System and method for conversational report customization

A system for conversational report customization, comprising:

• a data management system configured to provide one or more base reports to users of the data management system;
• a Chatbot Conversation System (CCS) configured to receive and send conversational data associated with the users of the data management system;
• and
• a Conversational Report Customization (CRC) system communicatively coupled to the CCS, the CRC system including:
• a shared memory;
• a plurality of smart agents;
• at least one processor;
• and
• at least one memory coupled to the at least one processor, the at least one memory having stored therein instructions which, when executed by the at least one processor, performs operations comprising:
• receiving, through the CCS, conversational data associated with a user of the data management system and indicating an intent of the user to obtain a report from the data management system;
• selecting, from the data management system, a user desired base report configured to fulfill the intent of the user;
• determining one or more user desired report customization options based on analyzing the conversational data;
• activating one or more smart agents of the plurality of smart agents that are assigned to each of the one or more user desired report customization options, wherein a respective smart agent of the one or more activated smart agents performs operations comprising:
• generating response element data associated with the user desired report customization option assigned to the respective smart agent;
• providing the respective response element data to the shared memory;
• determining the user's current preferences based at least in part on the users prior preferences using a machine-learning analysis associated with the respective smart agent;
• parsing the conversational data based on the users determined current preferences to generate pending customization data and providing the pending customization data to the shared memory;
• validating the pending customization data and providing the validated customization data to the shared memory, the validated customization data representing a validation of the report customization;
• mapping the validated customization data to generate mapped customization user desired report customization option associated with the respective smart agent to available data management system report customization options and providing the mapped customization data to the shared memory;
• and
• generating the response element data from the mapped customization data, the response element data representing a report customization instruction, and providing the response element data to the shared memory;
• collecting the response element data from the one or more activated smart agents from the shared memory;
• generating a customized report query based on the collected response element data;
• providing the customized report query data to the data management system;
• generating a customized report for the user based on the customized report query data;
• and
• providing the customized report to the user.