Is a
Patent attributes
Current Assignee
Patent Jurisdiction
Patent Number
Date of Patent
July 22, 2008
Patent Application Number
10086769
Date Filed
March 1, 2002
Patent Citations Received
Patent Primary Examiner
Patent abstract
A method is disclosed for determining whether a transaction involving a financial instrument is in compliance with investment objectives associated with an investment portfolio. The method includes the step of providing a rule pertaining to an investment objective, wherein the rule contains a reference to a dynamic database having one or more related entries. The method also includes the steps of applying the rule to an investment request regarding a transaction involving a financial instrument, referring to the dynamic database to incorporate each related entry into the rule, and determining whether the investment request complies with the rule.
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