Reporting Platform Position Mapping Identification Template Carryover

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Conventional methods for generating reports from large or complex datasets are time-consuming and error-prone, especially when data from different sources is structured differently, as they rely on physical position rather than data characteristics for formatting and functional rules application.

Innovation Solution

A platform that uses system identification values based on data characteristics to apply formatting and functional rules, allowing for dynamic styling and template carryover across datasets regardless of physical position, enabling efficient and accurate reporting across multiple datasets with varying structures.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If conventional methods apply formatting and functional rules based on physical position (same tab, row and column positions), then data consistency can be maintained across workbooks, but the process becomes time-consuming and error-prone when datasets have different structures or data types in different positions

Engineering Contradiction:
Improvedata consistencyVSAvoidreport generation speed
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The patent changes the parameter basis from physical position (row, column, tab) to data characteristics (data type, aggregation level, specificity). This allows the system to identify and apply formatting rules to corresponding data elements regardless of their physical location in the worksheet, thereby maintaining data consistency while enabling processing of diverse dataset structures without manual repositioning.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent creates a universal reporting platform that can handle multiple dataset structures and formats through a single interface. By using data characteristics rather than fixed positions, the system becomes multi-functional and can process various data types and structures uniformly, eliminating the need for separate processing methods for different dataset configurations.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Adaptability or versatility

If distinct data aggregators collect and compile data with different methods, positions, detail levels, and specificity, then each aggregator can use their own preferred methodology, but conventional reporting methods cannot apply consistent formatting rules across these diverse datasets

Engineering Contradiction:
Improvedata collection flexibilityVSAvoidformatting consistency
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The system changes the identification parameter from physical position to data characteristics such as data type, aggregation level, and specificity. This enables consistent formatting rules to be applied across diverse datasets from different aggregators, as the system identifies corresponding elements based on their inherent characteristics rather than their location in the source data.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces an intermediary layer (the reporting platform) that mediates between diverse source datasets and the final report. This intermediary uses characteristic-based identification to bridge the gap between different data collection methods and formats, applying consistent formatting rules through the mediation of data type and structure analysis rather than direct position-based mapping.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If manual processing is used to handle datasets with different structures, then each dataset can be customized appropriately, but the process becomes time-consuming and requires significant computing resources

Engineering Contradiction:
Improveprocessing accuracyVSAvoidreport generation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent implements self-service processing where the system automatically identifies data characteristics and applies appropriate formatting rules without manual intervention. The platform autonomously analyzes dataset structures, identifies corresponding elements based on data type and characteristics, and applies formatting consistently, eliminating the need for manual processing while maintaining high accuracy.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

By changing from position-based to characteristic-based identification, the system enables automated processing of diverse datasets. The platform can automatically match and format corresponding data elements across different dataset structures by comparing data characteristics, thereby maintaining processing accuracy while dramatically reducing the time and computational resources required compared to manual methods.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11663399B1Platform for generating published reports with position mapping identification and template carryover reporting
Publication Date: 2023.05.30 BANK OF AMERICA CORP
  • US11663399B1 patent drawing
  • US11663399B1 patent drawing
  • US11663399B1 patent drawing

AI summary

Systems, computer program products, and methods are described herein for generating published reports with position mapping identification and template carryover reporting. The present invention is configured to establish a reporting and analytics platform for a user interface and receive, from the user interface, a single-selection input referencing a set of system identification values associated with a first set of data in the reporting and analytics platform. in response to receiving the single-selection input, they system can display a plurality of functional options for the set of system identification values on the user interface. The system may then receive, from the user interface, a selection of a selected functional option of the plurality of functional options, and assigns the selected functional option to the system identification values across the platform. The system then applies the selected functional option to the first set of data in the reporting and analytics platform.