WO2014093831A2 - Constructeur de fonction dynamique - Google Patents

Constructeur de fonction dynamique Download PDF

Info

Publication number
WO2014093831A2
WO2014093831A2 PCT/US2013/075028 US2013075028W WO2014093831A2 WO 2014093831 A2 WO2014093831 A2 WO 2014093831A2 US 2013075028 W US2013075028 W US 2013075028W WO 2014093831 A2 WO2014093831 A2 WO 2014093831A2
Authority
WO
WIPO (PCT)
Prior art keywords
request
spreadsheet
format
data
response
Prior art date
Application number
PCT/US2013/075028
Other languages
English (en)
Other versions
WO2014093831A3 (fr
Inventor
Frederic MINGOT
Pauline LATEYRON-SOLIGNAC
Biljana JANICIJEVIC
Nicolas SCHILT
Original Assignee
Thomson Reuters (Markets) Llc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US14/060,798 external-priority patent/US10210151B2/en
Application filed by Thomson Reuters (Markets) Llc filed Critical Thomson Reuters (Markets) Llc
Publication of WO2014093831A2 publication Critical patent/WO2014093831A2/fr
Publication of WO2014093831A3 publication Critical patent/WO2014093831A3/fr

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00—Handling natural language data
    • G06F40/10—Text processing
    • G06F40/166—Editing, e.g. inserting or deleting
    • G06F40/177—Editing, e.g. inserting or deleting of tables; using ruled lines
    • G06F40/18—Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets

Definitions

  • This disclosure relates to building functions, and more particularly to dynamically building spreadsheet functions to access and display information.
  • spreadsheet cells allow a user to build functions which may include references to other cells, formulas, lists, as well as user-defined functions. As such, by providing the ability to specify functions in spreadsheets, spreadsheets have become a powerful tool for analyzing a wide range of data.
  • a user is required to remember a formula name and arguments, and/or memorize objects that are to be included in the function. Such technical requirements are further complicated when the user desires to access to data external to the spreadsheet. Accordingly, building a function can be slow and tedious work and often prevents a user from successfully completing their task.
  • Some spreadsheets utilize a "Function Wizard" to assist with building functions.
  • a Function Wizard assists the user with entry of function parameters but does not allow the user to enter functions directly into spreadsheet cells.
  • Function Wizards only assist the user after proper syntax for a function has been manually entered. Consequently, Function Wizards associated with current spreadsheets neither free the user from the difficult task of remembering and entering proper function syntax and parameters nor assist the user in the construction of a function in its entirety.
  • Systems and techniques are disclosed for dynamically generating functions.
  • the systems and techniques may be utilized to access and display information from a data store accessible to a spreadsheet-based application or program over a network.
  • a web service is also provided that interprets data requests received from the spreadsheet-based application or program in one format, such as a natural language format, and translates the requests into syntactically correct functions for automatic execution by the spreadsheet-based application or program.
  • Various aspects of the invention relate to identifying at least one keyword included in a request and generating an executable instruction based on the request.
  • a computer-implemented method for querying information includes obtaining, from a spreadsheet-based program, a data request in a first format, the first format being a natural language format, transmitting, from the spreadsheet- based program to a web service, the data request in the first format, and identifying, from the data request in the first format, at least one keyword.
  • the method also includes comparing the at least one keyword to a data set of pre-defined keyword values, dynamically generating an executable instruction for the spreadsheet-based program in response to the comparison, and transmitting, from the web service and to the spreadsheet program, the generated instruction for execution.
  • the generated instruction is automatically executed by the spreadsheet -based program.
  • the generated instruction may invoke a market data platform to access a set of information, such as financial information.
  • the method may also include displaying the set of accessed information in the spreadsheet-based program.
  • a system as well as articles that include a machine-readable medium storing machine-readable instructions for implementing the various techniques, are disclosed. Details of various implementations are discussed in greater detail below.
  • FIG 1 is a schematic of an exemplary computer-based system for requesting and displaying information using a spreadsheet-based program and a web service.
  • FIG 2 illustrates an example method of requesting and displaying information using the system shown in FIG 1.
  • FIG 3 illustrates example keywords for use with the system of FIG 1.
  • FIG 4A illustrates example HTTP requests received in the system of FIG 1.
  • FIG 4B illustrates example HTTP responses to the HTTP requests shown in FIG 4 A.
  • FIGS. 5A-B illustrate an example graphical user interface for use with the system shown in FIG 1.
  • FIG. 1 is a schematic of an exemplary computer-based system 10 for requesting and displaying information using spreadsheet software, hereinafter referred to as a spreadsheet.
  • Example spreadsheets include, but are not limited to, VisiCalc®, Lotus 1-2-3®, Microsoft Excel®, and other spreadsheet-based programs and applications.
  • the system 10 is configured to include an add-in module to the spreadsheet that manages end-user requests.
  • a web service is also included that decodes natural language end-user requests and provides executable instructions based on such requests for execution in the spreadsheet.
  • the system 10 is configured to include an access device 12 that is in communication with a server 14 and a market data platform 15 over a network 16.
  • the access device 12 may include a personal computer, laptop computer, or other type of electronic device, such as a cellular phone or Personal Digital Assistant (PDA).
  • PDA Personal Digital Assistant
  • the access device 12 is coupled to I/O devices (not shown) that include a keyboard in combination with a pointing device such as a mouse for sending web page requests to the server 14.
  • memory of the access device 12 is configured to include a spreadsheet 12A that includes an add-in module 12B which is used to request and receive information from the server 14.
  • the system may support multiple access devices.
  • the market data platform 15 is configured to provide information to the access device 12 relating to equities, commodities and energy, fixed income, foreign exchange and money market data. In one embodiment, the market data platform 15 also provides effective compliance and risk management, investment management, wealth management solutions, and financial models.
  • the type of data may be historical data, real-time data (e.g., information that is delivered immediately after collection, and fundamentals data.
  • One example of the market data platform is the Thomson Reuters Eikon® product.
  • the network 16 may include various devices such as routers, servers, and switching elements connected in an Intranet, Extranet or Internet configuration.
  • the network 16 uses wired communications to transfer information between the access device 12 and the server 14.
  • the network 16 employs wireless
  • the network 16 employs a combination of wired and wireless technologies.
  • the server device 14 preferably includes a processor 18, such as a central processing unit ('CPU'), random access memory ('RAM') 20, input-output devices 22, such as a display device (not shown) and keyboard (not shown), and non-volatile memory 24, all of which are interconnected via a common bus 26 and controlled by the processor 18.
  • a processor 18 such as a central processing unit ('CPU'), random access memory ('RAM') 20, input-output devices 22, such as a display device (not shown) and keyboard (not shown), and non-volatile memory 24, all of which are interconnected via a common bus 26 and controlled by the processor 18.
  • the non-volatile memory 24 is configured to include a web server 28 for processing requests from the access device 12.
  • the web server 28 is configured to send syntactically correct spreadsheet function instructions to the add-in module 12B of the access device 12 in response to a request.
  • the request may be in the form of a natural language description.
  • the web server 28 may communicate with the add-in module 12B using one or more communication protocols, such as HTTP (Hyper Text Markup Language).
  • HTTP Hyper Text Markup Language
  • the web server 28 is configured to include the Java 2 Platform, Enterprise Edition ('J2EE').
  • the web server 28 provides a run-time environment that includes software modules for dynamically generating spreadsheet cell functions. As shown in the FIG. 1 example, in one embodiment, the run-time environment includes a syntactic-analyzer module 30, an instrument-resolver module 32, a function-builder module 34, and a tutorial module 36.
  • the syntactic-analyzer module 30 analyzes user expressions for keyword names and then correlates the identified keyword names to pre-defined function names that are transmitted to the function-builder module 34 for function generation.
  • the user expression may be received from the add-in module 12B or other functional modules included in the system 10 and may be based in a natural language format, such as a spoken language.
  • user expressions are passed to the syntactic-analyzer module 30 for analysis as arguments of an HTTP request transmitted from the add-in module 12B.
  • the instrument-resolver module 32 analyzes user expressions to determine financial instrument codes that may be associated with expressions.
  • Example financial industry codes determined by the instrument-resolver module 32 include, but are not limited to Reuters Industry Codes (RJCs).
  • RJCs Reuters Industry Codes
  • the instrument-resolver module 32 employs table-lookup and fuzzy logic techniques to correlate at least a portion of a user expression with one or more financial industry codes stored in an instruments data store 44.
  • the one or more financial industry codes are then transmitted to the function-builder module 34 for function generation.
  • the instrument-resolver module 32 may identify the RIC code 'WMT.N' based on a user expression including the phrase 'Wal-Mart on the New York Stock Exchange'.
  • the syntactic-analyzer module 30 transmits at least a portion of the user expression to the instrument-resolver module 32 for analysis.
  • the function-builder 34 transmits at least a portion of the user expression to the instrument resolver module 32 for analysis.
  • the instrument-reso I ver module 32 receives the user expression from the add-in module 12B.
  • the function-builder module 34 dynamically generates functions by combining the results of the syntactic-analyzer module 30 and the instrument resolver module 32.
  • the function-builder module 34 upon receiving the user expression from the add-in module 12B via an HTTP request, the function-builder module 34 initiates both the syntactic-analyzer module 30 and the instrument-resolver module 32.
  • the function-builder module 34 then combines the results of the modules 30, 32 into an executable spreadsheet instruction which is transmitted to the add-in module 12B using an HTTP response.
  • FIG. 4 A illustrates example HTTP requests that may be received by the function- builder module 34.
  • HTTP requests may include user expressions that reference pre-defined models and/or specific functions.
  • the HTTP request includes a reference to access a pre-existing financial model 70 ('thomson reuters industrial cash flow').
  • the HTTP request includes a reference to data items 72 ('google microsoft revenue 2010').
  • FIG. 4B illustrates example HTTP responses generated by the function-builder module 34 in response to receiving the example HTTP requests shown in FIG. 4A.
  • the user expression results in a
  • the function-builder module 34 determines whether a financial model is being requested 74.
  • the function-builder module 34 generates an HTTP response comprising at least three (3) lines of executable code for the spreadsheet 12A based at least in part on results from the syntactic -analyzer module 30 and the instrument-resolver module 32.
  • the first line of code 74A constructed by the function-builder module 32 may specify any determined RIC code(s) related to the expression.
  • the second line of code 74B generated by the function-builder module 34 is a list of cell references for pasting any relevant RIC code(s) in the spreadsheet program 12 A. In one embodiment, cell references are separated by delimiters, such as '######' if multiple spreadsheet cells are to be updated.
  • the third line of code 74C generated by the function-builder module 34 is a location path to access the requested model.
  • the requested model may be stored on the access device 12 or alternatively, on the market data platform 15 or server 14.
  • the function- builder module 34 if the user expression included in the HTTP request results in a determination that a particular function is being requested, the function- builder module 34 generates an HTTP response comprising at least one line of executable native spreadsheet code 76 based at least in part on results from the syntactic-analyzer module 30 and the instrument-resolver module 32.
  • the tutorial module 36 provides end-user guidance on use of the system.
  • the tutorial module 36 is configured to provide a context sensitive reference list of keywords supported by the system with keyword descriptions.
  • the reference list of keywords may be dynamically generated and transmitted to the access device via HTTP responses and/or be HTML formatted.
  • the system 10 includes an operational data store 40 that includes a keyword data store 42 and an instruments data store 44.
  • the keyword data store 42 stores pre-defined keyword values that may be used in function generation. Keywords may include, but are not limited to, fundamental and real time data fields, dates, functions, models, and mathematical expressions.
  • pre-defined keywords are stored in the keyword data store 42 in an extensible Markup Language (XML) document.
  • XML extensible Markup Language
  • An example XML document 80 including a set of pre-defined keywords is shown in connection with FIG. 3.
  • pre-defined keywords are stored in meta-data files accessible to the access device 12.
  • the instruments data store 44 stores financial instrument codes that are used to identify financial instruments and indices.
  • the instruments data store 44 includes a set of RICs, which may be used for querying information on various Thomson Reuters financial information networks.
  • the operational data store 40 is a relational database.
  • the operational data store 40 is a directory server, such as a Lightweight Directory Access Protocol ('LDAP') server.
  • the operational data store 40 is a configured area in the non-volatile memory 24 of the device server 14.
  • the operational data store 40 shown in FIG. 1 is connected to the network 16, it will be appreciated by one skilled in the art that the operational data store 40 may be distributed across various servers and be accessible to the server 14 over the network 16. Alternatively, the operational data store 40 may be coupled directly to the server 14.
  • system 10 shown in FIG. 1 is one embodiment of the disclosure.
  • Other system embodiments of the disclosure may include additional structures that are not shown, such as secondary storage and additional computational devices.
  • various other embodiments of the disclosure may include fewer structures than those shown in FIG. 1.
  • a request is received from a user.
  • the request may be in the form of a HTTP request that includes a user expression.
  • the add-in module 12B provides a specific text edit box that allows an end-user to type in the user expression.
  • the user expression may include natural language and be associated with current, historical, or real-time data, date reference data, as well as actions relating to fundamental and financial models, such as accounting models, peer-analysis models, ratio models, and the like.
  • the add-in module 12B upon entering the request, transmits the request to the web server 28, which thereby invokes the function-builder module 34.
  • the function-builder module 34 parses the user expression included in the request, which in one embodiment is in the form of a string of characters, and identifies portions of the expression that may be analyzed by the syntactic-analyzer module 30 and the instrument-resolver module 32.
  • the function-builder module 34 transmits those portions of the user expression that may comprise keywords to the syntactic-analyzer module 30 for analysis.
  • the syntactic-analyzer module 30 compares the possible keywords to the pre-defined keywords stored in the keyword data store 42. If there is a match between a possible keyword and a pre-defined keyword, additional parameters associated with the pre-defined keywords, as shown in connection with FIG. 3, are returned as results to the function-builder module 34. These parameters may include commands written in a native spreadsheet language that are executable by the spreadsheet 12 A.
  • the function-builder module 34 transmits those portions of the user expression to the instrument-resolver module 32. Similar to the syntactic-analyzer module 30, the instrument-resolver module 32 compares potential financial asset names included in the user expression to pre-defined financial asset identifiers stored in the instruments data store 44. The match may be based on table-lookup and/or fuzzy logic techniques.
  • the instrument-resolver module 32 determines a match exists between the potential financial asset and a pre-defined financial asset identifier, the instrument-resolver module 32 transmits a corresponding RIC code associated with the pre-defined financial asset identifier to the function-builder module 34.
  • the function-builder module 34 dynamically generates a response to the request.
  • the response is an HTTP response that includes a combination of results from the syntactic-analyzer module 30 and the instrument-resolver module 32 in the form of a native spreadsheet function.
  • the function-builder module 34 transmits the response to the add-in module 12B.
  • the add-in module 12B copies the generated instruction to at least one spreadsheet cell.
  • the spreadsheet 12A executes the generated native language function upon the generated native language function.
  • GUI graphical user interface
  • the GUI 88 includes at least one spreadsheet cell 90 under the control of the before-mentioned spreadsheet 12A and a text box 92 for the end-user to enter requests under the control of the before-mentioned add-in module 12B.
  • the GUI 88 may also include headers and highlight formula check buttons 91 for use with the spreadsheet 12A, as well as voting buttons 93 that allow the end-user to indicate the accuracy of resul ts returned by the server 14.
  • pre-defined keywords in the system are added to, deleted from, or modified in the system 10.
  • both the headers and highlight formula check buttons 91 the voting buttons 93 are under the control of the add-in module 12B.
  • an end-user first selects one or more cell 90 in the spreadsheet 12A.
  • the text box 92 which in one embodiment is provided as a command bar
  • the end- user types a request i.e., natural language, and presses an enter key to validate.
  • the add-in module 12B then generates an HTTP request which is then transmitted to the web server 28.
  • a response to the request is then generated by the system as disclosed in connection with FIG. 2.
  • the add-in module 12B upon receiving an HTTP response, extracts the native spreadsheet function from the response 94 and copies the native spreadsheet function to the at least one cell 90. Lastly, the spreadsheet 12A executes the native spreadsheet function and the result is displayed in one or more spreadsheet cells 98.
  • features of the system may be implemented in hardware, software, or a combination of hardware and software.
  • some features of the system may be implemented in one or more computer programs executing on programmable computers.
  • Each program may be implemented in a high level procedural or object-oriented programming language to communicate with a computer system or other machine.
  • each such computer program may be stored on a storage medium such as readonly-memory (ROM) readable by a general or special purpose programmable computer or processor, for configuring and operating the computer to perform the functions described above.
  • ROM readonly-memory

Landscapes

  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
  • Health & Medical Sciences (AREA)
  • Artificial Intelligence (AREA)
  • Audiology, Speech & Language Pathology (AREA)
  • Computational Linguistics (AREA)
  • General Health & Medical Sciences (AREA)
  • Physics & Mathematics (AREA)
  • General Engineering & Computer Science (AREA)
  • General Physics & Mathematics (AREA)
  • Computer And Data Communications (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

L'invention porte sur des systèmes et des techniques pour générer dynamiquement des fonctions. Les systèmes et les techniques peuvent être utilisés pour accéder à des informations issues d'un magasin de données accessible à une application ou programme à base de tableur sur un réseau et les afficher. Un service web est également fourni qui interprète des requêtes de données reçues en provenance de l'application ou programme à base de tableur dans un format, tel qu'un format de langage naturel, et traduit les requêtes en fonctions syntaxiquement correctes avec des paramètres pour une exécution automatique par l'application ou programme à base de tableur.
PCT/US2013/075028 2012-12-14 2013-12-13 Constructeur de fonction dynamique WO2014093831A2 (fr)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US201261737430P 2012-12-14 2012-12-14
US61/737,430 2012-12-14
US14/060,798 2013-10-23
US14/060,798 US10210151B2 (en) 2012-12-17 2013-10-23 Dynamic function builder

Publications (2)

Publication Number Publication Date
WO2014093831A2 true WO2014093831A2 (fr) 2014-06-19
WO2014093831A3 WO2014093831A3 (fr) 2014-08-07

Family

ID=50935087

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2013/075028 WO2014093831A2 (fr) 2012-12-14 2013-12-13 Constructeur de fonction dynamique

Country Status (1)

Country Link
WO (1) WO2014093831A2 (fr)

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10210151B2 (en) 2012-12-17 2019-02-19 Thomson Reuters (Grc) Llc Dynamic function builder
US20220348655A1 (en) * 2016-11-22 2022-11-03 National University Of Singapore Blockade of cd7 expression and chimeric antigen receptors for immunotherapy of t-cell malignancies

Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20060069696A1 (en) * 2004-09-30 2006-03-30 Microsoft Corporation Method and implementation for referencing of dynamic data within spreadsheet formulas
US20060129932A1 (en) * 2004-12-15 2006-06-15 Microsoft Corporation Task helpers
US20080066052A1 (en) * 2006-09-07 2008-03-13 Stephen Wolfram Methods and systems for determining a formula
US20090055733A1 (en) * 2003-10-30 2009-02-26 Sap Ag System and methods for implementing formulas
US20090125796A1 (en) * 2007-11-09 2009-05-14 Fred Day System, multi-tier interface and methods for management of operational structured data
US20120151315A1 (en) * 2010-12-14 2012-06-14 Microsoft Corporation Using text messages to interact with spreadsheets

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20090055733A1 (en) * 2003-10-30 2009-02-26 Sap Ag System and methods for implementing formulas
US20060069696A1 (en) * 2004-09-30 2006-03-30 Microsoft Corporation Method and implementation for referencing of dynamic data within spreadsheet formulas
US20060129932A1 (en) * 2004-12-15 2006-06-15 Microsoft Corporation Task helpers
US20080066052A1 (en) * 2006-09-07 2008-03-13 Stephen Wolfram Methods and systems for determining a formula
US20090125796A1 (en) * 2007-11-09 2009-05-14 Fred Day System, multi-tier interface and methods for management of operational structured data
US20120151315A1 (en) * 2010-12-14 2012-06-14 Microsoft Corporation Using text messages to interact with spreadsheets

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10210151B2 (en) 2012-12-17 2019-02-19 Thomson Reuters (Grc) Llc Dynamic function builder
US20220348655A1 (en) * 2016-11-22 2022-11-03 National University Of Singapore Blockade of cd7 expression and chimeric antigen receptors for immunotherapy of t-cell malignancies

Also Published As

Publication number Publication date
WO2014093831A3 (fr) 2014-08-07

Similar Documents

Publication Publication Date Title
US10210151B2 (en) Dynamic function builder
JP4991040B2 (ja) コマンド索引のためのローカル記憶装置および拡張記憶装置を使用したコマンドスクリプトの解釈
Tao et al. A reusable software component for integrated syntax and semantic validation for services computing
US9262126B2 (en) Recommendation system for agile software development
US8543913B2 (en) Identifying and using textual widgets
US7401336B2 (en) Role based integrated platform
US8924415B2 (en) Schema mapping and data transformation on the basis of a conceptual model
Sirin et al. Semi-automatic composition of web services using semantic descriptions
US7761478B2 (en) Semantic business model management
US10387145B1 (en) Mapping API parameters
US20020035606A1 (en) Method and system for straight through processing
US20060184539A1 (en) XBRL Enabler for Business Documents
US20070203922A1 (en) Schema mapping and data transformation on the basis of layout and content
US20070050702A1 (en) System and method for rendering of financial data
US11537683B2 (en) Configuration of content site user interaction monitoring in data networks
CN102124481A (zh) 在具有广告的网页中嵌入宏
Cámara et al. Synthesizing tradeoff spaces with quantitative guarantees for families of software systems
Wiengarten et al. Value creation through expanding the online distribution channel
Li et al. A Petri-net and QoS Based Model for Automatic Web Service Composition.
CN113535587B (zh) 目标应用检测方法、装置及计算机设备
EP4334845A1 (fr) Composition d'explications lisibles par l'homme pour des recommandations de navigation d'utilisateur
WO2014093831A2 (fr) Constructeur de fonction dynamique
KR102475305B1 (ko) 이종 플랫폼 간의 자동 연동 방법, 장치 및 시스템
CA2455317C (fr) Procede et systeme informatique permettant de fournir et de traiter une description d'interface humaine
JP2013033352A (ja) プログラム生成装置、その方法及びプログラム

Legal Events

Date Code Title Description
121 Ep: the epo has been informed by wipo that ep was designated in this application

Ref document number: 13863415

Country of ref document: EP

Kind code of ref document: A2

122 Ep: pct application non-entry in european phase

Ref document number: 13863415

Country of ref document: EP

Kind code of ref document: A2