IP Library › Granted Patent US 12,456,087
Granted Patent B2
US 12,456,087 · App. 18/132,179 · Granted Oct 28, 2025

Methods and apparatus for the formatting of data values that may be arbitrary or indeterminate collected from a plurality of sources

Inventors: Charles Brenton Nagel (Dale, TX); Jason Alexander Hooten (Round Rock, TX); James Wesley Byrne (Austin, TX)
Assignee: Qvinci Software, LLC
G06Q10/06393G06F16/258G06F21/6254
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Quick Facts
Patent No.
US 12,456,087
App. No.
18/132,179
Granted
Oct 28, 2025
Kind
B2
Abstract

Methods and apparatus for the formatting of data values that may be arbitrary or indeterminate collected from a plurality of sources are provided. In one embodiment, a centralized web application is accessed by an administrative user to create and distribute a standardized chart of accounts for normalization, collection, and storage of data from units associated with the multi-unit organization. The stored standardized chart of accounts data is selectively identified, filtered, anonymized, excluded/hidden from view, manipulated and/or other various calculations are performed in order to carry out data analyses and other operations. Such apparatus and methods enable abstraction of useful information from the collected and stored chart of accounts data across a range of units having similar and varying characteristics.

Claims (22)

1. A method for formatting data values that may be arbitrary or indeterminate, the method comprising:

using a first stylized reporting structure comprising a first set of data for a second set of data, the first stylized reporting structure comprising a first multi-dimensional data structure, the second set of data comprising a second multi-dimensional data structure that introduces one or more data values that are not included in the first multi-dimensional data structure;

generating a second stylized reporting structure that shares a common stylized reporting structure with the first stylized reporting structure for the second set of data by traversing the second multi-dimensional data structure in a given order using a plurality of heuristic analyzers that are arranged hierarchically, where the hierarchical arrangement comprises an output of a first heuristic analyzer being fed as an input to a second heuristic analyzer, the plurality of heuristic analyzers performing a hierarchical analysis on a per data value basis in the second multi-dimensional data structure in order to determine information associated with respective data values of the second set of data, the hierarchical analysis resulting in a plurality of computer-executable commands; and

using the determined information and one or more of the plurality of computer-executable commands to format the second set of data into the second stylized reporting structure that shares the common stylized reporting structure with the first stylized reporting structure.

2. The method of claim 1 , wherein the using of the plurality of heuristic analyzers results in an outputting of the plurality of computer-executable commands having a confidence level associated with each one of the plurality of computer-executable commands.

3. The method of claim 2 , further comprising determining which ones of the plurality of computer-executable commands possesses a highest confidence level and selectively executing a portion of the plurality of computer-executable commands that possesses the highest confidence level.

4. The method of claim 3 , further comprising determining a command type for each of the plurality of computer-executable commands and selectively executing the portion of the plurality of computer-executable commands that possesses the highest confidence level of a given command type.

5. The method of claim 3 , further comprising storing results of the using of the plurality of heuristic analyzers into a historical resolutions storage device; and

using the stored results contained within the historical resolutions storage device for generation of a third stylized reporting structure comprising a third set of data, the third stylized reporting structure sharing the common stylized reporting structure.

6. The method of claim 3 , wherein the performing of the hierarchical analysis on the per data value basis comprises determining one or more of whether a data value is empty, the data value is stylized, the data value is text, the data value is numeric, and/or the data value is a formula.

7. The method of claim 3 , wherein the performing of the hierarchical analysis on the per data value basis to determine the information associated with the respective data values of the second set of data comprises using an output from a first heuristic analyzer as an input to a second heuristic analyzer.

8. The method of claim 1 , wherein the first multi-dimensional data structure and the second multi-dimensional data structure comprises data represented on a visual display in rows and columns.

9. A computer readable apparatus comprising a storage medium, the storage medium comprising a plurality of computer-executable instructions, the plurality of computer-executable instructions, when executed by a processing apparatus, are configured to:

use a first stylized reporting structure comprising a first set of data for a second set of data, the first stylized reporting structure comprising a first multi-dimensional data structure, the second set of data comprising a second multi-dimensional data structure that introduces one or more data values that are not included in the first multi-dimensional data structure;

generate a second stylized reporting structure that shares a common stylized reporting structure with the first stylized reporting structure for the second set of data by traversal of the second multi-dimensional data structure in a given order using a plurality of heuristic analyzers that are arranged hierarchically, where the hierarchical arrangement comprises an output of a first heuristic analyzer being fed as an input to a second heuristic analyzer, the plurality of heuristic analyzers performing a hierarchical analysis on a per data value basis in the second multi-dimensional data structure in order to determine information associated with respective data values of the second set of data, the hierarchical analysis resulting in a plurality of computer-executable commands; and

use the determined information and one or more of the plurality of computer-executable commands to format the second set of data into the second stylized reporting structure that shares the common stylized reporting structure with the first stylized reporting structure.

10. The computer readable apparatus of claim 9 , wherein the use of the plurality of heuristic analyzers results in an output of the plurality of computer-executable commands having a confidence level associated with each one of the plurality of computer-executable commands.

11. The computer readable apparatus of claim 10 , further comprising determination of which ones of the plurality of computer-executable commands possesses a highest confidence level and selectively executing a portion of the plurality of computer-executable commands that possesses the highest confidence level.

12. The computer readable apparatus of claim 11 , further comprising determination of a command type for each of the plurality of computer-executable commands and selectively executing the portion of the plurality of computer-executable commands that possesses the highest confidence level of a given command type.

13. The computer readable apparatus of claim 11 , further comprising storage of results of the using of the plurality of heuristic analyzers into a historical resolutions storage device; and

use of the stored results contained within the historical resolutions storage device for generation of a third stylized reporting structure comprising a third set of data, the third stylized reporting structure sharing the common stylized reporting structure.

14. The computer readable apparatus of claim 11 , wherein the performance of the hierarchical analysis on the per data value basis comprises determination of one or more of whether a data value is empty, the data value is stylized, the data value is text, the data value is numeric, and/or the data value is a formula.

Continuity (4)
Division 15711905 · Sep 21, 2017
Provisional Application 62398385 · Sep 22, 2016
Provisional Application 62398392 · Sep 22, 2016
Related Publication 20230316206A1 · Oct 5, 2023
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