IP Library › Granted Patent US 12,749,037
Granted Patent B2
US 12,749,037 · App. 18/315,092 · Granted Sep 29, 2026

Systems and methods for role based knowledge graph visualizations of source data files

Inventors: Matthew R. Ruble (Malvern, PA); Eric Bruce Standring (San Francisco, CA); David Newman (Walnut Creek, CA); Chao Chen (Short Hills, NJ); Steven Daryl McCullough (Ithaca, NY); Omar B. Khan (Richmond, VA); Nikolai Anisimov (Brentwood, CA); Cristian Cocos (Princeton, NJ); Nisha Rama Krishnan (Concord, CA)
Assignee: Wells Fargo Bank, N.A.
G06Q10/06375G06F3/04817G06N5/02
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Quick Facts
Patent No.
US 12,749,037
App. No.
18/315,092
Granted
Sep 29, 2026
Kind
B2
Abstract

A method may include receiving a login request including a user identifier; accessing a role in a user account associated with the user identifier; presenting a user interface, the user interface including: a service receiver input element presenting a selected service receiver; a service identifier input element presenting a selected service identifier; a graph presentation area; and graph visualization options based on the role in the user account; executing a knowledge graph database query to a knowledge graph database using a combination of the selected service receiver and the selected service identifier; and generating, in the graph presentation area an interactive graph based on tuple results of the knowledge graph database query, the interactive graph including: representations of entities in the tuple results including the selected service receiver and the selected service identifier; and links connecting the representations of entities.

Claims (92)

1 . A method comprising:

receiving a login request including a user identifier;

presenting a user interface, the user interface including:

a service receiver input element presenting a selected service receiver;

a service identifier input element presenting a selected service identifier;

a graph presentation area; and

graph visualization options;

executing a search in a user account associated with the user identifier to identify a role for the user identifier;

determining that the role has access to an inferred links visualization option of the graph visualization options;

in response to the determination, enabling the inferred links visualization option;

executing a knowledge graph database query to a knowledge graph database using a combination of the selected service receiver and the selected service identifier;

generating, in the graph presentation area an interactive graph based on tuple results of the knowledge graph database query, the interactive graph including:

representations of entities in the tuple results including the selected service receiver and the selected service identifier; and

links connecting the representations of entities;

in response to a cursor interaction with a representation of an entity in the interactive graph, presenting an pane overlaid on the graph presentation area, the pane including property values of the entity retrieved from the knowledge graph database and an identification of a number of non-displayed child entities at a next level in the knowledge graph database;

receiving an indication of activation of the identification of the number of non-displayed child entities;

in response to receiving the indication of activation, expanding the interactive graph to include the non-displayed child entities at the next level;

receiving an indication that the inferred links visualization option has been activated; and

in response to receiving the indication, updating the graph presentation area to present a first style of a link between representations of entities for inferred links and a second style of link between representations of entities for direct links.

2 . The method of claim 1 , further comprising:

determining that the role in the user account permits access to criticality status of services in the knowledge graph database; and

based on the determining, including an option to view criticality status of services in the graph visualization options.

3 . The method of claim 2 , further comprising:

receiving an indication that the option to view criticality status of services has been activated; and

in response to receiving the indication, presenting a first type of icon in the graph presentation area by a representation of a service identifier object.

4 . The method of claim 3 , further comprising:

determining that a service provider associated with the service identifier object is identified as non-material in the knowledge graph database; and

in response to determining that the service provider associated with the service identifier object is identified as non-material, presenting a second type of icon by a representation of the service provider in the graph presentation area.

5 . The method of claim 4 , further comprising:

receiving an indication of activation of the first type of icon; and

in response to receiving the indication, modifying a style of link between the representation of the service provider and the representation of the service identifier object.

6 . A non-transitory computer-readable medium comprising instructions which when executed by a processing unit, configure the processing unit to perform operations comprising:

receiving a login request including a user identifier;

presenting a user interface, the user interface including:

a service receiver input element presenting a selected service receiver;

a service identifier input element presenting a selected service identifier;

a graph presentation area; and

graph visualization options;

executing a search in a user account associated with the user identifier to identify a role for the user identifier;

determining that the role has access to an inferred links visualization option of the graph visualization options;

in response to the determination, enabling the inferred links visualization option;

executing a knowledge graph database query to a knowledge graph database using a combination of the selected service receiver and the selected service identifier;

generating, in the graph presentation area an interactive graph based on tuple results of the knowledge graph database query, the interactive graph including:

representations of entities in the tuple results including the selected service receiver and the selected service identifier; and

links connecting the representations of entities;

in response to a cursor interaction with a representation of an entity in the interactive graph presenting an pane overlaid on the graph presentation area, the pane including property values of the entity retrieved from the knowledge graph database and an identification of a number of non-displayed child entities at a next level in the knowledge graph database;

receiving an indication of activation of the identification of the number of non-displayed child entities;

in response to receiving the indication of activation, expanding the interactive graph to include the non-displayed child entities at the next level;

receiving an indication that the inferred links visualization option has been activated; and

in response to receiving the indication, updating the graph presentation area to present a first style of a link between representations of entities for inferred links and a second style of link between representations of entities for direct links.

7 . The non-transitory computer-readable medium of claim 6 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

determining that the role in the user account permits access to criticality status of services in the knowledge graph database; and

based on the determining, including an option to view criticality status of services in the graph visualization options.

8 . The non-transitory computer-readable medium of claim 7 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

receiving an indication that the option to view criticality status of services has been activated; and

in response to receiving the indication, presenting a first type of icon in the graph presentation area by a representation of a service identifier object.

9 . The non-transitory computer-readable medium of claim 8 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

determining that a service provider associated with the service identifier object is identified as non-material in the knowledge graph database; and

in response to determining that the service provider associated with the service identifier object is identified as non-material, presenting a second type of icon by a representation of the service provider in the graph presentation area.

10 . The non-transitory computer-readable medium of claim 9 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

receiving an indication of activation of the first type of icon; and

in response to receiving the indication, modifying a style of link between the representation of the service provider and the representation of the service identifier object.

11 . A system comprising:

a processing unit; and

a storage device comprising instructions, which when executed by the processing unit, configure the processing unit to perform operations comprising:

receiving a login request including a user identifier;

presenting a user interface, the user interface including:

a service receiver input element presenting a selected service receiver;

a service identifier input element presenting a selected service identifier;

a graph presentation area; and

graph visualization options;

executing a search in a user account associated with the user identifier to identify a role for the user identifier;

determining that the role has access to an inferred links visualization option of the graph visualization options;

in response to the determination, enabling the inferred links visualization option;

executing a knowledge graph database query to a knowledge graph database using a combination of the selected service receiver and the selected service identifier;

generating, in the graph presentation area an interactive graph based on tuple results of the knowledge graph database query, the interactive graph including:

representations of entities in the tuple results including the selected service receiver and the selected service identifier; and

links connecting the representations of entities;

in response to a cursor interaction with a representation of an entity in the interactive graph, presenting an pane overlaid on the graph presentation area, the pane including property values of the entity retrieved from the knowledge graph database and an identification of a number of non-displayed child entities at a next level in the knowledge graph database;

receiving an indication of activation of the identification of the number of non-displayed child entities;

in response to receiving the indication of activation, expanding the interactive graph to include the non-displayed child entities at the next level;

receiving an indication that the inferred links visualization option has been activated; and

in response to receiving the indication, updating the graph presentation area to present a first style of a link between representations of entities for inferred links and a second style of link between representations of entities for direct links.

12 . The system of claim 11 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

determining that the role in the user account permits access to criticality status of services in the knowledge graph database; and

based on the determining, including an option to view criticality status of services in the graph visualization options.

13 . The system of claim 12 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

receiving an indication that the option to view criticality status of services has been activated; and

in response to receiving the indication, presenting a first type of icon in the graph presentation area by a representation of a service identifier object.

14 . The system of claim 13 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

determining that a service provider associated with the service identifier object is identified as non-material in the knowledge graph database; and

in response to determining that the service provider associated with the service identifier object is identified as non-material, presenting a second type of icon by a representation of the service provider in the graph presentation area.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 5, 2025
From: RUBLE, MATTHEW R; STANDRING, ERIC BRUCE; NEWMAN, DAVID; CHEN, CHAO; MCCULLOUGH, STEVEN DARYL; KHAN, OMAR B; ANISIMOV, NIKOLAI; COCOS, CRISTIAN; RAMA KRISHNAN, NISHA
To: WELLS FARGO BANK, N.A.
Reel/Frame 070404/0467 →
Continuity (1)
Related Publication 20240378537A1 · Nov 14, 2024
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