Information Management and Notification System

• US 20160373402A1
• Filed: 06/22/2015
• Published: 12/22/2016
• Est. Priority Date: 06/22/2015
• Status: Abandoned Application

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Becker, Farel Jamin
• Application Number:
  US14/745,660
• Publication Number:
  US 20160373402A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: H04L 51/234 for tracking messages
• CPC Class Codes: H04L 67/025 for remote control or remote monitoring of applications

Abstract

Aspects of the disclosure relate to methods, systems, and apparatuses for an information management and notification system. The system provides a centralized location and interface for managing information relevant to and used by various groups of users. In some aspects, the system can determine access permissions of a user of a computing device and determine information available to the user based on the access permissions of the user. The computing device can determine a current status of information submissions, preliminary reports (e.g., reports requiring approval and/or assistance), and completed reports based on the access permissions of the user. The system can determine that at least one notification event of a plurality of notification events has occurred. The plurality of notification events can include that a new information submission has been received, a report generation request has been submitted, an assistance request has been submitted, and a completed report has been submitted. In response to determining that the at least one notification event has occurred, the system can generate and display a notification indicating how many of the at least one notification event has occurred and which of the at least one notification event has occurred based on the access permissions of the user.

Claims

1. A method, comprising:

determining, by a computing device, access permissions of a user of the computing device;

determining, by the computing device, information available to the user based on the access permissions of the user;

determining, by the computing device, a current status of information submissions, preliminary reports, and completed reports based on the access permissions of the user;

determining, by the computing device, information submission types available to the user based on the access permissions of the user;

determining, by the computing device, that at least one notification event of a plurality of notification events has occurred, the plurality of notification events comprising a new information submission has been received, a report generation request has been submitted, an assistance request has been submitted, and a completed report has been submitted; and

in response to determining that the at least one notification event has occurred, generating and displaying, by the computing device, a notification indicating how many of the at least one notification event has occurred and which of the at least one notification event has occurred based on the access permissions of the user.

2. The method of claim 1, wherein determining access permissions comprises:

determining a role of the user based on a user name of the user.

3. The method of claim 2, wherein generating and displaying the notification based on the access permissions of the user comprises:

determining whether to display the notification based on the role of the user.

4. The method of claim 1, further comprising:

periodically determining, by the computing device, whether the at least one notification event has occurred.

5. The method of claim 1, further comprising:

receiving, by the computing device, a request to search a database;

in response to receiving the request, displaying, by the computing device, a list of saved rules from a rule storage location and providing an option to write a new rule.

6. The method of claim 5, further comprising:

receiving, by the computing device, a selection of the option to write a new rule;

in response to the selection of the option to write a new rule, prompting a user for a rule name and rule parameters of the new rule;

receiving, by the computing device, the rule name and rule parameters of the new rule; and

saving, by the computing device, the new rule in the rule storage location.

7. The method of claim 5, further comprising:

receiving a selection of a first rule comprising at least one parameter from the list of saved rules;

receiving a command to execute the first rule;

in response to receiving the command, parsing a plurality of matrices to identify a first row comprising values matching the at least one parameter; and

in response to identifying the first row, returning an identifier associated with the first row in a results panel.

8. An apparatus, comprising:

at least one processor; and

a memory storing computer-readable instructions that, when executed by the at least one processor, cause the apparatus to;

determine access permissions of a user of the apparatus;

determine information available to the user based on the access permissions of the user;

determine a current status of information submissions, preliminary reports, and completed reports based on the access permissions of the user;

determine information submission types available to the user based on the access permissions of the user;

determine that at least one notification event of a plurality of notification events has occurred, the plurality of notification events comprising a new information submission has been received, a report generation request has been submitted, an assistance request has been submitted, and a completed report has been submitted; and

in response to determining that the at least one notification event has occurred, generate and display a notification indicating how many of the at least one notification event has occurred and which of the at least one notification event has occurred based on the access permissions of the user.

9. The apparatus of claim 8, wherein determining access permissions comprises:

determining a role of the user based on a user name of the user.

10. The apparatus of claim 9, wherein generating and displaying the notification based on the access permissions of the user comprises:

determining whether to display the notification based on the role of the user.

11. The apparatus of claim 8, wherein the memory further stores computer-readable instructions that, when executed by the at least one processor, cause the apparatus to:

periodically determine whether the at least one notification event has occurred.

12. The apparatus of claim 8, wherein the memory further stores computer-readable instructions that, when executed by the at least one processor, cause the apparatus to:

receive a request to search a database;

in response to receiving the request, display a list of saved rules from a rule storage location and providing an option to write a new rule.

13. The apparatus of claim 12, wherein the memory further stores computer-readable instructions that, when executed by the at least one processor, cause the apparatus to:

receive a selection of the option to write a new rule;

in response to the selection of the option to write a new rule, prompt a user for a rule name and rule parameters of the new rule;

receive the rule name and rule parameters of the new rule; and

save the new rule in the rule storage location.

14. The apparatus of claim 12, wherein the memory further stores computer-readable instructions that, when executed by the at least one processor, cause the apparatus to:

receive a selection of a first rule comprising at least one parameter from the list of saved rules;

receive a command to execute the first rule;

in response to receiving the command, parse a plurality of matrices to identify a first row comprising values matching the at least one parameter; and

in response to identifying the first row, return an identifier associated with the first row in a results panel.

15. One or more non-transitory computer-readable media having computer-executable instructions stored thereon that, when executed, cause at least one computing device to:

determine access permissions of a user of the at least one computing device;

determine information available to the user based on the access permissions of the user;

determine a current status of information submissions, preliminary reports, and completed reports based on the access permissions of the user;

determine information submission types available to the user based on the access permissions of the user;

determine that at least one notification event of a plurality of notification events has occurred, the plurality of notification events comprising a new information submission has been received, a report generation request has been submitted, an assistance request has been submitted, and a completed report has been submitted; and

in response to determining that the at least one notification event has occurred, generate and display a notification indicating how many of the at least one notification event has occurred and which of the at least one notification event has occurred based on the access permissions of the user.

16. The one or more non-transitory computer-readable media of claim 15, wherein determining access permissions comprises:

determining a role of the user based on a user name of the user.

17. The one or more non-transitory computer-readable media of claim 16, wherein generating and displaying the notification based on the access permissions of the user comprises:

determining whether to display the notification based on the role of the user.

18. The one or more non-transitory computer-readable media of claim 15, wherein the computer-executable instructions stored thereon that, when executed, cause at least one computing device to:

periodically determine whether the at least one notification event has occurred.

19. The one or more non-transitory computer-readable media of claim 15, wherein the computer-executable instructions stored thereon that, when executed, cause at least one computing device to:

receive a request to search a database;

in response to receiving the request, display a list of saved rules from a rule storage location and providing an option to write a new rule.

20. The one or more non-transitory computer-readable media of claim 19, wherein the computer-executable instructions stored thereon that, when executed, cause at least one computing device to:

receive a selection of the option to write a new rule;

in response to the selection of the option to write a new rule, prompt a user for a rule name and rule parameters of the new rule;

receive the rule name and rule parameters of the new rule; and

save the new rule in the rule storage location.