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7376610 |
Computerized method and system for score based evaluation of capital market investment decisions and strategies
The disclosed computer-implemented investment management process particularly in the field of high yield corporate bond financial market consists of five distinct process phases. In a first phase,...
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7376609 |
Maximization of a hedged investment budget for an index-linked insurance product
An index-linked insurance product having an annual guarantee is implemented having a maximized hedged investment budget. A net premium payment is allocated to a fixed income investment and an...
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7376608 |
Method and system for providing retirement income benefits
A computerized method of administering an annuity product having a withdrawal feature and a guarantee comprises the steps of establishing an annuity account from which withdrawals can be made,...
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7376607 |
Systems and methods for issuing and maintaining a bond
According to some embodiments, a bond is issued to an investor in exchange for value. The bond may be, for example, a tax-free municipal bond associated with (i) a spread to a predetermined index,...
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7376605 |
Electronic market calendar for displaying standard settlement dates, future market-related events and holidays pertaining to a financial transaction
An electronic market calendar that identifies settlement dates, holidays, market-related events, and provides links to news, information and research materials, pertaining to certain transaction...
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7376604 |
Method for investing yield restricted monies
In one embodiment the present invention relates to a method for investing yield restricted monies including bond proceeds associated with at least one bond having a bond yield, wherein the bond...
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7376603 |
Method and system for evaluating customers of a financial institution using customer relationship value tags
A computerized method and system for evaluating customers of a financial institution using customer relationship value tags and associated customer treatment actions includes automatically...
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7376574 |
System and method for optimizing benefit plan designs
A computer-based system and method to enable a benefit plan sponsor to design benefit plans for a given participant population by enabling the plan designer to select the plan design options that...
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7373327 |
Method and interface for presenting last traded quantity information
Trading software may receive trading information from an exchange. The trading software may use the trading information to compute an estimate of last traded total sweep quantity. The trading...
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7373326 |
System and method for developing and using a request for transaction framework
A system for developing and using a request for transaction framework including a framework engine configured to enable a market maker to develop a request for transaction for a particular market,...
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7373325 |
Automated trading for e-markets
A system for use on an electronic network for negotiating contracts between at least one buyer and at least one seller, in which proposals may be made or called for by buyers and/or sellers, and in...
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7373324 |
Method and system for exchange of financial investment advice
A method and system for distributing professional investment advice to investors is provided. A computerized exchange system permits one or more advisors to make investment strategies available to...
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7373323 |
Method and system for multi-enterprise optimization using flexible trade contracts
A method of multi-enterprise optimization at a buyer computer ( 20 ) includes accessing a forecasted demand for at least one item and generating one or more proposed flexible trade contracts ( 500,...
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7373322 |
Two-way wireless communication system for financial industry transactions
A method for providing assured communication in a two-way wireless financial exchange data communication system. An instruction signal for wireless transmission between a first device and a second...
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7373321 |
System and method for electronic commerce
A system and method for electronic commerce. In one embodiment, product data is received for a plurality of products and sales data is received for each of the products. A sales trend condition is...
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7373320 |
Mechanism and business method for implementing a service contract futures exchange
The present invention relates a futures exchange for services contracts. The SerFEx is an electronic market system that enables the exchange of cash (spot and forward) contracts and futures...
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7372950 |
Method for supporting the communication of information via a communications system
The invention concerns a method for supporting the communication of information via a communications system, as well as a service unit, an electronic agent, software products and servers for...
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7370014 |
Electronic bill presentment and payment system that obtains user bill information from biller web sites
An electronic bill presentation and payment (EBPP) system that is able to obtain bills for its customers from scrape-enabled biller Web sites. The EBPP system has an interface which permits a...
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7370011 |
Financial information portal
In a system for a financial institution or other information maintainer, has a list of its account holders that also have accounts with a portal and have agreed to link their portal account and...
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7370010 |
Automated semi-deterministic trading system
In an automated exchange system, the deterministic matching is supplemented with a non-deterministic trade agent service. The agent server is preferably run in accordance with a best-effort...
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7370000 |
System and method for providing additional insurance
The invention provides a system and method for providing additional insurance to a fully-qualified insured party to increase a total benefit amount of insurance. More particularly, the invention...
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7366750 |
Deposit accepting method and apparatus for automated banking machine
An automated banking machine ( 10 ) includes a deposit accepting apparatus ( 44 ) which is capable of accepting and authenticating instruments, as well as accepting envelopes deposited into the...
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7366696 |
Electronic billing with flexible biller controlled electronic bill presentment
An electronic bill presentment network includes a central network station and a plurality of different user stations. The central network station transmits bill availability information to the user...
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7366693 |
Dynamic credit management
A method for providing a financial evaluation of at least one financial instrument or of an issuer supports the provision of a dynamic credit limit. A dynamic credit limit may be associated with a...
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7366692 |
Method and system for generating an index of investment returns
A method and system for generating returns for investments in asset classes such as bonds, currencies, and commodities. The index of these returns may be used as a benchmark to measure the...
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7366691 |
Method and interface for presenting last traded quantity information
Trading software may receive trading information from an exchange. The trading software may use the trading information to compute an estimate of last traded total sweep quantity. The trading...
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7366687 |
Donation processing system
The present invention realizes that a contribution is indirectly made to a content creator in the form of contribution data via a management server of an ASP in such a manner that contribution data...
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7363270 |
System and method for settling trades in a digital merchant exchange
A system and method for settling trades in a digital merchant exchange includes a buyer, a seller, a transaction agent, a network and a capital pool. The buyer and seller communicate through the...
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7363269 |
Conversational dealing system
A conversational trading system allows a plurality of instruments, for example financial instruments such as foreign exchange products to be traded from a single user interface. The interface...
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7363265 |
Method and system for ubiquitous enablement of electronic currency
A process for facilitating payment card transactions from an underlying virtual account that exists as a data entity within a trust account, wherein cardholders are able to purchase goods and...
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7363264 |
Processing business transactions using dynamic database packageset switching
A system and method for dynamic selection of a database identifier based on application program requirements in a Financial Service Organization (FSO) business transaction processing system....
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7363263 |
Method and system for representing dependencies in a financial plan
A method and system architecture for managing the objects used in simulating a financial-type plan. Objects are hierarchically arranged with fields therein that specify financial information...
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7360693 |
System and method for a card benefit program providing benefits to program members based on program performance
The present invention comprises an apparatus and method for a card payment instrument providing that a share of program profits above a pre-designated level is returned to participating recipients...
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7359877 |
Odd lot processing in centralized automated market system
An electronic market for trading of securities includes a plurality of client stations for entering quotes for securities and a server process. The market has a facility, which receives quotes from...
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7359875 |
Method for strucuring an equity issue utilizing a closed block business entity
A method for structuring an equity issue comprising: (a) establishing a holding company as an owner of a closed block business entity, wherein the holding company is a subsidiary of a parent...
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7357315 |
Customer interaction console and configurable console system
A customer interaction console may include a counter module and a customer-oriented display. The counter module may include one or more raised portions with the customer-oriented display integrated...
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7356541 |
Processing business data using user-configured keys
A system, method and carrier medium for locating processing parameter values in a Financial Service Organization (FSO) computer system using pre-configured key definitions, key values, and key...
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7356504 |
Methods for determining value at risk
A preferred embodiment comprises a method for determining value-at-risk based on tick-by-tick financial data. Major steps of the method comprise the following: (1) financial market transaction data...
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7356503 |
ASP business decision engine
A decision engine is provided that integrates all components of a credit application process, including access to and manipulation of credit bureau data, credit scoring, credit decisioning, and...
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7356502 |
Internet based payment system
An internet based payment validation system links a customer computer to a third party processor computer after the customer, communicating with the a merchant computer over the Internet, indicates...
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7356501 |
Integrated price and volume display of market traded securities using price-volume bars
A method and system for providing trading volume information of selected market traded securities compiling aggregated volume of transactions executed within each pre-selected price bracket for...
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7356500 |
Method for directing and executing certified trading interests
Preferred embodiments of the subject invention overcome the limitations of known trading interest dissemination and execution systems by (1) enabling market participants to limit dissemination of...
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7356497 |
Systems, apparatus and methods for establishing a flat fee brokerage account system
A method including establishing a commission-free fee-based brokerage account for a client and maintaining a balance between the account's fee, its investment activity and services received, and...
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7356487 |
Efficient transportation of digital files in a peer-to-peer file delivery network
A method and system for efficiently transporting digital files over a peer-to-peer network is disclosed, where the network includes at least one server node and multiple client nodes. According to...
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7353208 |
Transaction processing using intermediate server architecture
A system and method of transaction processing is provided and includes a transaction terminal accessing a communications network. The transaction terminal sends first transaction information for a...
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7353202 |
System for and method of risk minimization and enhanced returns in an intellectual capital based venture investment
The disclosure relates to an investment risk minimization system involving a venture capital investor and a venture needing investment from the venture capital investor. In such a system, an...
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7353200 |
Internet-based employee stock option planner
A system is provided for educating and training employees and others about their stock options with an online stock option planner that includes customizable easy-to-use calculators and modeling...
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7353199 |
Method of moderating external access to an electronic document authoring development and distribution system
A method for moderating external access to an electronic document authoring, development and distribution system can comprise the steps of: identifying a third party requesting access to the...
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7353197 |
Transaction control system
A transaction control system ( 1 ) generates presentation objects ( 19 - 22 ) which reside on front-end terminals. The control system ( 1 ) also comprises a business rules layer ( 16 ), a...
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7353196 |
Configuring dynamic database packageset switching for use in processing business transactions
A system and method for dynamic selection of a database identifier, associated with a database, based on application program requirements in a Financial Service Organization (FSO) business...
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