Dynamic Report Linking for Hierarchical Data Navigation

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Solution Overview

Problem

Users of financial reporting systems often find it cumbersome to navigate through lengthy and hierarchical reports, as they typically only consider a small portion of the information relevant to their needs, leading to inefficiencies in reviewing and accessing important data.

Innovation Solution

The reporting system automatically analyzes report lines to identify relevant data and creates links, allowing users to quickly navigate to important sections or rows, reducing the need for users to manually scroll through extensive reports.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If reports include comprehensive hierarchical information to be meaningful for various recipients, then the report contains complete and useful data, but the report becomes lengthy and cumbersome to review

Engineering Contradiction:
Improvereport comprehensivenessVSAvoidnavigation ease
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent segments the report navigation experience by introducing dynamic links that divide the report into meaningful sections. Users can access specific sections through hyperlinked text rather than scrolling through the entire hierarchical report. This segmentation allows the report to maintain comprehensive information while providing targeted access paths for different user needs.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces dynamic links as an intermediary between the user and the report content. These links serve as mediators that enable direct navigation to specific sections without requiring users to manually scroll through the complete hierarchical structure. The links act as a bridge that simplifies access while preserving the full report content.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If users manually create specialized reports or mark important rows to navigate efficiently, then users can access relevant information faster, but additional work is required from the user

Engineering Contradiction:
Improvenavigation efficiencyVSAvoiduser effort time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent implements self-service by automatically generating dynamic links based on user interactions with the report. The system observes which rows users hover over or select and automatically creates navigable links to those sections. This eliminates the need for users to manually create specialized reports or mark important rows, as the system adapts to user needs automatically.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent performs preliminary action by pre-positioning dynamic links in the report based on anticipated user needs. The system analyzes report structure and user behavior patterns to proactively create navigation links before users need them, rather than requiring users to manually identify and mark important sections after report generation.

Inventive Principle:
Principle #10Preliminary action

3Loss of information

If users scroll through entire reports to locate relevant data, then all information is reviewed, but the process is tedious and time consuming

Engineering Contradiction:
Improveinformation completenessVSAvoidreview time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent introduces dynamics into the static report structure by implementing dynamically generated links that adapt based on user interaction. The links are created on-demand based on which rows users hover over or select, transforming the fixed hierarchical report into a dynamic navigation system that responds to user needs in real-time.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent replaces the mechanical scrolling action with a digital link-based navigation system. Instead of requiring users to physically scroll through the report using mouse wheels or trackpads, the system substitutes this mechanical interaction with clickable hyperlinks that instantly transport users to relevant sections, dramatically reducing navigation time.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS9495337B2Dynamically created links in reports
Publication Date: 2016.11.15 MICROSOFT TECHNOLOGY LICENSING LLC
  • US9495337B2 patent drawing
  • US9495337B2 patent drawing
  • US9495337B2 patent drawing

AI summary

The lines in a report are automatically analyzed to determine whether they meet criteria for establishing a link to that line. If so, the link to the identified line is automatically established and placed in the report so that a consumer, by actuating the link, can quickly navigate to the corresponding line.