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.

Date of Patent:
Sep. 28, 2010

Filed:

Mar. 31, 2006
Applicants:

Hari Nanjundamoorthy, West Windsor, NJ (US);

Charles R. Smith, Iii, Hoboken, NJ (US);

Michele Pierdinock, Hoboken, NJ (US);

Donna Figlik, Chicago, IL (US);

Lorraine Giordano, Hoboken, NJ (US);

Inventors:

Hari Nanjundamoorthy, West Windsor, NJ (US);

Charles R. Smith, III, Hoboken, NJ (US);

Michele Pierdinock, Hoboken, NJ (US);

Donna Figlik, Chicago, IL (US);

Lorraine Giordano, Hoboken, NJ (US);

Assignee:

CheckFree Corporation, Norcross, GA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

Methods and system for performing an investment portfolio activity. A record associated with a security is stored. The record includes two or more data fields each associated with a respective security attribute, and each data field is associated with a single data value. A request to add a new data field to one of the security attributes is received, and the new data field is associated with a new data value. A customized record associated with the security is created, which includes the new data field and the new data value, and an order to perform an investment portfolio activity associated with the security is received. The investment portfolio activity is executed using the new data value included in the customized record.


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