System and method for management system data aggregation and transformation using client-specific criteria

A non-tangible, computer-readable medium storing instructions that, when executed, cause a processing device to:

• receive, at a first time, an instruction to execute a stored procedure at a database system;
• retrieve a schema of a structure of a database associated with a management system of a plurality of management systems;
• determine an identity of the management system and a type of data, wherein the type of data is specified in the schema;
• responsive to determining the identity of the management system and the type of data, determine a dynamic query criteria, wherein determining the dynamic query criteria comprises:
• inputting the schema into a trained machine learning model;
• and
• receiving, as output from the trained machine learning model, the dynamic query criteria;
• generate, in the stored procedure, a dynamic query comprising the dynamic query criteria based on assigning a value to a parameter in the dynamic query;
• establish a secure network connection between the database system and the management system;
• and
• execute the stored procedure comprising the dynamic query, wherein executing the stored procedure comprises:
• retrieving, via the secure network connection, raw data from the database associated with the management system;
• and
• transforming the raw data to transformed data associated with the dynamic query criteria.

A database system, comprising:

• a memory device storing instructions;
• a processing device communicatively coupled to the memory device, wherein the processing device executes the instructions to:
• receive, at a first time, an instruction to execute a stored procedure at a database system;
• retrieve a schema of a structure of a database associated with a management system of a plurality of management systems;
• determine an identity of the management system and a type of data, wherein the type of data is specified in the schema;
• responsive to determining the identity of the management system and the type of data, determine a dynamic query criteria, wherein determining the dynamic query criteria comprises:
• inputting the schema into a trained machine learning model;
• and
• receiving, as output from the trained machine learning model, the dynamic query criteria;
• generate, in the stored procedure, a dynamic query comprising the dynamic query criteria based on assigning a value to a parameter in the dynamic query;
• establish a secure network connection between the database system and the management system;
• and
• execute the stored procedure comprising the dynamic query, wherein executing the stored procedure comprises:
• retrieving, via the secure network connection, raw data from the database associated with the management system;
• and
• transforming the raw data to transformed data associated with the dynamic query criteria.