Dashboard interface data reconciliation and task processing

Inventors

Johari, Nishit • Lampner, Yuhong

Assignees

ADP Inc

Abstract

A method, apparatus, system, and computer program code for data reconciliation and task processing implemented in a dashboard interface. A dashboard interface is displayed having a number of tabs that correspond to categorical processing steps for the task, vertically arranged along an edge of the dashboard. The number of tabs include at least an overview tab, a configuration tab, a reconciliation tab, and a transaction tab. A number of selectable parameters are retrieved selected from the configuration tab. Data is aggregated and processed across multiple database tables according to the selected parameters. The aggregated data is displayed on the dashboard interface as a series of cards arranged horizontally according to a logical sequence of user interactions. At least one card includes a visualization of the aggregated data that is displayed in a progressive format that enables a user to drill-down into data details of a selected segment of the visualization.

Core Innovation

The invention provides a dashboard interface for data reconciliation and task processing implemented by a computer system. The dashboard interface includes a number of tabs that correspond to categorical processing steps for a task, vertically arranged along an edge of the dashboard interface, including at least an overview tab, a configuration tab, a reconciliation tab, and a transaction tab.

After receiving a first selection from the configuration tab, the computer system retrieves information associated with the first selection and aggregates payroll data across multiple database tables to reduce subsequent retrievals of repetitive data. The computer system then processes the payroll data according to the first selection and receives a second selection of at least one tab.

The computer system identifies a sequence of interactions including one or more second selections, orders a second view of the dashboard interface according to the sequence, and outputs the second view for at least one of the overview tab, the configuration tab, the reconciliation tab, or the transaction tab. The second view includes a series of cards arranged horizontally on the dashboard interface, where at least one card includes a visualization of at least a portion of the payroll data that is updateable based on one or more third selections of segments included in the visualization.

The dashboard interface further supports transaction processing by receiving a selection of a control element of the transaction tab, generating a data transaction in accordance with one or more rules associated with a third-party regulatory agency, and forwarding the data transaction to the third-party regulatory agency for recordation.

Claims Coverage

The document includes three independent claims. Across these claims, there are four inventive features centered on a tabbed dashboard interface, selection-driven payroll data retrieval and aggregation across multiple database tables, interaction-sequence ordering with horizontally arranged cards and segment-updatable visualizations, and rule-based data transaction generation and forwarding to a third-party regulatory agency for recordation.

The inventive coverage is directed to a dashboard-based data reconciliation and task processing workflow with vertically arranged categorical tabs, payroll data aggregation across multiple database tables based on user selections, an interaction-sequence ordered second dashboard view with horizontally arranged cards whose visualizations update by segment selections, and generation and forwarding of regulatory-agency rule-based transactions for recordation.

Stated Advantages

Documented Applications

No documented applications found