Integrated investment management system with network datafeed and incremental database refresh
US8595110B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 31, 2012 |
| Grant date | Nov 26, 2013 |
| Priority date | — |
| Expiry date | Dec 31, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An investment management computer system is configured to communicate with data vendors or electronic accounting systems. The system may include an electronic application server having logic for performing analysis of an investment portfolio including aggregating a plurality of securities in the investment portfolio by security type, portfolio monitoring, and reporting holdings of the portfolio. The application server may further include data load logic for receiving either a completely refreshed data set or an incrementally refreshed data set; validating the received data to promote a complete transmission and to promote a correct as-of-date transmission for the received data; and, updating the data stored in the database server database with the received data.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.