DOCUMENT PRESENTATION INTERFACE BASED ON INTELLIGENT MAPPING

• US 20170286388A1
• Filed: 03/15/2017
• Published: 10/05/2017
• 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
• Granted Patent: US 10,061,763 B2
• Time in Patent Office: 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;

select one of a standard template, a default template or 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 data fields;

automatically map the data fields to the columns of the report by rules-based processing for the data fields that have defined rules and using one or more of a historical lookup processing and similarity scoring for the data fields that do not have the defined rules;

generate the report by using the automatic mapping 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 instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:

determine the plurality of data fields to be obtained from the data sources from the attributes;

generate a source list comprising the data fields from the data sources to be used in the report; and

generate a destination list comprising the columns to be included in the report.

3. The document presentation interface of claim 2, wherein the instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:

access historical mapping data comprising prior mappings of data fields to columns;

determine if a match from the prior mappings exists in the historical mapping data for at least one of the data fields 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.

4. The document presentation interface of claim 3, wherein the instructions for automatically mapping the data fields to the columns further comprise instructions that cause the processors to:

estimate a plurality of similarity scores for the prior mappings in the historical mapping data for each of the data fields wherein no match exists in the historical mapping data; and

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.

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

6. 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.

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

8. 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.

9. The document presentation interface of claim 8, further comprising instructions that cause the processors to:

store the attributes entered by the user in configuration tables.

10. A method of generating a report comprising:

retrieving attributes for generating a report, the attributes comprising a plurality of disparate data sources;

selecting a template for generating the report, the template being selected from a plurality of report templates;

determining column values and columns to be included in the report based at least on the template;

storing temporarily in a reporting database, data fields from the disparate data sources for generating the report;

automatically mapping the data fields from the data sources to the columns of the report, the automatic mapping based on one or more of historic lookup, similarity processing and rules-based processing, such that similarity scores are assessed using historical mapping data for mappings that neither have defined rules nor have matches in historical look up data;

generating the report based on the automatic mapping 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.

11. The method of claim 10, wherein retrieving the attributes further comprises:

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

12. The method of claim 10, wherein selecting a template further comprises:

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

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

13. The method of claim 10, 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.

14. The method of claim 13, further comprises:

for each of the data fields that is to be mapped;

selecting a highest similarity score from the plurality of similarity scores that are assessed for the data field; and

employing a mapping from the historical mapping data that corresponds to the highest similarity score for the data field.

15. The method of claim 10, 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.

16. 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;

fetch a plurality of data fields from the plurality of data sources in accordance with the user input;

select one of a standard 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 data fields;

automatically map the data fields to the columns of the document based on rules-based processing for the data fields that have defined rules and using one or more of a historical lookup processing and similarity scoring for the data fields that do not have the defined rules;

generate the document by using the automatic mapping and the selected template; and

transmit the document to user-selected recipients via a delivery mode specified in the attributes.

17. The non-transitory computer readable storage medium of claim 16, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:

access historical mapping data comprising prior mappings of data fields to columns;

determine if a match from the prior mappings exists in the historical mapping data for at least one of the columns to be included in the document; and

use a mapping from the historical mapping data for the at least one column if the match exists.

18. The non-transitory computer readable storage medium of claim 17, wherein the instructions to automatically map the data fields further comprising instructions that cause a processor to:

estimate a 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

select a mapping from the historical mapping data corresponding to a best similarity score from the plurality of similarity scores; and

store the selected mapping in the historical mapping data.

19. The non-transitory computer readable storage medium of claim 16, 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.

20. The non-transitory computer readable storage medium of claim 16, 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.