Controlled creation of reports from table views
AssigneeAddepar, Inc.
InventorsJason Mirra, Justin D. Ross, Michael Lee Greenbaum
Life of this patent
Estimating the term…
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AssigneeAddepar, Inc.
InventorsJason Mirra, Justin D. Ross, Michael Lee Greenbaum
Estimating the term…
A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.
(canceled)
A computing system configured to access one or more electronic data sources in response to inputs received via an interactive user interface in order to split a page of a report and automatically calculate data for insertion into the split page, the computing system comprising:
Dependencies are inferred from the claim text.