Interactive Report Tables via Automatic Graph Traversal
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Solution Overview
Problem
Current wealth management technology lacks the capability to generate dynamic, flexible, and efficient views, reports, or displays of complex investment holding structures, requiring significant software development efforts and consuming excessive processing and memory resources, and does not allow users to associate historical data with custom timeframes.
Innovation Solution
A computer system with interactive user interfaces that automatically traverse complex data structures, calculate and display data in real-time, reducing memory and processing needs, and enabling non-technical users to generate and edit complex reports through automatic calculation and graph traversal.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of manufacture
If traditional software development lifecycle is used to generate reports, then report generation capability is achieved, but development time and resource consumption increase significantly
Solution Approach 1:
The system enables end-users to generate and edit complex reports directly through the user interface without requiring programmer intervention. The report generation system automatically accesses data structures, applies user-selected filters and parameters, and produces reports on-demand, making the system self-sufficient for report generation tasks.
Solution Approach 2:
The patent replaces the mechanical software development lifecycle (requirements gathering, coding, testing, deployment) with an automated computational system. The report generation is achieved through automatic data structure traversal and dynamic query construction rather than pre-programmed report templates requiring development cycles.
2Productivity
If traditional report generation systems are used, then reports can be produced, but processing and memory resources are excessively consumed
Solution Approach 1:
The system segments the report generation process into distinct operational phases: data structure traversal, filter application, parameter selection, and report compilation. This allows the system to process only the specific data subsets needed for each report, rather than loading and processing entire data sets, thereby reducing memory and processing resource consumption.
Solution Approach 2:
The report generation system dynamically adapts its data access and processing based on user selections and report requirements. The system dynamically constructs queries and traverses data structures only as needed, adjusting resource allocation in real-time based on the specific report being generated, which optimizes processing efficiency and reduces unnecessary resource consumption.
3Productivity
If complex data structures are traversed automatically, then report generation speed is improved, but system complexity increases
Solution Approach 1:
The system introduces an intermediary layer between the complex data structures and the user interface. This intermediary consists of automated traversal algorithms and query construction mechanisms that translate user report requirements into efficient data access patterns, shielding users from the underlying complexity while maintaining fast report generation.
Solution Approach 2:
The system manages complexity by dynamically changing parameters such as traversal depth, filter criteria, and data access patterns based on specific report requirements. Rather than maintaining a fixed complex structure, the system adapts its operational parameters to match the needs of each report generation task, simplifying the effective system complexity for each operation.
4Adaptability or versatility
If users can interactively generate reports, then user flexibility is improved, but interface complexity increases
Solution Approach 1:
The user interface is designed as a universal platform that handles multiple report types, data sources, and filter criteria through a single unified interaction model. Users interact with consistent interface elements regardless of the specific report complexity or data structure being accessed, providing flexibility without requiring users to understand underlying system complexity.
Solution Approach 2:
The system provides self-service capabilities where the report generation system automatically handles complex data structure traversal, filter application, and report compilation based on simple user inputs. This allows users to achieve high flexibility in report customization without being exposed to or needing to understand the complex processing mechanisms behind the scenes.
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. 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.