Investment database application
First Claim
1. A system for processing financial data comprising:
- a client system;
a spreadsheet application installed on the client system, the spreadsheet application configured to generate an electronic spreadsheet having rows and columns of cells for receiving data; and
an investment database application installed on the client system, the investment database application configured to automate data entry into the electronic spreadsheet, wherein the investment database downloads XML formatted financial data from a server system, converts the XML formatted financial data into a format compatible with the spreadsheet application, and populates the electronic spreadsheet with converted financial data.
2 Assignments
0 Petitions
Accused Products
Abstract
An investment database application is configured to perform a download process and an upload process. During the download process, the investment database application creates a spreadsheet out of a customized spreadsheet template, receives XML data from a database on a server system, converts the XML data, loads the spreadsheet with the converted data, and saves the populated spreadsheet template to a location specified by the user. During the upload process, the investment database application may convert a populated spreadsheet template created during the download process into an XML formatted file and transmit the XML file to a secure server system that loads the XML data into a Relational Database Management System (RDMS).
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Citations
20 Claims
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1. A system for processing financial data comprising:
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a client system;
a spreadsheet application installed on the client system, the spreadsheet application configured to generate an electronic spreadsheet having rows and columns of cells for receiving data; and
an investment database application installed on the client system, the investment database application configured to automate data entry into the electronic spreadsheet, wherein the investment database downloads XML formatted financial data from a server system, converts the XML formatted financial data into a format compatible with the spreadsheet application, and populates the electronic spreadsheet with converted financial data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A method for processing financial data comprising:
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generating an electronic spreadsheet with a spreadsheet application, the electronic spreadsheet having rows and columns of cells for receiving data;
downloading XML formatted financial data from a server system; and
automatically populating the electronic spreadsheet by converting the XML formatted financial data into a format compatible with the spreadsheet application data. - View Dependent Claims (17, 18, 19)
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20. A computer program embodied on a computer-readable medium, the computer program comprising instructions for:
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generating an electronic spreadsheet with a spreadsheet application, the electronic spreadsheet having rows and columns of cells for receiving data;
downloading XML formatted financial data from a server system; and
automatically populating the electronic spreadsheet by converting the XML formatted financial data into a format compatible with the spreadsheet application data.
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Specification