Fish & Richardson P.C.
Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration
The present disclosure involves systems, software, and computer implemented methods for automatically generating reporting documents based on contents of an associated set of test data. One example method includes receiving a request to generate a new report, the request identifying a report template, a set of test data, and a report name associated with the request. A repository stores the test data and report templates, each template associated with an initial set of bookmarks, each bookmark associated with a particular location. A copy of the template is generated and stored as the identified report name. Based on the test data, a set of visualizations to be inserted into the new report are identified. Bookmarks associated with each of the visualizations are inserted into the new report. Each visualization is then generated and inserted at the location of the corresponding bookmark. The updated version of the report is then stored.
The Toronto-Dominion Bank
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Gregory Victor David Jingang
Rychlewski Liu