US 10,951,603 B2Granted

Centralized authentication and reporting tool

AssigneeBank of America Corporation

InventorsApurva R. Kadakia, Venumadhav Mididoddi

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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.

Claims17

Dependent claims

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;
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;
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 first routine for the first presentation generation tool, the first routine comprising the report requirements;
and
an export engine configured to communicate the customized data and the first 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.

25 more elements

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;
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;
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 first routine for the first presentation generation tool, the first routine comprising the report requirements;
communicating the customized data and the first 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.

20 more elements

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;
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;
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 first routine for the first presentation generation tool, the first routine comprising the report requirements;
communicate the customized data and the first 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.

18 more elements

Dependencies are inferred from the claim text.

Facts

Application: 16/572,265Filed 16 Sep 2019 · continuation
Priority: 16 Nov 2016
Published: US 2020/0014679 A19 Jan 2020
Granted: 16 Mar 2021
Term ends: Not estimatedThe source records don’t support an estimate.

Classification7 codes

H04L 63/0807
For authentication of entities: using tickets, e.g. Kerberos
G06Q 40/06
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: asset management; Financial planning or analysis
H04L 63/08
Network architectures or network communication protocols for network security: for authentication of entities
H04L 63/083
For authentication of entities: using passwords

Family

Application15/353,146Parent of this continuation · filed 16 Nov 2016
US 2020/0014679 A1Pre-grant publication · published 9 Jan 2020
US 10,419,415 B2Parent of this continuation
US 2018/0139201 A1Published application
US 10,951,603 B2This patent

From the US filing history. Foreign family members aren’t listed.