US6292811B1 — Populating cells of an electronic financial state…

Claim 1

Independent Claim 108 words

A computer-implemented method of generating a formula expression for a cell in an electronic financial statement, the cell being at an intersection of a row and a column of the financial statement, the method comprising: obtaining a row definition for the row, the row definition being applicable to the entire row and defining a term of the statement; obtaining a column definition for the column, the column definition being applicable to the entire column and defining a period of time; and deriving from the row definition and the column definition a formula expression for the cell, the formula expression being completely defined by the term and the period.

Claim 2

Dependent Claim 108 words

A computer-implemented method of generating a formula expression for a cell in an electronic financial statement, the cell being at an intersection of a row and a column of the financial statement, the method comprising: obtaining a row definition for the row, the row definition being applicable to the entire row and defining a term of the statement; obtaining a column definition for the column, the column definition being applicable to the entire column and defining a period of time; and deriving from the row definition and the column definition a formula expression for the cell, the formula expression being completely defined by the term and the period.

Claim 3

Dependent Claim 31 words

The method of claim 1 , wherein: deriving from definitions a formula expression is done with reference to the position of the cell with respect to other columns in the statement.

Claim 4

Dependent Claim 29 words

The method of claim 1 , further comprising: generating the formula expression for the cell in response to a change in either the row definition or the column definition.

Claim 5

Dependent Claim 40 words

The method of claim 3 , further comprising: evaluating the formula expression in each cell of the statement having a formula expression and displaying the resulting statement to a user; and obtaining data for the formula expressions from a database.

Claim 6

Dependent Claim 55 words

The method of claim 4 , further comprising: providing a statement base period, being the smallest time duration represented in a column of the statement; and providing a database base period, being the smallest time duration represented in a record of the database, the database base period being no greater than the statement base period.

Claim 7

Dependent Claim 21 words

The method of claim 5 , wherein: the database base period is automatically detected from column labels read from the database.

Claim 8

Dependent Claim 87 words

The method of claim 3 , further comprising: displaying the statement to a user; receiving from the user a command to change a current time period style of the statement to a new time period style, a time period style specifying the period of time covered by the statement and the duration of a period unit defining the temporal granularity of the statement; and generating a new formula expression for the cell according to the new time period style, and displaying the resulting statement to the user.

Claim 9

Dependent Claim 61 words

The method of claim 3 , further comprising: displaying the statement to a user; and receiving from the user a command to use a new database for input data having a new base period different from a current base period, generating a new formula expression for the cell reflecting the new base period, and displaying the resulting statement to the user.

Claim 10

Dependent Claim 98 words

The method of claim 3 , further comprising: providing three kinds of columns, namely base columns, subtotal columns, and grand total columns, where for a row holding a flow term, a subtotal column has a row value defined as the sum of base column values, and a grand total column has a row value defined as the sum of subtotal columns, and for a row holding a stock term, a subtotal column has a row value defined as a preceding base column value, and a grand total column has a row value defined as a preceding subtotal column.

Claim 11

Dependent Claim 29 words

The method of claim 9 , further comprising: collapsing the period columns to show the user a view of the statement consisting of the term column and total columns.

Claim 12

Dependent Claim 50 words

The method of claim 9 , further comprising: receiving from a user a subtotal time period for a subtotal column, comparing the subtotal time period to the period of time covered by the statement, and extending the period of time covered by the statement to allow computing the subtotal column.

Claim 13

Dependent Claim 75 words

The method of claim 9 , further comprising: receiving from the user a subtotal time period for a subtotal column, determining whether the beginning of the user-input subtotal time period is earlier than, later than, or the same as the beginning of the period of time covered by the statement, and leaving a row value in the subtotal column blank according to the result of the determining step if the row has a flow term.

Claim 14

Dependent Claim 40 words

The method of claim 9 , further comprising: accepting from a user a command to insert a subtotal column in the statement and generating new formula expressions in cells of the statement reflecting the command to insert a subtotal column.

Claim 15

Dependent Claim 42 words

The method of claim 13 , further comprising: accepting from a user a command to insert a grand total column in the statement and generating new formula expressions in cells of the statement reflecting the command to insert a grand total column.

Claim 16

Dependent Claim 117 words

A computer program residing on a computer-readable medium for generating a formula expression for a cell in an electronic financial statement, the cell being at an intersection of a row and a column of the electronic financial statement, the computer program comprising instructions to: obtain a row definition for the row, the row definition being applicable to the entire column and defining a term of the statement; obtain a column definition for the column, the column definition being applicable to the entire column and defining a period of time; and derive from the row definition and the column definition a formula expression for the cell, the formula expression being completely defined by the term and the period.

Claim 17

Dependent Claim 117 words

A computer program residing on a computer-readable medium for generating a formula expression for a cell in an electronic financial statement, the cell being at an intersection of a row and a column of the electronic financial statement, the computer program comprising instructions to: obtain a row definition for the row, the row definition being applicable to the entire column and defining a term of the statement; obtain a column definition for the column, the column definition being applicable to the entire column and defining a period of time; and derive from the row definition and the column definition a formula expression for the cell, the formula expression being completely defined by the term and the period.

Claim 18

Dependent Claim 195 words

A computer-implemented method of generating content in an electronic financial statement having cells at intersections of rows and columns, each cell having a cell value, the method comprising; obtaining a row definition associated with an entire row of the financial statement; obtaining from the statement data a first column definition associated with an entire first column of the financial statement and a second column definition associated with an entire second column of the financial statement, each column definition specifying a period of time, the first and second columns being different columns of the financial statement; and generating from the row definition and the first and second column definitions a first cell value for a first cell at the intersection of the row and the first column and a second cell value for a second cell at the intersection of the row and the second column, the first cell value being generated by evaluating a first formula expression generated automatically and solely from the row definition and the second column definition, the second cell value being generated by evaluating a first formula expression generated automatically and solely from the row definition and the second column definition.

Claim 19

Dependent Claim 195 words

A computer-implemented method of generating content in an electronic financial statement having cells at intersections of rows and columns, each cell having a cell value, the method comprising; obtaining a row definition associated with an entire row of the financial statement; obtaining from the statement data a first column definition associated with an entire first column of the financial statement and a second column definition associated with an entire second column of the financial statement, each column definition specifying a period of time, the first and second columns being different columns of the financial statement; and generating from the row definition and the first and second column definitions a first cell value for a first cell at the intersection of the row and the first column and a second cell value for a second cell at the intersection of the row and the second column, the first cell value being generated by evaluating a first formula expression generated automatically and solely from the row definition and the second column definition, the second cell value being generated by evaluating a first formula expression generated automatically and solely from the row definition and the second column definition.

Annuity Stage	Window Opens	Payment Deadline	Surcharge Period Until	Estimated Fee	Status
3.5 Years (Year 4)	2004-09-17	2005-03-19	2005-09-18	$2000.00	Window Closed / Lapsed
7.5 Years (Year 8)	2008-09-17	2009-03-19	2009-09-18	$3760.00	Window Closed / Lapsed
11.5 Years (Year 12)	2012-09-17	2013-03-19	2013-09-18	$7700.00	Window Closed / Lapsed

Populating cells of an electronic financial statement

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