Patent ID: 7778899
Filing Date: 2010-08-17
Classification: G06Q

Abstract:
1. A method in a computer system for managing a plurality of types of enterprise portfolio data as investment items, each investment item having a source investment type and associated with a transition from the source investment type to a destination investment type, the associated transition configured to include indications to zero or more associated criteria and/or approvals, the method comprising: presenting on a presentation device associated with the computer system a representation of one of the investment items including an indication of the source investment type and a graphical representation of the associated transition from the source investment type to the destination investment type; receiving an indication, by the computer system, to perform the associated transition to transform the one of the investment items from the source investment type to the destination investment type; and transparently performing, by the computer system, the indicated transition to transform the one of the investment items from the source investment type to the destination investment type such that the representation of the one of the investment items now appears on the presentation device as a representation of an investment item of the destination investment type.