Automated Business Intelligence Report Validation System

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Solution Overview

Problem

Current systems require extensive manual testing and validation of business intelligence reports, which is time-consuming and lacks comprehensive tools for pre-validation steps such as scheduling and data management, leading to inefficiencies and inaccuracies.

Innovation Solution

A system and method that automates business intelligence testing by identifying benchmark and target files, verifying common identifiers, performing data validation for differences, and providing results through an interactive interface, reducing manual labor and enhancing data accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual testing and validation of business intelligence reports is performed, then data accuracy can be verified, but time consumption and labor requirements increase significantly

Engineering Contradiction:

Improvedata accuracyVSAvoidtime consumption

Core Design Contradiction:

Measurement precisionVSLoss of time

Solution Approach 1:

The system enables self-service automated validation by comparing target BI reports against benchmark reports, automatically identifying discrepancies in data, formatting, and visual elements without requiring manual intervention for each data point verification

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

Manual mechanical testing processes are replaced with automated computational systems that use algorithms to compare reports, extract visual elements, and identify differences through computer-based analysis rather than human manual verification

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If comprehensive manual testing of each data point is performed, then validation thoroughness is improved, but productivity and efficiency decrease

Engineering Contradiction:

Improvevalidation thoroughnessVSAvoidvalidation efficiency

Core Design Contradiction:

ReliabilityVSProductivity

Solution Approach 1:

The validation process is segmented into distinct automated components: data comparison, formatting validation, and visual element analysis. Each segment handles specific aspects of report validation independently, maintaining thoroughness while improving overall processing efficiency

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

Benchmark reports are pre-established and stored as reference standards before target reports need validation. This preliminary action enables rapid comparison and validation of subsequent reports against pre-defined expectations, enhancing both thoroughness and efficiency

Inventive Principle:

Principle #10Preliminary action

3Measurement precision

If extensive manual validation is performed within a defined time window, then data verification completeness is improved, but the system's ability to support scheduling and pre-validation steps deteriorates

Engineering Contradiction:

Improveverification completenessVSAvoidscheduling capability

Core Design Contradiction:

Measurement precisionVSAdaptability or versatility

Solution Approach 1:

The system performs preliminary validation actions by pre-establishing benchmark reports and enabling scheduled validation tasks to be configured in advance. This allows the system to adapt to different timing requirements and scheduling needs while maintaining verification completeness

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The validation system is designed to be dynamic and adaptable, allowing configuration of validation schedules, selection of different validation scopes, and adjustment of time windows based on specific business needs, thereby supporting versatile scheduling arrangements

Inventive Principle:

Principle #15Dynamics

4Ease of manufacture

If current manual testing solutions are used, then implementation simplicity is maintained, but comprehensiveness of validation tools deteriorates

Engineering Contradiction:

Improveimplementation simplicityVSAvoidtool comprehensiveness

Core Design Contradiction:

Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The system provides multi-functional validation capabilities that can handle various report types, data formats, and validation requirements through a single unified platform. It combines data comparison, formatting validation, and visual element analysis in one comprehensive tool that remains relatively easy to implement

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS11494552B2System and method for implementing smart business intelligence testing tools

Publication Date: 2022.11.08 JPMORGAN CHASE BANK NA

AI summary

An embodiment of the present invention is directed to a business intelligence testing tool. An embodiment of the present invention is directed to overcoming the tedious manual process of testing BI reports. Generally, BI reports contain Graphs, Data, Reports Formatting and Data Formatting which may need to be validated. An embodiment of the present invention is directed to validating and testing various visualization tools and further analyzing and reporting the data.