Method and apparatus for updating and selectively accessing fina

Details Method and apparatus for updating and selectively accessing fina Method and apparatus for updating and selectively accessing fina

1997-01-23

1998-05-05

Hayes, Gail O.

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

G06F 1521

Patent

active

057490775

ABSTRACT:
A method and apparatus for inputting financial data, modifying, formatting and adding to pre-existing data on the basis of such input and, if desired, engaging in further processing of the data and accessing the data through a computer interface which may be directly accessed by unskilled and semi-skilled personnel. Such personnel may introduce a wide range of parameters for purposes of selecting specific desired data. The system is particularly advantageous in respect of maintaining records of investment transactions and providing ready access to the same. In the preferred approach, for selected categories of information, the user may elect one of three options as to each screen field to obtain rapid, customized information delivery. Also, the system preferably employs parallel processing and database performing tuning techniques. Hierarchical processing is employed in certain embodiments of the invention.

REFERENCES:
patent: 4774663 (1988-09-01), Musmanno et al.
patent: 4994964 (1991-02-01), Wolfberg et al.
patent: 5481700 (1996-01-01), Thuraisingham
P. J. Gill, Schwab Bets the Bank on Information Systems, Information Week, p 7A, 10A Oct. 5, 1987.
M. W. Friis, Getting the Jump on Big New York Brokerage Firms, Infosystems, pp. 86, 88, May 1987.

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