Context-Specific Report Generation for Financial Data

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Solution Overview

Problem

Natural language generation systems face challenges in generating reports that are tailored to specific user contexts, leading to inefficiencies in data analysis and presentation, particularly in handling vast amounts of financial market data where user interest is not always aligned with the generated reports.

Innovation Solution

A method and apparatus that allow users to specify contextual information such as subject matter, time constraints, and data attributes through an interface, enabling the generation of context-specific reports that include natural language text and graphic displays, with interactive features like mouse-over annotations and hyperlinks, to focus on relevant data and reduce unnecessary processing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If natural language generation systems generate comprehensive reports from vast amounts of data, then the completeness of information is improved, but the relevance to user interests deteriorates

Engineering Contradiction:
Improvecompleteness of informationVSAvoidrelevance to user interests
Core Design Contradiction:
Loss of informationVSAdaptability or versatility

Solution Approach 1:

The system performs preliminary actions by collecting context information about user interests, preferences, and requirements before generating the report. This allows the system to pre-filter and prioritize data according to user-specific needs, ensuring both completeness of relevant information and relevance to user interests without requiring post-generation modifications

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system applies local quality by differentiating the treatment of different data elements based on their relevance to specific user contexts. Instead of uniformly processing all data, the system selectively emphasizes or de-emphasizes certain information based on user preferences, time constraints, and subject matter interests, thereby achieving both completeness and relevance simultaneously

Inventive Principle:
Principle #3Local quality

2Loss of information

If the system processes all available data to ensure comprehensive reporting, then the completeness of the report is improved, but the data processing time increases

Engineering Contradiction:
Improvecompleteness of reportVSAvoiddata processing time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system extracts only the necessary data elements required for generating a comprehensive report based on user context. By identifying and removing irrelevant data before processing, the system maintains completeness of essential information while significantly reducing the volume of data that requires processing, thereby decreasing processing time without sacrificing report quality

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system applies partial action by processing only the subset of data that is necessary to achieve comprehensive reporting for the specific user context. Rather than processing all available data excessively, the system determines the optimal scope of processing based on context information, ensuring completeness while avoiding unnecessary processing time expenditure

Inventive Principle:
Principle #16Partial or excessive action

3Loss of information

If the report includes detailed information for all users, then the comprehensiveness is improved, but the ease of operation deteriorates

Engineering Contradiction:
ImprovecomprehensivenessVSAvoiduser-friendliness
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The system applies dynamics by making the report structure and content adaptable based on user context. The report dynamically adjusts its level of detail, organization, and emphasis according to user preferences, time constraints, and subject matter interests. This allows the report to maintain comprehensiveness while automatically optimizing its presentation for ease of operation for each specific user

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes parameters such as report length, detail level, and information prioritization based on user context. By adjusting these parameters according to user preferences and requirements, the system maintains comprehensive information while presenting it in a format that is optimized for ease of operation and user understanding

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10860812B2Method, apparatus, and computer program product for user-directed reporting
Publication Date: 2020.12.08 ARRIA DATA2TEXT
  • US10860812B2 patent drawing
  • US10860812B2 patent drawing
  • US10860812B2 patent drawing

AI summary

Example methods include converting received context information into a query to retrieve relevant data from a data repository, wherein the received context information defines a feature set. The method further includes retrieving a data set from the data repository, wherein the data set comprises data corresponding to the query. The example methods further include generating a set of messages that describe at least one linguistically describable trend in the data set, wherein the set of messages is instantiated based at least in part on the data set. The example methods further include generating a context-specific report about the feature set A corresponding apparatus and computer program product are provided.