System for aggregating data record attributes for supplemental data reporting

A system comprising:

• a transaction record data store configured to store a plurality of transaction records associated with a representative account, wherein the representative account corresponds to a plurality of customers;
• a report staging data store configured to store a plurality of reports;
• and
• a supplemental data report generation device comprising at least one processor and memory storing computer-readable instructions that, when executed by the at least one processor, cause the supplemental data report generation device to:
• receive a set of criteria for a supplemental data report corresponding to transactions of the representative account, wherein the set of criteria comprises a set of products and at least one threshold rule associated with a first operational attribute field;
• retrieve, from the transaction record data store, one or more first transaction records of the plurality of transaction records based on the set of products, wherein the one or more first transaction records correspond to a subset of customers in the plurality of customers that is associated with the set of products;
• select one or more second transaction records from the one or more first transaction records to be included in the supplemental data report based on operational attributes associated with the one or more second transaction records matching the at least one threshold rule;
• calculate one or more aggregate metrics for the set of products based at least in part on the operational attributes associated with the one or more second transaction records;
• generate the supplemental data report based on the set of products and the one or more second transaction records, wherein the supplemental data report comprises the one or more aggregate metrics;
• generate a drill down report for a first product of the set of products based on the one or more second transaction records;
• and
• store the supplemental data report and the drill down report in the report staging data store.

A method of generating a supplemental data report for transactions of a representative account corresponding to a first plurality of customers, the method comprising:

• receiving, by a supplemental data report generation device, a set of criteria for the supplemental data report, wherein the set of criteria comprises a set of products covered by the supplemental data report and a threshold rule associated with an operational attribute field;
• receiving, by the supplemental data report generation device and from a transaction record data store, one or more first transaction records associated with the representative account based on the set of products;
• selecting, by the supplemental data report generation device, one or more second transaction records of the one or more first transaction records based on a set of operational attributes associated with the one or more first transaction records, wherein the one or more second transaction records are selected based on an operational attribute corresponding to the operational attribute field for a given transaction record meeting the threshold rule;
• generating, by the supplemental data report generation device, the supplemental data report based on the set of products and the one or more second transaction records;
• and
• storing the supplemental data report in a report data store.