Intuit Inc.
System and method for conversational report customization

Abstract:

An independently operating smart agent is created for each report customization option associated with base reports provided by a data management system. Each smart agent operates independently of the other smart agents to generate response element data for the report customization option assigned to that smart agent. The response element data generated by the set of smart agents is stored in a shared memory. After validation, the response element data is collected to generate report query data and the report query data is transmitted to the data management system for real-time creation of a customized report.