# US 2017/0286388 A1 · Document presentation interface based on intelligent mapping

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 2017/0286388 A1
- Document ID: US20170286388A1
- Status: Published application
- Kind: A1
- Application number: 15/459,600
- Filed: 2017-03-15
- Published: 2017-10-05
- Earliest claimed: 2016-04-04
- Assignees: Accenture Global Solutions Limited
- Applicants: Accenture Global Solutions Limited
- Inventors: Prakash TAMILARASAN; Vinu Varghese; Anil Kumar; Saju P. George; Bhanu Teja V.
- Web page: https://patentgrep.com/patent/US20170286388A1

## CPC

- G06F 40/186: Templates
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 16/248: Presentation of query results
- G06F 16/24556: {Aggregation; Duplicate elimination}
- G06T 11/26: Drawing of charts or graphs
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06T: IMAGE DATA PROCESSING OR GENERATION, IN GENERAL

## Abstract

A document presentation interface generates documents or reports based on automatic mapping of the specified data fields to the columns to be included in the document. The data fields are selected from a plurality of data sources associated with different applications. A template is selected for the generation of the document and one or more of a rules-based processing, a historical lookup or similarity scoring techniques are implemented to automatically map the selected data fields to the columns. The document which is generated from the automatic mapping is transmitted to the users via the modalities specified during the document configuration.

## Claims

### Claim 1

A document presentation interface, comprising:
one or more processors; and
a non-transitory data storage comprising instructions that cause the processors to:
receive user input specifying attributes for a report to be generated, the attributes comprise a plurality of data sources that comprise data of different data formats for generating the report, each of the plurality of data sources is associated with a respective application;
fetch a plurality of data fields from the plurality of data sources;
select one of a standard template, a default template or custom template to be used for the report;
determine columns to be included in the report based at least on the selected template, and at least one of the columns comprising values aggregated from at least two data fields;
automatically map the data fields to the columns of the report by rules-based processing for the data fields that have defined rules and using one or more of a historical lookup processing and similarity scoring for the data fields that do not have the defined rules;
generate the report by using the automatic mapping and the selected template; and
transmit the report to user-selected recipients via a delivery mode specified in the attributes.

### Claim 2 (depends on 1)

The document presentation interface of claim 1, wherein the instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:
determine the plurality of data fields to be obtained from the data sources from the attributes;
generate a source list comprising the data fields from the data sources to be used in the report; and
generate a destination list comprising the columns to be included in the report.

### Claim 3 (depends on 2)

The document presentation interface of claim 2, wherein the instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:
access historical mapping data comprising prior mappings of data fields to columns;
determine if a match from the prior mappings exists in the historical mapping data for at least one of the data fields to be included in the report; and
use a mapping from the historical mapping data for the at least one data field if the match exists.

### Claim 4 (depends on 3)

The document presentation interface of claim 3, wherein the instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:
estimate a plurality of similarity scores for the prior mappings in the historical mapping data for each of the data fields wherein no match exists in the historical mapping data; and
select a mapping from the historical mapping data corresponding to a highest similarity score from the plurality of similarity scores to be used for each of the data fields.

### Claim 5 (depends on 1)

The document presentation interface of claim 1, wherein the plurality of data sources comprise flat files, comma separated values (CSV) files and relational databases.

### Claim 6 (depends on 1)

The document presentation interface of claim 1, further comprising instructions that cause the processors to:
upload metrics regarding the generation of the report to a metrics database; and
provide updates for the generation of the report via display of information from the metrics database on a monitoring dashboard.

### Claim 7 (depends on 1)

The document presentation interface of claim 1, wherein the delivery mode comprises one of an email and a server upload.

### Claim 8 (depends on 1)

The document presentation interface of claim 1, further comprising instructions that cause the processors to:
provide a configuration user interface to the user, the configuration user interface is enabled to receive the attributes.

### Claim 9 (depends on 8)

The document presentation interface of claim 8, further comprising instructions that cause the processors to:
store the attributes entered by the user in configuration tables.

### Claim 10

A method of generating a report comprising:
retrieving attributes for generating a report, the attributes comprising a plurality of disparate data sources;
selecting a template for generating the report, the template being selected from a plurality of report templates;
determining column values and columns to be included in the report based at least on the template;
storing temporarily in a reporting database, data fields from the disparate data sources for generating the report;
automatically mapping the data fields from the data sources to the columns of the report, the automatic mapping based on one or more of historic lookup, similarity processing and rules-based processing, such that similarity scores are assessed using historical mapping data for mappings that neither have defined rules nor have matches in historical look up data;
generating the report based on the automatic mapping of the data fields to the columns;
transmitting the report to at least one recipient via a delivery mode specified in the attributes; and
deleting the data fields from the reporting database upon the transmission of the report to the at least one recipient.

### Claim 11 (depends on 10)

The method of claim 10, wherein retrieving the attributes further comprises:
retrieving the attributes which were supplied by a user from configuration tables.

### Claim 12 (depends on 10)

The method of claim 10, wherein selecting a template further comprises:
determining if a user specified one of a standard template or a custom template for the report; and
automatically selecting a default template if the user did not specify either the standard template or the custom template for the report.

### Claim 13 (depends on 10)

The method of claim 10, wherein assessing the similarity scores further comprises:
assessing a plurality of similarity scores for each data field-column mapping using Levenshtein edit distance method, Jaccard similarity coefficient, Jaro-Winkler distance and longest common sequence.

### Claim 14 (depends on 13)

The method of claim 13, further comprises:
for each of the data fields that is to be mapped:
selecting a highest similarity score from the plurality of similarity scores that are assessed for the data field; and
employing a mapping from the historical mapping data that corresponds to the highest similarity score for the data field.

### Claim 15 (depends on 10)

The method of claim 10, further comprising:
determining that a data type of the data field to be mapped is an image data type; and
automatically mapping the data field through the rules-based processing.

### Claim 16

A non-transitory computer readable storage medium comprising instructions that cause a processor to:
retrieve per user input, attributes for a document to be generated, the attributes comprise a plurality of data sources, each of the plurality of data sources is associated with a respective application;
fetch a plurality of data fields from the plurality of data sources in accordance with the user input;
select one of a standard template or custom template to be used for the document generation;
determine columns to be included in the document based at least on the selected template, at least one of the columns comprising values aggregated from at least two data fields;
automatically map the data fields to the columns of the document based on rules-based processing for the data fields that have defined rules and using one or more of a historical lookup processing and similarity scoring for the data fields that do not have the defined rules;
generate the document by using the automatic mapping and the selected template; and
transmit the document to user-selected recipients via a delivery mode specified in the attributes.

### Claim 17 (depends on 16)

The non-transitory computer readable storage medium of claim 16, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:
access historical mapping data comprising prior mappings of data fields to columns;
determine if a match from the prior mappings exists in the historical mapping data for at least one of the columns to be included in the document; and
use a mapping from the historical mapping data for the at least one column if the match exists.

### Claim 18 (depends on 17)

The non-transitory computer readable storage medium of claim 17, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:
estimate a plurality of similarity scores using Levenshtein edit distance method, Jaccard similarity coefficient, Jaro-Winkler distance and longest common sequence for the prior mappings in the historical mapping data for each data field-column combination where no match exists in the historical mapping data; and
select a mapping from the historical mapping data corresponding to a best similarity score from the plurality of similarity scores; and
store the selected mapping in the historical mapping data.

### Claim 19 (depends on 16)

The non-transitory computer readable storage medium of claim 16, wherein the instructions to transmit the document to user-selected recipients further comprising instructions that cause a processor to:
store the document at a server location specified in user instructions; and
transmit a link to the server location to the user-selected recipients.

### Claim 20 (depends on 16)

The non-transitory computer readable storage medium of claim 16, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:
train a classifier explicitly with historical mapping data; and
employ the trained classifier for automatically mapping the data fields.