Peer based doctrine performance framework
US7028006B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 3, 2000 |
| Grant date | Apr 11, 2006 |
| Priority date | — |
| Expiry date | Aug 28, 2022 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A securities transaction performance framework for developing an evaluation system directed toward the securities industry. The framework comprises a compilation of Broker demographics, a compilation of Broker performance data, a compilation of Client Portfolio information, and a compilation of periodic Transaction data including volume of Transactions, commission charged, and associated Broker information. The data compilations interface with a Broker Master to correlate a Broker to a statistical database as requested by the user. The Broker Master correlates financial statistics from Transaction data to Broker demographics and performance data so as to provide a performance evaluation system. Transaction data is stored in a secure environment and is able to provide historical analysis upon request of the end user.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.