Granted Patent B2

US 12,469,192 · App. 18/126,632 · Granted Nov 11, 2025

Inventor: Kathlene Judd (Raleigh, NC)

Assignee: Truist Bank

G06T11/206G06F16/538G06T11/60

Abstract

Claims (81)

1 . A computer-implemented method comprising:

transmitting, by a processor, a query to a database system that includes a database of records;

receiving, by the processor and from the database system, a plurality of search results identifying a subset of records in the database system that match the query;

generating, by the processor and based on the search results, aggregated information by aggregating together values from the subset of records, wherein generating the aggregated information comprises:

determining that a user associated with the query lacks permission to view a set of raw numerical values in the subset of records; and

in response to determining that the user lacks permission to view the set of raw numerical values, performing one or more mathematical operations on the set of raw numerical values to produce an aggregated value, wherein the aggregated information excludes the set of raw numerical values and includes the aggregated value; and

automatically generating, by the processor, at least a portion of an electronic file having at least one graphical object generated based on the aggregated information.

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

determining, by the processor, that one or more other records in the database system are related to the subset of records returned in response to the query, the subset of records excluding the one or more other records;

retrieving, by the processor and from the database system, the one or more other records; and

generating, by the processor, one or more additional graphical objects based on the one or more other records; and

incorporating, by the processor, the one or more additional graphical objects into the electronic file.

3 . The computer-implemented method of claim 2 , wherein the subset of records are associated with an entity, and wherein determining that the one or more other records in the database system are related to the subset of records comprises:

receiving, by the processor and from the database system, one or more indicators associated with the one or more other records; and

determining, by the processor and based on the one or more indicators, that the one or more other records in the database system are associated with the entity.

4 . The computer-implemented method of claim 1 , further comprising, after automatically generating the at least one graphical object:

determining, by the processor, that a record in the subset of records has changed; and

based on determining that the record has changed, automatically updating, by the processor, the at least one graphical object in the electronic file to reflect the change to the record.

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

determining, by the processor, that a record in the subset of records contains anomalous data;

transmitting, by the processor and to a user, a notification that the record contains anomalous data; and

prompting, by the processor, the user for new data that is usable to replace the anomalous data;

receiving, by the processor and from the user, the new data;

determining, by the processor, that the new data is non-anomalous; and

replacing, by the processor, the anomalous data with the new data in the record.

6 . The computer-implemented method of claim 5 , wherein determining, by the processor, that the record contains anomalous data comprises:

accessing, by the processor, a machine learning model that has been trained on labeled historical datasets;

providing, by the processor, the record as an input to the machine learning model;

retrieving, by the processor, a result from the machine learning model; and

determining, by the processor and based on the result, that the record contains anomalous data.

7 . The computer-implemented method of claim 1 , wherein the electronic file is a slide deck file having one or more slides, and further comprising:

incorporating, by the processor, the at least one graphical object into the one or more slides of the slide deck file.

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

receiving, by the processor, a selection of a file format for the electronic file; and

generating, by the processor, the electronic file with the graphical object in accordance with the selected file format.

9 . The computer-implemented method of claim 1 , wherein the electronic file is a first electronic file, and further comprising:

exporting, by the processor, the aggregated information to a second electronic file that is separate from the first electronic file.

10 . A system comprising:

a processor; and

a non-transitory computer-readable memory including instructions that are executable to:

transmit a query to a database system that includes a database of records;

receive, from the database system, a plurality of search results identifying a subset of records in the database system that match the query;

generate, based on the search results, aggregated information by aggregating together values from the subset of records, wherein generating the aggregated information comprises:

determining that a user associated with the query lacks permission to view a set of raw numerical values in the subset of records; and

in response to determining that the user lacks permission to view the set of raw numerical values, performing one or more mathematical operations on the set of raw numerical values to produce an aggregated value, wherein the aggregated information excludes the set of raw numerical values and includes the aggregated value; and

automatically generate at least a portion of an electronic file having at least one graphical object generated based on the aggregated information.

11 . The system of claim 10 , further comprising instructions that are executable by the processor to:

determine that one or more other records in the database system are related to the subset of records returned in response to the query, the subset of records excluding the one or more other records;

retrieve, from the database system, the one or more other records; and

generate, one or more additional graphical objects based on the one or more other records; and

incorporate, the one or more additional graphical objects into the electronic file.

12 . The system of claim 11 , wherein the subset of records are associated with an entity, and wherein determining that the one or more other records in the database system are related to the subset of records comprises:

receive, from the database system, one or more indicators associated with the one or more other records; and

determine based on the one or more indicators, that the one or more other records in the database system are associated with the entity.

13 . The system of claim 10 , further comprising instructions that are executable by the processor to:

determine that a record in the subset of records has been adjusted; and

automatically adjust, based on the adjusted record, a graphical object that is associated with the adjusted record in the electronic file.

14 . The system of claim 10 , further comprising instructions that are executable by the processor to:

determine that a record in the subset of records contains anomalous data;

transmit to a user a notification that the record contains anomalous data; and

prompt the user for new data that is usable to replace the anomalous data;

receive, from the user, the new data;

determine that the new data is non-anomalous; and

replace the anomalous data with the new data in the record.

15 . The system of claim 14 , wherein determining, that the record contains anomalous data comprises:

access a machine learning model that has been trained on labeled historical datasets;

provide the record as an input to the machine learning model;

retrieve a result from the machine learning model; and

determine, based on the result, that the record contains anomalous data.

16 . The system of claim 10 , wherein the electronic file is a slide deck file having one or more slides, and further comprising instructions that are executable by the processor to:

incorporate the at least one graphical object into the one or more slides of the slide deck file.

17 . The system of claim 10 , further comprising instructions that are executable by the processor to:

receive a selection of a file format for the electronic file; and

generate the electronic file with the graphical object in accordance with the selected file format.

18 . A non-transitory computer-readable medium comprising instructions that are executable by a processor for causing the processor to:

transmit a query to a database system that includes a database of records;

receive, from the database system, a plurality of search results identifying a subset of records in the database system that match the query;

generate, based on the search results, aggregated information by aggregating together values from the subset of records, wherein generating the aggregated information comprises:

determining that a user associated with the query lacks permission to view a set of raw numerical values in the subset of records; and

in response to determining that the user lacks permission to view the set of raw numerical values, performing one or more mathematical operations on the set of raw numerical values to produce an aggregated value, wherein the aggregated information excludes the set of raw numerical values and includes the aggregated value; and

automatically generate at least a portion of an electronic file having at least one graphical object generated based on the aggregated information.

Assignments (1)

Continuity (1)

References Cited (14)