Patent ID: 11893040
Assignee: THE BANK OF NEW YORK MELLON
Field: Computer technology (Electrical engineering)
Classification: CPC G | IPC G

Claim 0:
1. A system for facilitating multi-modal-based generation of synchronization instructions for synchronizing portfolio datasets between two data-processing environments, the system comprising:
a computer system comprising one or more processors programmed with computer program instructions that, when executed, cause the computer system to:
emulate a live portfolio dataset of a live environment in a projected environment to generate a target portfolio dataset, the target portfolio dataset including target trades corresponding to live trades in the live portfolio dataset associated with a user;
perform partial synchronization between the target portfolio dataset of the projected environment and the live portfolio dataset of the live environment such that a first subset of changes to the live portfolio dataset are reflected in the target portfolio dataset and a second subset of changes to the live portfolio dataset are not reflected in the target portfolio dataset;
update, subsequent to the partial synchronization, the target portfolio dataset to account for the first subset of changes and ignore the second subset of changes; and
generate, subsequent to the update of the target portfolio dataset, synchronization instructions with respect to the live portfolio dataset of the live environment based on differences between the target portfolio dataset of the projected environment and the live portfolio dataset of the live environment and a preference schedule that is representative of an attribute associated with live trades.