Granted Patent B1

US 12,572,596 · App. 18/925,596 · Granted Mar 10, 2026

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

Abstract

Claims (80)

1 . A computing system comprising:

one or more computer readable storage mediums configured to store program instructions; and

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

generate user interface data usable for rendering an interactive user interface on a computing device, the interactive user interface including:

a dynamically generated table including rows and columns, wherein the rows correspond to respective individual transactions, and wherein at least one column comprises at least one of: a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual transactions; and

a column selection element including a listing of types of columns, wherein the types of columns include a transaction tag column type;

receive, via the column selection element of the interactive user interface, a selection of the transaction tag column type; and

in response to receiving the selection of the transaction tag column type:

add a transaction tag column to the dynamically generated table; and

for each row of the rows of the dynamically generated table:

by reference to a database including a plurality of transaction tags, determine all transaction tags in the database that are indexed to or associated with the transaction corresponding to the row of the dynamically generated table, wherein the determined transactions tags together comprise a set of transaction tags; and

automatically update the dynamically generated table to insert the set of transaction tags into a cell of the row of the dynamically generated table corresponding to the transaction tag column.

2 . The computing system of claim 1 , wherein the one or more computer readable storage mediums configured to store are further configured to store:

the database including the plurality of transaction tags, wherein transaction tags of the plurality of transaction tags comprise user-defined tags, wherein the plurality of transaction tags are indexed in the database based on unique edge identifiers associated with a mathematical graph comprising nodes and edges, and wherein each edge of the mathematical graph is uniquely identified by a different unique edge identifier.

3 . The computing system of claim 2 , wherein the unique edge identifiers are alphanumeric.

4 . The computing system of claim 2 , wherein the unique edge identifiers are procedurally generated based on a set of attributes.

5 . The computing system of claim 1 , wherein the plurality of transaction tags is stored in the database as key-value pairs.

6 . The computing system of claim 1 , wherein one or more computer processors are configured to execute the program instructions to further cause the computing system to:

receive a first one or more user inputs to the interactive user interface selecting to edit at least a first transaction included in the dynamically generated table;

in response to the first one or more user inputs, update the interactive user interface to include a user interface portion listing one or more properties associated with the first transaction including at least a first transaction tag associated with the first transaction;

receive a second one or more user inputs to the interactive user interface editing the first transaction tag; and

in response to the second one or more user inputs, update the dynamically generated table based on the edited first transaction tag.

7 . A computing system comprising:

one or more computer readable storage mediums configured to store program instructions; and

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

generate user interface data usable for rendering an interactive user interface on a computing device, the interactive user interface including:

a dynamically generated table including rows and columns, wherein the rows correspond to respective individual transactions, and wherein at least one column comprises at least one of: a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual transactions; and

a filter selection element including a listing of types of filters, wherein the types of filters include a transaction tag filter type;

receive, via the filter selection element of the interactive user interface, a selection of a transaction tag filter; and

in response to receiving the selection of the transaction tag filter:

access a database including a plurality of transaction tags to compare each transaction tag in the plurality of transaction tags to the selected transaction tag filter to identify any matching transaction tags;

determine a set of transactions associated with the matching transaction tags; and

automatically update and filter the dynamically generated table to the determined set of transactions, wherein each transaction corresponds to a row of the dynamically generated table.

8 . The computing system of claim 7 , wherein the one or more computer readable storage mediums configured to store are further configured to store:

the database including the plurality of transaction tags, wherein transaction tags of the plurality of transaction tags comprise user-defined tags, wherein the plurality of transaction tags are indexed in the database based on unique edge identifiers associated with a mathematical graph comprising nodes and edges, and wherein each edge of the mathematical graph is uniquely identified by a different unique edge identifier.

9 . The computing system of claim 8 , wherein determining the set of transactions associated with the matching transaction tags comprises:

determining one or more unique edge identifiers the matching transaction tags are indexed to in the database.

10 . The computing system of claim 8 , wherein the unique edge identifiers are alphanumeric.

11 . The computing system of claim 8 , wherein the unique edge identifiers are procedurally generated based on a set of attributes.

12 . The computing system of claim 7 , wherein the plurality of transaction tags is stored in the database as key-value pairs.

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

receive a first one or more user inputs to the interactive user interface selecting to edit at least a first transaction included in the dynamically generated table;

in response to the first one or more user inputs, update the interactive user interface to include a user interface portion listing one or more properties associated with the first transaction including at least a first transaction tag associated with the first transaction;

receive a second one or more user inputs to the interactive user interface editing the first transaction tag; and

in response to the second one or more user inputs, update the dynamically generated table based on the edited first transaction tag.

14 . A computer-implemented method comprising:

by one or more computer processors configured to execute program instructions:

generating user interface data usable for rendering an interactive user interface on a computing device, the interactive user interface including:

a dynamically generated table including rows and columns, wherein the rows correspond to respective individual transactions, and wherein at least one column comprises at least one of: a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual transactions; and

a column selection element including a listing of types of columns, wherein the types of columns include a transaction tag column type;

receiving, via the column selection element of the interactive user interface, a selection of the transaction tag column type; and

in response to receiving the selection of the transaction tag column type:

adding a transaction tag column to the dynamically generated table; and

for each row of the rows of the dynamically generated table:

by reference to a database including a plurality of transaction tags, determining all transaction tags in the database that are indexed to or associated with the transaction corresponding to the row of the dynamically generated table, wherein the determined transactions tags together comprise a set of transaction tags; and

automatically updating the dynamically generated table to insert the set of transaction tags into a cell of the row of the dynamically generated table corresponding to the transaction tag column.

15 . The computer-implemented method of claim 14 , wherein the plurality of transaction tags is stored in the database as key-value pairs.

16 . The computer-implemented method of claim 14 further comprising:

by the one or more computer processors configured to execute program instructions:

receiving a first one or more user inputs to the interactive user interface selecting to edit at least a first transaction included in the dynamically generated table;

in response to the first one or more user inputs, updating the interactive user interface to include a user interface portion listing one or more properties associated with the first transaction including at least a first transaction tag associated with the first transaction;

receiving a second one or more user inputs to the interactive user interface editing the first transaction tag; and

in response to the second one or more user inputs, updating the dynamically generated table based on the edited first transaction tag.

17 . A computer-implemented method comprising:

by one or more computer processors configured to execute program instructions:

generating user interface data usable for rendering an interactive user interface on a computing device, the interactive user interface including:

a dynamically generated table including rows and columns, wherein the rows correspond to respective individual transactions, and wherein at least one column comprises at least one of: a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual transactions; and

a filter selection element including a listing of types of filters, wherein the types of filters include a transaction tag filter type;

receiving, via the filter selection element of the interactive user interface, a selection of a transaction tag filter; and

in response to receiving the selection of the transaction tag filter:

accessing a database including a plurality of transaction tags to compare each transaction tag in the plurality of transaction tags to the selected transaction tag filter to identify any matching transaction tags;

determining a set of transactions associated with the matching transaction tags; and

automatically updating and filter the dynamically generated table to the determined set of transactions, wherein each transaction corresponds to a row of the dynamically generated table.

18 . The computer-implemented method of claim 17 , wherein the plurality of transaction tags is stored in the database as key-value pairs.

19 . The computer-implemented method of claim 17 further comprising:

by the one or more computer processors configured to execute program instructions:

receiving a first one or more user inputs to the interactive user interface selecting to edit at least a first transaction included in the dynamically generated table;

in response to the first one or more user inputs, updating the interactive user interface to include a user interface portion listing one or more properties associated with the first transaction including at least a first transaction tag associated with the first transaction;

receiving a second one or more user inputs to the interactive user interface editing the first transaction tag; and

in response to the second one or more user inputs, updating the dynamically generated table based on the edited first transaction tag.

Assignments (1)

Continuity (4)

References Cited (115)