System and method for aggregating and enriching data

Patent metadata

Field	Value
Publication number	US-11526261-B1
Application number	US-202217675560-A
Country	US
Kind code	B1
Filing date	Feb 18, 2022
Priority date	Feb 18, 2022
Publication date	Dec 13, 2022
Grant date	Dec 13, 2022

Abstract

An intelligent forecasting system that includes sources of financial and non-financial input data and a user interface generator for generating user interfaces having window elements that display the input data. The window element includes a persistent navigation pane element having vertically stacked actuatable navigation soft buttons for accessing one or more portions of an intelligent forecasting. The navigation soft buttons include, among other buttons, an Outlier Treatment soft button for processing the input data by applying thereto a statistical processing model to detect outliers in the input data, a Model Selection soft button for selecting a statistical forecasting model to apply to the input data, a Signal Explorer soft button for selecting a signal transformation method for transforming the input data, a Model Prediction soft button for selecting one of the statistical forecasting models to apply to the input data, and a Simple Prediction soft button for automatically generating forecasts.

First claim

We claim:

1. An intelligent forecasting system, comprising
one or more sources of financial and non-financial data,
an electronic device having
a processor for processing one or more of the financial and non-financial data to form input data,
a storage element for storing the input data, and
a user interface generator for generating a plurality of user interfaces having one or more window elements that display selected portions of the processed input data, wherein the window element of one or more of the plurality of user interfaces includes:
a persistent navigation pane element formed along a left side of the window element having a plurality of vertically stacked actuatable navigation soft buttons for accessing one or more portions of an intelligent forecasting sequence having a plurality of forecasting steps, wherein the plurality of navigation soft buttons includes two or more of:
a Data Upload soft button for allowing a user, when actuated, to upload one or more files having at least a portion of the input data,
an Outlier Treatment soft button for allowing the user, when actuated, to process at least a portion of the input data by applying thereto one or more statistical processing models to detect one or more outliers in the input data having an outlier value associated therewith and to replace one or more of the outlier values with a replacement value,
a Model Selection soft button for allowing the user, when actuated, to select one or more statistical forecasting models to apply to the input data,
a Signal Explorer soft button for allowing the user, when actuated, to select one or more signal transformation methods for processing and transforming the input data,
a Signal Selection soft button for allowing the user, when actuated, to select one or more signals to incorporate into the input data,
a Model Prediction soft button for allowing the user, when selected, to select one or more of the statistical forecasting models to apply to the input data,
a Simple Prediction soft button for allowing the user to automatically generate a plurality of forecasts by processing the data using one or more of the statistical forecasting models, and

a pane element for simultaneously displaying along with the navigation pane element and the plurality of navigation soft buttons information associated with one or more of the navigation soft buttons and one or more of the plurality of forecasting steps,
wherein when the Outlier Treatment (OT) soft button is actuated by the user, then the user interface generator generates a first user interface having first and second horizontally aligned OT top pane regions and an OT bottom pane region disposed below the first and second OT top pane regions, wherein the first OT top pane region includes for display on the first user interface a plurality of drop down menu elements including a Treatment Model drop down menu element for allowing a user to select from a drop down menu one or more statistical treatment models to apply to the one or more outlier data points to treat the outlier data points by replacing the outlier data point value with a replacement data point value.

2. The system of claim 1 , wherein the plurality of drop down menu elements further includes:
a first Target drop down menu element for allowing a user to select from a drop down menu a type of input data to be processed to form an input data type, and
a Detection Model drop down menu element for allowing a user to select from a drop down menu one or more statistical processing models to apply to the input data type that is selected in the first Target drop down menu element so as to detect and identify one or more outlier data points in the input data type, wherein each of the outlier data points has an associated data point value.

3. The system of claim 2 , wherein the statistical processing model selectable in the Detection Model drop down menu element comprises one or more of a Bayesian structural time series (BSTS) model, a Quartile Analysis model, a TBATS model, an ETS model, a Facebook (FB) Prophet model, and an auto regressive integrated moving average (ARIMA) model.

4. The system of claim 2 , wherein the first OT top pane region further comprises an indicating element for visually indicating the status of one or more selected features of the top pane region, wherein the indicating element includes a horizontally extending scale element having a plurality of predetermined increments or units formed thereon.

5. The system of claim 4 , wherein the first OT top pane region further comprises a first plurality of selectable radio buttons disposed below the indicating element, wherein each of the first plurality of selectable radio buttons is indicative of a selected data time period, and wherein the data time periods associated with the first plurality of selectable radio buttons includes daily, weekly, monthly and quarterly data time periods.

6. The system of claim 5 , wherein the second OT top pane region is disposed horizontally adjacent to and aligned with the first OT top pane region and is configured for displaying a table element having tabulated therein selected time data related to the first plurality of selectable radio buttons and one or more of the input data types selected by the user via the first Target drop down menu element, and
wherein the OT bottom pane region is disposed below the first and second OT top pane regions and is configured to display a plot graphically illustrating the input data type selected by the first Target drop down menu element over a selected period of time, and wherein the OT bottom pane region includes a second plurality of actuatable soft buttons that are directed to the selected period of time that is associated with the plot.

7. The system of claim 2 , wherein when the Model Selection (MS) soft button of the navigation pane element is actuated by the user, the user interface generator generates a second user interface having first and second horizontally aligned MS top pane regions and an MS bottom pane region disposed vertically below the first and second MS top pane regions, wherein the first MS top pane region includes for display on the second user interface a plurality of drop down menu elements including
a second Target drop down menu element for allowing a user to select the input data to be processed,
a Model drop down menu element for allowing a user to select one or more statistical forecasting models to apply to the input data selected in the second Target drop down menu element so as to generate predictions based on the input data, a Display Model drop down menu element for allowing a user to select a type of statistical forecasting model to apply to the input data and to display in the bottom pane region,
a Rolling Window Schema soft button horizontally aligned with the Display Model drop down menu element that allows the user, when actuated, to display a first action box for allowing the user to enter one or more selections, and
a Forecast Period field box disposed vertically below the plurality of drop down menu elements, wherein the field box allows the user to enter a selected number of time periods within the field box.

8. The system of claim 7 , wherein the first MS top pane region further comprises
a plurality of selectable radio buttons disposed horizontally adjacent to the Forecast Period field box for allowing the user to enter a selected data time period, wherein the data time periods associated with the plurality of selectable radio buttons includes daily, weekly, monthly and quarterly data time periods, and
a selectable sliding soft button for allowing the user to apply, when actuated, one or more tuning parameters to the target data.

9. The syst

Assignees

• Kpmg Llp

Inventors

• Leach James Arthur
• Tian Shuo
• Geiger David

Classifications

• G06Q10/04 Primary

  Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" (market predictions or forecasting for commercial activities G06Q30/0202) · CPC title

• G06F3/0482

  Interaction with lists of selectable items, e.g. menus · CPC title

• G06F2203/04803

  Split screen, i.e. subdividing the display area or the window area into separate subareas · CPC title

• G06F9/451

  Execution arrangements for user interfaces · CPC title

• G06F17/18

  for evaluating statistical data {, e.g. average values, frequency distributions, probability functions, regression analysis (forecasting specially adapted for a specific administrative, business or logistic context G06Q10/04)} · CPC title