Portfolio management methods, systems, and computer programs
US7805462B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Aug 25, 2004 |
| Grant date | Sep 28, 2010 |
| Priority date | — |
| Expiry date | Jul 16, 2026 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F16/283
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Portfolio management methods, systems, and computer programs are provided for allowing users to extract content out of an online transaction processing system into a portfolio management system database using a data warehouse as a filtering device in an integrated database system. Data sets from the online transaction processing system may be received into the data warehouse, where the received data sets are filtered. The filtered-out data sets may then be provided to the portfolio management system database, where they may be stored.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.