Rule-Based Hierarchical Configuration for Investment Data
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Solution Overview
Problem
Current hierarchical configurations for data aggregation in computing devices are either too rigid, limiting customization and automation, or too manual, making them ineffective for efficient reporting and investment allocation in a dynamic environment.
Innovation Solution
A system utilizing a rules engine to generate a hierarchical structure based on investment data and rules, along with a processing engine to perform calculations and generate reports, allowing for arbitrary nesting, breadth, and depth, thereby automating the generation of a consistent and dynamic tree structure.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Extent of automation
If static tree implementations are used for hierarchical aggregation, then automation is enabled and consistent structure is maintained, but the system becomes too rigid and cannot be customized to provide effective reporting
Solution Approach 1:
The patent transforms the static tree structure into a dynamic one where the hierarchical structure can be customized and reconfigured based on user needs. The system allows portfolio managers to define custom hierarchies, nesting depths, and groupings while maintaining automated aggregation capabilities. This dynamic approach resolves the contradiction by enabling both automation and adaptability simultaneously.
Solution Approach 2:
The system allows changing key parameters of the hierarchical structure such as nesting depth, grouping criteria, and aggregation levels without requiring a complete redesign. Users can adjust these parameters to optimize reporting effectiveness while the system maintains automated processing. This parameter flexibility enables customization without sacrificing automation.
2Adaptability or versatility
If freeform tree structures with arbitrary nesting are used, then customization and adaptability are improved, but automation is prevented and manual placement is required
Solution Approach 1:
The patent segments the hierarchical structure into manageable components with defined rules for each level. Rather than requiring complete manual placement, the system divides the aggregation process into automated segments that follow configurable rules. This segmentation enables automation to work effectively within customized hierarchical frameworks.
Solution Approach 2:
The system introduces an intermediary layer of configurable rules and parameters that mediates between the freeform customization needs and automated processing requirements. This intermediary framework allows the system to interpret user-defined hierarchies and automatically aggregate data according to those custom structures, resolving the contradiction between adaptability and automation.
3Extent of automation
If static tree implementations with predetermined breadth are used, then automation is enabled, but the system cannot accommodate intuitive tree locations for investment allocations
Solution Approach 1:
The patent creates a universal hierarchical framework that can accommodate multiple types of data groupings and aggregation methods within a single system. The configurable structure allows the same automated system to adapt to different intuitive organization schemes based on user needs, enabling both automation and ease of operation through multi-functionality.
4Adaptability or versatility
If freeform tree structures are used, then customization is improved, but manual maintenance is required indefinitely during portfolio evolution
Solution Approach 1:
The system enables self-service through automated rule-based aggregation that maintains the hierarchical structure without indefinite manual intervention. Once configured, the system automatically adapts to portfolio changes, performs aggregations, and updates reports based on the configurable rules. This self-service capability reduces manual maintenance time while preserving customization benefits.
Data Source
AI summary
A system comprises a rules engine that generates a hierarchical structure based upon investment data and a plurality of rules. Further, the system comprises a processing engine that performs one or more calculations on data stored by the hierarchical structured based upon the rules and generates a report based upon the one or more calculations.