Patent ID: 9269067
Filing Date: 2016-02-23
CPC Classification: G06F,G06Q,H04L

Claim Text:
1. A computer-implemented method for providing user access to investment reports associated with one or more portfolios, the computer comprising at least one processor, the method comprising: receiving, via the at least one processor, a user login from a user for accessing a report server; granting, via the at least one processor, access to the report server to the user by matching at least one access credential to at least one access criteria; determining, via the at least one processor, whether a predetermined event has occurred, wherein, upon the determination that a predetermined event has occurred, a plurality of standard reports are created; applying, via the at least one processor, deal restrictions to data in an investment database based on information received from the user, wherein applying deal restrictions comprises: applying, via the at least one processor, role restrictions to the data based on information received from the user; applying, via the at least one processor, period restrictions to the data based on data availability, wherein the period restrictions allow access to the data after a predetermined role dependent date; presenting, via the at least one processor in communication with a user interface, a list of the set of standard reports accessible to the user, as directed by the role restrictions and the period restrictions; accepting, via the at least one processor, from the user a selected report from the list; obtaining, via the at least one processor, the selected report; validating, via the at least one processor, user access to the selected report by comparing deal restrictions, role restrictions, and period restrictions between the user and the selected report; and formatting and outputting, via the at least one processor in communication with the user interface, the selected report to the user.