18188857. COMPUTERIZED ENTERPRISE MANAGEMENT simplified abstract (Wells Fargo Bank, N.A.)
Contents
COMPUTERIZED ENTERPRISE MANAGEMENT
Organization Name
Inventor(s)
Jonathon Traer Clark of NEW CANAAN CT (US)
COMPUTERIZED ENTERPRISE MANAGEMENT - A simplified explanation of the abstract
This abstract first appeared for US patent application 18188857 titled 'COMPUTERIZED ENTERPRISE MANAGEMENT
Simplified Explanation: The patent application describes a management application that determines net positions for different time periods and sends purchase instructions to an investment system based on these positions.
- The management application calculates net positions for multiple time periods.
- It identifies positive tranches within these net positions.
- Purchase instructions are sent to the investment system based on these positive tranches.
- The purchase instructions request the acquisition of securities corresponding to the positive tranches for specific time periods.
Key Features and Innovation: - Automated determination of net positions for various time periods. - Identification of positive tranches within the net positions. - Sending purchase instructions to an investment system based on the positive tranches. - Integration of time periods in the purchase instructions for securities acquisition.
Potential Applications: This technology can be applied in financial management, investment strategies, and portfolio optimization.
Problems Solved: - Streamlining the process of determining investment decisions. - Enhancing efficiency in managing net positions for different time periods. - Improving accuracy in purchasing securities based on calculated tranches.
Benefits: - Increased precision in investment decision-making. - Time-saving automation of net position calculations. - Enhanced portfolio management capabilities.
Commercial Applications: Potential commercial applications include financial advisory services, asset management firms, and investment banks.
Prior Art: Prior art related to this technology may include patents or publications on automated investment decision-making systems and portfolio management tools.
Frequently Updated Research: Stay updated on research related to automated investment strategies, portfolio optimization algorithms, and financial management software advancements.
Questions about Management Application: 1. How does the management application determine net positions for different time periods? 2. What are the key benefits of using a management application for investment decision-making?
Original Abstract Submitted
Various examples are directed to a management application. The management application may determine respective net positions for a plurality of time periods. The management application may determine a first positive tranche comprising a portion of the net position for a first time period and a portion of the net position for a second time period. The management application may send a first purchase instruction to an investment system. The first purchase instruction may request purchase of a security having a value corresponding to the first positive tranche and a period comprising at least the first time period and the second time period.
