US 12,260,463 B2
Dashboard interface data reconciliation and task processing
Nishit Johari, Tempe, AZ (US); and Yuhong Lampner, Tempe, AZ (US)
Assigned to ADP, Inc., Roseland, NJ (US)
Filed by ADP, Inc., Roseland, NJ (US)
Filed on Apr. 18, 2022, as Appl. No. 17/659,590.
Prior Publication US 2023/0334592 A1, Oct. 19, 2023
Int. Cl. G06Q 40/12 (2023.01); G06F 3/0482 (2013.01); G06F 3/0483 (2013.01); G06F 3/04847 (2022.01); G06F 16/26 (2019.01)
CPC G06Q 40/123 (2013.12) [G06F 3/0482 (2013.01); G06F 3/0483 (2013.01); G06F 3/04847 (2013.01); G06F 16/26 (2019.01); G06Q 40/125 (2013.12)] 18 Claims
OG exemplary drawing
 
1. A method for data reconciliation and task processing implemented in a dashboard interface, the method comprising:
displaying, by a computer system, a first view of the dashboard interface, the first view having a number of tabs that correspond to categorical processing steps for a task, the number of tabs vertically arranged along an edge of the dashboard interface, wherein the number of tabs include at least an overview tab to provide information corresponding to tax filings, a configuration tab to receive one or more selections, a reconciliation tab to display information provided to the dashboard interface, and a transaction tab to process one or more transactions;
receiving, by the computer system via the dashboard interface, a first selection from the configuration tab;
retrieving, by the computer system, responsive to receiving the first selection, information associated with the first selection from the configuration tab;
aggregating, by the computer system, based on the first selection, payroll data across multiple database tables to reduce subsequent retrievals of repetitive data;
processing, by the computer system, responsive to aggregating the payroll data, the payroll data according to the first selection;
receiving, by the computer system via the dashboard interface, a second selection of at least one tab of the number of tabs;
identifying, by the computer system, a sequence of interactions with the dashboard interface, the sequence of interactions including one or more second selections via the dashboard interface;
ordering, by the computer system, a second view of the dashboard interface according to the sequence of interactions;
outputting, by the computer system, responsive to receiving the one or more second selections, the dashboard interface having the second view, the second view including:
at least one of the overview tab, the configuration tab, the reconciliation tab, or the transaction tab;
a series of cards arranged horizontally on the dashboard interface;
at least one card of the series of cards including a visualization of at least a portion of the payroll data; and
the visualization of the at least the portion of the payroll data updateable based on one or more third selections of segments included in the visualization;
receiving, by the computer system, responsive to outputting the dashboard interface having the second view, a selection of a control element of the transaction tab;
generating, by the computer system, based on the selection of the control element, a data transaction in accordance with one or more rules associated with a third-party regulatory agency; and
forwarding, by the computer system, responsive to generating the data transaction, the data transaction to the third-party regulatory agency for recordation of the data transaction with the third-party regulatory agency.