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US Patent 9015073 Controlled creation of reports from table views

Patent 9015073 was granted and assigned to Addepar on April, 2015 by the United States Patent and Trademark Office.

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Is a
Patent
Patent

Patent attributes

Patent Applicant
Addepar
Addepar
Current Assignee
Addepar
Addepar
Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent Number
9015073
Date of Patent
April 21, 2015
Patent Application Number
13646855
Date Filed
October 8, 2012
Patent Citations Received
‌
US Patent 11776058 Transaction effects
Patent Primary Examiner
‌
Kito R Robinson
Patent abstract

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.

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