Tree Diagram Generation from Capitalization Tables
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Solution Overview
Problem
Existing methods struggle to intuitively present complex ownership relationships in a capitalization table, especially as company ownership becomes more intricate with multiple beneficial owners and entities involved.
Innovation Solution
A method is introduced to generate a tree diagram from a capitalization table, using interactive icons to represent the company and its partial owners. The icons are arranged based on importance values calculated from ownership percentages and entity types, with investment routes plotted to visualize ownership relationships.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If traditional capitalization table formats are used to present ownership information, then complete ownership data can be stored, but the information becomes difficult to understand as company growth increases complexity
Solution Approach 1:
The patent segments the complex ownership information into hierarchical levels (root node for company, intermediate nodes for entities, leaf nodes for beneficial owners). Each level breaks down the ownership structure into manageable components, transforming a complex table into a segmented tree diagram that maintains completeness while improving clarity
Solution Approach 2:
The patent transforms the traditional two-dimensional capitalization table into a multi-dimensional tree structure with hierarchical levels. This dimensional change allows the system to represent complex ownership relationships vertically across multiple levels while maintaining horizontal connectivity through investment routes, solving the clarity problem without losing information
2Loss of information
If detailed ownership information is presented for all partial owners, then complete ownership data is available, but important partial owners become difficult to identify
Solution Approach 1:
The patent applies local quality by assigning different visual properties to different parts of the tree diagram based on their importance. Stem node icons representing beneficial owners are positioned at specific distances from the root node based on their ownership percentage, creating local visual variations that highlight important entities while maintaining detailed information for all nodes
Solution Approach 2:
The patent uses visual differentiation through icon positioning and potential color coding to indicate importance levels. Beneficial owners are visually distinguished by their position in the hierarchy and distance from the root, allowing users to quickly identify important partial owners while the complete tree structure preserves all ownership data
3Quantity of substance
If the capitalization table is expanded to include more entities as the company grows, then comprehensive ownership tracking is achieved, but the presentation becomes increasingly complex
Solution Approach 1:
The patent implements nesting by organizing ownership entities into hierarchical levels where entities can contain sub-entities. The tree structure allows nested representation of ownership chains (company → entities → beneficial owners), enabling the system to accommodate an increasing number of records while maintaining a structured, nested presentation that doesn't linearly increase in complexity
Data Source
AI summary
A method for generating a tree diagram from a capitalization table of a company includes: generating a plurality of interactive icons that are associated with the company and partial owners of the company for the tree diagram, wherein the interactive icons include a root node icon that is associated with the company, and a plurality of stem node icons each associated with a respective one of partial owners; arranging the root node icon and the plurality of stem node icons in the tree diagram by determining an importance value determined for each of the stem node icons, and by arranging each of the stem node icons to have a distance from the root node icon that is inversely related to the importance value of the stem node icon; and plotting a plurality of investment routes, each connecting two of the interactive icons arranged in the tree diagram.