Systems and methods for template-based data processing and visualization

Patent metadata

Field	Value
Publication number	US-2023004528-A1
Application number	US-202117363699-A
Country	US
Kind code	A1
Filing date	Jun 30, 2021
Priority date	Jun 30, 2021
Publication date	Jan 5, 2023
Grant date	—

Abstract

A system may comprise one or more processors, a memory in communication with the one or more processors, and storing instructions, that when executed by the one or more processors, are configured to cause the system to process and visualize data. The system may receive one or more data sets, and generate a plurality of templates, each template including one or more functions. The system may receive user input selecting a graphical representation for displaying the data sets. The system may process the data sets by utilizing a template. The system may generate one or more data files and cause a computing device to display the processed data sets as the graphical representation based on the data files. The system may retrieve one or more updated data files and cause the computing device to display the processed data sets as an updated graphical representation based on the updated data files.

First claim

1 . A system for template-based data visualization, comprising:
one or more processors; and a memory in communication with the one or more processors and storing instructions that, when executed by the one or more processors, are configured to cause the system to:
receive one or more data sets;
generate a plurality of processing templates, wherein each of the plurality of processing templates comprising a plurality of pre-coded functions;
receive a first user input selecting a first graphical representation for displaying the one or more data sets;
determine a respective accuracy level for each of the plurality of processing templates, the respective accuracy level based on the plurality of pre-coded functions;
retrieve, based on the first user input, a first template of the plurality of processing templates, wherein the first template corresponds to a highest respective accuracy level of the plurality of processing templates;
process the one or more data sets by utilizing the first template;
generate one or more data files corresponding to the one or more processed data sets,
wherein at least one pre-coded function associated with the first template comprises instructions for including one or more types of metadata in the one or more data files, and
wherein the one or more types of metadata comprise an x-axis, a y-axis, a graph type, a graph title, a graph area, or combinations thereof;

cause a computing device to display, via a graphical user interface (GUI), the one or more processed data sets as the first graphical representation based on the one or more data files;
retrieve one or more updated data files corresponding to the one or more processed data sets; and
cause the computing device to display, via the GUI, the one or more processed data sets as a second graphical representation based on the one or more updated data files.

2 . The system of claim 1 , wherein retrieving the one or more updated data files is based on a request to update the first graphical representation.

3 . The system of claim 1 , wherein the second graphical representation is an updated version of the first graphical representation which replaces the first graphical representation via the GUI.

4 . The system of claim 1 , wherein the plurality of pre-coded functions comprise aggregate, combine versions, combine values, select columns, combine columns, generate configuration, plot directory, pre-process, post-process, select source, split data, create subset rows, calculate weighted average, filter, transpose, output, or combinations thereof.

5 . The system of claim 1 , wherein each of the pre-coded functions comprises one or more pre-coded sub-functions.

6 . The system of claim 1 , wherein the first graphical representation comprises a bar graph, a line graph, a scatter plot, a chart, a pie chart, a dot plot, or a histogram.

7 . The system of claim 1 , wherein the one or more data files comprise a comma-separated values file comprising the one or more processed data sets.

8 . The system of claim 7 , wherein the one or more data files further comprise a directory file to enable grouping of the one or more processed data sets.

9 . A system for template-based data visualization, comprising:
one or more processors; and a memory in communication with the one or more processors and storing instructions that, when executed by the one or more processors, are configured to cause the system to:
receive one or more data sets;
generate a plurality of processing templates, wherein each of the plurality of processing templates comprising a plurality of pre-coded functions;
retrieve a first template of the plurality of processing templates, wherein the first template comprises a default graphical representation for displaying the one or more data sets;
process the one or more data sets by utilizing the first template;
cause a computing device to display, via a GUI, the one or more data sets as the default graphical representation;
receive a first user input selecting a second graphical representation for displaying the one or more data sets;
determine a respective accuracy level for each of the plurality of processing templates;
retrieve, based on the first user input, a second template of the plurality of processing templates, wherein the second template corresponds to a highest respective accuracy level of the plurality of processing templates;
process the one or more data sets by utilizing the second template,
wherein at least one pre-coded function associated with the second template comprises instructions for including one or more types of metadata in the second graphical representation, and
wherein the one or more types of metadata comprise an x-axis, a y-axis, a graph type, a graph title, a graph area, or combinations thereof; and

cause the computing device to display, via the GUI, the one or more data sets as the second graphical representation.

10 . The system of claim 9 , wherein no code change is required by the system to process the one or more data sets by utilizing the second template or to cause the computing device to display the one or more data sets as the second graphical representation.

11 . The system of claim 9 , wherein the second graphical representation replaces the default graphical representation via the GUI.

12 . The system of claim 9 , wherein the instructions are further configured to cause the system to:
retrieve one or more updated data files corresponding to the one or more data sets; and cause the computing device to display, via the GUI, the one or more data sets as the second graphical representation based on the one or more updated data files.

13 . The system of claim 9 , wherein the default graphical representation comprises a bar graph, a line graph, a scatter plot, a chart, a pie chart, a dot plot, or a histogram.

14 . The system of claim 9 , wherein the second graphical representation comprises a bar graph, a line graph, a scatter plot, a chart, a pie chart, a dot plot, or a histogram.

15 . The system of claim 9 , wherein the second graphical representation is different from the default graphical representation.

16 . A non-transitory computer readable medium having stored thereon instructions that when executed by one or more processors cause the one or more processors to:
receive one or more data sets; generate a plurality of processing templates, wherein each of the plurality of processing templates comprising a plurality of pre-coded functions; receive a first user input selecting a first graphical representation for displaying the one or more data sets; determine, based on the first user input, a first respective accuracy level for each of the plurality of processing templates; process the one or more data sets by utilizing a first template of the plurality of processing templates,
wherein the first template corresponds to a highest first respective accuracy level of the plurality of processing templates, and
wherein at least one pre-coded function associated with the first template comprises first instructions for including one or more first types of metadata in the first graphical representation;
cause a computing device to display, via a GUI, the one or more data sets as the first graphical representation; receive a second user input selecting a second graphical representation for displaying the one or more data sets; determine, based on the second user input, a second respective accuracy level for each of the plurality of processing templates; process the one or more data sets by utilizing a second template of the

Assignees

• Capital One Services Llc

Inventors

• Thangaraj Saranya
• Motupalli Venkat
• Abiraman Karthick
• Liu Bing
• Gonzales Dimas
• Andoji Anurag

Classifications

• G06F3/0482

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

• G06F16/168 Primary

  Details of user interfaces specifically adapted to file systems, e.g. browsing and visualisation, 2d or 3d GUIs (query results presentation G06F16/156) · CPC title

• G06F9/451 Primary

  Execution arrangements for user interfaces · CPC title

• G06T11/26

  Drawing of charts or graphs · CPC title

• G06T11/206

  Physics · mapped topic