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1. 发明授权

US08296161B2 Method and system for wealth management 有权
标题翻译：财富管理方法与制度
公开(公告)号：US08296161B2
公开(公告)日：2012-10-23
申请号：US12231779
申请日：2008-09-05
申请人： Michael Peter Polcari , Rowland W. Yerkes , Ryan Choi , Ronald Vance Hess
发明人： Michael Peter Polcari , Rowland W. Yerkes , Ryan Choi , Ronald Vance Hess
IPC分类号： G06Q10/00
CPC分类号： G06Q10/10 , G06Q10/1095
摘要： In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.
摘要翻译：根据实施例，提供了用于财富管理的机制和方法。财富管理的这些机制和方法可以使得实施例能够提供存储关于客户的客户的信息的多租户数据库。在多租户数据库中，建立了管理财务账户的系统，这对于作为金融分析师的租户或雇用金融分析师的租户来说可能是有用的。多租户数据库可以包括日历应用程序，其自动包括与被邀请者列表中的事件相关联的团队成员，并且多租户数据库还可以包括关系组，使得关于相关个人的信息（可能具有单独的帐户）彼此自动关联。提供关系群体和团队的实施例的能力可以有效地收集有关方面的信息，并有效地邀请有关方面参与事件。

2. 发明申请

US20100070323A1 Method and system for wealth management 有权
标题翻译：财富管理方法与制度
公开(公告)号：US20100070323A1
公开(公告)日：2010-03-18
申请号：US12231779
申请日：2008-09-05
申请人： Michael Peter Polcari , Rowland W. Yerkes , Ronald Vance Hess , Ryan Choi
发明人： Michael Peter Polcari , Rowland W. Yerkes , Ronald Vance Hess , Ryan Choi
IPC分类号： G06Q10/00 , G06F17/30 , G06Q30/00 , G06Q50/00 , G06F17/00
CPC分类号： G06Q10/10 , G06Q10/1095
摘要： In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.
摘要翻译：根据实施例，提供了用于财富管理的机制和方法。财富管理的这些机制和方法可以使得实施例能够提供存储关于客户的客户的信息的多租户数据库。在多租户数据库中，建立了管理财务账户的系统，这对于作为金融分析师的租户或雇用金融分析师的租户来说可能是有用的。多租户数据库可以包括日历应用程序，其自动包括与被邀请者列表中的事件相关联的团队成员，并且多租户数据库还可以包括关系组，使得关于相关个人的信息（可能具有单独的帐户）彼此自动关联。提供关系群体和团队的实施例的能力可以有效地收集有关方面的信息，并有效地邀请有关方面参与事件。

3. 发明授权

US08713043B2 System, method and computer program product for sharing a single instance of a database stored using a tenant of a multi-tenant on-demand database system 有权
标题翻译：用于共享使用多租户按需数据库系统的租户存储的数据库的单个实例的系统，方法和计算机程序产品
公开(公告)号：US08713043B2
公开(公告)日：2014-04-29
申请号：US13021669
申请日：2011-02-04
申请人： Ronald Vance Hess
发明人： Ronald Vance Hess
IPC分类号： G06F17/30
CPC分类号： G06F21/6218 , G06F17/30389
摘要： In accordance with embodiments, there are provided mechanisms and methods for sharing a single instance of a database stored using a tenant of a multi-tenant on-demand database system. These mechanisms and methods for sharing a single instance of a database stored using a tenant of a multi-tenant on-demand database system can provide a single instance of a database that is shared amongst tenants of a multi-tenant on-demand database system. The ability to provide a single instance of a database that is shared amongst tenants of a multi-tenant on-demand database system can enable the database to be managed or otherwise maintained in a central location.
摘要翻译：根据实施例，提供了用于共享使用多租户按需数据库系统的租户存储的数据库的单个实例的机制和方法。用于共享使用多租户按需数据库系统的租户存储的数据库的单个实例的这些机制和方法可以提供在多租户按需数据库系统的租户之间共享的数据库的单个实例。提供在多租户按需数据库系统的租户之间共享的数据库的单个实例的能力可以使数据库能够被管理或以其它方式维持在中央位置。

4. 发明申请

US20110213797A1 SYSTEM, METHOD AND COMPUTER PROGRAM PRODUCT FOR SHARING A SINGLE INSTANCE OF A DATABASE STORED USING A TENANT OF A MULTI-TENANT ON-DEMAND DATABASE SYSTEM 有权
标题翻译：系统，方法和计算机程序产品，用于共享使用多用途需求数据库系统的数据库存储的数据库的单一实例
公开(公告)号：US20110213797A1
公开(公告)日：2011-09-01
申请号：US13021669
申请日：2011-02-04
申请人： Ronald Vance Hess
发明人： Ronald Vance Hess
IPC分类号： G06F17/30
CPC分类号： G06F21/6218 , G06F17/30389
摘要： In accordance with embodiments, there are provided mechanisms and methods for sharing a single instance of a database stored using a tenant of a multi-tenant on-demand database system. These mechanisms and methods for sharing a single instance of a database stored using a tenant of a multi-tenant on-demand database system can provide a single instance of a database that is shared amongst tenants of a multi-tenant on-demand database system. The ability to provide a single instance of a database that is shared amongst tenants of a multi-tenant on-demand database system can enable the database to be managed or otherwise maintained in a central location.
摘要翻译：根据实施例，提供了用于共享使用多租户按需数据库系统的租户存储的数据库的单个实例的机制和方法。用于共享使用多租户按需数据库系统的租户存储的数据库的单个实例的这些机制和方法可以提供在多租户按需数据库系统的租户之间共享的数据库的单个实例。提供在多租户按需数据库系统的租户之间共享的数据库的单个实例的能力可以使数据库能够被管理或以其它方式维持在中央位置。

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