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

Patent metadata

Field	Value
Publication number	US-2020401762-A1
Application number	US-202017014613-A
Country	US
Kind code	A1
Filing date	Sep 8, 2020
Priority date	Sep 24, 2018
Publication date	Dec 24, 2020
Grant date	—

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

1 - 20 . (canceled)

21 . 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;
insert one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations; and
store an updated version of the new report including the one or more generated visualizations and at least one annotation;

identify an indication triggering a regeneration of the updated version of the new report; automatically, in response to the indication:
generate a copy of the 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 one or more visualizations generated for the updated version of the new report from the updated version of the new report without the at least one annotations from the 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 respective location of the 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 second signal comprising the regenerated new report to the device.

22 . The system of claim 21 , 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.

23 . The system of claim 22 , wherein the dynamic determination comprises monitoring the identified set of test data to determine whether the identified set of test data has been updated or modified since the updated version of the new report was stored.

24 . The system of claim 21 , 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.

25 . The system of claim 21 , wherein the visualizations comprise at least one of an image, a chart, a graph, or a picture.

26 . The system of claim 21 , wherein non-bookmark and non-visualization portions are maintained in the regenerated new report.

27 . The system of claim 21 , wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after the current version of the set of test data is provided in a separate file.

28 . The system of claim 21 , wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after an indication that a file containing test data has been updated to include the current version of the set of test data, wherein the file is used for regeneration.

29 . The system of claim 21 , wherein one or more additional visualizations and one or more corresponding additional bookmarks are generated based on the current version of the set of test data, and wherein the one or more additional visualizations are inserted and stored in the regenerated new report.

30 . The system of claim 21 , wherein the regenerated report name comprises the identified report name and an indication of a version or date.

31 . 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;
insert one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations; and
store an updated version of the new report including the one or more generated visualizations and at least one annotation;
identify an indication triggering a regeneration of the updated version of the new report; automatically, in response to the indication:
generate a copy of the 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 one or more visualizations generated for the updated version of the new report from the updated version of the new report without the at least one annotations from the 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 respective location of the 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 second signal comprising the regenerated new report to the device.

32 . The computer-readable medium of claim 31 , 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.

33 . The computer-readable medium of claim 32 , wherein the dynamic determination comprises monitoring the identified set of test data to determine whether the identified set of test data has been updated or modified since the updated version of the new report was stored.

34 . The computer-readable medium of claim 33 , 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.

35 . The computer-readable medium of claim 33 , wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after the current version of the set of test data is provided in a separate file.

36 . The computer-readable medium of claim 31 , wherein regeneration of e

Assignees

• Toronto Dominion Bank

Inventors

• Rychlewski Gregory Victor David
• Liu Jingang

Classifications

• 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

• G06F16/338

  Presentation of query results · CPC title