Patent · US Active

Portfolio management methods, systems, and computer programs

US7805462B2 · kind B2 · utility

8Cited by
5References
14Claims
0Family size

Assignee

Inventors

Key dates

Filing dateAug 25, 2004
Grant dateSep 28, 2010
Priority date
Expiry dateJul 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.