US 11,900,054 B1Granted

Platform for generating published reports using report and worksheet building with position mapping identification

AssigneeBank of America Corporation

InventorsVikash Agarwal, Rahul Tandon, Suresh Solomon, Rajneesh Acharya, Mark Labbancz, Ganesh Agrawal, Laura A. Bertarelli Hamilton

Life of this patent

Estimating the term…

patentgrep

Loading patent…

Abstract

Systems, computer program products, and methods are described herein for providing a platform for generating published reports using report and worksheet building with position mapping identification. The present invention is configured to establish a reporting and analytics platform for a user interface and receive, from the user interface, a single-selection input referencing a set of system identification values associated with a first set of data in the reporting and analytics platform. The system may then display a plurality of formatting options for the set of system identification values on the user interface. The system can assign a selected formatting option to the system identification values and apply the selected formatting option to the first set of data in the reporting and analytics platform. The selected formatting options can be applied to additional sets of data based on system identification values.

Claims18

Dependent claims

A system for providing a platform for generating published reports using report and worksheet building with position mapping identification, the system comprising:

at least one non-transitory storage device;
and
at least one processor coupled to the at least one non-transitory storage device, wherein the at least one processor is configured to:
establish a reporting and analytics platform for a user interface;
receive, from the user interface, a single-selection input referencing a set of system identification values associated with a first set of data in the reporting and analytics platform;
in response to receiving the single-selection input, display a plurality of formatting options for the set of system identification values on the user interface;
receive, from the user interface, a selection of a selected formatting option of the plurality of formatting options;
assign the selected formatting option to the system identification values;
apply the selected formatting option to the first set of data in the reporting and analytics platform;
generate a formatting template that includes the selected formatting option linked with the set of system identification values in addition to one or more additional formatting options linked with other system identification values;
receive a request to import the formatting template to a second set of data entered into the reporting and analytics platform;
and
apply the selected formatting option to fields of the second set of data within the reporting and analytics platform with system identification values within the set of system identification values.

10 more elements

A computer program product for providing a platform for generating published reports using report and worksheet building with position mapping identification, the computer program product comprising a non-transitory computer-readable medium comprising code causing an apparatus to:

establish a reporting and analytics platform for a user interface;
receive, from the user interface, a single-selection input referencing a set of system identification values associated with a first set of data in the reporting and analytics platform;
in response to receiving the single-selection input, display a plurality of formatting options for the set of system identification values on the user interface;
receive, from the user interface, a selection of a selected formatting option of the plurality of formatting options;
assign the selected formatting option to the system identification values;
apply the selected formatting option to the first set of data in the reporting and analytics platform;
generate a formatting template that includes the selected formatting option linked with the set of system identification values in addition to one or more additional formatting options linked with other system identification values;
receive a request to import the formatting template to a second set of data entered into the reporting and analytics platform;
and
apply the selected formatting option to fields of the second set of data within the reporting and analytics platform with system identification values within the set of system identification values.

7 more elements

A method for providing a platform for generating published reports using report and worksheet building with position mapping identification, the method comprising:

establishing a reporting and analytics platform for a user interface;
receiving, from the user interface, a single-selection input referencing a set of system identification values associated with a first set of data in the reporting and analytics platform;
in response to receiving the single-selection input, displaying a plurality of formatting options for the set of system identification values on the user interface;
receiving, from the user interface, a selection of a selected formatting option of the plurality of formatting options;
assigning the selected formatting option to the system identification values;
applying the selected formatting option to the first set of data in the reporting and analytics platform;
generating a formatting template that includes the selected formatting option linked with the set of system identification values in addition to one or more additional formatting options linked with other system identification values;
receiving a request to import the formatting template to a second set of data entered into the reporting and analytics platform;
and
applying the selected formatting option to fields of the second set of data within the reporting and analytics platform with system identification values within the set of system identification values.

7 more elements

Dependencies are inferred from the claim text.