US 12,265,505 B2
Systems and methods for automated reporting
Sanjay Nagaraja, Woodbridge, NJ (US)
Assigned to The Toronto-Dominion Bank, Toronto (CA)
Filed by The Toronto-Dominion Bank, Toronto (CA)
Filed on Jan. 27, 2023, as Appl. No. 18/102,223.
Prior Publication US 2024/0256492 A1, Aug. 1, 2024
Int. Cl. G06F 16/25 (2019.01); G06F 16/176 (2019.01); G06F 16/21 (2019.01); G06F 16/215 (2019.01)
CPC G06F 16/176 (2019.01) [G06F 16/215 (2019.01); G06F 16/219 (2019.01); G06F 16/25 (2019.01)] 19 Claims
OG exemplary drawing
 
1. A system for automatic, high-volume report generation from a plurality of sources, the system comprising:
a database system comprising at least a first database and a second database, wherein the first database stores first source data and the second database stores second source data;
a computer operatively coupled to the database system, the computer having a memory and a processor configured to:
retrieve, using a SQL query, first adjustments to the first source data, wherein the first adjustments comprise metadata identifying one or more component of the first source data and one or more revisions to the one or more component;
retrieve first source data from the first database;
determine, based on the metadata, final adjustments to the first source data from the first adjustments;
generate adjusted first source data by applying the final adjustments to the first source data using the metadata;
receive a delta file comprising second adjustments from a user for application to the second source data;
retrieve adjusted second source data from the second database;
compile the adjusted first source data and the adjusted second source data to generate candidate report data;
receive third adjustments to the candidate report data;
generate the report data based on the adjusted candidate report data; and
transmit the generated report data.