IP Library Granted Patent US 11,307,846
Granted Patent B2
US 11,307,846 · App. 16/993,915 · Granted Apr 19, 2022

System and method for implementing a technical debt automation

Inventors: Matthew Trahan (Katy, TX); James Todd Barnes (Katy, TX)
Assignee: JPMorgan Chase Bank, N.A.
G06F8/658G06F8/71G06F8/73G06F8/77
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Quick Facts
Patent No.
US 11,307,846
App. No.
16/993,915
Granted
Apr 19, 2022
Kind
B2
Abstract

An embodiment of the present invention is directed to an automated series of modules to reduce recurring tasks, eliminate manual errors, reduce the firm's risk profile, and decrease time for version upgrades. An embodiment of the present invention is directed to a Technical Debt Automation Tool that determines current and subsequently released versions from a primary vendor as well as for other vendors for various plugins that provide critical business functionality. An embodiment of the present invention may calculate an amount of technical debt (e.g., changes) that an entity (e.g., firm) will have to make due to the customization inherent with firmwide risk policies and AD (Application Development) methodology.

Claims (38)

1. A system that implements a technical debt automation tool, the system comprising:

a memory configured to store and manage source code; and

a computer processor, coupled to the memory, configured to perform the steps of:

identifying a product that is installed where the product is associated with a vendor;

obtaining a set of dependencies comprising version data and plugin data representing a customization of the installed product;

obtaining, via an external link, reference documentation from a source associated with the vendor;

obtaining, via the external link, product and plugin binaries from the source associated with the vendor;

uploading binaries for scanning to a security vulnerability platform;

determining a technical debt associated with an update from a current version of the installed product to an upgrade version wherein determining the technical debt comprises:

analyzing one or more application programming interface (“API”) changes from the current version of the installed product to the upgrade version, the analysis providing a table of hooks and listeners with each modification required to accommodate the one or more API changes;

calculating an overall risk based on a number of software revisions between the current version of the installed product and the upgrade version and a number of plugins involved with the update based on the number of software revisions; and

a set of changes and mapping for the update;

generating technical debt remediation based on the determined technical debt;

generating a set of plugin upgrade paths for the update; and

communicating, via a communication network, the technical debt and the set of plugin upgrade paths to a recipient.

2. The system of claim 1 , wherein the technical debt automation tool executes in a plurality of modes comprising: research mode, plugin mode and agile mode.

3. The system of claim 1 , wherein the set of dependencies further comprises one or more of: proprietary and customized hooks, listeners, add-ons and workflows.

4. The system of claim 1 , wherein the technical debt and the set of plugin upgrade paths are provided via an interactive user interface.

5. The system of claim 4 , wherein the user interface provides API deprecations, hook deprecations and dependencies not found.

6. The system of claim 4 , wherein the user interface provides vendor plugins comprising plugin key, current version, target version, latest version and risk rating.

7. A method that implements a technical debt automation tool, the method comprising the steps of:

identifying a product that is installed where the product is associated with a vendor;

obtaining a set of dependencies comprising version data and plugin data representing a customization of the installed product;

obtaining, via an external link, reference documentation from a source associated with the vendor;

obtaining, via the external link, product and plugin binaries from the source associated with the vendor;

uploading binaries for scanning to a security vulnerability platform;

determining a technical debt associated with an update from a current version of the installed product to an upgrade version wherein determining the technical debt comprises:

analyzing one or more application programming interface (“API”) changes from the current version of the installed product to the upgrade version, the analysis providing a table of hooks and listeners with each modification required to accommodate the one or more API changes;

calculating an overall risk based on a number of software revisions between the current version of the installed product and the upgrade version and a number of plugins involved with the update based on the number of software revisions; and

a set of changes and mapping for the update;

generating technical debt remediation based on the determined technical debt;

generating a set of plugin upgrade paths for the update; and

communicating, via a communication network, the technical debt and the set of plugin upgrade paths to a recipient.

8. The method of claim 7 , wherein the technical debt automation tool executes in a plurality of modes comprising: research mode, plugin mode and agile mode.

9. The method of claim 7 , wherein the set of dependencies further comprises one or more of: proprietary and customized hooks, listeners, add-ons and workflows.

10. The method of claim 7 , wherein the technical debt and the set of plugin upgrade paths is provided via an interactive user interface.

11. The method of claim 10 , wherein the user interface provides API deprecations, hook deprecations and dependencies not found.

12. The method of claim 10 , wherein the user interface provides vendor plugins comprising plugin key, current version, target version, latest version and risk rating.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 14, 2020
From: TRAHAN, MATTHEW; BARNES, JAMES TODD
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 053500/0888 →
Continuity (2)
Provisional Application 62887772 · Aug 16, 2019
Related Publication 20210049003A1 · Feb 18, 2021
Cited By (1)
US 12,197,313