Implementing a digital calendar in a portfolio management context using temporal expressions
Chalas, Kathleen
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https://hdl.handle.net/2142/78456
Description
Title
Implementing a digital calendar in a portfolio management context using temporal expressions
Author(s)
Chalas, Kathleen
Issue Date
2015-04-23
Department of Study
Computer Science
Discipline
Computer Science
Degree Granting Institution
University of Illinois at Urbana-Champaign
Degree Name
M.S.
Degree Level
Thesis
Keyword(s)
temporal expression
calendar
rules
patterns
recurring events
Abstract
Different systems implement digital calendars according to their context-specific needs. In the case of a portfolio management system for the financial industry, a digital calendar needs to keep track of financial events that can be both recurring and nonrecurring as well as provide business analysts with a method of querying calendars about those events. The patterns to define those events need to be flexible enough to create complex and simple recurrences, such as “every second Tuesday of the month” or “every Christmas”. With a system requirement that exposes the construction of patterns that are then given to define specific events - such as to define business days or fiscal periods - the interface also needs to be simple enough to seem familiar to accountants who are used to filling out spreadsheets and programming them with short scripts or equations. Martin Fowler’s Schedule design pattern provides a model for a flexible calendar design that, with some tweaking, can meet all these requirements. Though calendars are common and prevalent, the context and, by extension, its specific use cases heavily inform the design. This thesis provides a look into the process of implementing a calendar in a financial context in its full process, from considering requirements to implementation to benchmarked analysis of performance.
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