Document presentation interface based on intelligent mapping
First Claim
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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 wherein the plurality of data fields are determined from the attributes;
generate a source list comprising the plurality of data fields from the data sources to be used in the report;
select one of a standard template, a default template or a 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 of the plurality of data fields;
generate a destination list comprising the columns to be included in the report;
automatically map a subset of the plurality of data fields from the source list having defined rules to the columns of the report in the destination list by rules-based processing, andautomatically map a subset of the plurality of data fields from the source list that do not have the defined rules to the columns of the report in the destination list using one or more of a historical lookup processing and similarity scoring, wherein the automatic mapping for the subset of data fields that do not have the defined rules causes the processor to;
access historical mapping data comprising prior mappings of the plurality of data fields to the columns;
determine if a match from the prior mappings exists in the historical mapping data for at least one data field of the subset data fields that do not have the defined rules 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;
for each of the data fields from the subset data fields that do not have the defined rules and wherein no match exists in the historical mapping data,estimate a plurality of similarity scores for the prior mappings in the historical mapping data;
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;
generate the report by using one or more of the automatic mappings and the selected template; and
transmit the report to user-selected recipients via a delivery mode specified in the attributes.
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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.
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Citations
15 Claims
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1. A document presentation interface, comprising:
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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 wherein the plurality of data fields are determined from the attributes; generate a source list comprising the plurality of data fields from the data sources to be used in the report; select one of a standard template, a default template or a 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 of the plurality of data fields; generate a destination list comprising the columns to be included in the report; automatically map a subset of the plurality of data fields from the source list having defined rules to the columns of the report in the destination list by rules-based processing, and automatically map a subset of the plurality of data fields from the source list that do not have the defined rules to the columns of the report in the destination list using one or more of a historical lookup processing and similarity scoring, wherein the automatic mapping for the subset of data fields that do not have the defined rules causes the processor to; access historical mapping data comprising prior mappings of the plurality of data fields to the columns; determine if a match from the prior mappings exists in the historical mapping data for at least one data field of the subset data fields that do not have the defined rules 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; for each of the data fields from the subset data fields that do not have the defined rules and wherein no match exists in the historical mapping data, estimate a plurality of similarity scores for the prior mappings in the historical mapping data; 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; generate the report by using one or more of the automatic mappings and the selected template; and transmit the report to user-selected recipients via a delivery mode specified in the attributes. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A method of generating a report comprising:
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receiving user input for a report to be generated; retrieving attributes for the report from the user input, the attributes comprising a plurality of disparate data sources that include data of different data formats, each of the plurality of disparate data sources is associated with a respective application; fetching a plurality of data fields from the plurality of disparate data sources wherein the plurality of data fields are determined from the attributes; generating a source list comprising the plurality of data fields from the plurality of disparate data sources to be used in the report; selecting a template for generating the report, the template being selected from a plurality of report templates that comprise a standard template, a default template and a custom template; determining column values and columns to be included in the report based at least on the selected template, at least one of the columns comprising values aggregated from at least two of the plurality of data fields; generating a destination list comprising the columns to be included in the report; storing temporarily in a reporting database, data fields from the plurality of disparate data sources for generating the report; automatically mapping a subset of the plurality of data fields from the source list having defined rules to the columns of the report in the destination list by rules based processing; automatically mapping a subset of the plurality of data fields from the source list that do not have the defined rules to the columns of the report in the destination list using one or more of a historical lookup processing and similarity scoring, wherein the automatic mapping for the subset of data fields that do not have the defined rules further comprises; accessing historical mapping data comprising prior mappings of the plurality of data fields to the columns; determining if a match from the prior mappings exists in the historical mapping data for at least one data field of the subset data fields that do not have the defined rules to be included in the report; and using a mapping from the historical mapping data for the at least one data field if the match exists; and
,for each of the data fields from the subset data fields that do not have the defined rules and wherein no match exists in the historical mapping data, estimating a plurality of similarity scores for the prior mappings in the historical mapping data; selecting 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; generating the report based on one or more of the automatic mappings 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. - View Dependent Claims (8, 9, 10, 11)
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12. A non-transitory computer readable storage medium comprising instructions that cause a processor to:
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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 and the plurality of data sources comprise data of different data formats; fetch a plurality of data fields from the plurality of data sources in accordance with the user input wherein the plurality of data fields are determined from the attributes; generate a source list comprising the plurality of data fields from the data sources to be used in the document; select one of a standard template, a default 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 of the plurality of data fields; generate a destination list comprising the columns to be included in the document; automatically map a subset of the plurality of data fields in the source list that have defined rules to the columns of the document in the destination list based on rules-based processing, and automatically map a subset of the plurality of data fields from the source list that do not have the defined rules to the columns in the destination list using one or more of a historical lookup processing and similarity scoring wherein the automatic mapping for the subset of data fields that do not have the defined rules causes the processor to; access historical mapping data comprising prior mappings of the plurality of data fields to the columns; determine if a match from the prior mappings exists in the historical mapping data for at least one data field of the subset data fields that do not have the defined rules to be included in the document; and use a mapping from the historical mapping data for the at least one data field if the match exists; for each of the data fields from the subset of the plurality of data fields that do not have the defined rules and wherein no match exists in the historical mapping data, estimate a plurality of similarity scores for the prior mappings in the historical mapping data; 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; generate the document by using one or more of the automatic mappings and the selected template; and transmit the document to user-selected recipients via a delivery mode specified in the attributes. - View Dependent Claims (13, 14, 15)
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Specification