ServiceSource Patent Grants

User interface and underlying data analytics for customer success management

Granted: November 1, 2022
Patent Number: 11488086
Approaches relating to customer service management for recurring revenue assets are described. A CSM application or other CSM software tool (or set of tools) can include features relating to customer lifecycles, product usage, and/or customer success, each of which can be monitored based on various analytical measures, metrics, indicators, etc. provided by one or more analytical engines. Systems, methods, computer program products, and the like are described.

User task focus and guidance for recurring revenue asset management

Granted: September 8, 2020
Patent Number: 10769711
A consistent approach to managing opportunities, quotes, and bookings activities can be managed through the use of a recurring revenue asset management application, which can be supported by one or more features of an asset data model. Such an application can include the use of focus categories and playbooks.

Provenance tracking and quality analysis for revenue asset management data

Granted: October 1, 2019
Patent Number: 10430435
In a recurring revenue management system, a first unit of data and a second unit of data is received. Content is extracted from the first unit of data and the second unit of data based on one or more parameters of a predefined data object that is part of an asset data model. The extracted content is added to an instance of the predefined data object, and a reference tag with identification information for its associated content is associated with the content extracted from each of the…

Inbound and outbound data handling for recurring revenue asset management

Granted: September 18, 2018
Patent Number: 10078677
In a recurring revenue management system, it can be determined that a unit of data received at the recurring revenue management system from an external client data system lacks at least one data aspect necessary to create a fully populated instance of the data object. An instance of a skeletal object is created in a repository of the recurring revenue management system, and the instance of the skeletal object is partially populated with at least some data extracted from the received unit…

Visual representations of recurring revenue management system data and predictions

Granted: May 29, 2018
Patent Number: 9984138
Visual representations of recurring revenue management system data and predictions are disclosed. A user interface is generated for an electronic display, the user interface including a graphical representation of one or more recurring revenue assets, the graphical representation representing each of the one or more recurring revenue assets according to one or more metrics that define each of the one or more recurring revenue assets. A predicted outcome for at least one of the one or…

Asset data model for recurring revenue asset management

Granted: May 29, 2018
Patent Number: 9984342
Data relevant to a predefined data object of a set of predefined data objects can be extracted from a unit of date received at a recurring revenue management system. The extracted relevant data can be populated to an instance of the predefined data object. One or more relationships between the instance of the predefined data object and at least one other instance of the predefined data object or a second predefined data object. The defining occurs based on a set of parameters associated…

Method for efficient aggregation of numerous data using sparse bit sets

Granted: May 23, 2017
Patent Number: 9659061
A data-processing technique for increasing data-size capacity and improving query speed on large datasets where fields within records are replaced by integers representing distinct values of those fields, the integers drawn from a densely-populated range, wherein a computer data storage structure is initialized and maintained to represent a large number of binary values (“bits”) within a smaller number of actual machine-memory bits of the computer. Representative structures and…

Asset data model for recurring revenue asset management

Granted: May 9, 2017
Patent Number: 9646066
Data relevant to a predefined data object of a set of predefined data objects can be extracted from a unit of date received at a recurring revenue management system. The extracted relevant data can be populated to an instance of the predefined data object. One or more relationships between the instance of the predefined data object and at least one other instance of the predefined data object or a second predefined data object. The defining occurs based on a set of parameters associated…

Method and apparatus for protecting online content by detecting noncompliant access patterns

Granted: May 9, 2017
Patent Number: 9646140
Methods to detect and hamper or thwart noncompliant access to online data examine access patterns, history and statistical records, and which may send no, incorrect or nonsense data if data harvesting is detected.

Account sharing detection

Granted: February 2, 2016
Patent Number: 9251464
Apparatus and methods are described for detecting sharing of electronic or online accounts based on grouping of data samples that include keyboard input timing factors and optionally secondary factors. The data samples can be received from various computers having various keyboards of a certain type and may be input by more than one user. The data samples are grouped based on distances and ratios of mathematical combinations of distances between input timing of key events such as dwell…

Gradual template generation

Granted: March 31, 2015
Patent Number: 8997191
Embodiments of the invention relate to collecting keystroke timing data of samples of a phrase input by a user on an input device during different user sessions, and creating a biometric user template based on the timing data collected during the different sessions. Once a sufficient number of samples are collected, the template may be used to authenticate the user.

Remediating unauthorized sharing of account access to online resources

Granted: October 7, 2014
Patent Number: 8856955
A number of effective alternatives for discouraging unauthorized online-resource sharing are discussed. An anti-sharing strategy can be built by applying one or more of the alternatives in response to possible, strongly-suspected or virtually certain unauthorized sharing.