System, method and apparatus to allow for a design, administration, and presentation of computer software applications

• US 20070288890A1
• Filed: 05/04/2007
• Published: 12/13/2007
• Est. Priority Date: 05/17/2006
• Status: Abandoned Application

• Current Assignee: Ipreo Holdings Incorporated
• Original Assignee: Ipreo Holdings Incorporated
• Inventors: Wells, Christopher
• Application Number:
  US11/797,559
• Publication Number:
  US 20070288890A1
• Time in Patent Office: Days
• US Class Current: 717/113
• CPC Class Codes: G06F 8/38 for implementing user interfaces
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A structured product application can be configured by an administrator of a first version of the structured product application by configuring at least one field, configuring at least one view, or configuring at least one permission, and storing the attributes of at least one field, at least one view, and at least one permission. Upon a change to a property of the structured product, the administrator reconfigures the first version of the structured product application to create a second version of the structured product application by either reconfiguring at least one field, adding or deleting a field, reconfiguring at least one view, adding or deleting a view, reconfiguring at least one permission, or adding or deleting a permission. The reconfigured attributes of at least one field, at least one view, and at least one permission are then stored.

Claims

1. A system comprising:

a designer application for a designer to create or edit at least one application, the designer application comprising;

at least one view comprising at least one field, wherein the designer configures the attributes of the field;

a storage device for storing information and attributes of the at least one application;

an application interface for a user to interact with the at least one application; and

a screen for displaying the information stored in the storage device regarding the at least one application for viewing by the user.

2. The system according to claim 1, further comprising at least one schema to drive the designer application.

3. The system according to claim 1, further comprising a domain that comprises all of the at least one schema as well as at least one instance.

4. The system according to claim 1, wherein the designer manages as least one of structures, views, permissions, workflow rules, menus, users, and data.

5. The system according to claim 1, wherein the designer configures a preset view comprising physical attributes of the application interface.

6. The system according to claim 1, wherein the designer configures a custom view comprising arrangement of the at least one field within the application interface.

7. The system according to claim 1, wherein the designer configures a complex view comprising at least one of:

a preset view comprising physical attributes of the application interface; and

a custom view comprising arrangement of the at least one field within the application interface.

8. The system according to claim 1, further comprising at least one permission regarding the user'"'"'s entitlement to access, enter, edit, or delete information within at least one field.

9. The system according to claim 1, further comprising at least one permission regarding the user'"'"'s entitlement to access at least one view.

10. The system according to claim 1, further comprising at least one permission regarding the user'"'"'s entitlement to access a menu item.

11. The system according to claim 1, wherein the application interface is a web browser.

12. The system according to claim 1, wherein the designer and the user are members of the same entity.

13. A computer-implemented method for managing at least one structured product, the method comprising the steps of:

selecting one or more field names;

creating a template of the selected one or more field names;

storing the template in a storage media;

retrieving information from the storage media corresponding to the at least one selected field name to generate a term sheet; and

displaying the term sheet comprising only information corresponding to selected fields in the template.

14. The computer-implemented method according to claim 13, further comprising the step of replicating information in the storage media corresponding to requests for a term sheet.

15. The computer-implemented method according to claim 13, further comprising the step of displaying a calendar on a computer screen that denotes dates when interest rates are reset.

16. The computer-implemented method according to claim 13, further comprising the step of granting permission to an entity regarding the right to enter, access, or manipulate information.

17. The computer-implemented method according to claim 16, wherein at least one trading-desk personnel is permissioned to edit an attribute of the at least one structured product.

18. The computer-implemented method according to claim 16, wherein at least one client is permissioned to enter an order for the at least one structured product.

19. The computer-implemented method according to claim 13, further comprising the step of using a permission to enter, access, or manipulate information.

20. The computer-implemented method according to claim 19, wherein the step of using a permission comprises editing an attribute of the at least one structured product.

21. The computer-implemented method according to claim 19, wherein the step of using a permission comprises entering information for the at least one structured product.

22. The computer-implemented method according to claim 13, further comprising the step of automatically generating at least one menu item based upon the attributes of the structured product.

23. A method for revising a structured product application, the method comprising the steps of:

configuring by an administrator of a first version of the structured product application, the step of configuring comprising;

configuring at least one field;

configuring at least one view;

configuring at least one permission; and

storing the attributes of the at least one field, the at least one view, and the at least one permission; and

upon a change to a property of the structured product,

reconfiguring by the administrator of the first version of the structured product application to create a second version of the structured product application, the step of reconfiguring comprises

at least one step selected from the group consisting of;

reconfiguring the at least one field,

adding or deleting a field,

reconfiguring the at least one view,

adding or deleting a view,

reconfiguring the at least one permission, and

adding or deleting a permission;

storing the reconfigured attributes of the at least one field, the at least one view, and the at least one permission; and

displaying the second version of the structured product application.

24. A processor-implemented method for managing structured-products, the method comprising the steps of:

configuring a structured-product security;

configuring work-flow templates pertaining to the security, each template comprising at least one field corresponding to a property of the structured-product security;

specifying categories of permission for accessing the templates and for changing the information in the at least one field; and

displaying one of the work-flow templates to a user based upon the user'"'"'s permission category.