# US 2020/0401762 A1 · Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2020/0401762 A1 - Document ID: US20200401762A1 - Status: Published application - Kind: A1 - Application number: 17/014,613 - Filed: 2020-09-08 - Published: 2020-12-24 - Earliest claimed: 2018-09-24 - Assignees: The Toronto-Dominion Bank - Applicants: The Toronto-Dominion Bank - Inventors: Gregory Victor David Rychlewski; Jingang Liu - Web page: https://patentgrep.com/patent/US20200401762A1 ## CPC - G06F 40/186: Templates - G06F 16/338: Presentation of query results - G06F 16/34: Browsing; Visualisation therefor (browsing or visualisation for clustering or classification G06F16/358) - G06F 40/169: Annotation, e.g. comment data or footnotes - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract The present disclosure involves systems, software, and computer implemented methods for automatically generating reporting documents based on contents of an associated set of test data. One example method includes receiving a request to generate a new report, the request identifying a report template, a set of test data, and a report name associated with the request. A repository stores the test data and report templates, each template associated with an initial set of bookmarks, each bookmark associated with a particular location. A copy of the template is generated and stored as the identified report name. Based on the test data, a set of visualizations to be inserted into the new report are identified. Bookmarks associated with each of the visualizations are inserted into the new report. Each visualization is then generated and inserted at the location of the corresponding bookmark. The updated version of the report is then stored. ## Claims ### Claim at position 1 1-20. (canceled) ### Claim 21 A system comprising: a communications module; at least one memory storing instructions, a repository storing a plurality of sets of test data, at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template; at least one hardware processor interoperably coupled with the at least one memory and the communications module, wherein the instructions instruct the at least one hardware processor to: receive, via the communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation; automatically, in response to receiving the request: generate a copy of the particular report template as a new report and store the new report as the identified report name; insert one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations; and store an updated version of the new report including the one or more generated visualizations and at least one annotation; identify an indication triggering a regeneration of the updated version of the new report; automatically, in response to the indication: generate a copy of the updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name; remove each of the one or more visualizations generated for the updated version of the new report from the updated version of the new report without the at least one annotations from the updated version of the new report; regenerate each of the visualizations based on a current version of the set of test data; insert each of the regenerated visualizations into the regenerated new report at the respective location of the bookmark associated with the particular generated visualization; and store the regenerated new report including the regenerated visualizations and the at least one annotations; and transmit, via the communications module, a second signal comprising the regenerated new report to the device. ### Claim 22 (depends on 21) The system of claim 21, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on a dynamic determination that the identified set of test data is updated. ### Claim 23 (depends on 22) The system of claim 22, wherein the dynamic determination comprises monitoring the identified set of test data to determine whether the identified set of test data has been updated or modified since the updated version of the new report was stored. ### Claim 24 (depends on 21) The system of claim 21, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on receiving an indication via the user interface from a user to regenerate the new report. ### Claim 25 (depends on 21) The system of claim 21, wherein the visualizations comprise at least one of an image, a chart, a graph, or a picture. ### Claim 26 (depends on 21) The system of claim 21, wherein non-bookmark and non-visualization portions are maintained in the regenerated new report. ### Claim 27 (depends on 21) The system of claim 21, wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after the current version of the set of test data is provided in a separate file. ### Claim 28 (depends on 21) The system of claim 21, wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after an indication that a file containing test data has been updated to include the current version of the set of test data, wherein the file is used for regeneration. ### Claim 29 (depends on 21) The system of claim 21, wherein one or more additional visualizations and one or more corresponding additional bookmarks are generated based on the current version of the set of test data, and wherein the one or more additional visualizations are inserted and stored in the regenerated new report. ### Claim 30 (depends on 21) The system of claim 21, wherein the regenerated report name comprises the identified report name and an indication of a version or date. ### Claim 31 A non-transitory, computer-readable medium storing computer-readable instructions executable by a computer and configured to: receive, via a communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation from a repository, the repository storing a plurality of sets of test data and at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template; automatically, in response to receiving the request: generate a copy of the particular report template as a new report and store the new report as the identified report name; insert one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations; and store an updated version of the new report including the one or more generated visualizations and at least one annotation; identify an indication triggering a regeneration of the updated version of the new report; automatically, in response to the indication: generate a copy of the updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name; remove each of the one or more visualizations generated for the updated version of the new report from the updated version of the new report without the at least one annotations from the updated version of the new report; regenerate each of the visualizations based on a current version of the set of test data; insert each of the regenerated visualizations into the regenerated new report at the respective location of the bookmark associated with the particular generated visualization; and store the regenerated new report including the regenerated visualizations and the at least one annotations; and transmit, via the communications module, a second signal comprising the regenerated new report to the device. ### Claim 32 (depends on 31) The computer-readable medium of claim 31, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on a dynamic determination that the identified set of test data is updated. ### Claim 33 (depends on 32) The computer-readable medium of claim 32, wherein the dynamic determination comprises monitoring the identified set of test data to determine whether the identified set of test data has been updated or modified since the updated version of the new report was stored. ### Claim 34 (depends on 33) The computer-readable medium of claim 33, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on receiving an indication via the user interface from a user to regenerate the new report. ### Claim 35 (depends on 33) The computer-readable medium of claim 33, wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after the current version of the set of test data is provided in a separate file. ### Claim 36 (depends on 31) The computer-readable medium of claim 31, wherein regeneration of each of the visualizations based on the current version of the set of test data is performed after an indication that a file containing test data has been updated to include the current version of the set of test data, wherein the file is used for regeneration. ### Claim 37 (depends on 31) The computer-readable medium of claim 31, wherein one or more additional visualizations and one or more corresponding additional bookmarks are generated based on the current version of the set of test data, and wherein the one or more additional visualizations are inserted and stored in the regenerated new report. ### Claim 38 A computerized method performed by one or more processors, the method comprising: receiving, via a communications module, a first signal comprising a request for generation of a new report received via a user interface operating on a device, the request identifying a particular report template, a particular set of test data, and a report name associated with a request for report generation from a repository, the repository storing a plurality of sets of test data and at least one report template, each report template associated with an initial set of bookmarks, each bookmark of the initial set of bookmarks associated with a location within the corresponding report template; automatically, in response to receiving the request: generating a copy of the particular report template as a new report and store the new report as the identified report name; inserting one or more generated visualizations at one or more locations of one or more new bookmarks associated with the generated visualizations; and storing an updated version of the new report including the one or more generated visualizations and at least one annotation; identifying an indication triggering a regeneration of the updated version of the new report; automatically, in response to the indication: generating a copy of the updated version of the new report as a regenerated new report and store the regenerated new report as associated with a regenerated report name; removing each of the one or more visualizations generated for the updated version of the new report from the updated version of the new report without the at least one annotations from the updated version of the new report; regenerating each of the visualizations based on a current version of the set of test data; inserting each of the regenerated visualizations into the regenerated new report at the respective location of the bookmark associated with the particular generated visualization; and storing the regenerated new report including the regenerated visualizations and the at least one annotations; and transmitting, via the communications module, a second signal comprising the regenerated new report to the device. ### Claim 39 (depends on 38) The method of claim 38, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on a dynamic determination that the identified set of test data is updated. ### Claim 40 (depends on 38) The method of claim 38, wherein identifying the indication triggering a regeneration of the updated version of the new report is based on receiving an indication via the user interface from a user to regenerate the new report.