Self-Contained Report Data Structure with Dynamic Component Ranking

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Solution Overview

Problem

Conventional report generation systems are limited by predefined templates, failing to highlight significant changes and often render useless when encountering mismatched data types, and they typically do not include all transaction data used for generation.

Innovation Solution

A system and method for generating and rendering reports within a self-contained data structure that automatically selects and ranks components based on data analysis, allowing for dynamic adaptation and interaction across various platforms.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If predefined templates are used for report generation, then the report structure is standardized and easy to produce, but the system cannot highlight significant changes or adapt to mismatched data types

Engineering Contradiction:

Improvereport generation easeVSAvoiddata type adaptability

Core Design Contradiction:

Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The report generation system dynamically adapts its structure and components based on the actual data being reported. Instead of using fixed predefined templates, the system automatically adjusts the report format, selects appropriate visualizations, and highlights significant changes by analyzing the data characteristics and comparing with historical data, thereby resolving the contradiction between ease of production and adaptability

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

The system changes the parameters of report components based on data characteristics. When data types mismatch or significant changes occur, the system automatically modifies visualization types, threshold values, and component configurations to appropriately represent the data, enabling the report to adapt to various data scenarios while maintaining ease of generation

Inventive Principle:

Principle #35Parameter changes

2Device complexity

If static report formats are used, then the report structure is fixed and simple to generate, but significant changes in data entries may be missed

Engineering Contradiction:

Improvereport structure complexityVSAvoidsignificant change detection

Core Design Contradiction:

Device complexityVSLoss of information

Solution Approach 1:

The system implements feedback mechanisms by automatically comparing current data with historical data and identifying significant changes. The report dynamically adjusts to highlight these changes through visual indicators, conditional formatting, and selective emphasis, ensuring that important information is not lost while maintaining a relatively simple report structure

Inventive Principle:

Principle #23Feedback

Solution Approach 2:

The system performs preliminary analysis of the data before generating the report, identifying significant changes and determining which components need emphasis. This preliminary action allows the report to automatically highlight important information without requiring complex manual configuration, balancing structure simplicity with effective change detection

Inventive Principle:

Principle #10Preliminary action

3Ease of operation

If user-selected components are used in reports, then customization is enabled, but the components may not be applicable for certain data values

Engineering Contradiction:

Improveuser customization easeVSAvoidcomponent-data compatibility

Core Design Contradiction:

Ease of operationVSReliability

Solution Approach 1:

The system dynamically validates and adjusts component selection based on actual data values. When users select components, the system automatically checks compatibility with the data and can suggest or switch to more appropriate components, ensuring reliable data representation while maintaining user customization capability

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

The system performs self-validation of component-data compatibility automatically. When data types mismatch or components are inappropriate for certain values, the system autonomously identifies and corrects the issue by selecting alternative components or adjusting configurations, reducing the need for manual intervention while ensuring reliability

Inventive Principle:

Principle #25Self-service

4Quantity of substance

If report documents include only summations of transactions, then the document size is reduced and easier to distribute, but all underlying transaction data is not available

Engineering Contradiction:

Improvedata volume in reportVSAvoidtransaction detail availability

Core Design Contradiction:

Quantity of substanceVSLoss of information

Solution Approach 1:

The report structure implements a nested organization where summary data is contained within the report document, and detailed transaction data is embedded or linked within the same document structure. This allows the report to be self-contained with both aggregated and granular data available, eliminating information loss while maintaining manageable document size through efficient data organization

Inventive Principle:

Principle #7Nested doll (Nesting)

Data Source

PatentUS20240144559A1System and method for generating and rendering a self-contained report data structure

Publication Date: 2024.05.02 DIGITS FINANCIAL INC

AI summary

A system and method for automatically generating and rendering a report data structure is provided. The report data structure is formed in a platform independent manner that includes all data for transactions used in the report. The system analyzes the transactions to be included in the report and selects the type of display component based on a ranking score to best highlight the data contained therein.