US 11,657,218 B2
Custom template generation using universal code
Nils Rasmussen, Santa Monica, CA (US); Paul Richard Zunker, Mill Creek, WA (US); and Michael Applegate, Porter Ranch, CA (US)
Assigned to Solver, Inc., Los Angeles, CA (US)
Filed by Solver, Inc., Los Angeles, CA (US)
Filed on Mar. 21, 2022, as Appl. No. 17/699,465.
Claims priority of provisional application 63/191,667, filed on May 21, 2021.
Prior Publication US 2022/0374593 A1, Nov. 24, 2022
Int. Cl. G06F 40/186 (2020.01); G06F 16/25 (2019.01); G06F 3/0486 (2013.01); G06F 3/0482 (2013.01)
CPC G06F 40/186 (2020.01) [G06F 3/0482 (2013.01); G06F 3/0486 (2013.01); G06F 16/258 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A computer program product comprising one or more non-transitory program storage media on which are stored instructions executable by one or more processors or programmable circuits to perform operations for generating a custom template, the operations comprising:
importing user account data, the user account data including a plurality of user-defined account identifiers;
receiving a user input on a graphical user interface, the user input including a mapping of the plurality of user-defined account identifiers to predetermined categories, the user input further including a selected ordering of two or more of the user-defined account identifiers that are mapped to the same one of the predetermined categories;
for each of the user-defined account identifiers, generating a code based on the user input, the code defining the predetermined category to which the user-defined account identifier is mapped and an order ranking of the user-defined account identifier relative to any others of the user-defined account identifiers that are mapped to the same predetermined category; and
generating one or more templates based on the plurality of codes, each of the one or more templates comprising a representation of at least a portion of the user account data organized according to the predetermined categories and order rankings defined by one or more of the codes, each of the plurality of codes includes one or more mapping code segments specifying respective hierarchical levels associated with the predetermined category defined by the code, and an ordering code segment specifying the order ranking defined by the code.