Tanner C Maxwell

US Patent:

20170139993, May 18, 2017

Filed:

Nov 17, 2015

Appl. No.:

14/943692

Inventors:

- Charlotte NC, US
Tanner Maxwell - Jacksonville FL, US
Willie Arrington, II - Jacksonville FL, US
Jennifer Brooks - Jacksonville FL, US
Jessica Barry - St. Johns FL, US
Lisa Halbach - Jacksonville FL, US

International Classification:

G06F 17/30

Abstract:

A supplemental data report generation device may interface with one or more databases to generate a supplemental data report document for reporting actions of an aggregate user reporting entity. The device may retrieve a set of criteria for the supplemental data report, such as a set of items to be covered by the report, an action property, and a reporting rule based on the action property. The device may review action records stored in a record data store and identify actions that have the action property. Operational attributes associated with the plurality of actions may be identified through the action records. The device may use the operational attributes associated with the action records to determine if they are subject to the reporting rule, and these actions may be included in the supplemental data report.

US Patent:

20170140400, May 18, 2017

Filed:

Nov 17, 2015

Appl. No.:

14/943712

Inventors:

- Charlotte NC, US
Tanner Maxwell - Jacksonville FL, US
Willie Arrington, II - Jacksonville FL, US
Jennifer Brooks - Jacksonville FL, US
Jessica Barry - St. Johns FL, US
Lisa Halbach - Jacksonville FL, US

International Classification:

G06Q 30/02
G06F 17/30

Abstract:

A supplemental data report generation device may interface with one or more data stores to generate a supplemental data reporting document for actions of an aggregate user reporting entity based on data records stored in a database. The device may retrieve a set of criteria for a supplemental data report, such as a set of items to be covered by the report and a threshold rule associated with an operational attribute field. The device may review action records of an aggregate user reporting entity stored in a record data store and identify a plurality of action records associated with the set of items. The device may select action records for inclusion in the report based on operational attributes associated with the action records meeting the threshold rule. The supplemental data report may include an aggregate metric generated based on the operational attributes. The device may also generate a drill down report based on an item of the set of items.