Peer based doctrine performance framework

Details Peer based doctrine performance framework Peer based doctrine performance framework

2006-04-11

2006-04-11

Millin, Vincent (Department: 3624)

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

Automated electrical financial or business practice or...

Finance

C705S035000

Reexamination Certificate

active

07028006

ABSTRACT:
A securities transaction performance framework for developing an evaluation system directed toward the securities industry. The framework comprises a compilation of Broker demographics, a compilation of Broker performance data, a compilation of Client Portfolio information, and a compilation of periodic Transaction data including volume of Transactions, commission charged, and associated Broker information. The data compilations interface with a Broker Master to correlate a Broker to a statistical database as requested by the user. The Broker Master correlates financial statistics from Transaction data to Broker demographics and performance data so as to provide a performance evaluation system. Transaction data is stored in a secure environment and is able to provide historical analysis upon request of the end user.

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U.S. Provisional Appl. No. 60/082,868, filed Apr. 24, 1998.
“Analyzing the Analysts”, Information Week, Violino et al, Nov. 17, 1997, p 38.

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