System, method and user interface allowing customized portfolio management

• US 20040107197A1
• Filed: 11/29/2002
• Published: 06/03/2004
• Est. Priority Date: 11/29/2002
• Status: Abandoned Application

• Current Assignee: Taiwan Semiconductor Manufacturing Company Limited
• Original Assignee: Taiwan Semiconductor Manufacturing Company Limited
• Inventors: Chen, Yu-Jen, Liou, Edwin D., Shen, Yu Yong, Chen, Ming-Hsin Thomas, Chen, Chun-Cho, Hung, Lup Cheong Patrick, Liou, Jeffrey
• Application Number:
  US10/307,180
• Publication Number:
  US 20040107197A1
• Time in Patent Office: Days
• US Class Current: 707/9
• CPC Class Codes: G06F 16/951 Indexing; Web crawling techniques
• CPC Class Codes: G06F 16/972 Access to data in other repository systems, e.g. legacy data or dynamic Web page generation

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.

Claims

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.

2. The system as claimed in claim 1, wherein the documents are technology documents regarding IC design provided by a foundry.

3. The system as claimed in claim 2, wherein the technology documents are classified based on fabrication geometry and electrical characteristics.

4. The system as claimed in claim 1, wherein the management server further allows the user to add and/or delete documents to or from the portfolio.

5. The system as claimed in claim 4, wherein the management server further provides a sharing engine allowing the user to share the customized portfolio with pre-defined authorized user privileges.

6. The system as claimed in claim 5, wherein the notification engine provides notification to the shared users when the status changes.

7. The system as claimed in claim 1, wherein the notification engine further provides indicators on the website showing the status change in portfolio documents.

8. The system as claimed in claim 7, wherein the indicators signify document updates, version conflicts and/or obsolescence.

9. The system as claimed in claim 8, wherein the indicators are indicator lights representing, by specific color-coding, version updates, version conflicts, and/or document obsolescences.

10. The system as claimed in claim 8, wherein the management server further allows the user to update the document with a new version.

11. The system as claimed in claim 8, wherein the management server further allows the user to delete obsolete documents from the portfolio.

12. A method for customized portfolio management, comprising the steps of:

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.

13. The method as claimed in claim 12, wherein the documents are technology documents regarding IC design provided by a foundry.

14. The method as claimed in claim 13, wherein the browsable catalog of documents is classified according to fabrication geometry and electrical characteristics.

15. The method as claimed in claim 13, further comprising a step of providing a share table by the website by which the user can share the customized portfolio with pre-defined authorized user privileges.

16. The method as claimed in claim 13, further comprising a step of providing a user interface on the website by which the user are allowed to add and/or delete documents to or from the portfolio.

17. The method as claimed in claim 13, further comprising providing indicators on the website indicating status changes in portfolio documents.

18. The method as claimed in claim 17, wherein the indicators show when documents have been updated or made obsolete, and/or version conflicts have occurred.

19. The method as claimed in claim 17, wherein the indicators are color-coded lights representing version updates, conflicts, and document obsolescence.

20. The method as claimed in claim 18, further comprising providing a user interface to update documents in the portfolio.

21. The method as claimed in claim 18, further comprising providing a user interface to delete obsolete documents from the portfolio.

22. A user interface for portfolio management comprising a page with at least:

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.

23. The user interface as claimed in claim 22, wherein the indicator is a light.

24. The user interface as claimed in claim 23, wherein the light indicator represents different status changes with different colors.

25. The user interface as claimed in claim 24, wherein the status change in documents comprises at least version update, version conflict and/or document obsolescence.

26. The user interface as claimed in claim 22, further comprising a subsequent page obtained by way of the button;

comprising a document list for the selected portfolio, a notification column corresponding to each document, and a plurality of buttons for editing the documents with an indicator displayed on the notification column when the status of a document in the portfolio has changed.

27. The user interface as claimed in claim 26, wherein the indicator in the subsequent page is a light.

28. The user interface as claimed in claim 27, wherein the light represents different status changes with different colors.

29. The user interface as claimed in claim 26, wherein the status changes for documents comprise at least version update, version conflict and/or document obsolescence.

30. The user interface as claimed in claim 22, wherein the document in the portfolio is a technology document regarding IC design, provided by a foundry.