Interactive Report Interface for Dynamic Graph Data 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 holding structures, requiring programming expertise and consuming significant resources, making them inefficient and difficult to use.

Innovation Solution

A computer system that provides interactive user interfaces allowing non-technical users to generate, edit, and update complex reports by automatically accessing and traversing complex data structures, including mathematical graphs, to calculate and display data in real-time, reducing the need for programming knowledge and resource consumption.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional software development lifecycle is used to generate reports, then report generation capability is achieved, but development time and resource consumption increase significantly

Engineering Contradiction:

Improvereport generation efficiencyVSAvoidsoftware development lifecycle time

Core Design Contradiction:

ProductivityVSLoss of time

Solution Approach 1:

The system enables end-users to generate and customize reports directly through the interface without requiring programmer intervention. Users can select data sources, configure report parameters, and generate outputs independently, eliminating the need for the software development lifecycle for routine report generation tasks.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The report generation system is designed to handle multiple types of reports and data structures through a single unified interface. The same system can generate various report formats (tables, charts, graphs) from different data sources (databases, files, APIs) without requiring separate development cycles for each report type.

Inventive Principle:

Principle #6Universality (Multi-functionality)

2Ease of operation

If custom programming is required to access and manipulate complex data structures, then data access capability is achieved, but programming expertise and device complexity increase

Engineering Contradiction:

Improvedata access easeVSAvoidprogramming requirement complexity

Core Design Contradiction:

Ease of operationVSDevice complexity

Solution Approach 1:

The system introduces an intermediary layer (the report generation interface) between the user and the complex data structures. This intermediary handles the complexity of data access, traversal, and manipulation automatically, allowing users to work with simple, high-level commands rather than directly interacting with complex data structures.

Inventive Principle:

Principle #24Intermediary (Mediator)

Solution Approach 2:

The system replaces manual programming operations with automated computational processes. Instead of requiring users to write code to traverse data structures, the system automatically performs graph traversals, path enumerations, and data extractions based on user-selected parameters, substituting mechanical programming actions with automated algorithmic processes.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

3Productivity

If traditional report generation systems are used, then report output is achieved, but processing and memory resources are consumed excessively

Engineering Contradiction:

Improvereport generation speedVSAvoidprocessing and memory resource consumption

Core Design Contradiction:

ProductivityVSUse of energy by moving object

Solution Approach 1:

The system performs preliminary actions by pre-compiling and caching the graph structure and metadata before report generation. Data structures are organized and indexed in advance, allowing rapid retrieval and processing during report generation without requiring excessive resources at runtime.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The system segments the report generation process into distinct phases (data retrieval, processing, formatting, output) that can be executed efficiently. By dividing the complex task into smaller, manageable segments, the system reduces memory requirements and allows for optimized resource allocation at each stage rather than requiring all resources simultaneously.

Inventive Principle:

Principle #1Segmentation

Data Source

PatentUS11163945B1Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes

Publication Date: 2021.11.02 ADDEPAR INC

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.