GRAPH TRAVERSAL FOR GENERATING TABLE VIEWS

• US 20130332387A1
• Filed: 06/06/2012
• Published: 12/12/2013
• Est. Priority Date: 06/06/2012
• Status: Active Grant

• Current Assignee: Addepar Incorporated
• Original Assignee: Anthony Sherbondy, Jerry Zhang, Justin Ross, Michael Greenbaum, Michael Paulus, Nhan Nguyen, Richard Thomas Iii Martell, William Chu, Zachary Reynolds
• Inventors: MIRRA, JASON, SHERBONDY, ANTHONY, NGUYEN, NHAN, PAULUS, MICHAEL, REYNOLDS, ZACHARY, CHU, WILLIAM, CHAN, WAI LOON, ZHANG, JERRY, MARTELL, RICHARD THOMAS III, ROSS, JUSTIN, GREENBAUM, MICHAEL, LONSDALE, JOE
• Granted Patent: US 9,087,361 B2
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06F 11/323 Visualisation of programs or trace data
• CPC Class Codes: G06F 18/29 Graphical models, e.g. Bayesian networks
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: G06T 15/005 General purpose rendering architectures

Abstract

A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

Claims

1. A method comprising:

creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of;

accounts in which one or more of the assets are held;

individuals who own one or more of the assets;

or legal entities who own one or more of the assets;

receiving and storing one or more bucketing factors and one or more column factors;

the computer traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph;

the computer applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes;

the computer applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes;

creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

2. The method of claim 1, further comprising, for the bucketing factors, selecting a particular bucketing factor;

applying the particular bucketing factor to the paths and receiving a bucketing result value;

creating a value node for the result value;

associating, with the value node, all child nodes of the paths having bucketing result values that match the value node.

3. The method of claim 1, further comprising, for the column factors, for the value nodes, and for paths associated with a particular value node, applying a particular column factor to a particular path and receiving a column result value;

associating the column result value with the particular value node.

4. The method of claim 1 wherein the edges represent any one or more of:

ownership;

containment;

or data flow.

5. The method of claim 1 wherein at least two of the edges comprise a circular reference from a particular node to that particular node;

further comprising determining, during the traversing, whether two sequences of two or more traversed nodes are identical, and if so, backtracking the traversal and moving to a next adjacency.

6. The method of claim 1 wherein one or more of the bucketing factors or column factors comprises an executable code segment configured to perform one or more mathematical calculations using one or more attributes of nodes in a path.

7. The method of claim 1 wherein one or more of the bucketing factors or column factors comprises an executable code segment configured to invoke a function of a network resource using one or more attributes of nodes in a path.

8. The method of claim 1, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the info-graphics is programmatically coupled to the table view using one or more data relationships, and further comprising receiving user input selecting one or more rows of the table view and, in response, automatically updating the info-graphics to display only graphical representations of the one or more rows of the table view that are in the user input.

9. The method of claim 1, further comprising:

generating and causing display of a graphical user interface comprising the table view;

causing displaying a bucketing factor menu identifying one or more available bucketing factors;

receiving a selection of a particular bucketing factor;

re-traversing the graph and applying the particular bucketing factor to the paths to result in associating second sets of the nodes with second value nodes among the plurality of value nodes;

re-creating and causing re-displaying an updated table view based on the second value nodes and the column result values.

10. The method of claim 1, further comprising:

generating and causing display of a graphical user interface comprising the table view;

causing displaying a column factor menu identifying one or more available column factors;

receiving a selection of a particular column factor;

re-traversing the graph and applying the particular column factor to the paths and the value nodes to result in associating second column result values with the value nodes;

re-creating and causing re-displaying an updated table view based on the value nodes and the second column result values.

11. The method of claim 1, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the one or more info-graphics comprises one or more graphical elements that relate to one or more associated rows of the table view;

receiving a selection of a particular one of the graphical elements;

creating and storing a filter that is configured to pass only data in the table view that corresponds to the particular one of the graphical elements;

applying the filter to the table view and causing re-displaying the table view using only data in the table view that corresponds to the particular one of the graphical elements.

12. The method of claim 1, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the one or more info-graphics comprises one or more graphical elements that relate to one or more associated rows of the table view;

receiving a selection of a one or more particular rows in the table view;

updating the info-graphics by causing displaying graphical elements corresponding only to the particular rows in the table view.

13. The method of claim 1, further comprising:

generating and causing display of a graphical user interface comprising the table view and one or more info-graphics;

receiving a selection of one row associated with an asset;

updating the graphical user interface to display a summary of attributes of the asset, based on stored asset data or based on retrieving, at the time of the selection, the attributes of the asset from one or more global data sources.

14. The method of claim 13 further comprising displaying, with the summary of attributes of the asset, a transaction reference identifying a number of transactions previously completed by a particular perspective.

15. The method of claim 1 further comprising:

receiving and storing a context comprising a perspective and a date, wherein the perspective identifies any of an individual, a group, and a legal entity;

beginning the traversing at a first node associated with the perspective;

receiving user input specifying a different perspective;

repeating the traversing beginning at a second node associated with the different perspective and repeating the creating and causing displaying the table view, based on updated value nodes and updated column result values yielded from the different perspective.

16. The method of claim 1 further comprising:

receiving an updated context comprising a changed date value;

repeating the traversing, creating and causing displaying the table view based on updated value nodes and updated column result values yielded from re-applying the column factors using the changed date value.

17. A non-transitory computer-readable storage medium storing one or more sequences of instructions which when executed by one or more processors cause:

creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of;

accounts in which one or more of the assets are held;

individuals who own one or more of the assets;

or legal entities who own one or more of the assets;

receiving and storing one or more bucketing factors and one or more column factors;

the computer traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph;

the computer applying the bucketing factors to the paths to result in associating sets of the nodes with a different value node among a plurality of value nodes;

the computer applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes;

creating and causing displaying a table view based on the value nodes and the column result values.

18. The non-transitory computer-readable storage medium of claim 17, further comprising, for the bucketing factors, selecting a particular bucketing factor;

applying the particular bucketing factor to the paths and receiving a bucketing result value;

creating a value node for the result value;

associating, with the value node, all child nodes of the paths having bucketing result values that match the value node.

19. The non-transitory computer-readable storage medium of claim 17, further comprising, for the column factors, for the value nodes, and for paths associated with a particular value node, applying a particular column factor to a particular path and receiving a column result value;

associating the column result value with the particular value node.

20. The non-transitory computer-readable storage medium of claim 17 wherein the edges represent any one or more of:

ownership;

containment;

or data flow.

21. The non-transitory computer-readable storage medium of claim 17 wherein at least two of the edges comprise a circular reference from a particular node to that particular node;

further comprising determining, during the traversing, whether two sequences of two or more traversed nodes are identical, and if so, backtracking the traversal and moving to a next adjacency.

22. The non-transitory computer-readable storage medium of claim 17 wherein one or more of the bucketing factors or column factors comprises an executable code segment configured to perform one or more mathematical calculations using one or more attributes of nodes in a path.

23. The non-transitory computer-readable storage medium of claim 17 wherein one or more of the bucketing factors or column factors comprises an executable code segment configured to invoke a function of a network resource using one or more attributes of nodes in a path.

24. The non-transitory computer-readable storage medium of claim 17, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the info-graphics is programmatically coupled to the table view using one or more data relationships, and further comprising receiving user input selecting one or more rows of the table view and, in response, automatically updating the info-graphics to display only graphical representations of the one or more rows of the table view that are in the user input.

25. The non-transitory computer-readable storage medium of claim 17, further comprising:

generating and causing display of a graphical user interface comprising the table view;

causing displaying a bucketing factor menu identifying one or more available bucketing factors;

receiving a selection of a particular bucketing factor;

re-traversing the graph and applying the particular bucketing factor to the paths to result in associating second sets of the nodes with second value nodes among the plurality of value nodes;

re-creating and causing re-displaying an updated table view based on the second value nodes and the column result values.

26. The non-transitory computer-readable storage medium of claim 17, further comprising:

generating and causing display of a graphical user interface comprising the table view;

causing displaying a column factor menu identifying one or more available column factors;

receiving a selection of a particular column factor;

re-traversing the graph and applying the particular column factor to the paths and the value nodes to result in associating second column result values with the value nodes;

re-creating and causing re-displaying an updated table view based on the value nodes and the second column result values.

27. The non-transitory computer-readable storage medium of claim 17, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the one or more info-graphics comprises one or more graphical elements that relate to one or more associated rows of the table view;

receiving a selection of a particular one of the graphical elements;

creating and storing a filter that is configured to pass only data in the table view that corresponds to the particular one of the graphical elements;

applying the filter to the table view and causing re-displaying the table view using only data in the table view that corresponds to the particular one of the graphical elements.

28. The non-transitory computer-readable storage medium of claim 17, further comprising generating and causing display of a graphical user interface comprising the table view and one or more info-graphics, wherein each of the one or more info-graphics comprises one or more graphical elements that relate to one or more associated rows of the table view;

receiving a selection of a one or more particular rows in the table view;

updating the info-graphics by causing displaying graphical elements corresponding only to the particular rows in the table view.

29. The non-transitory computer-readable storage medium of claim 17, further comprising:

generating and causing display of a graphical user interface comprising the table view and one or more info-graphics;

receiving a selection of one row associated with an asset;

updating the graphical user interface to display a summary of attributes of the asset, based on stored asset data or based on retrieving, at the time of the selection, the attributes of the asset from one or more global data sources.

30. The non-transitory computer-readable storage medium of claim 29 further comprising displaying, with the summary of attributes of the asset, a transaction reference identifying a number of transactions previously completed by a particular perspective.

31. The non-transitory computer-readable storage medium of claim 17 further comprising:

receiving and storing a context comprising a perspective and a date, wherein the perspective identifies any of an individual, a group, and a legal entity;

beginning the traversing at a first node associated with the perspective;

receiving user input specifying a different perspective;

repeating the traversing beginning at a second node associated with the different perspective and repeating the creating and causing displaying the table view, based on updated value nodes and updated column result values yielded from the different perspective.

32. The non-transitory computer-readable storage medium of claim 17 further comprising:

receiving an updated context comprising a changed date value;

repeating the traversing, creating and causing displaying the table view based on updated value nodes and updated column result values yielded from re-applying the column factors using the changed date value.