Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration

Patent metadata

Field	Value
Publication number	US-10803239-B2
Application number	US-201816139964-A
Country	US
Kind code	B2
Filing date	Sep 24, 2018
Priority date	Sep 24, 2018
Publication date	Oct 13, 2020
Grant date	Oct 13, 2020

Abstract

The present disclosure involves systems, software, and computer implemented methods for automatically generating reporting documents based on contents of an associated set of test data. One example method includes receiving a request to generate a new report, the request identifying a report template, a set of test data, and a report name associated with the request. A repository stores the test data and report templates, each template associated with an initial set of bookmarks, each bookmark associated with a particular location. A copy of the template is generated and stored as the identified report name. Based on the test data, a set of visualizations to be inserted into the new report are identified. Bookmarks associated with each of the visualizations are inserted into the new report. Each visualization is then generated and inserted at the location of the corresponding bookmark. The updated version of the report is then stored.

First claim

What is claimed is:

1. A system comprising:
a communications module;
at least one memory storing instructions, a repository storing a plurality of sets of test data, at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template;
at least one hardware processor interoperably coupled with the at least one memory and the communications module, wherein the instructions instruct the at least one hardware processor to:
receive, via the communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation;
automatically, in response to receiving the request:
generate a copy of the particular report template as a new report and store the new report as the identified report name;
identify, based on the particular set of test data, a set of visualizations to be inserted into the new report;
identify, based on the particular set of test data and the initial set of bookmarks, a set of new bookmarks to be generated, wherein each visualization is to be associated with a new bookmark in the set of new bookmarks;
generate the set of new bookmarks, wherein each new bookmark in the set of new bookmarks is associated with a particular location within the new report;
insert each of the new bookmarks associated with one of the set of visualizations into the new report at the particular location associated with the corresponding new bookmark;
generate each of the identified set of visualizations;
insert each of the generated visualizations at the location of the new bookmark associated with the particular generated visualization; and
store an updated version of the new report including the generated visualizations; and

transmit, via the communications module, a second signal comprising the updated version of the new report to the device.

2. The system of claim 1 , the instructions instructing the at least one hardware processor to:
receive, via the communications module, a third signal comprising a second updated version of the new report, the second updated version of the new report including at least one annotation to the updated version of the new report; and
store the second updated version of the new report including the generated visualizations and the at least one annotation.

3. The system of claim 2 , the instructions instructing the at least one hardware processor to, after receiving the third signal:
identify an indication triggering a regeneration of the updated version of the new report;
automatically, in response to the identified indication:
generate a copy of the stored second updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name;
remove each of the visualizations generated for the updated version of the new report from the second updated version of the new report without removing any of the at least one annotations from the second updated version of the new report;
regenerate each of the visualizations based on a current version of the set of test data;
insert each of the regenerated visualizations into the regenerated new report at the location of the new bookmark associated with the particular generated visualization; and
store the regenerated new report including the regenerated visualizations and the at least one annotations; and

transmit, via the communications module, a fourth signal comprising the updated version of the new report to the device.

4. The system of claim 3 , wherein identifying the indication triggering a regeneration of the updated version of the new report is based on a dynamic determination that the identified set of test data is updated.

5. The system of claim 3 , wherein identifying the indication triggering a regeneration of the updated version of the new report is based on receiving an indication via the user interface from a user to regenerate the new report.

6. The system of claim 1 , wherein inserting each of the new bookmarks into the new report at the particular location associated with the corresponding new bookmark is performed by a first application or script, and wherein generating each of the visualizations is performed by a second application or script different than the first application or script.

7. The system of claim 6 , wherein the first application or script comprises a Visual Basic script, and wherein the second application or script comprises R language.

8. The system of claim 1 , wherein identifying, based on the particular set of test data, the set of bookmarks and associated visualizations to be inserted into the new report is based at least in part on a name of a file storing the particular set of test data.

9. The system of claim 1 , wherein identifying, based on the particular set of test data, the set of bookmarks and associated visualizations to be inserted into the new report is based at least in part on an analysis of a set of particular columns included in the particular set of test data.

10. The system of claim 1 , wherein the particular location at which a particular identified bookmark is inserted is based on a location relative to at least one of the initial set of bookmarks in the particular identified report template.

11. The system of claim 1 , wherein the visualizations are generated based at least on the particular set of test data.

12. A non-transitory, computer-readable medium storing computer-readable instructions executable by a computer and configured to:
receive, via a communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation from a repository, the repository storing a plurality of sets of test data and at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template;
automatically, in response to receiving the request:
generate a copy of the particular report template as a new report and store the new report as the identified report name;
identify, based on the particular set of test data, a set of visualizations to be inserted into the new report;
identify, based on the particular set of test data and the initial set of bookmarks, a set of new bookmarks to be generated, wherein each visualization is to be associated with a new bookmark in the set of new bookmarks;
generate the set of new bookmarks, wherein each new bookmark in the set of new bookmarks is associated with a particular location within the new report;
insert each of the new bookmarks associated with one of the set of visualizations into the new report at the particular location associated with the corresponding new bookmark;
generate each of the identified set of visualizations;
insert each of the generated visualizations at the location of the new bookmark associated with the particular generated visualization; and
store an updated version of the new report including the generated visualizations; and
transmit, via the communications module, a second signal comprising the updated version of the new report to the device.

13. The computer-readable medium of

Assignees

• Toronto Dominion Bank

Inventors

• Rychlewski Gregory Victor David
• Liu Jingang

Classifications

• G06F16/338

  Presentation of query results · CPC title

• G06F40/186 Primary

  Templates · CPC title

• G06F40/169 Primary

  Annotation, e.g. comment data or footnotes · CPC title

• G06F16/34

  Browsing; Visualisation therefor (browsing or visualisation for clustering or classification G06F16/358) · CPC title