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System and method for creating on-demand user-customized deposit strategies using data extracted from one or more independent systems
System and method for creating on-demand user-customized deposit strategies using data extracted from one or more independent systems
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机译:使用从一个或多个独立系统中提取的数据创建按需用户自定义存款策略的系统和方法
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摘要
Interactive graphical user interfaces (GUI) are provided. An interactive GUI is generated on a display of a user device, comprising one or more screens to display baseline portfolios and user adjustment tools for customizing variables of the baseline portfolios. The portfolios comprise a combination of data structures, with each data structure defined by a combination of components and/or parameters. The variables comprise a portfolio strategy and/or a customizable parameter. An adjustment indication is received from the user device via the interactive GUI via the user adjustment tools. A variable is adjusted responsive to the adjustment indication. The interactive GUI dynamically updates and displays the adjusting and an impact of the adjusting on at least one other variable as the adjusting occurs. A confirmation indication is received from the user device via the interactive GUI. A user-customized portfolio of data structures is created and issued responsive to the confirmation indication.
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