Dynamic Report Generation via Graph Traversal
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Solution Overview
Problem
Current wealth management systems lack the capability to generate dynamic, interactive, and flexible views of complex investment data, requiring programming expertise and consuming significant resources, making them inefficient and difficult for non-technical users to use.
Innovation Solution
A computer system that provides interactive user interfaces enabling non-technical users to generate, edit, and update complex reports by automatically accessing and traversing complex data structures, such as mathematical graphs, to calculate and display data in real-time, reducing the need for programming knowledge and resource consumption.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If traditional software development tools and programming approaches are used to generate reports from electronic collections of data, then reports can be generated, but the process requires significant processing and memory resources, consumes time for software development life cycle, and requires programming expertise
Solution Approach 1:
The patent replaces traditional mechanical software development processes (writing, testing, and deploying code) with an automated system that uses electronic collections of data and computer programs to dynamically generate reports. This substitution eliminates the need for manual programming while maintaining report generation capability, directly resolving the contradiction between productivity and complexity.
2Adaptability or versatility
If software development life cycle is followed to generate reports, then reports can be created, but the entire cycle (requirements gathering, development, testing, and release) must be repeated even if only one element requires changing
Solution Approach 1:
The patent implements dynamic report generation where reports are created on-demand from electronic collections of data rather than being statically compiled through software development cycles. This allows reports to be dynamically updated and modified without repeating the entire software development life cycle, enabling flexibility while reducing time loss.
3Ease of operation
If computer programs are written to programmatically generate reports, then reports can be generated, but programming expertise is required and significant processing resources are consumed
Solution Approach 1:
The patent enables the system to automatically generate reports from electronic collections of data without requiring user programming expertise. The computer program performs the data access and report generation functions autonomously, making the system self-sufficient and eliminating the need for users to have programming knowledge while reducing processing overhead through automated operations.
Data Source
AI summary
Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.