Method and system for automatic portfolio monitoring

• US 20050015320A1
• Filed: 03/04/2004
• Published: 01/20/2005
• Est. Priority Date: 03/28/2003
• Status: Abandoned Application

• Current Assignee: DUN & Bradstreet Incorporated (Dun & Bradstreet Corp.)
• Original Assignee: DUN & Bradstreet Incorporated (Dun & Bradstreet Corp.)
• Inventors: Gastauer, Keith Edward, Hayenhjelm, Amy M., Schmelz, Barbara L.
• Application Number:
  US10/793,338
• Publication Number:
  US 20050015320A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A portfolio monitoring and alerting service is available over the web that is user-friendly and easy to maintain. This service allows each user to monitor a portfolio of accounts on customers and suppliers containing business and financial information and observe changes to individual accounts within the portfolio, to manage the portfolio by adding or deleting accounts, to receive notice of and view alerts, and to receive notices for report renewal.

Claims

1. A system for portfolio monitoring, comprising:

a website for providing access to a portfolio of accounts;

an application server for processing requests for managing said portfolio of accounts;

a database for storing information associated with said portfolio of accounts; and

an communications component for notification of changes to information association with said portfolio of accounts.

2. The system according to claim 1, further comprising:

a billing system for receiving billing information from said application server.

3. The system according to claim 1, wherein said application server includes logic for retrieving said portfolio of accounts, retrieving information for each account, receiving orders, receiving registration information, and providing billing information.

4. The system according to claim 1, further comprising:

a session database.

5. The system according to claim 1, further comprising:

a archive database for storing information associated with said accounts.

6. The system according to claim 1, further comprising:

a subscription database for storing information associated with subscriptions to monitoring service.

7. The system according to claim 1, wherein each account includes business and financial information about a customer or supplier.

8. The system according to claim 1, wherein said requests are at least one selected from the group consisting of:

adding an account, deleting an account, requesting monitoring service for an account, and requesting a report for an account.

9. The system according to claim 1, wherein said notification is performed according to user-defined preferences.

10. A method for portfolio monitoring, comprising:

providing access to a portfolio of accounts on a website;

processing requests for managing said portfolio of accounts;

storing information associated with said portfolio of accounts; and

providing notification of changes to said portfolio of accounts.

11. The method according to claim 10, wherein said information is business and financial information.

12. The method according to claim 10, further comprising:

providing a report on one account in said portfolio of accounts.

13. The method according to claim 10, further comprising:

providing a list of each said notification of changes

14. The method according to claim 10, wherein said notification of changes is performed according to said user-defined preferences.

15. The method according to claim 10, wherein said requests are at least one selected from the group consisting of:

order a report, view portfolio, view notification, subscribe to monitoring service, add account, delete account, receive notification, update preferences, and view report.

16. A computer-readable medium having executable instructions stored thereon to perform a method for portfolio monitoring, said method comprising:

providing a profile having information associated with a user account on a website;

providing a portfolio of accounts on said website, each account in said portfolio of accounts comprising business and financial information associated with at least one business entitiy; and

providing notices of changes to said portfolio of accounts.

17. The computer-readable medium according to claim 16, wherein said profile comprises at least one selected from the group consisting of:

account information, user preferences, and online usage statements.

18. The computer-readable medium according to claim 17, wherein each of said notices of changes comprises an indication of a type of change to said portfolio of accounts.

19. The computer-readable medium according to claim 18, wherein said indication is classified according to a degree of change.

20. The computer-readable medium according to claim 16, further comprising:

providing facilities at least one function selected from the group consisting of;

deleting selected notices, printing notices, requesting additional information about one of said notices, and ordering a report associated with one of said notices.

21. The computer-readable medium according to claim 16, wherein providing said portfolio of accounts comprises providing at least one report associated with said portfolio of accounts.

22. The computer-readable medium according to claim 21, further comprising performing a function selected from the group consisting of:

viewing all reports, viewing investigated reports, viewing archived reports, viewing selected reports, and deleting reports.

23. The computer-readable medium according to claim 16, wherein providing said portfolio of accounts comprises providing data associated with said portfolio of accounts.

24. The computer-readable medium according to claim 16, wherein providing said portfolio of accounts comprises providing monitoring information associated with an account in said portfolio of accounts.

25. The computer-readable medium according to claim 16, wherein providing said portfolio of accounts comprises filtering information in said portfolio of accounts.