Document presentation interface based on intelligent mapping

• US 10,061,763 B2
• Filed: 03/15/2017
• Issued: 08/28/2018
• Est. Priority Date: 04/04/2016
• Status: Active Grant

• Current Assignee: Accenture Global Solutions Limited (Accenture PLC)
• Original Assignee: Accenture Global Solutions Limited (Accenture PLC)
• Inventors: Tamilarasan, Prakash, Varghese, Vinu, Kumar, Anil, George, Saju P., V, Bhanu Teja
• Primary Examiner(s): Nguyen, Maikhanh
• Application Number:
  US15/459,600
• Publication Number:
  US 20170286388A1
• Time in Patent Office: 531 Days
• CPC Class Codes: G06F 16/24556 Aggregation; Duplicate elimination
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs

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

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, 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.

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

3. 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.

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

5. 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.

6. The document presentation interface of claim 5, further comprising instructions that cause the processors to:

store the attributes entered by the user in configuration tables.

7. A method of generating a report comprising:

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.

8. The method of claim 7, wherein retrieving the attributes further comprises:

retrieving the attributes which were supplied by a user from configuration tables.

9. The method of claim 7, wherein selecting a template further comprises:

determining if a user specified one of the standard template or the custom template for the report; and

automatically selecting the default template if the user did not specify either the standard template or the custom template for the report.

10. The method of claim 7, 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.

11. The method of claim 7, 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.

12. 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 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.

13. The non-transitory computer readable storage medium of claim 12, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:

estimate the 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

store the selected mapping in the historical mapping data.

14. The non-transitory computer readable storage medium of claim 12, 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.

15. The non-transitory computer readable storage medium of claim 12, 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.