Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures and incorporation of metadata mapped to the complex data structures

A computing system comprising:

• one or more computer readable storage mediums configured to store:
• a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes;
• and
• a database separate from the complex mathematical graph, the database including a plurality of sets of transaction tags, wherein transaction tags of the sets of transaction tags comprise user-defined tags, wherein the sets of transaction tags are indexed in the database based on unique edge identifiers, and wherein each edge of the complex mathematical graph is uniquely identified by a different unique edge identifier;
• and
• one or more computer processors configured to execute program instructions to cause the computing system to:
• generate user interface data for rendering an interactive user interface on a computing device, the interactive user interface including:
• a dynamically generated table including rows and columns, wherein each of the rows corresponds to a respective single transaction as determined from the complex mathematical graph, wherein the respective single transactions comprise individual financial transactions, and wherein at least one column comprises at least one of:
• a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual financial transactions;
• and
• a filter selection element including a listing of types of filters, wherein the types of filters include a transaction tag filter type;
• receive, via the filter selection element of the interactive user interface, a selection of a transaction tag filter;
• and
• in response to receiving the selection of the transaction tag filter:
• by reference to the database, access the database to compare each transaction tag in the plurality of sets of transaction tags in the database to the selected transaction tag filter to identify any matching transaction tags;
• by reference to the database, determine one or more unique edge identifiers the matching transaction tags are indexed to in the database;
• by reference to the complex mathematical graph, determine a set of edges of the complex mathematical graph based on the one or more unique edge identifiers;
• by reference to the complex mathematical graph and the determined set of edges, determine a set of transactions;
• and
• automatically update and filter the table to the determined set of transactions, wherein each transaction corresponds to a row of the table.

A computer-implemented method comprising:

• communicating with one or more computer readable storage mediums configured to store:
• a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes;
• and
• a database separate from the complex mathematical graph, the database including a plurality of sets of transaction tags, wherein transaction tags of the sets of transaction tags comprise user-defined tags, wherein the sets of transaction tags are indexed in the database based on unique edge identifiers, and wherein each edge of the complex mathematical graph is uniquely identified by a different unique edge identifier;
• and
• by one or more computer processors configured to execute program instructions:
• generating user interface data for rendering an interactive user interface on a computing device, the interactive user interface including:
• a dynamically generated table including rows and columns, wherein each of the rows corresponds to a respective single transaction as determined from the complex mathematical graph, wherein the respective single transactions comprise individual financial transactions, and wherein at least one column comprises at least one of:
• a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual financial transactions;
• and
• a column selection element including a listing of types of columns, wherein the types of columns include a transaction tag column type;
• receiving, via the column selection element of the interactive user interface, a selection of the transaction tag column type;
• and
• in response to receiving the selection of the transaction tag column type:
• adding a transaction tag column to the table;
• and
• for each row of the plurality of rows of the table:
• by reference to the complex mathematical graph, determining one or more edges of the complex mathematical graph associated with the row of the table based on the transaction corresponding to that row;
• by reference to the complex mathematical graph, determining all unique edge identifiers associated with the determined one or more edges;
• by reference to the database, determining all transaction tags in the database that are indexed to the determined unique edge identifiers, wherein the determined transactions tags together comprise a set of transaction tags;
• and
• automatically updating the table to insert the set of transaction tags into a cell of the row of the table corresponding to the transaction tag column.

A computer-implemented method comprising:

• communicating with one or more computer readable storage mediums configured to store:
• a complex mathematical graph comprising nodes and edges, each of the nodes storing information associated with at least one respective data object, each of the edges storing a relationship between two of the nodes;
• and
• a database separate from the complex mathematical graph, the database including a plurality of sets of transaction tags, wherein transaction tags of the sets of transaction tags comprise user-defined tags, wherein the sets of transaction tags are indexed in the database based on unique edge identifiers, and wherein each edge of the complex mathematical graph is uniquely identified by a different unique edge identifier;
• and
• by one or more computer processors configured to execute program instructions:
• generating user interface data for rendering an interactive user interface on a computing device, the interactive user interface including:
• a dynamically generated table including rows and columns, wherein each of the rows corresponds to a respective single transaction as determined from the complex mathematical graph, wherein the respective single transactions comprise individual financial transactions, and wherein at least one column comprises at least one of:
• a transaction date, an owner, a security, a type, a value, an account number, an account name, an asset class, a client, or a comment, of the individual financial transactions;
• and
• a filter selection element including a listing of types of filters, wherein the types of filters include a transaction tag filter type;
• receiving, via the filter selection element of the interactive user interface, a selection of a transaction tag filter;
• and
• in response to receiving the selection of the transaction tag filter:
• by reference to the database, accessing the database to compare each transaction tag in the plurality of sets of transaction tags in the database to the selected transaction tag filter to identify any matching transaction tags;
• by reference to the database, determining one or more unique edge identifiers the matching transaction tags are indexed to in the database;
• by reference to the complex mathematical graph, determining a set of edges of the complex mathematical graph based on the one or more unique edge identifiers;
• by reference to the complex mathematical graph and the determined set of edges, determining a set of transactions;
• and
• automatically updating and filtering the table to the determined set of transactions, wherein each transaction corresponds to a row of the table.