IP Library Granted Patent US 12676861
Granted Patent B2
US 12676861 · App. 18/179,723 · Granted Jul 7, 2026

Systems and methods for correlated access insights and group reporting

Inventors: Alexander Michael Schade (San Francisco, CA); Shon Thomas Dalezman (Miami Beach, FL); David W. Owens (Bend, OR)
Assignee: SailPoint Technologies, Inc.
H04L63/104H04L63/102
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Quick Facts
Patent No.
US 12676861
App. No.
18/179,723
Granted
Jul 7, 2026
Kind
B2
Abstract

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.

Claims (57)

1 . A method utilizing a groups service integrated within an Identity and Access Management (IAM) system executing on a processor to provide scalable and customizable group-level reporting based on dynamic user-defined attributes, the method comprising:

providing, by the groups service, a user interface of the groups service on a user device, the user interface comprising a group settings page configured to receive a user selection of arbitrary metadata fields that are unique per integration within the IAM system to define custom grouping criteria;

receiving, by the groups service through the group settings page on the user device, a selection of a metadata field;

responsive to the selection of the metadata field, starting, by the groups service, a group sync process which fetches a usage history from a usage database, the usage history containing user information, the user information comprising user activity data;

determining, by the groups service based on the metadata field selected from the group settings page and the usage history from the usage database, properties of end users of an enterprise accessing a software product on an integrated platform integrated with the IAM system, wherein the determining includes performing a correlation calculation utilizing the dynamically selected metadata field and a count-distinct algorithm comprising a HyperLogLog algorithm to map users to groups for the integrated platform based on user activity data to yield an accurate count of distinct users over a time window by storing only one row in the usage database for each group name, software name, and date trio, thereby reducing data storage requirements;

generating, by the groups service, a plurality of groups based on the properties of the end users of the enterprise accessing the software product on the integrated platform integrated with the IAM system; and

generating, by the groups service, a group listing page containing the plurality of groups for presentation on the user device, thereby correlating complex user activity data with dynamically selected attributes to generate custom group-level access insights for identity and access management.

2 . The method according to claim 1 , further comprising:

determining, based on the usage history, timepoints of when the end users of the enterprise access the software product and group memberships of the end users.

3 . The method according to claim 2 , further comprising:

generating, by the groups service based on the timepoints, the software product, and the group memberships of the end users, a time series chart showing active and inactive users of the software product over time.

4 . The method according to claim 1 , further comprising:

receiving a selected group from the group listing page; and

generating a group value listing page containing a list of synced values for the selected group, the synced values containing vendors and applications for the selected group.

5 . The method according to claim 4 , further comprising:

receiving a selected vendor from the group value listing page; and

generating a vendor page with data for the selected group, the selected vendor, and the software product.

6 . The method according to claim 1 , wherein the count-distinct algorithm yields the accurate count of distinct users over the time window without duplicating user counts.

7 . A system utilizing a groups service integrated within an Identity and Access Management (IAM) system executing on a processor to provide scalable and customizable group-level reporting based on dynamic user-defined attributes, the system comprising:

a processor;

a non-transitory computer-readable medium; and

instructions stored on the non-transitory computer-readable medium and translatable by the processor for:

providing a user interface of a groups service on a user device, the user interface comprising a group settings page configured to receive a user selection of arbitrary metadata fields that are unique per integration within the IAM system to define custom grouping criteria;

receiving, through the group settings page on the user device, a selection of a metadata field;

responsive to the selection of the metadata field, starting a group sync process which fetches a usage history from a usage database, the usage history containing user information, the user information comprising user activity data;

determining, based on the metadata field selected from the group settings page and the usage history from the usage database, properties of end users of an enterprise accessing a software product on an integrated platform integrated with the IAM system, wherein the determining includes performing a correlation calculation utilizing the dynamically selected metadata field and a count-distinct algorithm comprising a HyperLogLog algorithm to map users to groups for the integrated platform based on user activity data to yield an accurate count of distinct users over a time window by storing only one row in the usage database for each group name, software name, and date trio, thereby reducing data storage requirements;

generating a plurality of groups based on the properties of the end users of the enterprise accessing the software product on the integrated platform integrated with the IAM system; and

generating a group listing page containing the plurality of groups for presentation on the user device, thereby correlating complex user activity data with dynamically selected attributes to generate custom group-level access insights for identity and access management.

8 . The system of claim 7 , wherein the instructions are further translatable by the processor for:

determining, based on the usage history, timepoints of when the end users of the enterprise access the software product and group memberships of the end users.

9 . The system of claim 8 , wherein the instructions are further translatable by the processor for:

generating, based on the timepoints, the software product, and the group memberships of the end users, a time series chart showing active and inactive users of the software product over time.

10 . The system of claim 7 , wherein the instructions are further translatable by the processor for:

receiving a selected group from the group listing page; and

generating a group value listing page containing a list of synced values for the selected group, the synced values containing vendors and applications for the selected group.

11 . The system of claim 10 , wherein the instructions are further translatable by the processor for:

receiving a selected vendor from the group value listing page; and

generating a vendor page with data for the selected group, the selected vendor, and the software product.

12 . The system of claim 7 , wherein the count-distinct algorithm yields the accurate count of distinct users over the time window without duplicating user counts.

13 . A computer program product for utilizing a groups service integrated within an Identity and Access Management (IAM) system to provide scalable and customizable group-level reporting based on dynamic user-defined attributes, the computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a processor for:

providing a user interface of a groups service on a user device, the user interface comprising a group settings page configured to receive a user selection of arbitrary metadata fields that are unique per integration within the IAM system to define custom grouping criteria;

receiving, through the group settings page on the user device, a selection of a metadata field;

responsive to the selection of the metadata field, starting a group sync process which fetches a usage history from a usage database, the usage history containing user information, the user information comprising user activity data;

determining, based on the metadata field selected from the group settings page and the usage history from the usage database, properties of end users of an enterprise accessing a software product on an integrated platform integrated with the IAM system, wherein the determining includes performing a correlation calculation utilizing the dynamically selected metadata field and a count-distinct algorithm comprising a HyperLogLog algorithm to map users to groups for the integrated platform based on user activity data to yield an accurate count of distinct users over a time window by storing only one row in the usage database for each group name, software name, and date trio, thereby reducing data storage requirements;

generating a plurality of groups based on the properties of the end users of the enterprise accessing the software product on the integrated platform integrated with the IAM system; and

generating a group listing page containing the plurality of groups for presentation on the user device, thereby correlating complex user activity data with dynamically selected attributes to generate custom group-level access insights for identity and access management.

14 . The computer program product of claim 13 , wherein the instructions are further translatable by the processor for:

determining, based on the usage history, timepoints of when the end users of the enterprise access the software product and group memberships of the end users.

15 . The computer program product of claim 14 , wherein the instructions are further translatable by the processor for:

generating, based on the timepoints, the software product, and the group memberships of the end users, a time series chart showing active and inactive users of the software product over time.

16 . The computer program product of claim 13 , wherein the instructions are further translatable by the processor for:

receiving a selected group from the group listing page; and

generating a group value listing page containing a list of synced values for the selected group, the synced values containing vendors and applications for the selected group.

17 . The computer program product of claim 16 , wherein the instructions are further translatable by the processor for:

receiving a selected vendor from the group value listing page; and

generating a vendor page with data for the selected group, the selected vendor, and the software product.

18 . The computer program product of claim 13 , wherein the count-distinct algorithm yields the accurate count of distinct users over the time window without duplicating user counts.