System for receiving, processing, creating, storing, and disseminating investment information
US5893079A · kind A · utility
Assignee
Inventor
Key dates
| Filing date | Mar 27, 1997 |
| Grant date | Apr 6, 1999 |
| Priority date | — |
| Expiry date | Mar 27, 2017 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A computerized data processing system includes an external data interface for communicating with nonuser outside sources of investment data and processing such data and delivering such data to a server which processes and stores such investment data in a central databank. Users may access the data stored in the central database which is supported by the server through an external user interface. The receiving, processing, creating and disseminating of data is a shared responsibility which is divided between the external user interface and the server. Multiple users may access the server simultaneously. The preferred embodiments employ a relational database, dynamically linked libraries, and multiple compliance capabilities. The system is particularly suited for use with mutual fund portfolio management and transactional information. The system may combine investment data relating to mutual funds or portions thereof or separate portions of a single fund for purposes of transactions, portfolio management or modeling.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.