System and method for generating customized reports

• US 20080120323A1
• Filed: 11/17/2006
• Published: 05/22/2008
• Est. Priority Date: 11/17/2006
• Status: Abandoned Application

• Current Assignee: Barclays Capital Incorporated (Barclays PLC)
• Original Assignee: Lehman Brothers Incorporated (Barclays PLC)
• Inventors: Friedman, Jacob, Etwaru, Dharmendra, Rossi, Dennis
• Application Number:
  US11/601,435
• Publication Number:
  US 20080120323A1
• Time in Patent Office: Days
• US Class Current: 707/102
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Customized report generation system and method. Data is retrieved from one or more repositories. The data is consolidated to form a data file. Configuration information from a template file is applied to the data file to produce a report file. Customized reports are generated based on the report file.

Claims

1. A method for generating one or more customized reports, the method comprising:

retrieving data from one or more repositories;

consolidating the data to form a data file;

applying configuration information from a template file to the data file to produce a report file; and

generating one or more customized reports based on the report file.

2. The method of claim 1 further comprising:

rendering the report file to produce one or more reports in one or more of PDF format, HTML format, RTF format, MS Word format and SVG format.

3. The method of claim 1 further comprising:

establishing one or more standards for describing one or more of a structure of a report, report data and a style of a report;

forming the data file using the data and one or more of the standards.

4. A system for generating one or more customized reports, the system comprising:

one or more adapters that retrieve data from one or more repositories;

a consolidator that consolidates the data to form a data file;

a report assembler that applies configuration information from a template file to the data file to produce a report file; and

a report renderer that generates one or more customized reports based on the report file.

5. The system of claim 4 wherein one or more standards for describing one or more of a structure of a report, report data and a style of a report is established, and the data file is formed using the data and one or more of the standards.

6. The system of claim 4 wherein the one or more customized reports are rendered in one or more of PDF format, HTML format, RTF format, MS WORD format, and SVG format.

8. The computer-readable medium of claim 6, the method further comprising:

rendering the report file to produce one or more reports in one or more of PDF format, HTML format, RTF format, MS Word format and SVG format.

7. A computer-readable medium comprising instructions which, when executed by a data processing apparatus, perform a method for generating one or more customized reports, the method comprising:

retrieving data from one or more repositories;

consolidating the data to form a data file;

applying configuration information from a template file to the data file to produce a report file; and

generating one or more customized reports based on the report file.