The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jul. 22, 2008
Filed:
Mar. 01, 2002
Joseph M. Kochansky, New York, NY (US);
Joseph M. Kochansky, New York, NY (US);
BlackRock Inc., New York, NY (US);
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.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile