System, method and user interface allowing customized portfolio management
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United States of America Patent
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N/A
Issued Date -
Jun 3, 2004
app pub date -
Nov 29, 2002
filing date -
Nov 29, 2002
priority date (Note) -
Abandoned
status (Latency Note)
Importance
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.
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