integrated data using a network interface device configured to communicate over the network.
0. 9. The system of claim 1, wherein said one or more host computer components include a web server and an application server.
0. 10. The system of claim 9, wherein said web server comprises:
a data request handler configured to receive data from said at least one user system, invoke and receive data from a network security service, invoke and receive data from a personal profile service, invoke and receive data from a public data service, invoke and receive data from a private data service and format and transfer requested data to said at least one user system;
said network security device configured to be invoked by and return data to said data request handler and to invoke and receive data from said application server;
said personal profile service configured to be invoked by and return data to said request handler and to invoke and receive data from said application server;
a public data service configured to be invoked by and return data to said data request handler and to invoke and receive data from said application server; and
a private data service configured to be invoked by and return data to said data request handler and to invoke and receive data from said application server;
wherein said data request handler, said network security service, said personal profile service, said public data service and said private data service communicate with one another.
0. 11. The system of claim 9, wherein said application server comprises:
a transactional aggregation utility configured to receive and aggregate transactional data;
a content aggregation utility configured to receive and aggregate content data;
a personal profile utility configured to receive personal profile data;
a network security utility configured to receive and process one or more requests for authentication data;
a content management utility configured to manage content; and
an interactive presentation utility configured to process data for presentation;
wherein said a transactional aggregation utility, said content aggregation utility, said personal profile utility, said network security utility, said content management utility and said interactive presentation utility communicate with one another.
0. 12. The system of claim 11, wherein said personal profile utility includes a personal profile data store and a personal preferences data store.
0. 13. The system of claim 12, wherein said personal profile data store comprises a read-optimized data store.
0. 14. The system of claim 11, wherein said transactional aggregation utility receives and aggregates company transactional data and business partner transactional data.
0. 15. The system of claim 11, wherein said content aggregation utility receives and aggregates company content data and business partner content data.
0. 16. The system of claim 11 wherein said personal profile utility receives user registration data, click-stream data from content pages and click-stream data from transactional pages.
0. 17. The system of claim 1, wherein said private data includes private transactional data.
0. 18. The system of claim 1, wherein said host computer component comprises an interactive presentation utility configured to format the public data based upon the private data.
0. 19. The system of claim 1, wherein said private data includes spending habit data and said public data includes promotion data.
0. 20. A method of integrating and delivering data available over a network, said method including the steps of:
acquiring public data from at least one publicly available data store coupled to said network, wherein said public data is determined by private data;
acquiring said private data from at least one private data store coupled to said network;
integrating said public data and said private data to form integrated data; and
delivering said integrated data to a user system.
0. 21. The method of claim 20, wherein:
said step of acquiring said public data includes the step of interactively updating said public data in accordance with changes to said at least one publicly available data store; or
said step of acquiring said private data includes the step of interactively updating said private data in accordance with changes to said at least one private data store.
0. 22. The method of claim 20, wherein said integrating step includes the step of customizing said public data and said private data in accordance with a personal profile utility.
0. 23. The method of claim 22, wherein said personal profile utility comprises a personal profile data store and a personal preferences data store.
0. 24. The method of claim 22 wherein said customizing step includes the step of translating said public data and said private data in accordance with a data request services profile.
0. 25. The method of claim 20, wherein said delivering step includes the step of initiating delivery of said integrated data automatically in accordance with a personal profile utility.
0. 26. The method of claim 20, wherein said delivering step includes delivering said integrated data to said user system using a browser configured to communicate over the network.
0. 27. The method of claim 20, wherein said delivering step includes delivering said integrated data to said user system using a network interface device configured to communicate over the network.
0. 28. The method of claim 20, wherein said delivering step includes delivering said integrated data to said user system, said user system comprising a personal computer.
0. 29. The method of claim 20, wherein said delivering step includes delivering said integrated data to said user system, said user system comprising a wireless device.
0. 30. The method of claim 29, wherein said wireless device is a personal digital assistant.
0. 31. The method of claim 29, wherein said wireless device is a wireless telephone.
0. 32. The method of claim 20, wherein said delivering step includes delivering said integrated data to said user system, said user system comprising a computer configured to automatically retrieve and store said integrated data.
0. 33. The method of claim 20, wherein acquiring private data includes acquiring private transactional data.
0. 34. The method of claim 20, wherein said formatting the integrated data includes formatting the public data based upon the private data.
0. 36. The system of claim 35, wherein the interactive presentation service is further operative to modify the web page data according to a format of a web page.
0. 37. The system of claim 36, wherein the web page is associated with the client computing device.
0. 38. The system of claim 35, further comprising:
a personal preferences data store operative to store preferences of one or more users.
0. 39. The system of claim 38, wherein the interactive presentation service is further operative to modify the web page data according to at least one of the preferences of the one or more users.
0. 40. The system of claim 35, wherein the at least one aggregation utility comprises a first aggregation utility and a second aggregation utility.
0. 41. The system of claim 40, wherein the content utility management utility is operative to manage integrated data formed by the first aggregation utility and integrated data formed by the second aggregation utility.
0. 42. The system of claim 35, wherein the at least one data aggregation utility is operative to obtain the at least one item of public data from the at least one public data store and the at least one item of private data from the at least one private data store in response to the system receiving a request for the at least one item of private data from the client computing device.
0. 43. The system of claim 36, further comprising:
a user authentication system operative to receive user authentication data from the client computing device and to authenticate the user authentication data prior to receiving the request for the at least one item of private data from the client computing device.
0. 45. The method of claim 44, further comprising:
incorporating the integrated data into web page data;
wherein transmitting the integrated data to the client computing device comprises transmitting the web page data to the client computing device.
0. 46. The method of claim 45, further comprising:
modifying the web page data according to a format of a web page prior to transmitting the web page data to the client computing device.
0. 47. The method of claim 46, wherein the web page is associated with the client computing device.
0. 48. The method of claim 45, further comprising:
modifying the web page data according to at least one user preference.
0. 49. The method of claim 44, further comprising:
receiving user authentication data from the client computing device; and
authenticating the user authentication data prior to receiving the request for display of at least one item of private data.
0. 51. The computer readable storage device of claim 50, the instructions further comprising:
instructions to incorporate the integrated data into web page data;
wherein the instructions to transmit the integrated data to the client computing device comprise instructions to transmit the web page data to the client computing device.
0. 52. The computer readable storage device of claim 51, the instructions further comprising:
instructions to modify the web page data according to a format of a web page prior to transmitting the web page data to the client computing device.
0. 53. The computer readable storage device of claim 51, the instructions further comprising:
instructions to modify the web page data according to at least one user preference.
0. 54. The computer readable storage device of claim 50, the instructions further comprising:
instructions to receive user authentication data from the client computing device; and
instructions to authenticate the user authentication data prior to receiving the request for display of at least one item of private data.

. a an ATM card.

In one embodiment of the present invention, confirmation of network user system 126 defines an identification code (“user ID”), which is then forwarded to user system 126 once registration is complete. Repeat network user systems 126 may be automatically recognized and served with the appropriate customized web page, even if they do not log in, e.g., through the use of cookies or similar technology. User systems 126 may also log in via remote access recognition. After login, user systems 126 may modify profile data such as user ID or password and account information. User systems 126 may retrieve their preferences or set their remote access code (“RAC”) to retrieve preferences remotely. In one embodiment, after registering for services offered by internal content provider 120, network user system 126 is presented with a welcome page for system registration 318 and acceptance of terms and conditions. User systems 126 complete registration by providing information for the personal profile data store 124 and may select a RAC. Accessibility to any given service is restricted to user systems 126 with verified registrations. In one exemplary embodiment, registrations are verified against account records before data is shown. All points of entry into the system may be protected through at least one firewall. In one aspect of the invention, personal data is stored in a trusted domain of the web complex, with all confidential data encrypted before being transmitted over open networks.

Internal 120 and external 116 content providers may use information from personal profile data store 124 for many purposes. For example, information may be used for directing marketing efforts towards specific user systems 126. To accomplish that end, user information may be retrieved from personal profile data store 124 and special promotional messages, offers and any other suitable marketing materials are presented to user systems 126, based on that information. Similarly, internal 120 and external 116 content providers may customize the information they provide to network user systems 126, based on user profile information. This customization is accomplished through personalization rules tied to content requests by the user systems 126. For example, a holder of a particular credit card may be shown special events planned for holders of that card during a trip that the card holder has planned for a given city.

Referring again to FIG. 3, when a network user inputs registration or authentication data 318, application server 110 suitably allows user system 126 to access both transactional assets 302 and content assets 304. Transactional assets 302 comprise both company transactions 306 and business partner transactions 308. Company transactions 306 are transactions provided by internal content provider 120. Examples of company transactions 306 may include transactions provided by a credit card company, such as checking a credit card bill, 401K plan balance or brokerage account on line. Business partner transactions 308 are similar transactions provided by external content providers 116, which are business partners of internal content provider 120. Examples may include buying airline tickets or stocks on line. Content assets 304 comprise company content 310 and business partner content 312. Company content 310 is provided by internal content provider 120 and may include investment advice or savings advice from a credit card company. Business partner content 312 is provided by external content provider 116 and may include news items from Reuters news service or weather reports from weather.com.

In accordance with one embodiment of the present invention, transactional assets 302 pass through a transactional aggregation utility 314, which aggregates transactional assets 302. Application server 110 may then send aggregated transactional assets 302 to either personal profile data store 124, a security services utility 328 or a content management utility 330. Also in accordance with one embodiment, content assets 304 may pass through a content aggregation utility 316. Aggregated content assets 304 are then sent to content management utility 330.

In accordance with one embodiment of the present invention, asset aggregation is achieved via aggregation utilities 314, 316, based upon the type of asset to be integrated. External, business partner content 312, for example, may be aggregated by content aggregation utility 316, which may be a content aggregation tool such as WebMethods or any other suitable content aggregation tool. Transactional assets 302, on the other hand, may be aggregated by various methods, those methods being executed by an application server such as WebSphere or any other suitable server. According to one aspect of the present invention, web pages incorporating internal content are presented using content management utility 330. In one embodiment, transactional assets 302 and content assets 304 may be prioritized according to user preferences. Further detail is available for each screen by clicking through to selected items and an on-line reference manual is available for customization options.

According to another aspect of the invention, business unit owners can control the content and layout of subtopic areas available to network user systems 126. Internal 120 and external 116 content providers are provided with a standard mechanism to supply content to the system and a process to communicate technical and design standards. In another aspect of the invention, a set of guidelines, processes and controls for topic owners to maintain topic areas is provided. In one aspect of the present invention, transaction functionality is provided through links to existing applications. In another aspect, detailed content is presented through links to the provider web page. In one embodiment, the system provides support for transactional content.

In another embodiment of the present invention, click-stream data 320, 322 is stored in a personal preferences database 122. Click-stream data may derive from content pages 320 or transactional pages 322 accessed by a network user 126. In addition to click-stream data 320, 322, data from the personal profile data store 124 may also be transferred to and stored in the personal preferences database 122. Eventually, information such as user registration/authentication 318, transactional assets 302, content assets 304, and click-stream data 320, 322, after passing through one or more components of the application server system 334, is transmitted to an interactive presentation service 332. This interactive presentation service 332 is any hardware and/or software suitably configured to create the look and feel of network user system's 126 web site.

FIG. 4 is a flow diagram depicting in further detail an exemplary flow of information through web server 112 (FIG. 1). (In FIG. 4, application server tier 104 is not shown, to simplify the diagram.) The diagram displays web server 112 architecture, which utilizes, for example, JSP integration with servlets in a command bean framework and XML document structure services create a web page on a digital display 202. In one embodiment of the present invention, information is transferred from backend systems tier 102 to either user profile access bean 410 or a messaging service 412 via HTTP 422, wherein user profile access bean 410 can be any form of personal profile service. From user profile access bean 410, information is sent to a presentation bean 416 and then, for example, to a web page on a digital display 202, wherein presentation bean 416 can be any form of data request handler. Information from messaging service 412 is transmitted to presentation bean 416, a public data access bean 418 or a private data access bean 420 and then to a web page on a digital display 202. Public data access bean 418 can be any form of public data service and private data access bean 420 can be any form of private data service. Information may also flow from a web page on digital display 202 to backend systems tier 102. Such information may pass directly to user profile access bean 410 and then to backend systems tier 102 via XML 424. Alternatively, information may be transferred from a web site to a messaging data access bean 414 and then to messaging service 412. From messaging service 412, information is then sent to backend systems tier 102 via XML 424. In one embodiment, web server 112 further includes a network security service 442. Information passing between user system 126 with digital display 202 and the various components of web server 112 described above, may first be required to pass through network security service 442.

FIG. 5 is a combination flow diagram and architectural diagram showing an exemplary method of handling information flow from client tier 108 to backend systems tier 102 and from backend systems tier 102 back to client tier 108. Initially, an HTTP post/get request 510 is initiated from client tier 108 to web server tier 106. This data is then encapsulated within the presentation layer application of web server tier 106. The information is then sent via an HTTP post 512 to application server tier 104 for data acquisition and aggregation by one of the application server's business specific functions. The presentation layer elements may include, for example, any combination of JavaBeans, JSPs, Java classes, and any other convenient code hosted on web servers 106 configured to communicate with the servlets via HTTP. This process may be repeated several times in order to aggregate information on the main page. Information from client tier 108 that is processed by web server tier 106 and application server tier 104 is then sent to backend systems tier 102 via outgoing JDBC/LDAP 514. Backend systems tier 102 then processes the data and sends it back to application server tier 104 via incoming JDBC/LDAP 516. This data is then transferred to web server tier 106 as XML data 518 and to client tier 108 as HTML data 520.

In one embodiment of the present invention, to minimize coupling between the presentation and application layers, a Command Bean framework is used. As is known, command beans act as interface adapters to system components belonging to different functional domains, and provide the functionality to invoke various services in accordance with the invention. By implementing a command bean, interfaces exposed by external content providers 116 (shown in FIG. 1) can be changed independently by implementing the changes through the command beans. Multiple external content providers 116, providing similar functionality, can be integrated with the same command bean. In an alternative embodiment, each command bean may correspond to a single business logic task such as a query task, update task or any other such tasks as may be desired. With continued reference to FIG. 1, the command bean framework substantially isolates application server tier 104 from changes that could occur in the interface supported by external content providers 116. In one embodiment of the invention, the implementation of external content providers 116 or mediators that acquire data from backend systems tier 102 is modifiable (e.g. from Java servlets to Enterprise JavaBeans) without substantially impacting client tier 108 by effecting corresponding changes in the command beans.

In order to control how documents are presented to network user system 126, XML tags may be used. To process and dynamically generate XML documents, according to one embodiment, web server tier 106 function is extended by the XML Document Structure Services in application server tier 104. This enables database connectors and integration applications to parse, generate, manipulate, and validate XML-based dynamic content. This content is sent to client tier 108 and interchanged with other servlets. Alternatively, web server tier 106 may be used to selectively apply stylesheets to XML documents when client tier 108 devices do not support XSL stylesheets to XML documents.

It should be understood that the exemplary processes illustrated above may include more or fewer steps or may be performed in the context of a larger processing scheme. Although the invention has been described herein in conjunction with the appended drawings, those skilled in the art will appreciate that the scope of the invention is not so limited. Modifications in the selection, design, and arrangement of the various components and steps discussed herein may be made without departing from the scope of the invention as set forth in the appended claims.

Bishop, Fred A., Steitz, Philip W., Mitchell, Margaret C., Page, John Mark, Bowen, Anthony R., Fehnhaber, Jeffrey S.

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