Method and apparatus for updating and selectively accessing financial records related to investments
US5749077A · kind A · utility
Assignee
Inventor
Key dates
| Filing date | Jan 23, 1997 |
| Grant date | May 5, 1998 |
| Priority date | — |
| Expiry date | Jan 23, 2017 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method and apparatus for inputting financial data, modifying, formatting and adding to pre-existing data on the basis of such input and, if desired, engaging in further processing of the data and accessing the data through a computer interface which may be directly accessed by unskilled and semi-skilled personnel. Such personnel may introduce a wide range of parameters for purposes of selecting specific desired data. The system is particularly advantageous in respect of maintaining records of investment transactions and providing ready access to the same. In the preferred approach, for selected categories of information, the user may elect one of three options as to each screen field to obtain rapid, customized information delivery. Also, the system preferably employs parallel processing and database performing tuning techniques. Hierarchical processing is employed in certain embodiments of the invention.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.