Systems and methods enabling investment activities via the creation and use of client-specific security files
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United States of America Patent
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Sep 28, 2010
Grant Date -
Oct 4, 2007
app pub date -
Mar 31, 2006
filing date -
Mar 31, 2006
priority date (Note) -
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status (Latency Note)
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Abstract
Methods and system for performing an investment portfolio activity. A record associated with a security is stored. The record includes two or more data fields each associated with a respective security attribute, and each data field is associated with a single data value. A request to add a new data field to one of the security attributes is received, and the new data field is associated with a new data value. A customized record associated with the security is created, which includes the new data field and the new data value, and an order to perform an investment portfolio activity associated with the security is received. The investment portfolio activity is executed using the new data value included in the customized record.
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