Centralized authentication and reporting tool

• US 10,419,415 B2
• Filed: 11/16/2016
• Issued: 09/17/2019
• Est. Priority Date: 11/16/2016
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Kadakia, Apurva R., Mididoddi, Venumadhav
• Primary Examiner(s): Cervetti, David Garcia
• Application Number:
  US15/353,146
• Publication Number:
  US 20180139201A1
• Time in Patent Office: 1,035 Days
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: H04L 63/08 for authentication of entities cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32
• CPC Class Codes: H04L 63/0807 using tickets, e.g. Kerberos cryptographic mechanisms or cryptographic arrangements for entity authentication using tickets or tokens H04L9/3213
• CPC Class Codes: H04L 63/083 using passwords cryptographic mechanisms or cryptographic arrangements for entity authentication using a predetermined code H04L9/3226
• CPC Class Codes: H04L 63/10 for controlling access to devices or network resources

Abstract

A system includes a retrieval engine, an authentication engine, an extraction engine, a determination engine, and an export engine. The retrieval engine receives a request for a data report from a user via a user device. The retrieval engine receives reporting data from one or more data servers. The authentication engine determines whether the user is authorized to receive the customized data based on an authentication token. The extraction engine configured to extract one or more report requirements from the request and extract customized data from the reporting data based on report requirements and metadata. The determination engine determines one or more presentation generation tools based on the report requirements and the customized data. The export engine communicates the customized data and a routine to the one or more presentation generation tools.

Claims

1. A system comprising:

a user device; and

a reporting tool comprising a hardware processor configured to implement;

a retrieval engine configured to;

receive a request for a data report from a user via the user device, the request comprising;

an indication to create the data report for customized data, wherein the customized data is a subset of reporting data;

one or more report requirements indicating to generate the data report in one or more presentation formats; and

an encrypted authentication token comprising authentication information for the user, the request is not received until the authentication information is received; and

receive the reporting data from one or more data servers, wherein the reporting data comprises data entries and metadata, the metadata indicating a data entry type for one or more of the data entries, the reporting data further comprising accounting data comprising stock option expenses and 401(k) expense data and 401(k) data comprising indicating a number of participants, a number of withdraws, pension plan information, a number of contributions, a number of dividends, and a number of fees;

an authentication engine configured to;

determine whether the user is authorized to receive the customized data based on the authentication token; and

determine, based on the authentication token that the customized data should be restricted;

an extraction engine configured to, upon a determination that the user is authorized to receive the customized data;

extract the one or more report requirements from the request;

in response to the determination that the customized data should be restricted, determine a first portion of the customized data that should be restricted; and

extract a second portion of the customized data from the reporting data but not the first portion based on the report requirements and the metadata;

a determination engine configured to;

determine that the customized data is of a first data type;

determine that a first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats;

determine that a second presentation tool accepts data of a second data type and generates reports in a second presentation format;

in response to the determination that the first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats and the determination that the second presentation tool accepts data of the second data type and generates reports in the second presentation format, select the first presentation generation tool;

generate a routine for the first presentation generation tool, the routine comprising the report requirements; and

an export engine configured to communicate the customized data and the routine to the first presentation generation tool in response to the selection of the first presentation generation tool, the first presentation generation tool configured to generate a report that includes the customized data, the export engine further configured to communicate the report to the user device, the user device configured to display the report to the user.

2. The system of claim 1, wherein the export engine is further configured to:

communicate the customized data and the routine to the second presentation generation tool, the second presentation generation tool configured to generate a second report that includes the customized data; and

communicate the second report to the user device, the user device configured to display the second report to the user.

3. The system of claim 1, wherein:

the determination engine is further configured to generate a first routine for the first presentation generation tool and a second routine for the second presentation generation tool; and

the export engine is further configured to;

communicate at least part of the customized data and the first routine to the first presentation generation tool; and

communicate at least part of the customized data and the second routine to the second presentation generation tool.

4. The system of claim 1, wherein the presentation formats comprise a summary format, a graph format, and a drill-down format.

5. The system of claim 4, wherein the graph format comprises one of a pie chart format, a bar graph format, and a line graph format.

6. The system of claim 1, wherein the routine further comprises an instruction to the first presentation generation tool.

7. A method comprising:

receiving a request for a data report from a user via a user device, the request comprising;

an indication to create the data report for customized data,

wherein the customized data is a subset of reporting data;

one or more report requirements indicating to generate the data report in one or more presentation formats; and

an encrypted authentication token comprising authentication information for the user, the request is not received until the authentication information is received;

receiving the reporting data from one or more data servers, wherein the reporting data comprises data entries and metadata, the metadata indicating a data entry type for one or more of the data entries, the reporting data further comprising accounting data comprising stock option expenses and 401(k) expense data and 401(k) data comprising indicating a number of participants, a number of withdraws, pension plan information, a number of contributions, a number of dividends, and a number of fees;

determining whether the user is authorized to receive the customized data based on the authentication token;

determining, based on the authentication token that the customized data should be restricted;

upon a determination that the user is authorized to receive the customized data;

extracting the one or more report requirements from the request;

in response to the determination that the customized data should be restricted, determining a first portion of the customized data that should be restricted; and

extracting a second portion of the customized data from the reporting data but not the first portion based on the report requirements and the metadata;

determining that the customized data is of a first data type;

determining that a first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats;

determining that a second presentation tool accepts data of a second data type and generates reports in a second presentation format;

in response to the determination that the first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats and the determination that the second presentation tool accepts data of the second data type and generates reports in the second presentation format, selecting the first presentation generation tool;

generating a routine for the first presentation generation tool, the routine comprising the report requirements;

communicating the customized data and the routine to the first presentation generation tool in response to the selection of the first presentation generation tool;

generating a report that includes the customized data;

communicating the report to the user device; and

displaying the report to the user.

8. The method of claim 7, further comprising to:

communicating the customized data and the routine to the second presentation generation tool;

generating a second report that includes the customized data;

communicating the second report to the user device; and

displaying the second report to the user.

9. The method of claim 7, further comprising:

generating a first routine for the first presentation generation tool and the second routine for a second presentation generation tool;

communicating at least part of the customized data and the first routine to the first presentation generation tool; and

communicating at least part of the customized data and the second routine to the second presentation generation tool.

10. The method of claim 7, wherein the presentation formats comprise a summary format, a graph format, and a drill-down format.

11. The method of claim 10, wherein the graph format comprises one of a pie chart format, a bar graph format, and a line graph format.

12. The method of claim 7, wherein the routine further comprises an instruction to the first presentation generation tool.

13. A non-transitory computer-readable medium comprising software that when executed by a hardware processor causes the hardware processor to:

receive a request for a data report from a user via a user device, the request comprising;

an indication to create the data report for customized data,

wherein the customized data is a subset of reporting data;

one or more report requirements indicating to generate the data report in one or more presentation formats; and

an encrypted authentication token comprising authentication information for the user, the request is not received until the authentication information is received;

receive the reporting data from one or more data servers, wherein the reporting data comprises data entries and metadata, the metadata indicating a data entry type for one or more of the data entries, the reporting data further comprising accounting data comprising stock option expenses and 401(k) expense data and 401(k) data comprising indicating a number of participants, a number of withdraws, pension plan information, a number of contributions, a number of dividends, and a number of fees;

determine whether the user is authorized to receive the customized data based on the authentication token;

determine, based on the authentication token that the customized data should be restricted;

upon a determination that the user is authorized to receive the customized data;

extract the one or more report requirements from the request;

in response to the determination that the customized data should be restricted, determine a first portion of the customized data that should be restricted; and

extract a second portion of the customized data from the reporting data but not the first portion based on the report requirements and the metadata;

determine that the customized data is of a first data type;

determine that a first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats;

determine that a second presentation tool accepts data of a second data type and generates reports in a second presentation format;

in response to the determination that the first presentation tool accepts data of the first data type and generates reports in the one or more presentation formats and the determination that the second presentation tool accepts data of the second data type and generates reports in the second presentation format, select the first presentation generation tool;

generate a routine for the first presentation generation tool, the routine comprising the report requirements;

communicate the customized data and the routine to the first presentation generation tool in response to the selection of the first presentation generation tool, the first presentation generation tool configured to generate a report that includes the customized data; and

communicate the report to the user device, the user device configured to display the report to the user.

14. The medium of claim 13, the software when executed causes the hardware processor to further:

communicate the customized data and the routine to the second presentation generation tool, the second presentation generation tool configured to generate a second report that includes the customized data; and

communicate the second report to the user device, the user device configured to display the second report to the user.

15. The medium of claim 13, the software when executed causes the hardware processor to further:

generate a first routine for the first presentation generation tool and the second routine for a second presentation generation tool;

communicate at least part of the customized data and the first routine to the first presentation generation tool; and

communicate at least part of the customized data and the second routine to the second presentation generation tool.

16. The medium of claim 13, wherein the presentation formats comprise a summary format, a graph format, and a drill-down format.

17. The medium of claim 13, wherein the graph format comprises one of a pie chart format, a bar graph format, and a line graph format.