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7383215 Data center for account management  
The invention provides an account manager and database system that allows end users to bypass the need to integrate such systems in to their legacy information management systems. The account...
7383214 Dynamic event selection for financial processing in a relational database management system  
A Value Analyzer system is a data-driven computer-facilitated financial model that provides accurate and consistent profitability calculations using account and event data stored in a relational...
7383213 Apparatus and method for maintaining a children's automated bank account  
An electronic terminal includes an input device for receiving input from a user. The electronic terminal also includes a processing unit electrically coupled to the input device. Yet further, the...
7383212 Method, system and computer program product for historical account statements  
A method, apparatus, and computer program product for storing and retrieving historical account statements for online display. Historical account statements are stored and made available for...
7379915 Electronic purse loan system  
When the amount of a loan of the user of an IC card is written to a personal information storage provided in a center and when the IC card is inserted into the slot of an electronic purse terminal...
7379912 System and method for processing loan information  
Methods and systems are provided for processing information associated with a loan, such as a mortgage. In one embodiment, a method for processing loan information using a financial system...
7379910 Apparatus, systems and methods for transacting and managing like-kind exchanges  
The present invention provides apparatus, systems and methods for transacting and managing like-kind exchanges for a plurality of taxpayers over a global communications network whereby each...
7379909 System, method and apparatus for monitoring and execution of entry and exit orders  
An improved method and system to create and write a security trading strategy, back test the strategy and automatically execute and monitor the strategy in an Internet-based trading environment....
7379908 Populating cells of an electronic financial statement  
A computer-implemented method of populating row and column cells of an electronic financial statement document containing with formulas and data, and related apparatus. A formula for a cell in a...
7379906 Method for acquiring and processing data of business transactions  
A method for processing business transaction data. Data concerning business transactions are recorded. Predetermined accounts in which the values of the business transaction should effect a...
7376620 System and method for measuring the quality of information retrieval  
In an information retrieval application, a system and method for detecting content holes. A content body is parsed into a plurality of concepts nodes, including a first concept node. A percentage...
7376619 Method and system for rapid tenant screening, lease recommendation, and automatic conversion/transcription of data into lease documents  
System, method, computer program and computer program product, and business model for rapid tenant screening, recommendation, and conversion of data to lease documents. Provides structure and...
7376616 Method of maximizing accounts payable discounts  
A method and system for identifying discount opportunities relating to invoices on goods or services purchased by a buyer from a seller is described. Additionally, the invention is directed to a...
7376615 Restricted securities processing  
A method and system is provided to automate many of the steps involved in processing restricted securities. Data can be received relating to restrictions associated with the trade of a security....
7376612 System and method for conducting an electronic financial asset deposit auction over computer network  
A computer system for conducting an electronic financial asset deposit auction over a computer network such as the Internet. The computer system includes a computer connected to the Internet, which...
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,...
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...
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,...
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,...
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...
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...
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...
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...
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...
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,...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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...