Invention Grant
US07805348B2 Systems and methods enabling investment activities via the creation and use of client-specific security files
有权
系统和方法通过创建和使用客户端特定的安全文件来实现投资活动
- Patent Title: Systems and methods enabling investment activities via the creation and use of client-specific security files
- Patent Title (中): 系统和方法通过创建和使用客户端特定的安全文件来实现投资活动
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Application No.: US11395036Application Date: 2006-03-31
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Publication No.: US07805348B2Publication Date: 2010-09-28
- Inventor: Hari Nanjundamoorthy , Charles R. Smith, III , Michele Pierdinock , Donna Figlik , Lorraine Giordano
- Applicant: Hari Nanjundamoorthy , Charles R. Smith, III , Michele Pierdinock , Donna Figlik , Lorraine Giordano
- Applicant Address: US GA Norcross
- Assignee: CheckFree Corporation
- Current Assignee: CheckFree Corporation
- Current Assignee Address: US GA Norcross
- Agency: Sutherland Asbill & Brennan LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
Methods and system for performing an investment portfolio activity. A record associated with a security is stored. The record includes two or more data fields each associated with a respective security attribute, and each data field is associated with a single data value. A request to add a new data field to one of the security attributes is received, and the new data field is associated with a new data value. A customized record associated with the security is created, which includes the new data field and the new data value, and an order to perform an investment portfolio activity associated with the security is received. The investment portfolio activity is executed using the new data value included in the customized record.
Public/Granted literature
Information query
