Shareholding Tree Diagram Visualization for Capitalization Tables
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Solution Overview
Problem
Presenting complex shareholding structures in a finance context is challenging due to the complexity of ownership relationships among beneficial owners and entities, making it difficult to intuitively identify and visualize ownership information.
Innovation Solution
A method for generating a tree diagram from a capitalization table using interactive icons, where the company is represented as a root node, and related parties as stem nodes, arranged in a two-dimensional plot to illustrate ownership relationships and investment routes, facilitating intuitive understanding of shareholding structures.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If traditional tabular presentation of capitalization table is used, then data completeness is maintained, but user understanding and visualization of ownership relationships becomes difficult
Solution Approach 1:
The patent transforms the traditional two-dimensional tabular capitalization table into a hierarchical tree diagram structure with multiple visual dimensions. Related parties are organized in hierarchical levels (direct owners at level 1, indirect owners at level 2, etc.), and spatial arrangement visually encodes ownership depth and relationships. This dimensional transformation allows users to intuitively grasp complex ownership structures that are difficult to comprehend in flat tabular format.
Solution Approach 2:
The patent segments the complex capitalization table data into distinct hierarchical components: root node (company), stem nodes (direct related parties), and leaf nodes (indirect related parties). Each segment represents a specific level of ownership relationship, allowing users to progressively understand the structure from top to bottom. This segmentation breaks down the complexity into manageable visual units that can be easily processed by the human brain.
2Loss of information
If detailed ownership information is presented comprehensively, then information completeness is improved, but visual complexity and difficulty of interpretation increases
Solution Approach 1:
The patent uses hierarchical vertical levels to represent different depths of ownership relationships. Direct owners are placed at level 1, indirect owners at level 2, and so on, creating a vertical dimension that organizes complexity. This vertical stratification allows comprehensive ownership details to be presented in an ordered, progressive manner rather than as a confusing mass of interconnected data.
Solution Approach 2:
The patent applies different visual qualities to different parts of the tree diagram: stem nodes (direct related parties) are given prominent positioning and styling, while leaf nodes (indirect related parties) are positioned at the periphery. Connection lines are styled differently to indicate direct versus indirect relationships. This local differentiation helps users focus on key relationships while still accessing detailed information when needed.
3Measurement precision
If complex ownership relationships are visualized in detail, then measurement precision of ownership structure is improved, but ease of detecting and measuring relationships deteriorates
Solution Approach 1:
The patent transforms abstract ownership percentage data into a visual hierarchical structure where vertical position indicates ownership depth and horizontal positioning shows relationship grouping. This spatial encoding allows users to quickly detect relationships by position rather than by reading and mentally processing numerical data, significantly reducing the difficulty of identifying ownership structures while maintaining precision.
Solution Approach 2:
The patent uses color coding to differentiate between direct and indirect related parties, and to highlight ownership pathways. Stem nodes may be colored to indicate direct ownership, while leaf nodes use different colors for indirect ownership. Connection lines can be colored to show the nature of the relationship. This visual encoding allows rapid detection of relationship types and ownership flows without compromising the precision of the underlying data.
Data Source
AI summary
A method for generating a tree diagram of a shareholding structure from a capitalization table of a company, includes: generating a plurality of interactive icons that include a root node icon associated with the company, and a plurality of stem node icons each associated with a respective one of a plurality of related-parties recorded in the capitalization table, each of the related-parties being a partial owner or a subsidiary party; arranging the root node icon at an origin of the tree diagram, and arranging the stem node icons in the tree diagram such that the stem node icons associated with partial owners are on one side of the tree diagram and the stem node icons associated with the subsidiary parties are on an opposite side of the tree diagram; and plotting a plurality of investment routes each connecting two interactive icons arranged in the tree diagram.