Centralized Authentication and Reporting Tool

• US 20180139201A1
• Filed: 11/16/2016
• Published: 05/17/2018
• 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
• Granted Patent: US 10,419,415 B2
• Time in Patent Office: 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 retrieval engine configured 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 authentication token comprising authentication information for the user; 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;

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

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; and

extract the customized data from the reporting data based on the report requirements and the metadata;

a determination engine configured to;

determine one or more presentation generation tools based on the report requirements and the customized data; and

generate a routine for each of the one or more presentation generation tools, the routine comprising the report requirements; and

an export engine configured to communicate the customized data and the routine to the one or more presentation generation tools.

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

receive the data report from the one or more presentation generation tools; and

communicate the data report to the user device.

3. The system of claim 1, wherein:

the determination engine is further configured to generate a first routine for a first presentation generation tool and a second routine for a 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 authentication comprises a username and a password of the user.

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

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

7. The system of claim 1, wherein the reporting data comprises:

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.

8. 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 authentication token comprising authentication information for the user;

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;

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

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

extracting the one or more report requirements from the request; and

extracting the customized data from the reporting data based on the report requirements and the metadata;

determining one or more presentation generation tools based on the report requirements and the customized data;

generating a routine for each of the one or more presentation generation tools, the routine comprising the report requirements; and

communicating the customized data and the routine to the one or more presentation generation tools.

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

receiving the data report from the one or more presentation generation tools; and

communicating the data report to the user device.

10. The method of claim 8, further comprising:

generating a first routine for a first presentation generation tool and a 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.

11. The method of claim 8, wherein the authentication comprises a username and a password of the user.

12. The method of claim 8, wherein the presentation formats comprise a summary format, a graph format, and a drill-down format.

13. The method of claim 12, wherein the graph format comprises one of a pie chart format, a bar graph format, and a line graph format.

14. The method of claim 8, wherein the reporting data comprises:

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.

15. A non-transitory computer-readable medium comprising software, the software when executed by one or more processing units operable 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 authentication token comprising authentication information for the user;

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;

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

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

extract the one or more report requirements from the request; and

extract the customized data from the reporting data based on the report requirements and the metadata;

determine one or more presentation generation tools based on the report requirements and the customized data;

generate a routine for each of the one or more presentation generation tools, the routine comprising the report requirements; and

communicate the customized data and the routine to the one or more presentation generation tools.

16. The medium of claim 15, the software when executed by one or more processing units further operable to:

receive the data report from the one or more presentation generation tools; and

communicate the data report to the user device.

17. The medium of claim 15, the software when executed by one or more processing units further operable to:

generate a first routine for a first presentation generation tool and a 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.

18. The medium of claim 15, wherein the authentication comprises a username and a password of the user.

19. The medium of claim 15, wherein the presentation formats comprise a summary format, a graph format, and a drill-down format.

20. The medium of claim 15, wherein the reporting data comprises:

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.