Systems and methods for automated reporting
AssigneeThe Toronto-Dominion Bank
InventorSanjay NAGARAJA
Life of this patent
Estimating the term…
Abstract
Computer-implemented systems and methods for processing data for automated consolidation of adjustments to data drawn from one or more databases. The systems receive first source data along with adjustments to the first source data, which is used to generate adjusted first source data. Second source data is also received, along with a delta file, which is applied to generate adjusted second source data. The adjust first and second source data is then compiled, and third adjustments to the compiled data may be performed.
Claims19
A system for automatic, high-volume report generation from a plurality of sources, the system comprising:
- a database system comprising at least a first database and a second database, wherein the first database stores first source data and the second database stores second source data;
- a computer operatively coupled to the database system, the computer having a memory and a processor configured to:
- receive first adjustments to the first source data;
- retrieve adjusted first source data from the first database;
- receive a delta file comprising second adjustments from a user for application to the second source data;
- retrieve adjusted second source data from the second database;
- compile the adjusted first source data and the adjusted second source data to generate candidate report data;
- receive third adjustments to the candidate report data;
- generate the report data based on the adjusted candidate report data;
- and
- transmit the generated report data.
A method for automatic, high-volume report generation from a plurality of sources, the method comprising:
- retrieving first source data from a first database;
- retrieving first adjustments to the first source data from the first database;
- determining final adjustments to the first source data from the first adjustments;
- generating adjusted first source data by applying the final adjustments to the first source data;
- retrieving second source data from a second source;
- retrieving a delta file and applying the delta file to the second source data to generate adjusted second source data;
- compiling the adjusted first source data and the adjusted second source data to generate candidate report data;
- determining third adjustments to the candidate report data;
- and
- applying the third adjustments to generate the report data.
A non-transitory computer readable medium storing computer executable instructions which, when executed by at least one computer processor, cause the at least one computer processor to carry out a method for automatic, high-volume report generation from a plurality of sources, the method comprising:
- retrieving first source data from a first database;
- retrieving first adjustments to the first source data from the first database;
- determining final adjustments to the first source data from the first adjustments;
- generating adjusted first source data by applying the final adjustments to the first source data;
- retrieving second source data from a second source;
- retrieving a delta file and applying the delta file to the second source data to generate adjusted second source data;
- compiling the adjusted first source data and the adjusted second source data to generate candidate report data;
- determining third adjustments to the candidate report data;
- and
- applying the third adjustments to generate the report data.
Dependencies are inferred from the claim text.