Patent Document ID: 10061763
Application ID: 15459600
Patent Status: 1

Claim One:
1. A document presentation interface, comprising: one or more processors; and a non-transitory data storage comprising instructions that cause the processors to: receive user input specifying attributes for a report to be generated, the attributes comprise a plurality of data sources that comprise data of different data formats for generating the report, each of the plurality of data sources is associated with a respective application; fetch a plurality of data fields from the plurality of data sources wherein the plurality of data fields are determined from the attributes; generate a source list comprising the plurality of data fields from the data sources to be used in the report; select one of a standard template, a default template or a custom template to be used for the report; determine columns to be included in the report based at least on the selected template, and at least one of the columns comprising values aggregated from at least two of the plurality of data fields; generate a destination list comprising the columns to be included in the report; automatically map a subset of the plurality of data fields from the source list having defined rules to the columns of the report in the destination list by rules-based processing, and automatically map a subset of the plurality of data fields from the source list that do not have the defined rules to the columns of the report in the destination list using one or more of a historical lookup processing and similarity scoring, wherein the automatic mapping for the subset of data fields that do not have the defined rules causes the processor to: access historical mapping data comprising prior mappings of the plurality of data fields to the columns; determine if a match from the prior mappings exists in the historical mapping data for at least one data field of the subset data fields that do not have the defined rules to be included in the report; and use a mapping from the historical mapping data for the at least one data field if the match exists; for each of the data fields from the subset data fields that do not have the defined rules and wherein no match exists in the historical mapping data, estimate a plurality of similarity scores for the prior mappings in the historical mapping data; select a mapping from the historical mapping data corresponding to a highest similarity score from the plurality of similarity scores to be used for each of the data fields; generate the report by using one or more of the automatic mappings and the selected template; and transmit the report to user-selected recipients via a delivery mode specified in the attributes.