Document presentation interface based on intelligent mapping

A method of generating a report comprising:

• retrieving attributes for generating a report, the attributes comprising a plurality of disparate data sources;
• selecting a template for generating the report, the template being selected from a plurality of report templates;
• determining column values and columns to be included in the report based at least on the template;
• storing temporarily in a reporting database, data fields from the disparate data sources for generating the report;
• automatically mapping the data fields from the data sources to the columns of the report, the automatic mapping based on one or more of historic lookup, similarity processing and rules-based processing, such that similarity scores are assessed using historical mapping data for mappings that neither have defined rules nor have matches in historical look up data;
• generating the report based on the automatic mapping of the data fields to the columns;
• transmitting the report to at least one recipient via a delivery mode specified in the attributes;
• and
• deleting the data fields from the reporting database upon the transmission of the report to the at least one recipient.

A non-transitory computer readable storage medium comprising instructions that cause a processor to:

• retrieve per user input, attributes for a document to be generated, the attributes comprise a plurality of data sources, each of the plurality of data sources is associated with a respective application;
• fetch a plurality of data fields from the plurality of data sources in accordance with the user input;
• select one of a standard template or custom template to be used for the document generation;
• determine columns to be included in the document based at least on the selected template, at least one of the columns comprising values aggregated from at least two data fields;
• automatically map the data fields to the columns of the document based on rules-based processing for the data fields that have defined rules and using one or more of a historical lookup processing and similarity scoring for the data fields that do not have the defined rules;
• generate the document by using the automatic mapping and the selected template;
• and
• transmit the document to user-selected recipients via a delivery mode specified in the attributes.