Method and apparatus for providing selective access to information

A method for providing user access to investment reports, the method comprising:

• querying an information database to determine transactions or portfolios in which a user is involved;
• applying role restrictions to the data based on a specific role of the user;
• applying period restrictions for access to the data based on the specific role of the user;
• providing a list of available standard reports to the user, based on the deal restrictions, the role restrictions, and the period restrictions;
• and
• formatting and outputting a selected report to the user.

A method for providing user access to investment reports, the method comprising:

• providing a list of available reports to a user;
• upon selection by the user of a report, validating access to the selected report by the user, the validating including:
• querying an information database to determine transactions or portfolios in which a user is involved;
• applying role restrictions to the data based on a specific role of the user;
• applying attribute security restrictions to the data;
• applying attribute period restrictions to the data;
• and
• applying period restrictions for access to the data based on the specific role of the user;
• performing a search of an investment database based on information in the report;
• and
• formatting and transmitting the report to the user.

A system for providing user access to investment reports, the system comprising:

• means for querying an information database to determine transactions or portfolios in which a user is involved;
• means for applying role restrictions to the data based on a specific role of the user;
• means for applying period restrictions for access to the data based on the specific role of the user;
• means for providing a list of available standard reports to the user, based on the deal restrictions, the role restrictions, and the period restrictions;
• and
• means for formatting and outputting a selected report to the user.

A system for providing user access to investment reports, the system comprising:

• means for providing a list of available reports to a user;
• means for validating access to the selected report by the user upon selection by the user of a report, including:
• means for querying an information database to determine transactions or portfolios in which a user is involved;
• means for applying role restrictions to the data based on a specific role of the user;
• means for applying attribute security restrictions to the data;
• means for applying attribute period restrictions to the data;
• and
• means for applying period restrictions for access to the data based on the specific role of the user;
• means for performing a search of an investment database based on information in the report;
• and
• means for formatting and transmitting the report to the user.

A system for providing user access to investment reports, the system comprising:

• a processor;
• and
• a repository accessible by the processor;
• wherein an information database is queried to determine transactions or portfolios in which a user is involved;
• wherein role restrictions are applied based on the specific role of the user;
• wherein period restrictions for access to the data are applied to data in the repository based on data availability;
• wherein a list of available standard reports is provided to the user, based on the deal restrictions, the role restrictions, and the period restrictions;
• and
• wherein a selected report is formatted and outputted to the user.

A computer program product comprising a computer usable medium having control logic stored therein for causing a computer to provide interactive assistance with providing user access to investment reports, the control logic comprising:

• first computer readable program code means for querying an information database to determine transactions or portfolios in which a user is involved;
• second computer readable program code means for applying role restrictions to the data based on a specific role of the user;
• third computer readable program code means for applying period restrictions for access to the data based on the specific role of the user;
• fourth computer readable program code means for providing a list of available standard reports to the user, based on the deal restrictions, the role restrictions, and the period restrictions;
• and
• fifth computer readable program code means for formatting and outputting a selected report to the user.

A computer program product comprising a computer usable medium having control logic stored therein for causing a computer to provide interactive assistance with providing user access to investment reports, the control logic comprising:

• first computer readable program code means for providing a list of available reports to a user;
• second computer readable program code means for validating access to the selected report by the user upon selection by the user of a report, including:
• third computer readable program code means for querying an information database to determine transactions or portfolios in which a user is involved;
• fourth computer readable program code means for applying role restrictions to the data based on a specific role of the user;
• fifth computer readable program code means for applying attribute security restrictions to the data;
• sixth computer readable program code means for applying attribute period restrictions to the data;
• and
• seventh computer readable program code means for applying period restrictions for access to the data based on the specific role of the user;
• eighth computer readable program code means for performing a search of an investment database based on information in the report;
• and
• ninth computer readable program code means for formatting and transmitting the report to the user.