Method and apparatus for global information reporting

• US 8,671,107 B2
• Filed: 08/04/2011
• Issued: 03/11/2014
• Est. Priority Date: 12/02/2010
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Scully, John E., Santiago, Milton Jr., Hope, Christopher
• Primary Examiner(s): LE, UYEN T
• Application Number:
  US13/198,511
• Publication Number:
  US 20120143903A1
• Time in Patent Office: 950 Days
• Field of Search: None
• US Class Current: 707/769
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

Systems and methods for global information reporting are provided. A global information reporting system according to the invention may include a database configured to store reporting information, memory configured to store execution instructions and a processor coupled with the database and the memory. The processor is configured to execute the instructions. Preferably the system incorporates HTML with active areas. The active areas load small Java® applets, permitting rapid page loads. The Java® applets facilitate manipulation of the viewable portion of reports. The same applets can search data in the viewable and the non-viewable portions of the data set. Sticky notes may be attached to reports or transaction to “follow” the data during storage and provide persistent reminders.

Claims

1. A global information reporting system comprising:

a database configured to store reporting information;

a memory configured to store execution instructions; and

a processor coupled with the database and the memory, the processor configured to execute the instructions, the instructions configured to cause the processor to;

portray a dynamically adjustable display of a global financial information report, the report comprising a plurality of contiguous sections;

wherein the adjustable display comprises;

a first portion providing at least one selection mechanism(s); and

a second portion providing a viewable contiguous portion of the global financial information report, the second portion configured to be;

dynamically populated in response to activation of the selection mechanism(s); and

dynamically depopulated in response to deactivation of the selection mechanism(s); and

wherein a non-viewable contiguous portion of the global financial information report is not generated in response to the activation or deactivation of the selection mechanism(s).

2. The global information reporting system of claim 1, wherein the selection mechanisms are related to transaction type and column selection;

wherein the transaction types comprise;

zero balance account credit;

commercial deposit;

sweep interest credit;

miscellaneous credit; and

lockbox deposit credit; and

wherein the column selection comprise;

account;

account name;

closing ledger;

closing available balance;

total credits;

total debits;

1 day float;

2+ day float; and

opening available balance.

3. The global information reporting system of claim 1 wherein, the second portion of the adjustable display is configured to be dynamically sorted in response to activation of a selection mechanism.

4. A global information reporting system comprising:

a memory configured to store execution instructions; and

a processor coupled with the memory, the processor configured to execute the instructions, the instructions configured to cause the processor to portray a dynamically adjustable display of a report, the report comprising a plurality of contiguous sections,

wherein the adjustable display comprises a first portion configured to portray a first activation area(s) linked to a first portion of the execution instructions, and a second portion configured to portray less than all of the plurality of the contiguous sections of the report;

wherein clicking the first activation area(s) causes the first portion of the execution instructions to generate only a first contiguous section of the report viewable in the second portion of the adjustable display without scrolling; and

wherein, the first portion of the execution instructions do not comprise executable instructions for generating and portraying another contiguous section of the report that is only viewable in the second portion of the adjustable display with scrolling.

5. The global information reporting system of claim 4, wherein the first portion of the adjustable display is configured to portray a second activation area(s) linked to a second portion of the execution instructions;

wherein, clicking the second activation area(s) causes the second portion of the execution instructions to generate and portray a second contiguous section of the report in a third portion of the adjustable display that is viewable without scrolling; and

wherein, the second contiguous portion of the execution instructions do not comprise executable instructions for generating and portraying another contiguous section of the report that is only viewable with scrolling.

6. The global information reporting system of claim 5 wherein the first activation area(s) are comprised of an applet configured to only manipulate the first contiguous portion of the report.

7. The global information reporting system of claim 4 wherein the first activation area(s) are configured to load instructions into a browser.

8. The global information reporting system of claim 7 wherein the activation of the first activation area(s) executes the instructions configured to cause the processor to dynamically adjust only a contiguous section of the report viewable without scrolling.

9. The global information reporting system of claim 4 wherein the report is comprised of data, wherein the first activation area(s) are configured to search only a portion of the data in the report viewable without scrolling.

10. The global information reporting system of claim 4 wherein the first activation area(s) are configured to cause a third contiguous section of the report to be removed from the adjustable display.

11. The global information reporting system of claim 4 wherein the first activation area(s) are configured to sort data.

12. The global information reporting system of claim 4 wherein the report is comprised of data, wherein the first activation area(s) are configured to sort only contiguous sections of the report that are viewable on the adjustable display without scrolling.

13. The global information reporting system of claim 4 wherein the report is comprised of data, wherein the first activation area(s) are configured to sort contiguous sections of the report that are portrayed on the adjustable display and contiguous sections of the report that are not portrayed on the adjustable display.

14. The global information reporting system of claim 9 wherein only a portion of the data found by the search is displayed.

15. A global information reporting system comprising:

a memory configured to store execution instructions; and

a processor coupled with the memory, the processor configured to execute the instructions, the instructions configured to cause the processor to populate and display a first contiguous portion of a report, the display of the first portion of the report comprising first activation area(s) linked to a first portion of the execution instructions,

wherein clicking the first activation area(s) causes the first portion of the execution instructions to expand the display of the first contiguous portion of the report by populating and displaying a second contiguous portion of the report; and

wherein the first portion of the executable instructions only comprise executable instructions for expanding an area of the display viewable without scrolling.

16. The global information reporting system of claim 15 wherein the first activation area(s) are configured to load the first contiguous portion of the report at a speed corresponding to an amount of data required to populate the display of the first contiguous portion of the report viewable without scrolling.

17. The global information reporting system of claim 15 wherein the display of the second contiguous portion of the report comprises second activation area(s) linked to a second portion of the execution instructions;

wherein the second portion of the executable instructions only comprise executable instructions for populating and displaying a third contiguous portion of the report that is viewable without scrolling.

18. The global information reporting system of claim 15 wherein clicking the first activation area(s) causes the first contiguous portion and the second contiguous portion of the report to be sorted.

19. The global information reporting system of claim 15 wherein clicking the first activation area(s) causes the first contiguous portion of the report, the second contiguous portion of the report and a non-viewable third contiguous portion of the report to be searched.

20. The global information reporting system of claim 15 wherein the first activation area(s) are configured to load instructions into a browser.

21. The global information reporting system of claim 15 wherein the first activation area(s) are comprised of an applet configured to only manipulate the first contiguous portion of the report viewable without scrolling.

22. The global information reporting system of claim 15 wherein the first activation area(s) are comprised of instructions, that when executed by the processor, only manipulate a contiguous portion of the report viewable without scrolling.