Abstract: Users can model changes to entities in large scale sets of data for various portfolio holdings in different respective sandbox caches. A method includes loading sets of data in a database and organizing the loaded data in entity caches according to an entity model, each entity cache corresponding to one or more entities associated with respective portfolio holdings. Further steps include creating an initial report of information drawn from the loaded data for manipulation by a user through a user-interface, storing information in the initial report in a respective sandbox cache having data organized according to the entity model, and enabling the user to manipulate the respective sandbox cache to change values in the data organized according to the entity model in the respective sandbox cache without changing values of data in other sandbox caches or in the database.

Abstract: A method, system and computer program product for creating a report on the basis of a plurality of remote datasets includes an intelligence server, one or more tree servers and one or more databases. Each tree server creates one or more segments, or slices, of a report, using information that resides on the tree server. Slices are aggregated into a tree structure, and the tree structure is converted into a report. The intelligence server receives updates from the tree servers. The tree servers and the intelligence server remain in communication for the purposes of passing update messages. The update messages are received and processed at the intelligence-server in a manner that facilitates synchronization with the contributing tree servers and provides live updates to the user.

Abstract: Users can model changes to entities in large scale sets of data for various portfolio holdings in different respective sandbox caches. A method includes loading, sets of data in a database and organizing the loaded data in entity caches according to an entity model, each entity cache corresponding to one or more entities associated with respective portfolio holdings. Further steps include creating an initial report of information drawn from the loaded data for manipulation by a user through a uses-interface, storing information in the initial report in a respective sandbox cache having data organized according to the entity model, and enabling the user to manipulate the respective sandbox cache to change values in the data organized according to the entity model in the respective sandbox cache without changing values of data in other sandbox caches or in the database.

Abstract: A system, method, and computer program product for modeling, the user appears to have a body of information in a data structure that can be manipulated independently of an underlying database. In an embodiment of the invention, the data structure is an entity cache.

Abstract: A method, system and computer program product for creating a report on the basis of a plurality of remote datasets includes an intelligence server, one or more tree servers and one or more databases. Each tree server creates one or more segments, or slices, of a report, using information that resides on the tree server. Slices are aggregated into a tree structure, and the tree structure is converted into a report. The intelligence server receives updates from the tree servers. The tree servers and the intelligence server remain in communication for the purposes of passing update messages.

Abstract: A system, method, and computer program product for modeling, the user appears to have a body of information in a data structure that can be manipulated independently of an underlying database. In an embodiment of the invention, the data structure is an entity cache.

Abstract: A method, system and computer program product for creating a report on the basis of a plurality of remote datasets. The system for achieving this includes an intelligence server, connected to one or more tree servers. The tree servers are in turn connected to one or more databases. A user specifies a report to be created by the system. A client, acting on behalf of the user, creates a report definition that is sent to the intelligence server and the tree servers. Each tree server creates one or more segments, or slices, of the report, using the information that resides on the tree server. These slices are then sent to the intelligence server, which aggregates the slices into a tree structure. The tree structure is then converted into a report for presentation to the client. Moreover, the intelligence server receives updates from the tree servers as necessary. To do so, the tree servers and the intelligence server remain in communication for the purposes of passing update messages.

Abstract: A system, method, and computer program product for modeling, the user appears to have a body of information in a data structure that can be manipulated independently of an underlying database. In an embodiment of the invention, the data structure is an entity cache.

Abstract: A system, method, and computer program product for modeling, the user appears to have a body of information in a data structure that can be manipulated independently of an underlying database. In an embodiment of the invention, the data structure is an entity cache.

Abstract: A method and a system for creating a virtual customized dataset. A choice of one or more source datasets is first received. A filter definition for each source dataset is also received. Such a filter definition can be embodied in one or more rules. The rules are then applied to the respective source datasets to create one or more filtered source datasets. Filtered source datasets are then copied to create copied source datasets. A scaling factor is then computed for each copied source dataset. The scaling factors are then applied to the respective copied source datasets, which creates respective scaled source datasets. The scaled source datasets are then merged to create a single virtual customized dataset. This virtual customized dataset can then be output to memory, and/or presented to a user for analysis purposes. The process can be reiterated by a user, varying any of several variables, such as the choice of source datasets, the filter definitions, and scaling factors.