Addepar, Inc.

Justin D Ross

Michael Lee Greenbaum

Jason Mirra

Yueyang Alice Li

Christopher Thomas Bisignani

Alexander Daniel Zirbel

Michael Paulus

Wai Loon Chan

Richard Thomas Martell, Iii

Richard Thomas Martell

Zachary M Reynolds

William Chu

Nhan Nguyen

Jerry Zhang

Anthony Sherbondy

Joe Lonsdale

Michael Greenbaum

Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically edit and generate detailed reports. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals, displays the calculated complex data to the user, and/or enters the calculated complex data into the reports. The reports may be automatically updated based on a context selected by the user, and the system may automatically publish reports in multiple contexts.

Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures

A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

Controlled creation of reports from table views

Graph traversal for generating table views

A method comprising creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of: accounts in which one or more of the assets are held; individuals who own one or more of the assets; or legal entities who own one or more of the assets; receiving and storing one or more bucketing factors and one or more column factors; the computer traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; the computer applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; the computer applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

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San Francisco, CA, United States of America

Justin D Ross