Invention Grant
- Patent Title: Workflow based and metadata driven reporting system
- Patent Title (中): 基于工作流和元数据驱动的报告系统
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Application No.: US11119008Application Date: 2005-04-29
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Publication No.: US07647423B2Publication Date: 2010-01-12
- Inventor: Shubhendu Das , Mark Walbaum , Amit Goel
- Applicant: Shubhendu Das , Mark Walbaum , Amit Goel
- Applicant Address: US NY New York
- Assignee: Morgan Stanley
- Current Assignee: Morgan Stanley
- Current Assignee Address: US NY New York
- Agency: K&L Gates LLP
- Main IPC: G06F15/173
- IPC: G06F15/173 ; G06F15/17

Abstract:
A flexible metadata driven and workflow based report generation system is disclosed. According to various embodiments, the system comprises at least one client application on a client terminal and a report manager system. The client application allows a user to run a report from a user interface having the flexibility to choose various parameters that affect the content of the generated report. The report manager system comprises a metadata service and a workflow controller service. The metadata service is for retrieving report metadata (report name, parameter(s) and their parameter values) to be displayed on the user interface to allow the user to choose parameter values and run a report job. The controller is for receiving messages from the client terminal upon submission of a report job and, based on the received messages, sending messages to one or more service components for executing the report job in a sequence of determined discrete steps. A report workflow defines the steps to be invoked in the execution of a report and is stored in tables in a database accessible via the metadata service. The services components may include data accessors, formatting services, language translation services, bundling services, distribution services and/or scheduling services.
Public/Granted literature
- US20080034055A1 Workflow based and metadata driven reporting system Public/Granted day:2008-02-07
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