EP0294187A2
Expired / Lapsed
EP
⏱️ 0.0 years remaining
Computer system for advanced financial applications
Assignee: Hyperion Solutions Corp
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Filing: 1988-06-01
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Granted: —
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Expires: 2008-06-01
Abstract
Abstract An advanced financial reporting and analysis software package is described. The package collects, organizes, manages and consolidates financial data and provides user defined capabilities for creating financial and corporate reports. Financial data is organized into four business classifications or dimensions: Schedule, Entity, Period and Type. Data is stored in the system in such a way that all data associated with a particular Schedule, Entity, Period and Type is identified by that particular SEPT value. To accommodate automatic data entry, a mapping means or template is provided that specifies for each different input spreadsheet the location of the first data cell in the spreadsheet and the size of the spreadsheet. Data is read from the data store by various report and spreadsheet generating functions which convert data associated with particular SEPT values to desired output formats.
Inventors
- 👤 Richard J. Lyons
- 👤 Kevin F. Nolan
- 👤 Wah C. Chu
Bibliographic Details
Application Number
—
Jurisdiction
EP
Data Source
google_patents
Last Synchronized
2026-10-27 15:28
CPC Classifications
G; G06; G06Q; G06Q40/00; G06Q40/02; G06F; G06F40/00; G06F40/10; G06F40/166; G06F40/177; G06F40/18; G06Q40/06; G06Q40/12
Claims Analysis
Total Claims: 20
Claim 1
Independent Claim
122 words
In a computer, a method of storing and generating financial information comprising the steps of: storing financial information in a first format in a storage means in which each of a plurality of financial data values is associated with a set of at least three identifying attributes; specifying to said computer a second format in which is received data to be stored in said storage means; converting data received in the second format into said first format and storing such data in said storage means in said first format; specifying to said computer a third format in which data stored in said storage means is to be provided for output; and converting data stored in said storage means to said third format.
Claim 2
Dependent Claim
122 words
In a computer, a method of storing and generating financial information comprising the steps of: storing financial information in a first format in a storage means in which each of a plurality of financial data values is associated with a set of at least three identifying attributes; specifying to said computer a second format in which is received data to be stored in said storage means; converting data received in the second format into said first format and storing such data in said storage means in said first format; specifying to said computer a third format in which data stored in said storage means is to be provided for output; and converting data stored in said storage means to said third format.
Claim 3
Dependent Claim
39 words
The method of claim 1 wherein the identifying attributes are a financial schedule in which the financial information appears, a business entity to which the financial information pertains, and a period of time to which the financial information pertains.
Claim 4
Dependent Claim
18 words
The method of claim 2 wherein the identifying attributes further include a fourth attribute defined by the user.
Claim 5
Dependent Claim
124 words
Apparatus for the storage and generation of financial information comprising; means for storing financial information in a first format in which each of a plurality of financial data values is associated with a set of at least three identifying attributes; means for specifying to said apparatus a second format in which is received data to be stored in said storing means; means for converting data received in the second format into said first format and for storing such data in said storing means in said first format; means for specifying to said apparatus a third format in which data stored in said storing means is to be provided for output: and means for converting data stored in said storing means to said third format.
Claim 6
Dependent Claim
124 words
Apparatus for the storage and generation of financial information comprising; means for storing financial information in a first format in which each of a plurality of financial data values is associated with a set of at least three identifying attributes; means for specifying to said apparatus a second format in which is received data to be stored in said storing means; means for converting data received in the second format into said first format and for storing such data in said storing means in said first format; means for specifying to said apparatus a third format in which data stored in said storing means is to be provided for output: and means for converting data stored in said storing means to said third format.
Claim 7
Dependent Claim
39 words
The apparatus of claim 4 wherein the identifying attributes are a financial schedule in which the financial information appears, a business entity to which the financial information pertains, and a period of time to which the financial information pertains.
Claim 8
Dependent Claim
18 words
The apparatus of claim 5 wherein the identifying attributes further include a fourth attribute defined by the user.
Claim 9
Independent Claim
201 words
A method of operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which such data pertains comprising the steps of: defining in said computer the time periods in which said financial data is organized, for each time period, defining in said computer the financial schedules and business entities in which said financial data is organized, storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, said database being organized in accordance with said attributes of time period, financial schedule and business entity, selecting financial data stored in said database for output from said database by generating a display of the different time periods, financial schedules and business entities for which financial data is stored in said database, and indicating to the computer by means of the display the time periods, financial schedules and business entities for which financial data is to be output from the database, and generating an output from the database of the financial data for the time periods, financial schedules, and business entities selected by means of the display.
Claim 10
Independent Claim
201 words
A method of operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which such data pertains comprising the steps of: defining in said computer the time periods in which said financial data is organized, for each time period, defining in said computer the financial schedules and business entities in which said financial data is organized, storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, said database being organized in accordance with said attributes of time period, financial schedule and business entity, selecting financial data stored in said database for output from said database by generating a display of the different time periods, financial schedules and business entities for which financial data is stored in said database, and indicating to the computer by means of the display the time periods, financial schedules and business entities for which financial data is to be output from the database, and generating an output from the database of the financial data for the time periods, financial schedules, and business entities selected by means of the display.
Claim 11
Dependent Claim
78 words
The method of claim 7 wherein the time periods, financial schedules and business entities for which financial data is to be output are indicated to the computer by advancing a cursor through the display of different time periods, financial schedules and business entities and providing an input to the computer whenever the cursor is at that portion of the display associated with a time period, financial schedule or business entity for which financial data is to be output.
Claim 12
Independent Claim
219 words
An apparatus for operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which such data pertains comprising: means for defining in said computer the time periods in which said financial data is organized, for each time period, means for defining in said computer the financial schedules and business entities in which said financial data is organized, means for storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, said database being organized in accordance with said attributes of time period, financial schedule and business entity, means for selecting data stored in said database for output from said database comprising: a display screen, means for generating on the display screen a listing of the different time periods, financial schedules and business entities for which financial data is stored in said database, means for indicating to the computer by means of the display screen the time periods, financial schedules and business entities for which financial data is to be output from the database, and means for generating an output from the database of the financial data for the time periods, financial schedules, and business entities selected by means of the display screen.
Claim 13
Independent Claim
219 words
An apparatus for operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which such data pertains comprising: means for defining in said computer the time periods in which said financial data is organized, for each time period, means for defining in said computer the financial schedules and business entities in which said financial data is organized, means for storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, said database being organized in accordance with said attributes of time period, financial schedule and business entity, means for selecting data stored in said database for output from said database comprising: a display screen, means for generating on the display screen a listing of the different time periods, financial schedules and business entities for which financial data is stored in said database, means for indicating to the computer by means of the display screen the time periods, financial schedules and business entities for which financial data is to be output from the database, and means for generating an output from the database of the financial data for the time periods, financial schedules, and business entities selected by means of the display screen.
Claim 14
Dependent Claim
85 words
The apparatus of claim 9 wherein the means for indicating comprises: means for generating a cursor on said display screen, means for advancing said cursor through said listing of the different time periods, financial schedules and business entities for which financial data is stored in said data base, and means for providing an input to the computer whenever the cursor is at that portion of the display associated with a time period, financial schedule or business entity for which financial data is to be output.
Claim 15
Independent Claim
251 words
A method of operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which said data pertains comprising the steps of: defining in said computer the time periods in which said financial data is organized, for each time period, defining in said computer the financial schedules and business entities in which said financial data is organized, defining in said computer a hierarchical relationship between at least two of said business entities, storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, generating an output from the database of financial data from selected time periods, financial schedules and business entities in which financial data from business entities having a hierarchical relationship is consolidated, modifying the value of at least one item of financial data associated with a business entity for which a hierarchical relationship has been specified, said business entity being at a lower level in the hierarchical relationship than that of the business entity for which the consolidated financial data is generated, and updating the consolidated financial data by generating a record of the difference between the original value of the item of financial data that was modified and the modified value of said item of financial data and adding the difference specified by said record to the value of the corresponding item of financial data in the output of consolidated financial data.
Claim 16
Independent Claim
251 words
A method of operating on a computer a financial database in which financial data is organized in accordance with at least the attributes of time period, financial schedule and business entity to which said data pertains comprising the steps of: defining in said computer the time periods in which said financial data is organized, for each time period, defining in said computer the financial schedules and business entities in which said financial data is organized, defining in said computer a hierarchical relationship between at least two of said business entities, storing financial data from the defined time periods, financial schedules and business entities in a database in said computer, generating an output from the database of financial data from selected time periods, financial schedules and business entities in which financial data from business entities having a hierarchical relationship is consolidated, modifying the value of at least one item of financial data associated with a business entity for which a hierarchical relationship has been specified, said business entity being at a lower level in the hierarchical relationship than that of the business entity for which the consolidated financial data is generated, and updating the consolidated financial data by generating a record of the difference between the original value of the item of financial data that was modified and the modified value of said item of financial data and adding the difference specified by said record to the value of the corresponding item of financial data in the output of consolidated financial data.
Claim 17
Independent Claim
120 words
A method of generating in a computer a spreadsheet of financial information comprising the steps of: storing said financial information in a first format in a storage means in which each of a plurality of financial data values is associated with a set of identifying attributes, defining for each said financial data value a range value which identifies it generating a reference file which associates the financial data values stored in said storage means with individual cells of said spreadsheet, said reference file comprising coded headings for said spreadsheet which specify by range value and identifying attribute the financial data values to be located in the individual cells of the spreadsheet, and using said reference file to generate the spreadsheet.
Claim 18
Independent Claim
120 words
A method of generating in a computer a spreadsheet of financial information comprising the steps of: storing said financial information in a first format in a storage means in which each of a plurality of financial data values is associated with a set of identifying attributes, defining for each said financial data value a range value which identifies it generating a reference file which associates the financial data values stored in said storage means with individual cells of said spreadsheet, said reference file comprising coded headings for said spreadsheet which specify by range value and identifying attribute the financial data values to be located in the individual cells of the spreadsheet, and using said reference file to generate the spreadsheet.
Claim 19
Dependent Claim
45 words
the method of claim 12 wherein the coded headings comprise: a value that specifies the A range value or an identifying attribute a means for identifying the value as a range value or an identifying attribute, and an indicator that the heading is a code.
Claim 20
Dependent Claim
14 words
The method of claim 1 wherein the indicator is one or two pound signs.
References Cited (Backward Citations)
No citation records indexed.
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