IP Library › Granted Patent US 12,153,629
Granted Patent B1
US 12,153,629 · App. 17/813,421 · Granted Nov 26, 2024

Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures and incorporation of metadata mapped to the complex data structures

Inventors: Maurizio Caló Caligaris (New York, NY); Ian Gillis (New York, NY); Benjamin J. Cohen (New York, NY)
Assignee: Addepar, Inc.
G06F16/9024G06F16/00G06F16/2455G06F3/0484G06Q40/125
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Quick Facts
Patent No.
US 12,153,629
App. No.
17/813,421
Granted
Nov 26, 2024
Kind
B1
Abstract

Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.

Claims (34)

1. A computer-implemented method for validating and importing transaction tag data to a database, comprising:

receiving, at an interactive user interface, a user selection of a transaction tag key to be imported, the transaction tag key comprising a type of transaction tag;

receiving, at the interactive user interface, a user selection of a transaction tag value to be imported, wherein the transaction tag value comprises user-generated data;

receiving, at the interactive user interface, a user selection of a financial transaction to be associated with a transaction tag comprising the selected transaction tag key and selected transaction tag value; and

determining a unique edge identifier associated with the financial transaction, wherein the unique edge identifier is an identifier that uniquely corresponds to an edge of a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes.

2. The computer-implemented method of claim 1 further comprising:

importing the selected transaction tag key and selected transaction tag value to a database, wherein the selected transaction tag key and selected transaction tag value are indexed in the database based on the determined unique edge identifier.

3. The computer-implemented method of claim 2 , wherein the database is separate from the complex mathematical graph.

4. The computer-implemented method of claim 2 , wherein the selected transaction tag key and selected transaction tag value are stored in the database as a key-value pair.

5. The computer-implemented method of claim 1 , wherein the unique edge identifier is alphanumeric.

6. The computer-implemented method of claim 1 , wherein the unique edge identifier is procedurally generated based on a plurality of attributes associated with the edge of the complex mathematical graph associated with the unique edge identifier.

7. A computing system comprising:

one or more computer processors configured to execute program instructions to cause the computing system to:

receive, at an interactive user interface, a user selection of a transaction tag key to be imported, the transaction tag key comprising a type of transaction tag;

receive, at the interactive user interface, a user selection of a transaction tag value to be imported, wherein the transaction tag value comprises user-generated data;

receive, at the interactive user interface, a user selection of a financial transaction to be associated with a transaction tag comprising the selected transaction tag key and selected transaction tag value; and

determine a unique edge identifier associated with the financial transaction, wherein the unique edge identifier is an identifier that uniquely corresponds to an edge of a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes.

8. The computing system of claim 7 , wherein the one or more computer processors are configured to execute program instructions to further cause the computing system to:

import the selected transaction tag key and selected transaction tag value to a database, wherein the selected transaction tag key and selected transaction tag value are indexed in the database based on the determined unique edge identifier.

9. The computing system of claim 8 , wherein the database is separate from the complex mathematical graph.

10. The computing system of claim 8 , wherein the selected transaction tag key and selected transaction tag value are stored in the database as a key-value pair.

11. The computing system of claim 7 , wherein the unique edge identifier is alphanumeric.

12. The computing system of claim 7 , wherein the unique edge identifier is procedurally generated based on a plurality of attributes associated with the edge of the complex mathematical graph associated with the unique edge identifier.

13. A computer program product comprising a computer readable storage medium having program instructions embodied therewith, the program instructions executable by one or more processors to cause the one or more processors to:

receive, at an interactive user interface, a user selection of a transaction tag key to be imported, the transaction tag key comprising a type of transaction tag;

receive, at the interactive user interface, a user selection of a transaction tag value to be imported, wherein the transaction tag value comprises user-generated data;

receive, at the interactive user interface, a user selection of a financial transaction to be associated with a transaction tag comprising the selected transaction tag key and selected transaction tag value; and

determine a unique edge identifier associated with the financial transaction, wherein the unique edge identifier is an identifier that uniquely corresponds to an edge of a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes.

14. The computer program product of claim 13 , wherein the program instructions are executable by one or more processors to further cause the one or more processors to:

import the selected transaction tag key and selected transaction tag value to a database, wherein the selected transaction tag key and selected transaction tag value are indexed in the database based on the determined unique edge identifier.

15. The computer program product of claim 14 , wherein the database is separate from the complex mathematical graph.

16. The computer program product of claim 14 , wherein the selected transaction tag key and selected transaction tag value are stored in the database as a key-value pair.

17. The computer program product of claim 13 , wherein the unique edge identifier is alphanumeric.

18. The computer program product of claim 13 , wherein the unique edge identifier is procedurally generated based on a plurality of attributes associated with the edge of the complex mathematical graph associated with the unique edge identifier.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 22, 2022
From: CALIGARIS, MAURIZIO CALÓ; GILLIS, IAN; COHEN, BENJAMIN J.
To: ADDEPAR, INC.
Reel/Frame 061189/0113 →
Continuity (3)
Continuation 15343766 · Nov 4, 2016
Provisional Application 62271966 · Dec 28, 2015
Provisional Application 62252335 · Nov 6, 2015
Cited By (1)
US 12,572,596