# US 10,872,129 B2 · Methods for providing automated scalable strategic modelling and devices thereof > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,872,129 B2 - Document ID: US10872129B2 - Status: Granted - Kind: B2 - Application number: 16/216,610 - Filed: 2018-12-11 - Published: 2019-06-13 - Granted: 2020-12-22 - Earliest claimed: 2017-12-12 - Assignees: JPMorgan Chase Bank, N.A. - Applicants: JPMorgan Chase Bank, N.A. - Inventors: Deepak Paliwal; Shreedhara Bhat; Emil Streminsky; Soyeon Park - Web page: https://patentgrep.com/patent/US10872129B2 ## CPC - G06F 17/11: for solving equations {, e.g. nonlinear equations, general mathematical optimization problems (optimization specially adapted for a specific administrative, business or logistic context G06Q10/04)} - G06F 16/34: Browsing; Visualisation therefor (browsing or visualisation for clustering or classification G06F16/358) - G06F 40/18: of spreadsheets (form-filling G06F40/174) - G06F 40/186: Templates - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Various methods, apparatuses, and media for producing a report are provided. A first input that includes raw data and derived data is received, and mathematical relationships between the derived data and the raw data are determined. The mathematical relationships are used for generating executable code, which is then applied to newly inputted raw data to produce the report. ## Claims ### Claim 1 A method for producing a report, comprising: receiving a first input that includes a first plurality of data items arranged in a corresponding first plurality of fields and a second plurality of data items arranged in a corresponding second plurality of fields, each of the first plurality of data items including a respective numerical quantity; determining, for at least a first field from among the second plurality of fields, a respective mathematical relationship between a data item included in the at least first field and data items included in at least two fields from among the first plurality of fields; generating, based on a result of the determining, a set of computer-readable instructions for using each determined mathematical relationship with respect to a third plurality of data items that corresponds to the first plurality of fields to generate a fourth plurality of data items that corresponds to the second plurality of fields; receiving a second input that includes the third plurality of data items, each of the third plurality of data items including a respective numerical quantity such that at least one data item from among the third plurality of data items includes a different numerical quantity than the numerical quantity included in the corresponding data item from among the first plurality of data items; and producing the report by executing the set of computer-readable instructions, the report including the third plurality of data items arranged in the first plurality of fields and the fourth plurality of data items arranged in the second plurality of fields. ### Claim 2 (depends on 1) The method of claim 1, wherein the first input includes an Excel spreadsheet report. ### Claim 3 (depends on 1) The method of claim 1, wherein the generating the set of computer-readable instructions comprises generating the set of computer-readable instructions based on a Java-based implementation. ### Claim 4 (depends on 1) The method of claim 1, wherein the determining further comprises determining, for at least 1000 fields included in the second plurality of fields, a respective mathematical relationship between each data item included in the corresponding one from among the at least 1000 fields and data items from among the first plurality of data items. ### Claim 5 (depends on 1) The method of claim 1, further comprising determining, for at least a second field from among the second plurality of fields, a respective mathematical relationship between the at least first field from among the second plurality of fields and at least one from among the data items included in the at least two fields from among the first plurality of fields. ### Claim 6 (depends on 5) The method of claim 5, further comprising using each determined mathematical relationship to optimize an order of operations for producing the report, wherein the generating the set of computer-readable instructions further comprises generating the set of computer-readable instructions based on the optimized order of operations. ### Claim 7 A computing apparatus, comprising: a communication interface; and a processor, wherein the processor is configured to: receive, via the communication interface, a first input that includes a first plurality of data items arranged in a corresponding first plurality of fields and a second plurality of data items arranged in a corresponding second plurality of fields, each of the first plurality of data items including a respective numerical quantity; determine, for at least a first field from among the second plurality of fields, a respective mathematical relationship between a data item included in the at least first field and data items included in at least two fields from among the first plurality of fields; generate a set of computer-readable instructions for using each determined mathematical relationship with respect to a third plurality of data items that corresponds to the first plurality of fields to generate a fourth plurality of data items that corresponds to the second plurality of fields; receive, via the communication interface, a second input that includes the third plurality of data items, each of the third plurality of data items including a respective numerical quantity such that at least one data item from among the third plurality of data items includes a different numerical quantity than the numerical quantity included in the corresponding data item from among the first plurality of data items; and execute the set of computer-readable instructions to produce a report, the report including the third plurality of data items arranged in the first plurality of fields and the fourth plurality of data items arranged in the second plurality of fields. ### Claim 8 (depends on 7) The computing apparatus of claim 7, wherein the first input includes an Excel spreadsheet report. ### Claim 9 (depends on 7) The computing apparatus of claim 7, wherein the processor is further configured to generate the set of computer-readable instructions based on a Java-based implementation. ### Claim 10 (depends on 7) The computing apparatus of claim 7, wherein the processor is further configured to determine, for at least 1000 fields included in the second plurality of fields, a respective mathematical relationship between each data item included in the corresponding one from among the at least 1000 fields and data items from among the first plurality of data items. ### Claim 11 (depends on 7) The computing apparatus of claim 7, wherein the processor is further configured to determine, for at least a second field from among the second plurality of fields, a respective mathematical relationship between the at least first field from among the second plurality of fields and at least one from among the data items included in the at least two fields from among the first plurality of fields. ### Claim 12 (depends on 11) The computing apparatus of claim 11, wherein the processor is further configured to use each determined mathematical relationship to optimize an order of operations for producing the report, and generate the set of computer-readable instructions based on the optimized order of operations. ### Claim 13 A non-transitory computer-readable medium configured to store first instructions for implementing a method for producing a report, wherein when executed, the first instructions cause a computer to: receive a first input that includes a first plurality of data items arranged in a corresponding first plurality of fields and a second plurality of data items arranged in a corresponding second plurality of fields, each of the first plurality of data items including a respective numerical quantity; determine, for at least a first field from among the second plurality of fields, a respective mathematical relationship between a data item included in the at least first field and data items included in at least two fields from among the first plurality of fields; generate a set of computer-readable second instructions for using each determined mathematical relationship with respect to a third plurality of data items that corresponds to the first plurality of fields to generate a fourth plurality of data items that corresponds to the second plurality of fields; receive a second input that includes the third plurality of data items, each of the third plurality of data items including a respective numerical quantity such that at least one data item from among the third plurality of data items includes a different numerical quantity than the numerical quantity included in the corresponding data item from among the first plurality of data items; and execute the set of computer-readable second instructions to produce the report, the report including the third plurality of data items arranged in the first plurality of fields and the fourth plurality of data items arranged in the second plurality of fields. ### Claim 14 (depends on 13) The computer-readable medium of claim 13, wherein the first input includes an Excel spreadsheet report. ### Claim 15 (depends on 13) The computer-readable medium of claim 13, wherein the first instructions further cause the computer to generate the set of computer-readable second instructions based on a Java-based implementation. ### Claim 16 (depends on 13) The computer-readable medium of claim 13, wherein the first instructions further cause the computer to determine, for at least 1000 fields included in the second plurality of fields, a respective mathematical relationship between each data item included in the corresponding one from among the at least 1000 fields and data items from among the first plurality of data items. ### Claim 17 (depends on 13) The computer-readable medium of claim 13, wherein the first instructions further cause the computer to determine, for at least a second field from among the second plurality of fields, a respective mathematical relationship between the at least first field from among the second plurality of fields and at least one from among the data items included in the at least two fields from among the first plurality of fields. ### Claim 18 (depends on 17) The computer-readable medium of claim 17, wherein the first instructions further cause the computer to use each determined mathematical relationship to optimize an order of operations for producing the report, and generate the set of computer-readable second instructions based on the optimized order of operations.