{"id":{"repo_id":"uiuc","oai_identifier":"oai:www.ideals.illinois.edu:2142/78456"},"canonical_url":"https://search.dev.ndltd.org/etd/uiuc/oai:www.ideals.illinois.edu:2142/78456","repository":{"repo_id":"uiuc","name":"University of Illinois - Urbana-Champaign","base_url":"https://www.ideals.illinois.edu/oai-pmh"},"display":{"title":"Implementing a digital calendar in a portfolio management context using temporal expressions","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.","abstract_html":"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.","abstract_has_math":false,"creators":["Chalas, Kathleen"],"institution":"University of Illinois at Urbana-Champaign","degree_name":"M.S.","degree_level":"Thesis","degree_discipline":"Computer Science","degree_department":null,"school":null,"contributors":[],"advisors":[],"committee_chairs":[],"committee_members":[],"year":2015,"date_issued":"2015-07-22T22:17:22Z","date_published":"2015-07-22T22:17:22Z","updated_at":"2026-07-22T22:26:11Z","subjects":["temporal expression","calendar","rules","patterns","recurring events"],"languages":["en"],"rights":["Copyright 2015 Kathleen Chalas"],"rights_urls":[],"identifier_entries":[]},"links":{"outbound_url":"http://hdl.handle.net/2142/78456","outbound_label":"Handle","outbound_source":"dc:identifier"},"metadata_groups":[{"id":"people","label":"People","entries":[{"key":"dc:creator","label":"Author","values":["Chalas, Kathleen"]}]},{"id":"academic_context","label":"Academic Context","entries":[{"key":"dc:date","label":"Dc Date","values":["2015-07-22T22:17:22Z","2015-05","2015-04-23","2015-5"]},{"key":"dc:type","label":"Dc Type","values":["text"]},{"key":"thesis:degree_discipline","label":"Discipline","values":["Computer Science"]},{"key":"thesis:degree_level","label":"Degree Level","values":["Thesis"]},{"key":"thesis:degree_name","label":"Degree Name","values":["M.S."]},{"key":"thesis:institution_name","label":"Thesis Institution Name","values":["University of Illinois at Urbana-Champaign"]}]},{"id":"subjects_keywords","label":"Subjects and Keywords","entries":[{"key":"dc:subject","label":"Dc Subject","values":["temporal expression","calendar","rules","patterns","recurring events"]}]},{"id":"language_rights","label":"Language and Rights","entries":[{"key":"dc:language","label":"Dc Language","values":["en"]},{"key":"dc:rights","label":"Dc Rights","values":["Copyright 2015 Kathleen Chalas"]}]},{"id":"identifiers","label":"Identifiers","entries":[{"key":"dc:identifier","label":"Identifier","values":["http://hdl.handle.net/2142/78456"]}]},{"id":"additional","label":"Additional Metadata","entries":[{"key":"dc:description","label":"Description","values":["Different systems implement digital calendars according to their context-specific needs. 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