[미국특허]
Controlled creation of reports from table views
원문보기
IPC분류정보
국가/구분
United States(US) Patent
등록
국제특허분류(IPC7판)
G06Q-040/00
G06Q-040/06
G06F-003/048
G06F-003/0481
G06K-009/62
G06T-015/00
G06F-011/32
G06Q-040/08
출원번호
US-0646855
(2012-10-08)
등록번호
US-9015073
(2015-04-21)
발명자
/ 주소
Mirra, Jason
Paulus, Michael
Chan, Wai Loon
Martell, III, Richard Thomas
Ross, Justin D.
Greenbaum, Michael Lee
출원인 / 주소
Addepar, Inc.
대리인 / 주소
Knobbe, Martens, Olson & Bear LLP
인용정보
피인용 횟수 :
11인용 특허 :
12
초록▼
A method comprising creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of: accounts in which one or more of the assets are held; individuals who own one or more of the assets; or legal entities who own one o
A method comprising creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of: accounts in which one or more of the assets are held; individuals who own one or more of the assets; or legal entities who own one or more of the assets; receiving and storing one or more bucketing factors and one or more column factors; the computer traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; the computer applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; the computer applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.
대표청구항▼
1. A computing system configured to access one or more electronic data sources in response to inputs received via an interactive user interface in order to automatically calculate metrics based on a complex mathematical graph, insert the metrics into a dynamically generated table of the interactive
1. A computing system configured to access one or more electronic data sources in response to inputs received via an interactive user interface in order to automatically calculate metrics based on a complex mathematical graph, insert the metrics into a dynamically generated table of the interactive user interface, and export the dynamically generated table to a portable format, the computing system comprising: one or more electronic data sources storing a complex mathematical graph having nodes and edges, wherein: each of the nodes stores information associated with at least one of: a financial asset, an account in which a financial asset is held, an individual who owns a financial asset, or a legal entity that owns a financial asset, andeach of the edges stores a relationship between two of the nodes, wherein a plurality of attributes is associated with each of the nodes and each of the edges;a computer processor in communication with the one or more electronic data sources; anda non-transitory computer readable storage medium storing one or more computing units, each of the one or more computing units including program instructions configured for execution by the computer processor, the one or more computing units including: a report unit;a rendering unit configured to cause the computer processor to: generate interactive user interface data configured to be rendered on a computing device as an interactive user interface, the interactive user interface including: a dynamically generated table including rows and columns, wherein each of the rows corresponds to a financial asset and its associated node or a group of financial assets and its associated nodes, wherein each of the columns corresponds to a metric calculable with respect to each of the financial assets or groups of financial assets; anda context selection element including a listing of a plurality of perspectives from which the dynamically generated table may be automatically updated, each of the plurality of perspectives associated with a node of the complex mathematical graph;configure the interactive user interface data such that the interactive user interface is configured to receive a selection of one of the plurality of perspectives; andconfigure the interactive user interface data such that the interactive user interface is configured to receive indications of one or more bucketing factors and one or more column factors; anda view computation unit in communication with the rendering unit and configured to cause the computer processor to: receive the selection of the one of the plurality of perspectives from the rendering unit;receive the indications of the one or more bucketing factors and the one or more column factors from the rendering unit;determine a node of the complex mathematical graph associated with the selected perspective;automatically traverse the complex mathematical graph from the determined node by: enumerating all paths within the complex mathematical graph that originate at the determined node, wherein each path comprises at least the determined node and an edge;if it is determined, during enumeration of the paths and for each path that is enumerated, that the path includes two identical and adjacent sequences of nodes and edges, moving to a next adjacent path; andcreating a list of a plurality of paths of nodes and edges in the complex mathematical graph that are enumerated and associated with the determined node;for each of the plurality of paths, determine any rows of the dynamically generated table associated with the path based on nodes commonly associated with the path and a row of the dynamically generated table;generate, by applying the received one or more bucketing factors to the plurality of paths, a tree hierarchy comprising value nodes corresponding to the rows of the dynamically generated table and associated with the respective paths determined to be associated with the rows; andfor each value node of the tree hierarchy and each of the received one or more column factors: apply the column factor to each of the paths associated with the value node to calculate, for each of the paths, based on attributes associated with nodes and/or edges in the respective paths, one or more path values; andaggregate the path values associated with each of the value nodes to calculate a metric value corresponding to each combination of value node and column factor;wherein the rendering unit is further configured to cause the computer processor to: receive the calculated metric values from the view computation unit;automatically update the dynamically generated table with the calculated metric values, wherein each of the calculated metric values is inserted into a cell of the table corresponding to the row associated with the value node associated with the calculated metric value and the column associated with the column factor associated with the calculated metric value; andinsert the updated dynamically generated table into a report associated with the selected perspective;wherein the report unit is configured to cause the computer processor to: receive the report from the rendering unit; andexport the report to an electronic document having a commonly used format. 2. The computing system of claim 1, wherein each of the edges represents at least one of an ownership, a containment, or a data flow. 3. The computing system of claim 1, wherein each of the one or more column factors comprises an executable code segment configured to perform one or more mathematical calculations to calculate the one or more path values. 4. The computing system of claim 1, wherein each of the one or more column factors comprises an executable code segment configured to invoke a function of a network resource using one or more attributes associated with nodes and/or edges. 5. The computing system of claim 1, wherein applying the column factor to each of the paths associated with the value node to calculate one or more path values comprises: calculating an ownership percentage based on an ownership attribute associated with an edge. 6. The computing system of claim 1, wherein aggregating the path values associated with each of the value nodes comprises summing the path values. 7. The computing system of claim 1, wherein aggregating the path values associated with each of the value nodes comprises applying a mathematical calculation based on the column factor. 8. The computing system of claim 1, wherein the calculated metric values include at least one of an asset value, an internal rate of return, a time weighted rate of return, or another financial metric. 9. The computing system of claim 1, wherein the one or more bucketing factors include at least one of asset class or owner. 10. The computing system of claim 1, wherein: the rendering unit is further configured to cause the computer processor to: further configure the interactive user interface data such that the interactive user interface is configured to receive a selection of a second one of the plurality of perspectives; andthe view computation unit is further configured to cause the computer processor to: receive the selection of the second one of the plurality of perspectives from the rendering unit; andautomatically: determine a second node of the complex mathematical graph associated with the selected second perspective;re-traverse the complex mathematical graph from the determined second node and re-create the list of a plurality of paths of nodes and edges in the complex mathematical graph that are associated with the determined second node; andre-calculate the metric values;wherein the rendering unit is further configured to cause the computer processor to: receive the re-calculated metric values from the view computation unit; andautomatically update the dynamically generated table with the re-calculated metric values. 11. The computing system of claim 1, wherein: the rendering unit is further configured to cause the computer processor to: further configure the interactive user interface data such that the interactive user interface is configured to receive indications of one or more other bucketing factors; andthe view computation unit is further configured to cause the computer processor to: receive the indications of the one or more other bucketing factors from the rendering unit; andautomatically: re-generate, by applying the received one or more other bucketing factors to the plurality of paths, the tree hierarchy comprising value nodes corresponding to the rows of the dynamically generated table and associated with the respective paths determined to be associated with the rows; andre-calculate the metric values;wherein the rendering unit is further configured to cause the computer processor to: receive the re-calculated metric values from the view computation unit; andautomatically update the dynamically generated table with the re-calculated metric values. 12. The computing system of claim 1, wherein: the rendering unit is further configured to cause the computer processor to: further configure the interactive user interface data such that the interactive user interface is configured to receive indications of one or more other column factors; andthe view computation unit is further configured to cause the computer processor to: receive the indications of the one or more other column factors from the rendering unit; andautomatically: for each value node of the tree hierarchy and each of the received one or more other column factors: apply the other column factor to each of the paths associated with the value node to re-calculate, for each of the paths, based on attributes associated with nodes and/or edges, the one or more path values; andre-aggregate the path values associated with each of the value nodes to re-calculate the metric value corresponding to each combination of value node and other column factor;wherein the rendering unit is further configured to cause the computer processor to: receive the re-calculated metric values from the view computation unit; andautomatically update the dynamically generated table with the re-calculated metric values. 13. The computing system of claim 1, wherein the complex mathematical graph comprises a non-displayed graph. 14. The computing system of claim 1, wherein the rendering unit is further configured to cause the computer processor to: display the updated dynamically generated table in at least one page of a plurality of pages in the report, wherein the report comprises the plurality of pages report metadata. 15. The computing system of claim 1, wherein the report unit is further configured to cause the computer processor to: receive the calculated metric values from the view computation unit;display the calculated metric values in a plurality of widgets in one or more pages of the report, wherein the calculated metric values in a particular widget in the plurality of widgets is displayed in a widget format described by widget formatting attributes of the particular widget, wherein the widget formatting attributes are controlled by a plurality of widget controls;displaying the plurality of widget controls for the particular widget;receiving a modification to a widget control of the plurality of widget controls;in response to receiving the modification, modifying the widget formatting attributes of the particular widget;causing re-displaying the calculated metric values in the particular widget in a different format described by the modified widget formatting attributes of the particular widget. 16. A computer-implemented method of accessing one or more electronic data sources in response to inputs received via an interactive user interface in order to automatically calculate metrics based on a complex mathematical graph, insert the metrics into a dynamically generated table of the interactive user interface, and export the dynamically generated table to a portable format, the computer-implemented method comprising: storing, on one or more electronic data sources, a complex mathematical graph having nodes and edges, wherein:each of the nodes stores information associated with at least one of: a financial asset, an account in which a financial asset is held, an individual who owns a financial asset, or a legal entity that owns a financial asset, andeach of the edges stores a relationship between two of the nodes, wherein a plurality of attributes is associated with each of the nodes and each of the edges;executing, by a computer processor in communication with the one or more electronic data sources, one or more computing units stored on a non-transitory computer readable storage medium, each of the one or more computing units including program instructions configured for execution by the computer processor, the one or more computing units including:a report unit;a rendering unit configured to cause the computer processor to:generate interactive user interface data configured to be rendered on a computing device as an interactive user interface, the interactive user interface including:a dynamically generated table including rows and columns, wherein each of the rows corresponds to a financial asset and its associated node or a group of financial assets and its associated nodes, wherein each of the columns corresponds to a metric calculable with respect to each of the financial assets or groups of financial assets; anda context selection element including a listing of a plurality of perspectives from which the dynamically generated table may be automatically updated, each of the plurality of perspectives associated with a node of the complex mathematical graph;configure the interactive user interface data such that the interactive user interface is configured to receive a selection of one of the plurality of perspectives; andconfigure the interactive user interface data such that the interactive user interface is configured to receive indications of one or more bucketing factors and one or more column factors; anda view computation unit in communication with the rendering unit and configured to cause the computer processor to:receive the selection of the one of the plurality of perspectives from the rendering unit;receive the indications of the one or more bucketing factors and the one or more column factors from the rendering unit;determine a node of the complex mathematical graph associated with the selected perspective;automatically traverse the complex mathematical graph from the determined node by:enumerating all paths within the complex mathematical graph that originate at the determined node, wherein each path comprises at least the determined node and an edge;if it is determined, during enumeration of the paths and for each path that is enumerated, that the path includes two identical and adjacent sequences of nodes and edges, moving to a next adjacent path; andcreating a list of a plurality of paths of nodes and edges in the complex mathematical graph that are enumerated and associated with the determined node;for each of the plurality of paths, determine any rows of the dynamically generated table associated with the path based on nodes commonly associated with the path and a row of the dynamically generated table;generate, by applying the received one or more bucketing factors to the plurality of paths, a tree hierarchy comprising value nodes corresponding to the rows of the dynamically generated table and associated with the respective paths determined to be associated with the rows; andfor each value node of the tree hierarchy and each of the received one or more column factors:apply the column factor to each of the paths associated with the value node to calculate, for each of the paths, based on attributes associated with nodes and/or edges in the respective paths, one or more path values; andaggregate the path values associated with each of the value nodes to calculate a metric value corresponding to each combination of value node and column factor;wherein the rendering unit is further configured to cause the computer processor to:receive the calculated metric values from the view computation unit;automatically update the dynamically generated table with the calculated metric values, wherein each of the calculated metric values is inserted into a cell of the table corresponding to the row associated with the value node associated with the calculated metric value and the column associated with the column factor associated with the calculated metric value; andinsert the updated dynamically generated table into a report associated with the selected perspective;wherein the report unit is configured to cause the computer processor to:receive the report from the rendering unit; andexport the report to an electronic document having a commonly used format. 17. The computer-implemented method of claim 16, wherein: the rendering unit is further configured to cause the computer processor to:further configure the interactive user interface data such that the interactive user interface is configured to receive a selection of a second one of the plurality of perspectives; andthe view computation unit is further configured to cause the computer processor to:receive the selection of the second one of the plurality of perspectives from the rendering unit; andautomatically:determine a second node of the complex mathematical graph associated with the selected second perspective;re-traverse the complex mathematical graph from the determined second node and re-create the list of a plurality of paths of nodes and edges in the complex mathematical graph that are associated with the determined second node; andre-calculate the metric values;wherein the rendering unit is further configured to cause the computer processor to:receive the re-calculated metric values from the view computation unit; andautomatically update the dynamically generated table with the re-calculated metric values. 18. A non-transitory computer readable storage medium storing one or more computing units, each of the one or more computing units including program instructions configured for execution by a computer processor, the one or more computing units configured to cause the computer processor to access one or more electronic data sources in response to inputs received via an interactive user interface in order to automatically calculate metrics based on a complex mathematical graph, insert the metrics into a dynamically generated table of the interactive user interface, and export the dynamically generated table to a portable format, the computer processor in communication with the one or more electronic data sources, wherein: the one or more electronic data sources store a complex mathematical graph having nodes and edges, wherein:each of the nodes stores information associated with at least one of: a financial asset, an account in which a financial asset is held, an individual who owns a financial asset, or a legal entity that owns a financial asset, andeach of the edges stores a relationship between two of the nodes, wherein a plurality of attributes is associated with each of the nodes and each of the edges; andthe one or more computing units include:a report unit;a rendering unit configured to cause the computer processor to:generate interactive user interface data configured to be rendered on a computing device as an interactive user interface, the interactive user interface including:a dynamically generated table including rows and columns, wherein each of the rows corresponds to a financial asset and its associated node or a group of financial assets and its associated nodes, wherein each of the columns corresponds to a metric calculable with respect to each of the financial assets or groups of financial assets; anda context selection element including a listing of a plurality of perspectives from which the dynamically generated table may be automatically updated, each of the plurality of perspectives associated with a node of the complex mathematical graph;configure the interactive user interface data such that the interactive user interface is configured to receive a selection of one of the plurality of perspectives; andconfigure the interactive user interface data such that the interactive user interface is configured to receive indications of one or more bucketing factors and one or more column factors; anda view computation unit in communication with the rendering unit and configured to cause the computer processor to:receive the selection of the one of the plurality of perspectives from the rendering unit;receive the indications of the one or more bucketing factors and the one or more column factors from the rendering unit;determine a node of the complex mathematical graph associated with the selected perspective;automatically traverse the complex mathematical graph from the determined node by:enumerating all paths within the complex mathematical graph that originate at the determined node, wherein each path comprises at least the determined node and an edge;if it is determined, during enumeration of the paths and for each path that is enumerated, that the path includes two identical and adjacent sequences of nodes and edges, moving to a next adjacent path; andcreating a list of a plurality of paths of nodes and edges in the complex mathematical graph that are enumerated and associated with the determined node;for each of the plurality of paths, determine any rows of the dynamically generated table associated with the path based on nodes commonly associated with the path and a row of the dynamically generated table;generate, by applying the received one or more bucketing factors to the plurality of paths, a tree hierarchy comprising value nodes corresponding to the rows of the dynamically generated table and associated with the respective paths determined to be associated with the rows; andfor each value node of the tree hierarchy and each of the received one or more column factors:apply the column factor to each of the paths associated with the value node to calculate, for each of the paths, based on attributes associated with nodes and/or edges in the respective paths, one or more path values; andaggregate the path values associated with each of the value nodes to calculate a metric value corresponding to each combination of value node and column factor;wherein the rendering unit is further configured to cause the computer processor to:receive the calculated metric values from the view computation unit;automatically update the dynamically generated table with the calculated metric values, wherein each of the calculated metric values is inserted into a cell of the table corresponding to the row associated with the value node associated with the calculated metric value and the column associated with the column factor associated with the calculated metric value; andinsert the updated dynamically generated table into a report associated with the selected perspective;wherein the report unit is configured to cause the computer processor to:receive the report from the rendering unit; andexport the report to an electronic document having a commonly used format. 19. The non-transitory computer readable storage medium of claim 18, wherein: the rendering unit is further configured to cause the computer processor to:further configure the interactive user interface data such that the interactive user interface is configured to receive a selection of a second one of the plurality of perspectives; andthe view computation unit is further configured to cause the computer processor to:receive the selection of the second one of the plurality of perspectives from the rendering unit; andautomatically:determine a second node of the complex mathematical graph associated with the selected second perspective;re-traverse the complex mathematical graph from the determined second node and re-create the list of a plurality of paths of nodes and edges in the complex mathematical graph that are associated with the determined second node; andre-calculate the metric values;wherein the rendering unit is further configured to cause the computer processor to:receive the re-calculated metric values from the view computation unit; andautomatically update the dynamically generated table with the re-calculated metric values.
Stephens, Garland Temple; Daryanani, Raj, Method and system for determining, contracting to exchange, and accounting for matched sets of offsetting cash flows.
Doermann, Matthew Andreas; Wootton, Alan Tracey; Briguglio, Louise Elizabeth, System and architecture for electronic permissions and security policies for resources in a data system.
Doermann, Matthew Andreas; Wootton, Alan Tracey; Briguglio, Louise Elizabeth, System and architecture for electronic permissions and security policies for resources in a data system.
Bisignani, Christopher Thomas; Ross, Justin D.; Li, Yueyang Alice; Zirbel, Alexander Daniel; Mirra, Jason; Greenbaum, Michael Lee, Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures.
Greenbaum, Michael Lee, Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes.
Greenbaum, Michael Lee, Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes.
※ AI-Helper는 부적절한 답변을 할 수 있습니다.