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 |
AU2003222143(A8) |
申请公布日期 |
2003.10.20 |
申请号 |
AU20030222143 |
申请日期 |
2003.03.31 |
申请人 |
TYNER, WANDA, KEHLENBECK;HORAN, JAMES, P. |
发明人 |
JAMES P. HORAN;WANDA KEHLENBECK TYNER |
分类号 |
G06F;G06Q40/06 |
主分类号 |
G06F |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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