US 2004/0107197 A1 · System, method and user interface allowing customized portfolio management

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.

Claims30

Dependent claims

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.

5 more elements

Dependencies are inferred from the claim text.

System, method and user interface allowing customized portfolio management

Life of this patent

System, method and user interface allowing customized portfolio management

Life of this patent

Abstract

Claims30