Personalized Audit Report Rendering System

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Solution Overview

Problem

Complex audit reports generated from large datasets are difficult to read and understand, particularly when user-specific insights and contextual information are not effectively tailored to the identity and location of the viewer.

Innovation Solution

A method implemented on an electronic computing device that receives audit data, identifies the user, and renders insights and contextual information based on the user's identity and location, creating a personalized and secure display of audit results, using imaging devices, telemetry data, and contextual information to streamline complex data into meaningful visual summaries.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If comprehensive audit data is included in reports, then completeness of information is improved, but readability and understandability deteriorate

Engineering Contradiction:
Improvecompleteness of informationVSAvoidreadability and understandability
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The patent segments audit insights into multiple hierarchical levels (executive summary, detailed findings, raw data). The system divides comprehensive audit data into organized categories and presents them in a structured format that maintains completeness while improving readability through progressive disclosure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent applies local quality by tailoring the presentation of audit insights to specific user roles, locations, and preferences. Different users receive customized views of the same audit data, with each user seeing only the insights most relevant to their specific context and responsibilities.

Inventive Principle:
Principle #3Local quality

2Adaptability or versatility

If audit insights are tailored to user identity and location, then relevance and security are improved, but system complexity increases

Engineering Contradiction:
Improvepersonalization to user identityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system implements self-service by automatically identifying user identity, determining current location, and selecting appropriate insights without manual intervention. The system autonomously retrieves user profile data, geolocation information, and audit data, then automatically generates personalized reports based on predefined rules and user preferences.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent creates a universal system that handles multiple functions: user identification, location tracking, audit data processing, insight generation, and personalized report creation. This multi-functional approach consolidates what would otherwise require separate systems into a single integrated platform.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Reliability

If detailed audit data is presented, then thoroughness is improved, but time to process and understand results increases

Engineering Contradiction:
Improvethoroughness of auditVSAvoidtime to process results
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent applies preliminary action by pre-processing audit data during the audit execution phase, organizing and tagging insights before they need to be presented. The system performs initial analysis, categorization, and structuring of audit findings in advance, so that when results need to be delivered, they are already prepared in customizable formats ready for immediate presentation.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11823262B1Facilitating audit related activities
Publication Date: 2023.11.21 WELLS FARGO BANK NA
  • US11823262B1 patent drawing
  • US11823262B1 patent drawing
  • US11823262B1 patent drawing

AI summary

A method for rendering results of an audit includes receiving data corresponding to the results of the audit. The data includes an image to be rendered on a display screen of an electronic computing device. The data includes one or more insights derived from the results of the audit. A user of the electronic computing device is identified. The image is rendered on the display screen. One or more insights derived from the results of the audit are rendered on top of the image on the display screen. A content of the one or more insights derived from the results of the audit that are rendered on top of the image on the display screen is dependent upon the identity of the user of the electronic computing device.