DYNAMIC USER INTERFACE FOR DATA EXCHANGE SPLIT

• US 20180096036A1
• Filed: 09/29/2017
• Published: 04/05/2018
• Est. Priority Date: 09/30/2016
• Status: Active Grant

• Current Assignee: Toronto-Dominion Bank
• Original Assignee: Toronto-Dominion Bank
• Inventors: Haldenby, Perry Aaron Jones, Chow, Arthur Carroll, Nguyen, Anthony Haituyen, Patel, Het Anand, Doyle, Casey Lyn, Liu, Yubing, Lee, John Jong-Suk
• Granted Patent: US 10,846,435 B2
• Time in Patent Office: Days
• CPC Class Codes: G06F 11/3006 where the computing system is distributed, e.g. networked systems, clusters, multiprocessor systems multiprogramming arrangements G06F9/46; allocation of resources G06F9/50
• CPC Class Codes: G06F 11/3089 Monitoring arrangements determined by the means or processing involved in sensing the monitored data, e.g. interfaces, connectors, sensors, probes, agents software debugging using additional hardware using a specific debug interface G06F11/3656; performance evaluation by tracing or monitoring G06F11/3466
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 16/24554 Unary operations; Data partitioning operations
• CPC Class Codes: G06F 16/2462 Approximate or statistical queries
• CPC Class Codes: G06F 16/435 Filtering based on additional data, e.g. user or group profiles
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 21/53 by executing in a restricted environment, e.g. sandbox or secure virtual machine
• CPC Class Codes: G06F 21/629 to features or functions of an application
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/0484 for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
• CPC Class Codes: G06F 3/0488 using a touch-screen or digitiser, e.g. input of commands through traced gestures
• CPC Class Codes: G06F 3/14 Digital output to display device ; Cooperation and interconnection of the display device with other functional units
• CPC Class Codes: G06Q 10/06316 Sequencing of tasks or work
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/105 Human resources
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G06Q 20/00 Payment architectures, schemes or protocols apparatus for performing or posting payment transactions G07F7/08, G07F19/00; electronic cash registers G07G1/12
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 20/14 specially adapted for billing systems
• CPC Class Codes: G06Q 20/38 : Payment protocols; Details thereof
• CPC Class Codes: G06Q 20/4016 : involving fraud or risk level assessment in transaction processing
• CPC Class Codes: G06Q 30/04 : Billing or invoicing
• CPC Class Codes: G06Q 50/22 : Social work or social welfare, e.g. community support activities or counselling services
• CPC Class Codes: H04L 67/1097 : for distributed storage of data in networks, e.g. transport arrangements for network file system [NFS], storage area networks [SAN] or network attached storage [NAS]
• CPC Class Codes: H04L 67/535 : Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34
• CPC Class Codes: H04W 12/06 : Authentication
• CPC Class Codes: H04W 12/08 : Access security
• CPC Class Codes: H04W 12/086 : using security domains

Abstract

The present disclosure involves systems, software, and computer implemented methods for providing user interface (UI)-based modifications to adjust and interact with data exchange splits. An example client device can include can identify a data exchange (DE) associated with at least three entities, the DE associated with a total value. A visualization representing the DE can be presented via a UI and can include a chart comprising the total value of the DE exchange divided into value areas that are each associated with a particular entity. In response to a detection of input associated with a selection of an edge between a first and second value area, the combined value area associated with the first and second value areas can be locked. In response to detected movement input associated with the edge, the relative values of the first and second inside the combined value area can be adjusted in the visualization.

Claims

1. A client device comprising:

a user interface;

a communications module;

at least one input device;

at least one memory storing instructions; and

at least one hardware processor interoperably coupled with the at least one memory, the at least one input device, and the communications module, wherein the instructions instruct the at least one hardware processor to;

identify a data exchange associated with at least three entities, the data exchange associated with a total value;

present, via the user interface, an interactive visualization representing the identified data exchange, the interactive visualization including a chart comprising the total value of the data exchange dividing into a plurality of value areas for each of the entities, wherein each of the plurality of value areas are associated with a value representing a portion of the total value, and wherein an interior of each value area is associated with a first selectable control, and wherein edges connecting pairs of the value areas are each associated with a second selectable control, wherein a sum of the values associated with each of the value areas represents the total value of the data exchange;

detect, via the at least one input device, input associated with a selection of a particular edge, the particular edge connecting a first and second value areas;

in response to the selection of the particular edge;

lock each value area not connected to the particular edge at a current value associated with each value area;

lock the combined value area associated with the first and second value areas, where the combined value area represents a combination of the value associated with the first value area and the value associated with the second value area at time of the detected selection of the particular edge;

detect, via the at least one input device, movement input associated with a movement of the particular edge; and

in response to detecting the movement input, adjust a split of the combined value area associated with the first and second value areas in the presented interactive visualization, wherein adjusting the split comprises modifying a value associated with each of the first and second value areas in response to the detected movement input.

2. The client device of claim 1, wherein the client device comprises a mobile device.

3. The client device of claim 2, wherein the at least one input device comprises a touchscreen, where the detected inputs represent touch-based inputs.

4. The client device of claim 3, wherein the detected movement input is detected while the detected input associated with the selection of the particular edge is maintained.

5. The client device of claim 1, wherein presenting the interactive visualization further comprises presenting an interactive slider presented adjacent to the interactive visualization of the chart, the interactive slider providing a plurality of sliders, each slider corresponding to one of the plurality of value areas.

6. The client device of claim 5, wherein, in response to adjusting the split of the combined value area associated with the first and second value areas in the presented interactive visualization, sliders associated with the first and second value areas are updated to the modified values associated with first and second value areas.

7. The client device of claim 1, wherein adjusting a split of the combined value area associated with the first and second value areas in the presented interactive visualization comprises maintaining the prior values associated with each of the locked values areas.

8. The client device of claim 1, wherein, after modifying the value associated with each of the first and second value areas in response to the detected movement input, the combined value of the modified values of the first and second value areas matches the combined value of first value area and the second value areas at the time of the detected selection of the particular edge.

9. The client device of claim 1, wherein the instructions instruct the at least one hardware processor to:

detect an end of the input associated with the selection of the particular edge; and

in response to detecting the end of the input associated with the selection of the particular edge, unlock each value area not connected to the particular edge and unlock the combined value area associated with the first and second value areas.

10. The client device of claim 1, wherein the detected movement input comprises a dragging touch-based input.

11. A non-transitory, computer-readable medium storing computer-readable instructions executable by a computer and configured to:

identify a data exchange associated with at least three entities, the data exchange associated with a total value;

present, via a user interface, an interactive visualization representing the identified data exchange, the interactive visualization including a chart comprising the total value of the data exchange dividing into a plurality of value areas for each of the entities, wherein each of the plurality of value areas are associated with a value representing a portion of the total value, and wherein an interior of each value area is associated with a first selectable control, wherein edges connecting pairs of the value areas are each associated with a second selectable control, and wherein a sum of the values associated with each of the value areas represents the total value of the data exchange;

detect, via the at least one input device, input associated with a selection of a particular edge, the particular edge connecting a first and second value areas;

in response to the selection of the particular edge;

lock each value area not connected to the particular edge at a current value associated with each value area; and

lock the combined value area associated with the first and second value areas, where the combined value area represents a combination of the value associated with the first value area and the value associated with the second value area at time of the detected selection of the particular edge;

detect, via at least one input device, movement input associated with a movement of the particular edge; and

in response to detecting the movement input, adjust a split of the combined value area associated with the first and second value areas in the presented interactive visualization, wherein adjusting the split comprises modifying a value associated with each of the first and second value areas in response to the detected movement input.

12. The computer-readable medium of claim 11, wherein the computer-readable medium is included within a mobile device.

13. The computer-readable medium of claim 12, wherein the at least one input device comprises a touchscreen, and where the detected inputs represent touch-based inputs.

14. The computer-readable medium of claim 13, wherein the detected movement input is detected while the detected input associated with the selection of the particular edge is maintained.

15. The computer-readable medium of claim 11, wherein presenting the interactive visualization further comprises presenting an interactive slider presented adjacent to the interactive visualization of the chart, the interactive slider providing a plurality of sliders, each slider corresponding to one of the plurality of value areas, and wherein, in response to adjusting the split of the combined value area associated with the first and second value areas in the presented interactive visualization, sliders associated with the first and second value areas are updated to the modified values associated with first and second value areas.

16. The computer-readable medium of claim 11, wherein adjusting a split of the combined value area associated with the first and second value areas in the presented interactive visualization comprises maintaining the prior values associated with each of the locked values areas.

17. The computer-readable medium of claim 11, wherein, after modifying the value associated with each of the first and second value areas in response to the detected movement input, the combined value of the modified values of the first and second value areas matches the combined value of first value area and the second value areas at the time of the detected selection of the particular edge.

18. The computer-readable medium of claim 11, the instructions configured to:

detect an end of the input associated with the selection of the particular edge; and

in response to detecting the end of the input associated with the selection of the particular edge, unlock each value area not connected to the particular edge and unlock the combined value area associated with the first and second value areas.

19. A computerized method performed by one or more processors, the method comprising:

identifying a data exchange associated with at least three entities, the data exchange associated with a total value;

presenting, via a user interface, an interactive visualization representing the identified data exchange, the interactive visualization including a chart comprising the total value of the data exchange dividing into a plurality of value areas for each of the entities, wherein each of the plurality of value areas are associated with a value representing a portion of the total value, and wherein an interior of each value area is associated with a first selectable control, wherein edges connecting pairs of the value areas are each associated with a second selectable control, and wherein a sum of the values associated with each of the value areas represents the total value of the data exchange;

detecting, via the at least one input device, input associated with a selection of a particular edge, the particular edge connecting a first and second value areas;

in response to the selection of the particular edge;

locking each value area not connected to the particular edge at a current value associated with each value area; and

locking the combined value area associated with the first and second value areas, where the combined value area represents a combination of the value associated with the first value area and the value associated with the second value area at time of the detected selection of the particular edge;

detecting, via at least one input device, movement input associated with a movement of the particular edge; and

in response to detecting the movement input, adjusting a split of the combined value area associated with the first and second value areas in the presented interactive visualization, wherein adjusting the split comprises modifying a value associated with each of the first and second value areas in response to the detected movement input.

20. The method of claim 19, the method further comprising:

detecting an end of the input associated with the selection of the particular edge; and

in response to detecting the end of the input associated with the selection of the particular edge, unlocking each value area not connected to the particular edge and unlocking the combined value area associated with the first and second value areas.