Event driven management information system with rule-based applications structure stored in a relational database

Claim 2

A computer system for performing risk and exposure calculations for an institution based upon stored rules and data, the computer system comprising: a management information data base for storing management data; a host computer; program means for performing risk and exposure calculations using the on said host computer according to rules stored as objects in a relational data base, said program means including, event processing means for responding to external and internal events, and interfacing means having predetermined seminal keys for receiving said management information data from said management information data base and for receiving market information data from a market information data source for use in said risk and exposure calculations; rule presentation means for displaying rules stored in said relational data base in a presentation format to a user, and for allowing the user to modify existing rules and create new rules using object operators; and rule translation means for translating rules from the presentation format to a table form for storage in said relational data base as an object.

Claim 3

A computer system for performing risk and exposure calculations for an institution in accordance with rules stored as objects in a relational data base, the computer system comprising: a relational data base for storing rules and data; a host computer coupled to said relational data base; display means coupled to said host computer; rule presentation means for displaying rules to perform risk and exposure calculations in a presentation format on said display means and for allowing a user to modify existing rules in a presentation format and create new rules in a presentation format using arithmetic and logical expressions; rule translation means for translating rules in a presentation format to rules in a table format, and for storing said rules in a table format as objects in said relational data base; and application means for retrieving said rules in a table format stored as objects in said relational data base and for performing calculations according to said rules in a table format using said stored data, said application means including, event processing means responsive to external and internal events, and interfacing means having predetermined keys for retrieving said stored rules and data.

Claim 4

A computer system for performing risk and exposure calculations for an institution in accordance with rules stored as objects in a relational data base, the computer system comprising: a relational data base for storing rules and data; a host computer coupled to said relational data base; display means coupled to said host computer; rule presentation means for displaying rules to perform risk and exposure calculations in a presentation format on said display means and for allowing a user to modify existing rules in a presentation format and create new rules in a presentation format using arithmetic and logical expressions; rule translation means for translating rules in a presentation format to rules in a table format, and for storing said rules in a table format as objects in said relational data base; and application means for retrieving said rules in a table format stored as objects in said relational data base and for performing calculations according to said rules in a table format using said stored data, said application means including, event processing means responsive to external and internal events, and interfacing means having predetermined keys for retrieving said stored rules and data.

Claim 5

The computer system of claim 2, wherein said rules in a presentation format include variables and said rule translation means further includes means for decomposing each variable in said rules in a presentation format into one of a previously translated rule in a table format, a program for retrieving a primitive data value and a program for calculating a value.

Claim 6

The computer system of claim 3, wherein said application means further includes means for retrieving preselected ones of said rules in said table format from said data base and performing a calculation defined by said preselected ones of said rules in said table format.

Claim 7

The computer system of claim 4, further including what-if means for storing primitive data values retrieved by said program for retrieving a primitive data value, and for allowing a user to manipulate said primitive data values and re-perform calculations according to said rules in said table format using said manipulated primitive data values.

Claim 8

The computer system of claim 4, wherein said rules stored as tables in said relational data base can be retrieved as objects.

Claim 9

A computer system for performing risk and exposure calculations for an enterprise based upon stored rules and data, the computer system comprising: means for inputting one of a mathematical and a logical rule which defines a risk and exposure calculation, said rule including variables; means for convening said rule into a table which also defines said calculation; means for storing said table as an object in said data base; and an application program for retrieving said table from said data base and performing said calculations defined in said table using said stored data, said program including, an event processing program responsive to external and internal events, and an interfacing program having predetermined keys for retrieving said stored rules and data.

Claim 10

A computer system for performing risk and exposure calculations for an enterprise based upon stored rules and data, the computer system comprising: means for inputting one of a mathematical and a logical rule which defines a risk and exposure calculation, said rule including variables; means for convening said rule into a table which also defines said calculation; means for storing said table as an object in said data base; and an application program for retrieving said table from said data base and performing said calculations defined in said table using said stored data, said program including, an event processing program responsive to external and internal events, and an interfacing program having predetermined keys for retrieving said stored rules and data.

Claim 11

The computer system of claim 7 wherein said means for inputting includes interactive means for allowing a user to create new rules and modify existing rules.

Claim 12

The computer system of claim 7 wherein said predetermined keys include PRODUCT, MANAGEMENT UNIT, REGION, PARTICIPANT, CUSTOMER, CUSTOMER ACCOUNT, FIRM ACCOUNT, PORTFOLIO, MARKET SEGMENT., and USER DEFINED FACILITY.

Claim 13

Said computer system of claim 9, wherein said means for converting further includes means for decomposing said variables in said rule into a previously converted rule, one of a plurality of programs for retrieving a primitive data value and one of a plurality of programs for calculating a value.

Claim 14

The computer system of claim 10, further including what-if means for storing said primitive data values retrieved by said programs for retrieving a primitive data value, and for allowing a user to manipulate said primitive data values and re-perform said calculation according to said table using said manipulated primitive data values.

Claim 15

A computer-based method, triggered by external and internal events, for storing roles as objects in an object based computer data base, retrieving and executing the stored rules, and retrieving stored data for calculating risk and exposure variables for an institution, the method comprising the steps of: (1) inputting a risk and exposure rule having variables, said rule defines a logical or a mathematical calculation; (2) converting said inputted rule of step (1) into a table; (3) storing said table of step (2) as an object in said data base; (4) retrieving said table of step (3) from the data base; (5) obtaining data values corresponding to each said variable of said rule in said table; and (6) performing said calculation defined by said rule of step (1).

Claim 16

A computer-based method, triggered by external and internal events, for storing roles as objects in an object based computer data base, retrieving and executing the stored rules, and retrieving stored data for calculating risk and exposure variables for an institution, the method comprising the steps of: (1) inputting a risk and exposure rule having variables, said rule defines a logical or a mathematical calculation; (2) converting said inputted rule of step (1) into a table; (3) storing said table of step (2) as an object in said data base; (4) retrieving said table of step (3) from the data base; (5) obtaining data values corresponding to each said variable of said rule in said table; and (6) performing said calculation defined by said rule of step (1).

Claim 17

The computer-based method of claim 12, wherein step (2) further includes the step of: (a) decomposing each variable within said rule into a program for retrieving a primitive data value or a program for calculating a value or a rule which had been previously converted into a table.

Claim 18

The computer-based method of claim 13 further including the steps of: (7) storing primitive data values retrieved by said programs for retrieving a primitive data value; and (8) allowing a user to manipulate said primitive data values and re-perform calculations according to said rule using said manipulated primitive data values.

Claim 19

The computer-based method of claim 13, wherein step (1) further includes allowing a user to modify existing rules which are then treated as said inputted rule.

Claim 20

A computer-basal method for storing rules utilized by an externally and internally event driven application program for calculating risk and exposure variables for an institution, wherein the rules are stored as objects in a data base, the method comprising the steps of: (1) converting a risk and exposure rule in the form of a mathematical or a logical formula having variables to a table format, wherein each of said variables in said rule is decomposed into a rule previously converted into said table format, a program for retrieving a primitive data value for each said variable or a program for calculating a value for each said variable; and (2) storing said table as an object in said data base.

Claim 21

A computer-basal method for storing rules utilized by an externally and internally event driven application program for calculating risk and exposure variables for an institution, wherein the rules are stored as objects in a data base, the method comprising the steps of: (1) converting a risk and exposure rule in the form of a mathematical or a logical formula having variables to a table format, wherein each of said variables in said rule is decomposed into a rule previously converted into said table format, a program for retrieving a primitive data value for each said variable or a program for calculating a value for each said variable; and (2) storing said table as an object in said data base.

Claim 22

The computer-based method of claim 16, wherein step (1) is repeated for each of said variables which decomposes into a rule, until all rules have been decomposed into programs for retrieving primitive data values, programs for calculating a value or a rule previously converted into said table format.