IP Library Granted Patent US 12669916
Granted Patent B2
US 12669916 · App. 19/338,377 · Granted Jun 30, 2026

Systems and methods for synthetic data aggregations

Inventors: Joshua Bayne Starnes (Spring, TX); Andrew Castellani McSween (Chicago, IL); Marc Carl Batten (San Jose, CA); Jason Michael Jasinek (Elk Grove Village, IL); Arun Narula (Westford, MA)
Assignee: Intercontinental Exchange Holdings, Inc.
G06F3/0482G06F3/04817
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Quick Facts
Patent No.
US 12669916
App. No.
19/338,377
Granted
Jun 30, 2026
Kind
B2
Abstract

Systems and methods for aggregating data. The system is configured to receive metadata from an interactive graphical user interface (GUI) of a user device, aggregate field values from the data stored on one or more databases based on the received metadata and generate filter instructions based on the received metadata. The system is further configured to transmit the aggregated field values and the filter instructions to the user device, receive a user-customized filter set and subscription request for a synthetic symbol associated with the user-customized filter set from the user device, and create the synthetic symbol responsive to the subscription request. Moreover, the system aggregates one or more data values from the data stored on the databases associated with the created synthetic symbol and generates instructions to display the data values on the interactive GUI in accordance with the user-customized filter set associated with the created synthetic symbol.

Claims (61)

1 . A computer-implemented method comprising:

receiving metadata from an interactive graphical user interface (GUI) of a user device;

aggregating one or more field values from data among a plurality of data sources based on the received metadata;

displaying, via the interactive GUI of the user device, the aggregated field values and one or more filters generated specific to the received metadata;

receiving, from the user device, a user-customized filter set for a synthetic symbol together with a subscription request for the synthetic symbol, responsive to the displayed aggregated field values and the displayed one or more filters, wherein the subscription request conforms to pre-determined syntax and grammar rules;

aggregating one or more data values from among the plurality of data sources based on the user-customized filter set and associating the synthetic symbol with the user-customized filter set; and

displaying, via the interactive GUI, the aggregated data values corresponding to the synthetic symbol.

2 . The method of claim 1 , further comprising:

creating the synthetic symbol having the user-customized filter set responsive to the subscription request.

3 . The method of claim 2 , wherein the interactive GUI is configured to be generated via a synthetic aggregation wizard, the method further comprising:

storing, via the synthetic aggregation wizard, the synthetic symbol; and

embedding, via the synthetic aggregation wizard, information with the synthetic symbol, the information associated with one or more of the aggregated data values and the user-customized filter set.

4 . The method of claim 1 , further comprising:

creating, responsive to the subscription request, a new symbol request message, the new symbol request message including data related to: a location that the subscription request originated from, a symbol identifier associated with the synthetic symbol, and an identifier related to the user device.

5 . The method of claim 4 , wherein the one or more data values are aggregated responsive to the new symbol request message.

6 . The method of claim 1 , wherein the aggregated field values are displayed on the interactive GUI in accordance with parameters included in a user interface dictionary.

7 . The method of claim 1 , further comprising:

generating a list of one or more symbols based on the user-customized filter set; and

snapshotting the list of one or more symbols.

8 . The method of claim 7 , further comprising:

detecting at least one inactive symbol in the list of one or more symbols; and

removing the at least one inactive symbol from the list of one or more symbols.

9 . The method of claim 1 , wherein the synthetic symbol includes a corresponding alias created by a first user associated with the user device.

10 . The method of claim 9 , wherein one or more second users are subscribed to the alias created by the first user.

11 . The method of claim 1 , wherein time-series data is aggregated for the aggregated data values.

12 . The method of claim 1 , wherein the aggregated data values originate from one or more among the plurality of data sources, the method further comprising:

converting the aggregated data values to at least one unique feed format.

13 . The method of claim 1 , wherein the aggregated data values include a user identifier associated with a user operating the user device.

14 . The method of claim 1 , further comprising:

storing data from the plurality of data sources in one or more databases.

15 . The method of claim 14 , wherein the one or more data values are aggregated from among the data from the plurality of data sources stored in the one or more databases.

16 . The method of claim 14 , further comprising:

monitoring the one or more databases for one or more updated aggregated values; and

in response to determining that the one or more updated aggregated values are available, dynamically modifying the interactive GUI with the one or more updated aggregated values.

17 . The method of claim 1 , wherein the user-customized filter set comprises at least one user selection among the one or more filters.

18 . The method of claim 1 , further comprising:

generating filter instructions specific to the received metadata and generating the one or more filters in accordance with the filter instructions.

19 . A non-transitory computer-readable medium storing computer-readable instructions that, when executed by one or more processing devices, cause the one or more processing devices to perform the steps comprising:

receiving metadata from an interactive graphical user interface (GUI) of a user device;

aggregating one or more field values from data among a plurality of data sources based on the received metadata;

displaying, via the interactive GUI of the user device, the aggregated field values and one or more filters generated specific to the received metadata;

receiving, from the user device, a user-customized filter set for a synthetic symbol together with a subscription request for the synthetic symbol, responsive to the displayed aggregated field values and the displayed one or more filters, wherein the subscription request conforms to pre-determined syntax and grammar rules;

aggregating one or more data values from among the plurality of data sources based on the user-customized filter set and associating the synthetic symbol with the user-customized filter set; and

displaying, via the interactive GUI, the aggregated data values corresponding to the synthetic symbol.

20 . The non-transitory computer-readable medium of claim 19 , wherein the computer-readable instructions further cause the one or more processing devices to:

create the synthetic symbol having the user-customized filter set responsive to the subscription request.

21 . The non-transitory computer-readable medium of claim 20 , wherein the interactive GUI is configured to be generated via a synthetic aggregation wizard, wherein the computer-readable instructions further cause the one or more processing devices to:

store, via the synthetic aggregation wizard, the synthetic symbol; and

embed, via the synthetic aggregation wizard, information with the synthetic symbol, the information associated with one or more of the aggregated data values and the user-customized filter set.

22 . The non-transitory computer-readable medium of claim 19 , wherein the computer-readable instructions further cause the one or more processing devices to:

create, responsive to the subscription request, a new symbol request message, the new symbol request message including data related to: a location that the subscription request originated from, a symbol identifier associated with the synthetic symbol, and an identifier related to the user device.

23 . The non-transitory computer-readable medium of claim 22 , wherein the one or more data values are aggregated responsive to the new symbol request message.

24 . The non-transitory computer-readable medium of claim 19 , wherein the aggregated field values are displayed on the interactive GUI in accordance with parameters included in a user interface dictionary.

25 . The non-transitory computer-readable medium of claim 19 , wherein the computer-readable instructions further cause the one or more processing devices to:

generate a list of one or more symbols based on the user-customized filter set; and

snapshot the list of one or more symbols.

26 . The non-transitory computer-readable medium of claim 25 , wherein the computer-readable instructions further cause the one or more processing devices to:

detect at least one inactive symbol in the list of one or more symbols; and

remove the at least one inactive symbol from the list of one or more symbols.

27 . The non-transitory computer-readable medium of claim 19 , wherein the synthetic symbol includes a corresponding alias created by a first user associated with the user device.

28 . The non-transitory computer-readable medium of claim 27 , wherein one or more second users are subscribed to the alias created by the first user.