IP Library Granted Patent US 11,550,579
Granted Patent B2
US 11,550,579 · App. 16/817,535 · Granted Jan 10, 2023

Systems and methods for configurable ordered transformation of database content

Inventors: Sean William Watts (Hoboken, NJ); Igor Vornovitskiy, IV (Fair Lawn, NJ)
Assignee: TD Ameritrade IP Company, Inc.
G06F9/30145G06F9/3836G06F9/4881G06F16/168G06F16/182G06F40/174G06F40/205
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Quick Facts
Patent No.
US 11,550,579
App. No.
16/817,535
Granted
Jan 10, 2023
Kind
B2
Abstract

A system includes processor hardware and memory hardware that stores instructions. The instructions include, in response to receiving a request, determining a request type of the request, retrieving a first set of collected information, and selecting a first set of instructions corresponding to the request type. The instructions include constructing a first result by executing each instruction of the first set of instructions to create the first entry as a nested entry within the first result including data of the first set of collected information identified in the first set of instructions as nested or retrieve first data of the first set of collected information identified by the first instruction and add the first data to the first entry of the first result. The instructions include transforming a display of the operator device to complete a set of fields displayed on the display with corresponding entries of the first result.

Claims (46)

1. A system comprising:

a memory configured to store,

a collected information database including a set of collected information for a first user,

an instructions database including a set of instructions for each information request type, and

computer executable instructions; and

a processor configured to execute the computer executable instructions, such that in response to receiving a first information request from an operator device, the processor performs a transformation of a display by:

determining a first information request type based on the first information request;

retrieving, from the collected information database, a first set of collected information;

selecting, from the instructions database, a first set of instructions corresponding to the first information request type, the first set of instructions including pre-determined transformation instructions, the first set of instructions selectively including an instruction to create a nested entry;

constructing a first result by executing each instruction of the first set of instructions to:

in response to a first instruction of the first set of instructions indicating a first entry of the first result is nested, create the first entry as the nested entry within the first result including data of the first set of collected information identified in the first set of instructions as nested by copying the set of collected information into a temporary memory and implementing a recursive call technique that adds fields from the temporary memory into the first entry of the first result based on a nested set of instructions included within a stack of instructions, and

in response to the first instruction of the first set of instructions indicating the first entry of the first result is singular, retrieve first data of the first set of collected information identified by the first instruction and add the first data to the first entry of the first result only after completion of the nested set of instructions; and

transforming the display of the operator device to complete a set of fields displayed on the display with corresponding entries of the first result.

2. The system of claim 1 wherein an indication that the first entry is nested includes the first instruction being a nested set of instructions.

3. The system of claim 2 wherein:

each nested instruction of the nested set of instructions is executed prior to executing a subsequent instruction of the first set of instructions and

the subsequent instruction is listed after the nested set of instructions.

4. The system of claim 2 wherein the nested entry includes a plurality of entries identified as corresponding to the nested entry in corresponding nested instructions of the nested set of instructions.

5. The system of claim 1 wherein the first information request type indicates a form number and a version number.

6. The system of claim 1 wherein the collected information database is a remote database and stores a plurality of sets of collected information extracted from forms submitted by users.

7. The system of claim 1 wherein the first information request is received from the operator device in response to the operator device initiating a process for the first user.

8. The system of claim 1 wherein the first result includes a number of entries corresponding to a number of instructions included in the first set of instructions.

9. The system of claim 1 wherein the first set of collected information corresponds to the first information request type.

10. The system of claim 1 wherein each entry of the first result corresponds to a field of the set of fields displayed on the display.

11. The system of claim 1 wherein the instructions include storing the first result in a result database.

12. The system of claim 1 , wherein the processor is configured to select the first set of instructions that correspond to the first information request type using a selection tool configured to receive inputs from an operator to arrange the pre-determined transformation instructions to correspond to a particular form associated with the first information request type.

13. The system of claim 1 , wherein the pre-determined transformation instructions being in the form of a method and a class pair, the class indicating a location of the method that includes transformation logic to transform the first set of collected information into the first entry of the first result, the method and class pair indicating whether the first entry of the first result is the nested entry or a singular entry.

14. A method comprising:

in response to receiving a first information request from an operator device:

determining a first information request type based on the first information request;

retrieving, from a collected information database, a first set of collected information, wherein the collected information database includes a set of collected information for a first user;

selecting, from an instructions database, a first set of instructions corresponding to the first information request type, wherein the instructions database includes a set of instructions for each information request type, the set of instructions including pre-determined transformation instructions, the set of instructions selectively including an instruction to create a nested entry;

constructing a first result by executing each instruction of the first set of instructions to:

in response to a first instruction of the first set of instructions indicating a first entry of the first result is nested, create the first entry as the nested entry within the first result including data of the first set of collected information identified in the first set of instructions as nested by copying the set of collected information into a temporary memory and implementing a recursive call technique that adds fields from the temporary memory into the first entry of the first result based on a nested set of instructions included within a stack of instructions; and

in response to the first instruction of the first set of instructions indicating the first entry of the first result is singular, retrieve first data of the first set of collected information identified by the first instruction and add the first data to the first entry of the first result only after completion of the nested set of instructions; and

transforming a display of the operator device to complete a set of fields displayed on the display with corresponding entries of the first result.

15. The method of claim 14 wherein an indication that the first entry is nested includes the first instruction being a nested set of instructions.

16. The method of claim 15 wherein:

each nested instruction of the nested set of instructions is executed prior to executing a subsequent instruction of the first set of instructions and

the subsequent instruction is listed after the nested set of instructions.

17. The method of claim 15 wherein the nested entry includes a plurality of entries identified as corresponding to the nested entry in corresponding nested instructions of the nested set of instructions.

18. The method of claim 14 wherein the first information request type indicates a form number and a version number.

19. The method of claim 14 wherein the collected information database is a remote database and stores a plurality of sets of collected information extracted from forms submitted by users.

20. The method of claim 14 wherein the first information request is received from the operator device in response to the operator device initiating a process for the first user.

21. The method of claim 14 wherein the first result includes a number of entries corresponding to a number of instructions included in the first set of instructions.

22. The method of claim 14 wherein the first set of collected information corresponds to the first information request type.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 5, 2023
From: TD AMERITRADE IP COMPANY, INC.
To: CHARLES SCHWAB & CO., INC.
Reel/Frame 064807/0936 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 12, 2020
From: WATTS, SEAN WILLIAM; VORNOVITSKIY, IGOR, IV
To: TD AMERITRADE IP COMPANY, INC.
Reel/Frame 052103/0327 →
Continuity (1)
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