发明名称 |
Open platform system and method |
摘要 |
An open platform includes a portfolio management system, a workflow system, and a mutual fund recordkeeping system. The portfolio management system is configured to provide multi-asset transaction processing. The workflow system is configured to deliver and process work based on user-define priorities. The mutual fund recordkeeping system is configured to record a mutual fund transaction. The method of processing an open platform account includes receiving customer information; sending the customer information to a site for approval; checking that information to ensure the information satisfies a compliance criterion; and recording a mutual fund transaction in the mutual fund recordkeeping system.
|
申请公布号 |
US2003225663(A1) |
申请公布日期 |
2003.12.04 |
申请号 |
US20030402847 |
申请日期 |
2003.03.28 |
申请人 |
HORAN JAMES P.;TYNER WANDA KEHLENBECK |
发明人 |
HORAN JAMES P.;TYNER WANDA KEHLENBECK |
分类号 |
G06F;G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06F |
代理机构 |
|
代理人 |
|
主权项 |
|
地址 |
|