{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-9805421","patent":{"patent_number":"US-9805421","title":"Integrated investment management system with network datafeed and incremental database refresh","assignee":null,"inventors":[],"filing_date":"2013-11-25T00:00:00.000Z","publication_date":"2017-10-31T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q"],"num_claims":31,"abstract":"An investment management computer system is configured to communicate with data vendors or electronic accounting systems. The system may include an electronic application server having logic for performing analysis of an investment portfolio including aggregating a plurality of securities in the investment portfolio by security type, portfolio monitoring, and reporting holdings of the portfolio. The application server may further include data load logic for receiving either a completely refreshed data set or an incrementally refreshed data set; validating the received data to promote a complete transmission and to promote a correct as-of-date transmission for the received data; and, updating the data stored in the database server database with the received data."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Integrated investment management system with network datafeed and incremental database refresh","description":"An investment management computer system is configured to communicate with data vendors or electronic accounting systems. The system may include an electronic application server having logic for perfo","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-9805421","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-9805421","citation_suggestion":"Patentable. \"Integrated investment management system with network datafeed and incremental database refresh\" (US-9805421). https://patentable.app/patents/US-9805421","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-9805421","json":"https://patentable.app/api/llm-context/US-9805421","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-06-06T12:34:20.691Z"}