The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jul. 21, 2015

Filed:

Jun. 06, 2012
Applicants:

Jason Mirra, Mountain View, CA (US);

Anthony Sherbondy, San Francisco, CA (US);

Nhan Nguyen, Mountain View, CA (US);

Michael Paulus, Menlo Park, CA (US);

Zachary Reynolds, Mountain View, CA (US);

William Chu, Fremont, CA (US);

Wai Loon Chan, Mountain View, CA (US);

Jerry Zhang, Fremont, CA (US);

Richard Thomas Martell, Iii, Los Altos, CA (US);

Justin Ross, Mountain View, CA (US);

Michael Greenbaum, Mountain View, CA (US);

Joe Lonsdale, Los Altos, CA (US);

Inventors:

Jason Mirra, Mountain View, CA (US);

Anthony Sherbondy, San Francisco, CA (US);

Nhan Nguyen, Mountain View, CA (US);

Michael Paulus, Menlo Park, CA (US);

Zachary Reynolds, Mountain View, CA (US);

William Chu, Fremont, CA (US);

Wai Loon Chan, Mountain View, CA (US);

Jerry Zhang, Fremont, CA (US);

Richard Thomas Martell, III, Los Altos, CA (US);

Justin Ross, Mountain View, CA (US);

Michael Greenbaum, Mountain View, CA (US);

Joe Lonsdale, Los Altos, CA (US);

Assignee:

ADDEPAR, INC., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06Q 40/06 (2012.01); G06F 3/048 (2013.01); G06Q 40/08 (2012.01); G06T 15/00 (2011.01); G06F 11/32 (2006.01); G06K 9/62 (2006.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06Q 40/00 (2013.01); G06F 3/048 (2013.01); G06F 11/323 (2013.01); G06K 9/6269 (2013.01); G06Q 40/08 (2013.01); G06T 15/005 (2013.01);
Abstract

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.


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