Group Reporting Tool Dynamic Metadata Configuration

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Solution Overview

Problem

Current group reporting tools in identity and access management are limited to generating data from fixed department fields obtained through single sign-on (SSO) portals, lacking scalability and customizability, making it difficult to analyze access activity data across diverse teams and integrations.

Innovation Solution

A customizable group reporting tool that allows users to select arbitrary metadata fields for generating groups, leveraging metadata from the IAM system to enable custom grouping, and utilizing algorithms like HyperLogLog for accurate count-distinct calculations, enabling flexible and scalable reporting across various integrations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If fixed department fields from SSO are used for group reporting, then the system is simple to implement, but the system lacks scalability and customizability

Engineering Contradiction:
Improveease of implementationVSAvoidcustomizability
Core Design Contradiction:
Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The system transitions from static, fixed department fields to dynamic, user-configurable metadata fields. Users can now dynamically select and configure which metadata fields to use for grouping, allowing the system to adapt to different reporting needs without reimplementation.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the parameter of group identification from fixed department fields to arbitrary metadata fields that can be selected and configured by users. This parameter change enables flexible customization while maintaining system simplicity through a unified metadata-based approach.

Inventive Principle:
Principle #35Parameter changes

2Adaptability or versatility

If arbitrary metadata fields are used for custom grouping, then the system becomes highly customizable and scalable, but the system complexity increases

Engineering Contradiction:
ImprovecustomizabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system uses a universal metadata field approach where the same infrastructure handles both fixed department fields and arbitrary custom fields. This multi-functional design allows the system to support both simple and complex reporting scenarios without requiring separate systems, managing complexity through unification.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system introduces metadata fields as an intermediary layer between the SSO integration and the group reporting functionality. This intermediary enables flexible customization while abstracting the complexity from users, as they interact with familiar metadata concepts rather than complex configuration parameters.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If metadata fields are leveraged for custom grouping, then the system can analyze data by arbitrary fields across integrations, but data processing and group generation become more complex

Engineering Contradiction:
Improvedata analysis capabilityVSAvoiddata processing complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by pre-fetching usage history data and pre-processing metadata fields during the group sync process. This preliminary preparation simplifies subsequent data analysis operations, as the data is already organized and ready for querying by arbitrary metadata fields.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service group generation by automatically creating groups based on selected metadata fields without requiring manual configuration. The system autonomously processes the group sync, fetches necessary data, and generates groups, reducing the complexity burden on users while maintaining high data analysis capability.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS20240305645A1Systems and methods for correlated access insights and group reporting
Publication Date: 2024.09.12 SAILPOINT TECHNOLOGIES INC
  • US20240305645A1 patent drawing
  • US20240305645A1 patent drawing
  • US20240305645A1 patent drawing

AI summary

A groups service implementing a group reporting tool can provide a user interface on a user device. The user interface can include a group settings or group configuration page. A user can select, through the group settings page, a metadata field for group mapping. Responsive to the selection of the metadata field, the groups service can start a group sync process which fetches a usage history from a usage database. The groups service can determine, based on the metadata field and the usage history, properties of end users of an enterprise accessing a software product integrated with the an identity and access management (IAM) system and generate groups based on the properties of the end users of the enterprise accessing the software product integrated with the IAM system. A group listing page or group reporting page containing the groups can then be generated for presentation on the user device.