Automated file information population exhibiting reduced storage and bandwidth and increased security

Abstract

Embodiments are provided herein that improve the automated generation and auditing of data-bearing reports. These embodiments include using metadata to represent the sources of data to be used to insert information at various locations within a report or other text record. To populate the report, the metadata is used to determine a source to query for the relevant information, a location to insert the relevant information within the text, and optionally a calculation to perform on the source data in order to determine the relevant information. These embodiments result in improved data security and reduced bandwidth and storage cost while also improving report accuracy and allowing for repeated report information updates as the underlying source data is accumulated and/or updated.