Method of processing investment data and associated system
First Claim
1. A computerized method of processing investment data comprising providing a server supporting a database for receiving, processing and storing investment data, providing rules relating to credit assignment, introducing into said server investment data from a plurality of external sources, and permitting user access to said processed and stored investment data resident in said server after application of said rules to said investment data.
1 Assignment
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Accused Products
Abstract
A computerized method for processing investment data includes providing a server supporting a database for receiving, processing and storing investment data; providing a rules engine for processing rules data employing rules relating to credit assignment; introducing into the server investment data from a plurality of external sources, processing the rules data by the rules engine and permitting user access to the processed and stored investment data. Information regarding customer investments, client information and investment transaction information is provided in the server. A corresponding system is disclosed.
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Citations
31 Claims
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1. A computerized method of processing investment data comprising
providing a server supporting a database for receiving, processing and storing investment data, providing rules relating to credit assignment, introducing into said server investment data from a plurality of external sources, and permitting user access to said processed and stored investment data resident in said server after application of said rules to said investment data.
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26. A computerized system for processing investment data comprising
a server for receiving, processing, storing and delivering investment data, an external data interface in communication with said server for receiving investment data from a plurality of external sources and delivering the same with or without processing to said server, a user interface for permitting user access to said server, a rules engine operatively associated with said server for applying rules to rules data contained within said investment data, and said server and said rules being structured to permit credit assignment determinations for investment transactions.
Specification