Hierarchical transaction filtering
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United States of America Patent
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Jul 31, 2012
Issued Date -
N/A
app pub date -
Apr 22, 2011
filing date -
Apr 29, 2003
priority date (Note) -
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Abstract
Systems and methods of allocating transactions among business objects are described. Allocation is accomplished using generated allocation rules that are generated using a hierarchical data structure representative of relationships between the business objects and using predefined rules that characterize the business objects. Each generated allocation rule is associated with at least one of the business objects and is used to query a set of transactions to be allocated. Query results, generated using a generated allocation rule, include the transactions to be allocated to the associated business object. Embodiments are disclosed to illustrate how the invention can be used to allocate sales commissions to members of a sales team. The invention is applicable to a variety of business objects including people, organizations, accounts, tasks, or the like.
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