System and method for managing credit risk for investment portfolios
US8219487B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 15, 2003 |
| Grant date | Jul 10, 2012 |
| Priority date | — |
| Expiry date | Jan 17, 2030 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/03
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system is disclosed for enabling a portfolio manager to obtain credit approval for an issuer of securities from a credit analyst. The system includes a relational database containing subjective and objective issuer information, a graphical user interface for permitting a portfolio manager to submit a credit approval request to a credit analyst, a graphical user interface for permitting a credit analyst to evaluate the credit approval request submitted by the portfolio manager based on the issuer information contained in the database, and a graphical user interface for permitting the credit analyst to resolve the credit approval request on behalf of the portfolio manager.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.