Custom template generation using universal code

A method of generating a custom template, the method comprising:

• importing user account data, the user account data including a plurality of user-defined account identifiers;
• receiving a user input on a graphical user interface, the user input including a mapping of the plurality of user-defined account identifiers to predetermined categories, the user input further including a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories;
• for each of the user-defined account identifiers, generating a code based on the user input, the code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• generating one or more templates based on the plurality of codes, each of the one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes;
• and
• after said generating one or more templates, importing additional user account data, the additional user account data including one or more additional user-defined account identifiers;
• receiving an additional user input on the graphical user interface, the additional user input including a mapping of the one or more additional user-defined account identifiers to the predetermined categories, the additional user input further including a selected ordering of the one or more additional user-defined account identifiers that are mapped to the same one of the predetermined categories as another of the user-defined account identifiers;
• for each of the one or more additional user-defined account identifiers, generating a new code based on the additional user input, the new code defining the predetermined category to which the additional user-defined account identifier is mapped and an order ranking of the additional user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• and
• regenerating the one or more templates based on the plurality of codes including the one or more new codes, each of the one or more templates comprising a representation of at least a portion of the user account data including the additional user account data organized according to the predetermined categories and order rankings defined by one or more of the codes.

A system for generating a custom template, the system comprising:

• a data source integrator for importing user account data, the user account data including a plurality of user-defined account identifiers;
• an electronic device having a display screen for displaying a graphical user interface that accepts a user input, the user input including a mapping of the plurality of user-defined account identifiers to predetermined categories, the user input further including a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories;
• a code generator that generates a code for each of the user-defined account identifiers based on the user input, the code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• a template generator for generating one or more templates based on the plurality of codes, each of the one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes;
• and
• a data warehouse for storing the plurality of codes, the template generator receives a request for a template model from among a plurality of template models available in a user-browsable marketplace and customizes the template model according to the plurality of codes stored in the data warehouse.

A computer program product comprising one or more non-transitory program storage media on which are stored instructions executable by one or more processors or programmable circuits to perform operations for generating a custom template, the operations comprising:

• importing user account data, the user account data including a plurality of user-defined account identifiers;
• receiving a user input on a graphical user interface, the user input including a mapping of the plurality of user-defined account identifiers to predetermined categories, the user input further including a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories;
• for each of the user-defined account identifiers, generating a code based on the user input, the code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• and
• generating one or more templates based on the plurality of codes, each of the one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes;
• storing the plurality of codes in a data warehouse;
• and
• receiving a request for a template model from among a plurality of template models available in a user-browsable marketplace;
• and
• wherein said generating one or more templates comprises customizing the template model according to the plurality of codes stored in the data warehouse.

A computer program product comprising one or more non-transitory program storage media on which are stored instructions executable by one or more processors or programmable circuits to perform operations for generating a custom template, the operations comprising:

• importing user account data, the user account data including a plurality of user-defined account identifiers;
• receiving a user input on a graphical user interface, the user input including a mapping of the plurality of user-defined account identifiers to predetermined categories, the user input further including a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories;
• for each of the user-defined account identifiers, generating a code based on the user input, the code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• generating one or more templates based on the plurality of codes, each of the one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes;
• after said generating one or more templates, importing additional user account data, the additional user account data including one or more additional user-defined account identifiers;
• receiving an additional user input on the graphical user interface, the additional user input including a mapping of the one or more additional user-defined account identifiers to the predetermined categories, the additional user input further including a selected ordering of the one or more additional user-defined account identifiers that are mapped to the same one of the predetermined categories as another of the user-defined account identifiers;
• for each of the one or more additional user-defined account identifiers, generating a new code based on the additional user input, the new code defining the predetermined category to which the additional user-defined account identifier is mapped and an order ranking of the additional user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category;
• and
• regenerating the one or more templates based on the plurality of codes including the one or more new codes, each of the one or more templates comprising a representation of at least a portion of the user account data including the additional user account data organized according to the predetermined categories and order rankings defined by one or more of the codes.