Systems and methods for intelligent database report generation

Patent metadata

Field	Value
Publication number	US-12541507-B2
Application number	US-202418779972-A
Country	US
Kind code	B2
Filing date	Jul 22, 2024
Priority date	Oct 7, 2022
Publication date	Feb 3, 2026
Grant date	Feb 3, 2026

Abstract

A computing system includes computer-readable media to store instructions and processor(s) to execute the instructions to perform operations including: receiving a request for generation of a report having a plurality of data elements; identifying two or more different datasets that collectively contain the plurality of data elements; automatically generating one or more join configurations for combining the two or more different datasets based on a prioritization of data elements which define a join key for the one or more join configurations; executing the one or more join configurations to generate a combined dataset from the two or more different datasets; assigning unique identifier(s) to a portion of the combined dataset and expanding the combined dataset; performing an aggregation operation associated with the portion of the combined dataset by referencing the unique identifier(s); and generating the report based on the combined dataset and the aggregation operation.

First claim

What is claimed is:

1 . A computing system, comprising:
one or more non-transitory computer-readable media to store instructions; and one or more processors to execute the instructions to perform operations, the operations comprising:
receiving a request for generation of a document, wherein the document comprises a plurality of data elements;
identifying two or more different datasets that collectively contain the plurality of data elements;
automatically generating, based on a prioritization of the plurality of data elements, one or more join configurations for combining the two or more different datasets which define a join key for the one or more join configurations;
executing the one or more join configurations to generate a combined dataset from the two or more different datasets;
assigning one or more unique identifiers to a portion of the combined dataset and expanding the combined dataset to form an expanded combined dataset;
performing an aggregation operation associated with the portion of the expanded combined dataset by referencing the one or more unique identifiers; and
generating the document based on the expanded combined dataset and the aggregation operation.

2 . The computing system of claim 1 , wherein the portion of the combined dataset corresponds to a column of data.

3 . The computing system of claim 2 , wherein
expanding the combined dataset comprises adding a further column of data, and each row from the further column of data references both a unique identifier from the one or more unique identifiers and information from another data element in a same row from the expanded combined dataset.

4 . The computing system of claim 3 , wherein performing the aggregation operation associated with the expanded combined dataset comprises deduplicating duplicate entries in the further column of data.

5 . The computing system of claim 1 , further comprising providing, for presentation on a display device, a graphical user interface including a plurality of selectable data elements,
wherein one or more of the plurality of data elements are selected from the plurality of selectable data elements, and the plurality of selectable data elements are associated with an attribute of organizational data of an organization.

6 . The computing system of claim 5 , further comprising determining an order in which the plurality of selectable data elements are to be presented on the display device based on an intent of a user associated with the display device.

7 . The computing system of claim 6 , further comprising determining the intent of the user based on at least one of:
previous documents having data elements associated with the attribute which were requested by the user, previous documents having data elements associated with the attribute which were requested by a plurality of users associated with the organization which the user is also associated with, or default document recipes defined for the organization.

8 . The computing system of claim 6 , wherein determining the order in which the plurality of selectable data elements are to be presented on the display device based on the intent of the user associated with the display device comprises determining the order in which the plurality of selectable data elements are to be presented on the display device if a number of the selectable data elements is greater than a threshold value.

9 . The computing system of claim 1 , further comprising:
monitoring a model to check a status of one or more attributes associated with the plurality of data elements; detecting a change in status of at least one of the one or more attributes associated with the plurality of data elements; notifying an entity corresponding to the model of the change in status of the at least one of the one or more attributes associated with the plurality of data elements; and executing a cache update operation to update a cache storing the one or more attributes associated with the plurality of data elements.

10 . The computing system of claim 9 , further comprising determining a data freshness of the cache by determining a time difference between a time at which the change in status of the at least one of the one or more attributes associated with the plurality of data elements occurred and a time at which the cache update operation occurred.

11 . The computing system of claim 9 , wherein
notifying the entity corresponding to the model of the change in status of the at least one of the one or more attributes associated with the plurality of data elements comprises publishing a message to the entity, and the message includes information relating to at least one of changed fields, new record instances, or metadata related to the change in status.

12 . The computing system of claim 1 , wherein generating the document based on the expanded combined dataset and the aggregation operation comprises:
retrieving data responsive to a query associated with at least one of the plurality of data elements from a first database when a processing power needed to process the query is less than a threshold amount, and retrieving data responsive to the query associated with the at least one of the plurality of data elements from a second database when the processing power needed to process the query is greater than the threshold amount.

13 . The computing system of claim 12 , wherein the first database is an online analytical processing database and the second database is an online transaction processing database.

14 . The computing system of claim 12 , wherein the first database stores the at least one of the plurality of data elements in a columnar format.

15 . The computing system of claim 12 , wherein generating the document based on the expanded combined dataset and the aggregation operation comprises:
retrieving data responsive to a query associated with at least one of the plurality of data elements from a first database when processing the query includes processing data from one or more columns of a table, and retrieving data responsive to the query associated with the at least one of the plurality of data elements from a second database when processing the query includes processing data from one or more rows and from one or more columns of the table.

16 . A computer-implemented method, the method comprising:
receiving, by a computing system comprising one or more processors, a request for generation of a document, wherein the document comprises a plurality of data elements; identifying, by the computing system, two or more different datasets that collectively contain the plurality of data elements; automatically generating, by the computing system and based on a prioritization of the plurality of data elements, one or more join configurations for combining the two or more different datasets which define a join key for the one or more join configurations; executing, by the computing system, the one or more join configurations to generate a combined dataset from the two or more different datasets; assigning, by the computing system, one or more unique identifiers to a portion of the combined dataset and expanding the combined dataset to form an expanded combined dataset; performing, by the computing system, an aggregation operation associated with the portion of the expanded combined dataset by referencing the one or more unique identifiers; and generating, by the computing system, the document based on the expanded combined dataset and the aggregation operation.

17 . The computer-impleme

Assignees

• People Center Inc

Inventors

• Aggarwal Nikunj
• Bhatia Utkarsh
• Boston Kyle Michael
• Gunda Siddhartha
• Gupta Abhishek
• Kattagoni Venumadhav
• Nanda Himanshu
• RAI Ayush

Classifications

• G06F16/24578

  using ranking · CPC title

• G06F16/2456

  Join operations · CPC title

• G06F16/24556

  Aggregation; Duplicate elimination · CPC title

• G06F16/2428 Primary

  Query predicate definition using graphical user interfaces, including menus and forms (G06F16/2423 takes precedence) · CPC title