Systems and methods for dynamic report generation based on automatic modeling of complex data structures
First Claim
1. A computing system operable to access one or more electronic data sources in response to periodic automated inquiries in order to automatically calculate data for inclusion into a report, the computing system comprising:
- a non-transitory storage device configured to store a plurality of event records associated with respective users, each of the event records indicating an event associated with a respective user; and
a physical processor that is in communication with the non-transitory storage device and that is configured to;
access the plurality of event records associated with respective users; and
for each individual event record of at least a subset of the event records, assign a category to the individual event record, the category selected from a plurality of predetermined categories;
generate a user profile for a particular user, wherein the user profile comprises categorized event records associated with the particular user during a set time period;
generate a user event frequency distribution model based on at least some of the categorized event records in the user profile of the particular user of a particular category, wherein the user event frequency distribution model predicts a likelihood that the particular user will engage in a future event in the particular category within a specified period of time;
access the generated user profile for the particular user and the user event frequency distribution model;
determine a gap for the particular user, the gap indicating a time period since a most recent event associated with the particular category by the particular user occurred;
determine a gap limit associated with the particular user, the gap limit indicating a period of time by which the particular user is expected to engage in the future event with the predicted likelihood based on the user event frequency distribution model;
compare the determined gap to the gap limit;
in response to determining that the gap is greater than the gap limit, trigger generation of an event change alert; and
transmit, to a client system, the generated event change alert indicating that the particular user has changed event behavior in the particular category.
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Accused Products
Abstract
Various systems and methods are disclosed for accessing and traversing disparate, complex, and multi-dimensional data structures to dynamically and interactively generate reports based on automated modeling of complex and non-uniformly formatted data. Automated analysis of probabilistic functions and temporal-based data records enable non-technical users to quickly and dynamically act on time-sensitive information. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, frequency distribution models) calculates complex data based on the traversals, displays the calculated complex data to the user, and enters the calculated complex data into the reports.
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Citations
19 Claims
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1. A computing system operable to access one or more electronic data sources in response to periodic automated inquiries in order to automatically calculate data for inclusion into a report, the computing system comprising:
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a non-transitory storage device configured to store a plurality of event records associated with respective users, each of the event records indicating an event associated with a respective user; and a physical processor that is in communication with the non-transitory storage device and that is configured to; access the plurality of event records associated with respective users; and for each individual event record of at least a subset of the event records, assign a category to the individual event record, the category selected from a plurality of predetermined categories; generate a user profile for a particular user, wherein the user profile comprises categorized event records associated with the particular user during a set time period; generate a user event frequency distribution model based on at least some of the categorized event records in the user profile of the particular user of a particular category, wherein the user event frequency distribution model predicts a likelihood that the particular user will engage in a future event in the particular category within a specified period of time; access the generated user profile for the particular user and the user event frequency distribution model; determine a gap for the particular user, the gap indicating a time period since a most recent event associated with the particular category by the particular user occurred; determine a gap limit associated with the particular user, the gap limit indicating a period of time by which the particular user is expected to engage in the future event with the predicted likelihood based on the user event frequency distribution model; compare the determined gap to the gap limit; in response to determining that the gap is greater than the gap limit, trigger generation of an event change alert; and transmit, to a client system, the generated event change alert indicating that the particular user has changed event behavior in the particular category. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A method of automatically generating a transaction frequency change alert, the method comprising:
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accessing, from a transaction data store, a plurality of transaction records associated with respective users, the transaction records including attributes of a transaction made by the associated respective user; accessing, from a categorized transaction data store, a transaction categories data structure including a plurality of transaction categories and, for each transaction category, attribute criteria usable to identify transactions associated with respective transaction categories; for each of the accessed plurality of transaction records; identifying one or more of the attributes of the transaction record; comparing the identified one or more attributes of the transaction record to the attribute criteria of respective transaction categories to identify a transaction category among the plurality of transaction categories that matches the one or more attributes of the transaction record; categorizing the accessed transaction record with the identified transaction category; storing, in the categorized transaction data store, a plurality of categorized transaction records; accessing, from the categorized transaction data store, the plurality of categorized transaction records; determining, for each user and for each pair of timewise consecutive transactions of the user based on the accessed plurality of categorized transaction records, a time between transactions; identifying, from the accessed plurality of categorized transaction records, a first plurality of categorized transaction records associated with a first user; generate a first user transaction frequency distribution model based on at least some of the categorized transaction records associated with the first user of a particular category, wherein the first user transaction frequency distribution model predicts a likelihood that the first user will engage in a future transaction in the particular category within a specified period of time; accessing the first user transaction frequency distribution model; determining a time duration since a most recent transaction by the first user occurred associated with the particular category and comparing the determined time duration to a threshold period of time associated with the first user, the threshold period of time indicating a period of time by which the first user is expected to engage in the future transaction with the predicted likelihood; in response to determining that the time duration is greater than the threshold period of time, triggering generation of a spend change alert; and transmitting, to a client system, the generated spend change alert. - View Dependent Claims (14, 15, 16, 17, 18, 19)
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Specification