System, method and user interface allowing customized portfolio management
First Claim
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1. A customized portfolio management system, comprising:
- a document metadata database storing a plurality of pre-classified documents and meta information thereof;
a management server programmed to a rule engine, a search engine, a security engine, and a notification engine; and
a web server providing an interactive website displaying the classified documents, allowing a terminal user to create a customized portfolio;
wherein the security engine authenticates user identification;
the search engine searches the document metadata database according selection on the website to create the customized portfolio;
the rule engine identifies document status in the document metadata database; and
the notification engine monitors the status of the customized portfolio, sending notification when the status changes.
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Abstract
A system for customized portfolio management. A method and user interface is provided accordingly, allowing customized portfolio management. In an exemplary embodiment the system comprises a document metadata database storing a plurality of documents and meta information thereof, a management server programmed to rule engine, search, security engine and notification engines, and a Web server providing an interactive website displaying documents, allowing creation of a customized portfolio. The customized portfolio management system provides notification on the website, apprising users of changes in the status of their documents.
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Citations
30 Claims
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1. A customized portfolio management system, comprising:
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a document metadata database storing a plurality of pre-classified documents and meta information thereof;
a management server programmed to a rule engine, a search engine, a security engine, and a notification engine; and
a web server providing an interactive website displaying the classified documents, allowing a terminal user to create a customized portfolio;
wherein the security engine authenticates user identification;
the search engine searches the document metadata database according selection on the website to create the customized portfolio;
the rule engine identifies document status in the document metadata database; and
the notification engine monitors the status of the customized portfolio, sending notification when the status changes. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A method for customized portfolio management, comprising the steps of:
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providing a website that includes a browsable catalog of documents and allows a user to select a category;
displaying a list of documents on the website regarding the selected catalog, allowing the a user to select documents and create a customized portfolio;
monitoring document status in the customized portfolio; and
sending a notification when the status of any document in the portfolio is changed. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21)
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22. A user interface for portfolio management comprising a page with at least:
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a column listing at least one portfolio;
a notification column corresponding to each portfolio;
means for selecting one portfolio;
a button for displaying a selected portfolio;
wherein an indicator appears in the notification column when the status of a document in the portfolio has changed. - View Dependent Claims (23, 24, 25, 26, 27, 28, 29, 30)
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Specification