WO2008063164A3 - System and method for generating customized reports - Google Patents

System and method for generating customized reports Download PDF

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Publication number
WO2008063164A3
WO2008063164A3 PCT/US2006/044869 US2006044869W WO2008063164A3 WO 2008063164 A3 WO2008063164 A3 WO 2008063164A3 US 2006044869 W US2006044869 W US 2006044869W WO 2008063164 A3 WO2008063164 A3 WO 2008063164A3
Authority
WO
WIPO (PCT)
Prior art keywords
file
data
customized reports
generating customized
report
Prior art date
Application number
PCT/US2006/044869
Other languages
French (fr)
Other versions
WO2008063164A2 (en
Inventor
Dharmendra Etwaru
Dennis Rossi Jr
Jacob Friedman
Original Assignee
Lehman Brothers Inc
Dharmendra Etwaru
Dennis Rossi Jr
Jacob Friedman
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Lehman Brothers Inc, Dharmendra Etwaru, Dennis Rossi Jr, Jacob Friedman filed Critical Lehman Brothers Inc
Priority to JP2009537130A priority Critical patent/JP2010510570A/en
Priority to PCT/US2006/044869 priority patent/WO2008063164A2/en
Priority to EP06838045A priority patent/EP2087416A4/en
Publication of WO2008063164A2 publication Critical patent/WO2008063164A2/en
Publication of WO2008063164A3 publication Critical patent/WO2008063164A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Information Retrieval, Db Structures And Fs Structures Therefor (AREA)

Abstract

Customized report generation system and method. Data is retrieved from one or more repositories. The data is consolidated to form a data file. Configuration information from a template file is applied to the data file to produce a report file. Customized reports are generated based on the report file.
PCT/US2006/044869 2006-11-17 2006-11-17 System and method for generating customized reports WO2008063164A2 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
JP2009537130A JP2010510570A (en) 2006-11-17 2006-11-17 System and method for creating customer-facing reports
PCT/US2006/044869 WO2008063164A2 (en) 2006-11-17 2006-11-17 System and method for generating customized reports
EP06838045A EP2087416A4 (en) 2006-11-17 2006-11-17 System and method for generating customized reports

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/044869 WO2008063164A2 (en) 2006-11-17 2006-11-17 System and method for generating customized reports

Publications (2)

Publication Number Publication Date
WO2008063164A2 WO2008063164A2 (en) 2008-05-29
WO2008063164A3 true WO2008063164A3 (en) 2009-05-07

Family

ID=39430205

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2006/044869 WO2008063164A2 (en) 2006-11-17 2006-11-17 System and method for generating customized reports

Country Status (3)

Country Link
EP (1) EP2087416A4 (en)
JP (1) JP2010510570A (en)
WO (1) WO2008063164A2 (en)

Families Citing this family (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20130275612A1 (en) 2012-04-13 2013-10-17 Goldman, Sachs & Co. Systems and methods for scalable structured data distribution
GB2507722A (en) * 2012-09-28 2014-05-14 Barclays Bank Plc Document management system taking actions based on extracted data
JP2015103007A (en) * 2013-11-25 2015-06-04 株式会社野村総合研究所 Operation report management system and operation report management program
US10467697B2 (en) 2016-04-18 2019-11-05 Laurent Bensemana Method and system for building an enhanced investment portfolio

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20050114308A1 (en) * 2003-11-24 2005-05-26 International Business Machines Corporation User customizable reporting
US20050234886A1 (en) * 2004-04-16 2005-10-20 Karim Mohraz Report designer tool and method
US20060195424A1 (en) * 2005-02-28 2006-08-31 Wiest Lorenz E Generating business warehouse reports

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US6763343B1 (en) * 1999-09-20 2004-07-13 David M. Brooke Preventing duplication of the data in reference resource for XML page generation
US7191397B2 (en) * 1999-09-20 2007-03-13 Dell Products L.P. XML server pages language
US6748569B1 (en) * 1999-09-20 2004-06-08 David M. Brooke XML server pages language
US7207001B2 (en) * 2000-05-01 2007-04-17 Avery Dennison Corporation System and method for generating customized and/or personalized documents
AU2001259358A1 (en) * 2000-05-01 2001-11-12 Avery Dennison Corporation Customizing forms based upon parameters in a template
US20010051962A1 (en) * 2000-06-08 2001-12-13 Robert Plotkin Presentation customization
US20030018481A1 (en) * 2001-03-15 2003-01-23 Cheng Zhou Method and apparatus for generating configurable documents
JP2003076676A (en) * 2001-06-22 2003-03-14 Toyo Eng Corp Device assisting report preparation, program and method therefor
GB2381340A (en) * 2001-10-27 2003-04-30 Hewlett Packard Co Document generation in a distributed information network
US7035837B2 (en) * 2002-01-30 2006-04-25 Benefitnation Document component management and publishing system
AUPS084902A0 (en) * 2002-03-01 2002-03-28 Speedlegal Holdings Inc A document assembly system
GB2405730A (en) * 2003-09-03 2005-03-09 Business Integrity Ltd Cross-reference generation
US20060020886A1 (en) * 2004-07-15 2006-01-26 Agrawal Subodh K System and method for the structured capture of information and the generation of semantically rich reports
US7925658B2 (en) * 2004-09-17 2011-04-12 Actuate Corporation Methods and apparatus for mapping a hierarchical data structure to a flat data structure for use in generating a report
US7698635B2 (en) * 2005-04-21 2010-04-13 Omegablue, Inc. Automatic authoring and publishing system
JP4819391B2 (en) * 2005-04-27 2011-11-24 Ｎｅｃフィールディング株式会社 Document composition system, document composition method, and program

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20050114308A1 (en) * 2003-11-24 2005-05-26 International Business Machines Corporation User customizable reporting
US20050234886A1 (en) * 2004-04-16 2005-10-20 Karim Mohraz Report designer tool and method
US20060195424A1 (en) * 2005-02-28 2006-08-31 Wiest Lorenz E Generating business warehouse reports

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
See also references of EP2087416A4 *

Also Published As

Publication number Publication date
JP2010510570A (en) 2010-04-02
WO2008063164A2 (en) 2008-05-29
EP2087416A2 (en) 2009-08-12
EP2087416A4 (en) 2011-02-23

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