Patent ID: 8660930
Filing Date: 2014-02-25
Classification: G06Q

Abstract:
1. A computer-implemented method comprising: identifying a base data structure comprising a base template of asset allocations, the base data structure having nodes, each node of the base data structure having attributes, wherein the nodes are a hierarchical structure of base nodes, at least one of the base nodes is a base model category node defining a classification, at least one of the base nodes is a base model node, and the base model node is a collection of items that satisfy the classification of the base model category; generating a dependent data structure, based on the base data structure, that forms a dependent template generated from the base template, the dependent template including a hierarchical structure of derived nodes, wherein each node in the base data structure having a corresponding a node in the dependent data structure, the dependent template further including a derived model node that corresponds to the base model category node; and determining whether to automatically change an attribute of the derived model node in the dependent data structure in response to a change in a base model attribute of the base model node of the base data structure; wherein the determination is based on whether the attributes of the derived model node of the dependent data structure was overwritten.