Tax analysis tool
First Claim
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1. A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computer cause the computer to:
- extract tax related data from a tax transaction database that stores a plurality of data records describing a plurality of tax return forms filed by a plurality of taxpayers, where each record includes values in tax return fields describing a taxpayer who filed the tax return form, further where the tax return fields include tax return lines;
transform and store the extracted tax related data in a tax data warehouse that includes fact tables and dimension tables in at least one star schema by populating a fact table with i) values in the tax return form lines and ii) a form type identifier that identifies a type of the tax return form, where populating the fact table with values according to tax return form lines improves a granularity of analysis that can be performed using the tax data warehouse as compared to the tax transaction database;
where the tax data warehouse includes a dimension table that has i) a row for each tax form type and ii) columns storing contextual information about tax return form lines;
generate and store a plurality of key performance indicator (KPI) queries where each KPI query includes a different combination of tax metrics from the tax transaction database and one or more query elements associated with a criteria from the tax metrics;
generate a plurality of materialized views where each materialized view corresponds to one of the plurality of KPI queries and stores aggregated key performance indicator (KPI) values for the corresponding KPI query;
store the plurality of materialized views in the tax data warehouse for use in processing KPI queries;
provide and display an interface that displays one or more of the plurality of KPI queries for selection; and
in response to a first KPI query being selected, cause the first KPI query to be executed on at least a first materialized view from the plurality of materialized views that corresponds to the first KPI query to return results corresponding to the first KPI query.
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Abstract
Systems, methods, and other embodiments associated with a tax analysis tool are described. In one embodiment, a method includes providing a tax analysis data model, preloaded key performance indicator queries, and a query interface. The example method may also include extracting tax related data from a tax analysis data base and transforming and loading the tax related data into a tax data warehouse that facilitates real time processing of KPI queries.
18 Citations
15 Claims
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1. A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computer cause the computer to:
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extract tax related data from a tax transaction database that stores a plurality of data records describing a plurality of tax return forms filed by a plurality of taxpayers, where each record includes values in tax return fields describing a taxpayer who filed the tax return form, further where the tax return fields include tax return lines; transform and store the extracted tax related data in a tax data warehouse that includes fact tables and dimension tables in at least one star schema by populating a fact table with i) values in the tax return form lines and ii) a form type identifier that identifies a type of the tax return form, where populating the fact table with values according to tax return form lines improves a granularity of analysis that can be performed using the tax data warehouse as compared to the tax transaction database; where the tax data warehouse includes a dimension table that has i) a row for each tax form type and ii) columns storing contextual information about tax return form lines; generate and store a plurality of key performance indicator (KPI) queries where each KPI query includes a different combination of tax metrics from the tax transaction database and one or more query elements associated with a criteria from the tax metrics; generate a plurality of materialized views where each materialized view corresponds to one of the plurality of KPI queries and stores aggregated key performance indicator (KPI) values for the corresponding KPI query; store the plurality of materialized views in the tax data warehouse for use in processing KPI queries; provide and display an interface that displays one or more of the plurality of KPI queries for selection; and in response to a first KPI query being selected, cause the first KPI query to be executed on at least a first materialized view from the plurality of materialized views that corresponds to the first KPI query to return results corresponding to the first KPI query. - View Dependent Claims (2, 3, 4, 5)
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6. A computing system, comprising:
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a processor connected to at least a memory by a communication path; an integrator logic stored on a non-transitory computer-readable medium including instructions that when executed by the processor cause the processor to; extract tax related data from a tax transaction database that stores a plurality of data records describing a plurality of tax return forms filed by a plurality of taxpayers, where each record includes values in tax return fields describing a taxpayer who filed the tax return form, further where the tax return fields include tax return lines; transform and store the extracted tax related data in a tax data warehouse by populating a fact table with i) values in the tax return form lines and ii) a form type identifier that identifies a type of the tax return form, where populating the fact table with values according to tax return form lines improves a granularity of analysis that can be performed using the tax data warehouse as compared to the tax transaction database; where the tax data warehouse includes at least one dimension table configured in at least one star schema that has i) a row for each tax form type and ii) columns storing contextual information about tax return form lines; generate and store a plurality of key performance indicator (KPI) queries where each KPI query includes a different combination of tax metrics from the tax transaction database and one or more query elements associated with a criteria from the tax metrics; generate a plurality of materialized views where each materialized view corresponds to one of the plurality of KPI queries and stores aggregated key performance indicator (KPI) values for the corresponding KPI query; and a scorecard logic stored on a non-transitory computer-readable medium including instructions that when executed by the processor cause the processor to; display an interface that displays one or more of the plurality of KPI queries for selection on a display screen; in response to a user command that selects a first KPI query from the interface, execute, using the processor, the selected first KPI query on at least a first materialized view from the plurality of materialized views that corresponds to the first KPI query to return results corresponding to the first KPI query and display the results on the display screen. - View Dependent Claims (7, 8, 9, 10)
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11. A computer-implemented method, comprising:
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extracting, by at least a processor of a computer, tax related data from a tax transaction database that stores respective records describing respective tax return forms filed by respective taxpayers, where each record includes values in tax return fields describing a taxpayer who filed the tax return form, further where the tax return fields include tax return lines; transforming and storing, by at least the processor, the extracted tax related data in a tax data warehouse that includes fact tables and dimension tables by populating a fact table with i) values in the tax return form lines and ii) a form type identifier that identifies a type of the tax return form, where populating the fact table with values according to tax return form lines improves a granularity of analysis that can be performed using the tax data warehouse as compared to the tax transaction database; where the tax data warehouse includes a dimension table that has i) a row for each tax form type and ii) columns storing contextual information about tax return form lines; generating and storing, by at least the processor, a plurality of key performance indicator (KPI) queries where each KPI query includes a different combination of tax metrics from the tax transaction database and one or more query elements associated with a criteria from the tax metrics; generating, by at least the processor, a plurality of materialized views where each materialized view corresponds to one of the plurality of KPI queries and stores aggregated key performance indicator (KPI) values for the corresponding KPI query; storing, by at least the processor, the plurality of materialized views in the tax data warehouse; generating and displaying, by at least the processor, an interface that displays one or more of the plurality of KPI queries for selection; and in response to a first KPI query being selected from the interface, causing the first KPI query to be executed on at least a first materialized view from the plurality of materialized views that corresponds to the first KPI query to return results corresponding to the first KPI query. - View Dependent Claims (12, 13, 14, 15)
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Specification