公开(公告)号：US20120143783A1

公开(公告)日：2012-06-07

申请号：US13335101

申请日：2011-12-22

申请人： Michael L. DeAddio ,  Axel Kramer

发明人： Michael L. DeAddio ,  Axel Kramer

IPC分类号： G06Q40/06

CPC分类号： G06Q20/10 ,  G06F9/44 ,  G06F9/46 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

摘要： Object oriented design strategies and patterns are applied to financial data processing systems for processing and modeling of financial products (also referred to as financial instruments) with an emphasis being on derivative products. The system employs valuation independent, well-defined financial components (also referred to as financial events) that can be combined to build new financial structures. A general purpose software model is provided for representing the structure and characteristics of these products. A declarative specification language is provided to describe financial instruments in a consistent manner that lends itself to processing in such an object oriented system. A general traversal process is provided that can be applied to the macro structure of a financial instrument to implement various functions that produce results based on such information, such as the stream of financial events associated with the instrument, or the pricing or valuation of the instrument.

摘要翻译： 面向对象的设计策略和模式应用于财务数据处理系统，用于处理和建模金融产品（也称为金融工具），重点是衍生产品。 该系统采用独立的，明确的财务部分（也称为金融事件），可以组合起来建立新的财务结构。 提供了通用软件模型，用于表示这些产品的结构和特性。 提供了一种声明性规范语言，以一致的方式描述金融工具，使其适用于面向对象的系统中的处理。 提供了一个通用的遍历过程，可以将其应用于金融工具的宏观结构，以实现基于此类信息产生结果的各种功能，例如与该工具相关的财务事件流，或者仪器的定价或估值 。

公开(公告)号：US07801782B2

公开(公告)日：2010-09-21

申请号：US09127341

申请日：1998-07-31

申请人： Michael L. DeAddio ,  Axel Kramer

发明人： Michael L. DeAddio ,  Axel Kramer

IPC分类号： G06Q17/00

CPC分类号： G06Q20/10 ,  G06F9/44 ,  G06F9/46 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

摘要： Object oriented design strategies and patterns are applied to financial data processing systems for processing and modeling of financial products (also referred to as financial instruments) with an emphasis being on derivative products. The system employs valuation independent, well-defined financial components (also referred to as financial events) that can be combined to build new financial structures. A general purpose software model is provided for representing the structure and characteristics of these products. A declarative specification language is provided to describe financial instruments in a consistent manner that lends itself to processing in such an object oriented system. A general traversal process is provided that can be applied to the macro structure of a financial instrument to implement various functions that produce results based on such information, such as the stream of financial events associated with the instrument, or the pricing or valuation of the instrument. Techniques including double dispatch and other mechanisms are further provided to provide flexible means of associating the appropriate processing methods with the diverse range of instrument characteristics that are encountered in a typical financial institution's course of business.

摘要翻译： 面向对象的设计策略和模式应用于财务数据处理系统，用于处理和建模金融产品（也称为金融工具），重点是衍生产品。 该系统采用独立的，明确的财务部分（也称为金融事件），可以组合起来建立新的财务结构。 提供了通用软件模型，用于表示这些产品的结构和特性。 提供了一种声明性规范语言，以一致的方式描述金融工具，使其适用于面向对象的系统中的处理。 提供了一个通用的遍历过程，可以将其应用于金融工具的宏观结构，以实现基于此类信息产生结果的各种功能，例如与该工具相关的财务事件流，或者仪器的定价或估值 。 还提供了包括双重调度和其他机制的技术，以提供灵活的手段，将适当的处理方法与典型金融机构业务过程中遇到的各种仪器特性相关联。

公开(公告)号：US08099347B2

公开(公告)日：2012-01-17

申请号：US12638195

申请日：2009-12-15

申请人： Michael L. DeAddio ,  Axel Kramer

发明人： Michael L. DeAddio ,  Axel Kramer

IPC分类号： G06Q40/00

CPC分类号： G06Q20/10 ,  G06F9/44 ,  G06F9/46 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

摘要： Object oriented design strategies and patterns are applied to financial data processing systems for processing and modeling of financial products (also referred to as financial instruments) with an emphasis being on derivative products. The system employs valuation independent, well-defined financial components (also referred to as financial events) that can be combined to build new financial structures. A general purpose software model is provided for representing the structure and characteristics of these products. A declarative specification language is provided to describe financial instruments in a consistent manner that lends itself to processing in such an object oriented system. A general traversal process is provided that can be applied to the macro structure of a financial instrument to implement various functions that produce results based on such information, such as the stream of financial events associated with the instrument, or the pricing or valuation of the instrument. Techniques including double dispatch and other mechanisms are further provided to provide flexible means of associating the appropriate processing methods with the diverse range of instrument characteristics that are encountered in a typical financial institution's course of business.

摘要翻译： 面向对象的设计策略和模式应用于财务数据处理系统，用于处理和建模金融产品（也称为金融工具），重点是衍生产品。 该系统采用独立的，明确的财务部分（也称为金融事件），可以组合起来建立新的财务结构。 提供了通用软件模型，用于表示这些产品的结构和特性。 提供了一种声明性规范语言，以一致的方式描述金融工具，使其适用于面向对象的系统中的处理。 提供了一个通用的遍历过程，可以将其应用于金融工具的宏观结构，以实现基于此类信息产生结果的各种功能，例如与该工具相关的财务事件流，或者仪器的定价或估值 。 还提供了包括双重调度和其他机制的技术，以提供灵活的手段，将适当的处理方法与典型金融机构业务过程中遇到的各种仪器特性相关联。

公开(公告)号：US20100094747A1

公开(公告)日：2010-04-15

申请号：US12638195

申请日：2009-12-15

申请人： Michael L. DeAddio ,  Axel Kramer

发明人： Michael L. DeAddio ,  Axel Kramer

IPC分类号： G06Q40/00 ,  G06F17/30

CPC分类号： G06Q20/10 ,  G06F9/44 ,  G06F9/46 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

摘要： Object oriented design strategies and patterns are applied to financial data processing systems for processing and modeling of financial products (also referred to as financial instruments) with an emphasis being on derivative products. The system employs valuation independent, well-defined financial components (also referred to as financial events) that can be combined to build new financial structures. A general purpose software model is provided for representing the structure and characteristics of these products. A declarative specification language is provided to describe financial instruments in a consistent manner that lends itself to processing in such an object oriented system. A general traversal process is provided that can be applied to the macro structure of a financial instrument to implement various functions that produce results based on such information, such as the stream of financial events associated with the instrument, or the pricing or valuation of the instrument. Techniques including double dispatch and other mechanisms are further provided to provide flexible means of associating the appropriate processing methods with the diverse range of instrument characteristics that are encountered in a typical financial institution's course of business.

摘要翻译： 面向对象的设计策略和模式应用于财务数据处理系统，用于处理和建模金融产品（也称为金融工具），重点是衍生产品。 该系统采用独立的，明确的财务部分（也称为金融事件），可以组合起来建立新的财务结构。 提供了通用软件模型，用于表示这些产品的结构和特性。 提供了一种声明性规范语言，以一致的方式描述金融工具，使其适用于面向对象的系统中的处理。 提供了一个通用的遍历过程，可以将其应用于金融工具的宏观结构，以实现基于此类信息产生结果的各种功能，例如与该工具相关的财务事件流，或者仪器的定价或估值 。 还提供了包括双重调度和其他机制的技术，以提供灵活的手段，将适当的处理方法与典型金融机构业务过程中遇到的各种仪器特性相关联。

公开(公告)号：US08732049B2

公开(公告)日：2014-05-20

申请号：US13335101

申请日：2011-12-22

申请人： Michael L. DeAddio ,  Axel Kramer

发明人： Michael L. DeAddio ,  Axel Kramer

IPC分类号： G06Q40/00 ,  G06Q20/10 ,  G06Q40/02 ,  G06Q40/04

CPC分类号： G06Q20/10 ,  G06F9/44 ,  G06F9/46 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

摘要： Object oriented design strategies and patterns are applied to financial data processing systems for processing and modeling of financial products (also referred to as financial instruments) with an emphasis being on derivative products. The system employs valuation independent, well-defined financial components (also referred to as financial events) that can be combined to build new financial structures. A general purpose software model is provided for representing the structure and characteristics of these products. A declarative specification language is provided to describe financial instruments in a consistent manner that lends itself to processing in such an object oriented system. A general traversal process is provided that can be applied to the macro structure of a financial instrument to implement various functions that produce results based on such information, such as the stream of financial events associated with the instrument, or the pricing or valuation of the instrument.

摘要翻译： 面向对象的设计策略和模式应用于财务数据处理系统，用于处理和建模金融产品（也称为金融工具），重点是衍生产品。 该系统采用独立的，明确的财务部分（也称为金融事件），可以组合起来建立新的财务结构。 提供了通用软件模型，用于表示这些产品的结构和特性。 提供了一种声明性规范语言，以一致的方式描述金融工具，使其适用于面向对象的系统中的处理。 提供了一个通用的遍历过程，可以将其应用于金融工具的宏观结构，以实现基于此类信息产生结果的各种功能，例如与该工具相关的财务事件流，或者仪器的定价或估值 。