# US 11,657,218 B2 · Custom template generation using universal code > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,657,218 B2 - Document ID: US11657218B2 - Status: Granted - Kind: B2 - Application number: 17/699,465 - Filed: 2022-03-21 - Published: 2022-11-24 - Granted: 2023-05-23 - Earliest claimed: 2021-05-21 - Assignees: Solver, Inc. - Applicants: Solver, Inc. - Inventors: Nils Rasmussen; Paul Richard Zunker; Michael Applegate - Web page: https://patentgrep.com/patent/US11657218B2 ## CPC - G06F 16/26: Visual data mining; Browsing structured data - G06F 40/186: Templates - G06F 3/0482: Interaction with lists of selectable items, e.g. menus - G06F 3/0486: Drag-and-drop - G06F 16/258: {Data format conversion from or to a database} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract A method of generating a custom template includes importing user account data including a plurality of user-defined account identifiers, receiving a user input on a graphical user interface including a mapping of the plurality of user-defined account identifiers to predetermined categories and 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 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 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. ## Claims ### Claim 1 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, each of the plurality of codes includes one or more mapping code segments specifying respective hierarchical levels associated with the predetermined category defined by the code, and an ordering code segment specifying the order ranking defined by the code. ### Claim 2 (depends on 1) The computer program product of claim 1, wherein the graphical user interface comprises a hierarchical listing of the predetermined categories and a listing of the plurality of user-defined account identifiers, the user input being defined at least in part by one or more user interactions with the graphical user interface that designate positions in the hierarchical listing for the listed user-defined account identifiers. ### Claim 3 (depends on 2) The computer program product of claim 2, wherein the one or more user interactions comprise a drag-and-drop interaction to move one of the listed user-defined account identifiers to a position in the hierarchical listing. ### Claim 4 (depends on 2) The computer program product of claim 2, wherein the graphical user interface uses an indented tree structure to differentiate positions in the hierarchical listing that are at different hierarchical levels. ### Claim 5 (depends on 1) The computer program product of claim 1, wherein the user input further includes a change to a name or description associated with one of the user-defined account identifiers. ### Claim 6 (depends on 1) The computer program product of claim 1, wherein the operations further comprise: 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, wherein said generating one or more templates comprises customizing the template model according to the plurality of codes stored in the data warehouse. ### Claim 7 (depends on 6) The computer program product of claim 6, wherein the plurality of template models includes one or more template models selected from the group consisting of financial reports, planning models, and dashboards. ### Claim 8 (depends on 1) The computer program product of claim 1, wherein the user account data is imported from one or more data sources including an Enterprise Resource Planning (ERP) system. ### Claim 9 (depends on 1) The computer program product of claim 1, wherein the plurality of user-defined account identifiers includes one or more user-defined account identifiers selected from the group consisting of an account name, an account category name, an account category description, and an account category code. ### Claim 10 (depends on 1) The computer program product of claim 1, wherein the operations further comprise repopulating the one or more generated templates to reflect updates to the user account data. ### Claim 11 (depends on 10) The computer program product of claim 10, wherein said repopulating is performed periodically at predetermined times. ### Claim 12 (depends on 1) The computer program product of claim 1, wherein the operations further comprise: 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. ### Claim 13 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. ### Claim 14 (depends on 13) The method of claim 13, wherein the graphical user interface comprises a hierarchical listing of the predetermined categories and a listing of the plurality of user-defined account identifiers, the user input being defined at least in part by one or more user interactions with the graphical user interface that designate positions in the hierarchical listing for the listed user-defined account identifiers. ### Claim 15 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. ### Claim 16 (depends on 15) The system of claim 15, wherein the graphical user interface comprises a hierarchical listing of the predetermined categories and a listing of the plurality of user-defined account identifiers, the user input being defined at least in part by one or more user interactions with the graphical user interface that designate positions in the hierarchical listing for the listed user-defined account identifiers. ### Claim 17 (depends on 15) The system of claim 15, further comprising a data warehouse for storing the plurality of codes, wherein 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. ### Claim 18 (depends on 15) The system of claim 15, wherein the data source integrator is operable to import the user account data from one or more data sources including an Enterprise Resource Planning (ERP) system. ### Claim 19 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. ### Claim 20 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.