Patent ID: 8762376

Claim:
A system for dynamically monitoring processing of requests for financial services, the system comprising: one or more processors; a file request detector that detects a request from a user for the dynamic service file; a parameter detector that identifies a parameter of interest that characterizes a status or outcome of processing requests for a financial service; an agent authorizer that identifies a level of access to be granted to the user; a summarization level adapter that: receives, from the user, a first input that identifies a first summarization level along an aggregation hierarchy, wherein the first summarization level influences which chronicles are to be collectively analyzed, wherein the first summarization level along the aggregation hierarchy specifies which chronicles are to be aggregated to determine a first summarization variable; and receiving, from the user, a second input corresponding to an identification of a second summarization level; an inter-chronicle summarizer that: identifies a set of chronicles, wherein the level of access indicates that the user is authorized to review outputs characterizing the parameter of interest associated with each chronicle in the set of chronicles, and wherein each chronicle in the set of chronicles corresponds to an electronic file that includes data collected during a process for evaluating a request for the financial service; selects a first subset of chronicles from the set of chronicles based on the first summarization level; identifies a first set of values of the parameter of interest, wherein each value in the first set of values is extracted from a chronicle in the first subset of chronicles; determines the first summarization variable based on the first set of values of the parameter of interest; selecting a second subset of chronicles from the set of chronicles based on the second summarization level; identifies a second set of values of the parameter of interest, wherein each value in the second set of values is extracted from a chronicle in the second subset of chronicles; and determines a second summarization variable based on the second set of values of the parameter of interest; and a service-file generator that: generates a dynamic service file, the generated dynamic service file including the determined first summarization variable; causes a presentation of the dynamic service file, the second input being received during the presentation of the dynamic service file, wherein the second summarization variable is determined in response to receiving the second input; and causes adjustment of the dynamic service file in real-time to include the determined second summarization variable.