Match Document Document Title
7606752 Host exchange in bill paying services  
An account exchange system is provided by a data aggregation service enabled for gathering data for a subscriber from a data repository of a first financial institution, using account exchange...
7606751 Systems and methods for improving investment performance  
Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements...
7606750 Method and system for displaying a spending comparison report  
A system for displaying a spending comparison report includes a spending data repository, a report module, and a display device. The spending data repository is configured to store a current...
7606749 Structured credit enhancements  
Methods of raising funds for an entity, such as a municipality. The method may include the entity offering a first set of debt obligations and offering a second set of debt obligations by one of...
7606748 System and method for preventing cross trading  
Information regarding the current state in the market is used to prevent orders from crossing. In an example provided herein, when an order is entered into a market, information regarding current...
7606747 Global compliance system  
A system for implementing a compliance program in a financial institution is provided and includes a list database for storing material information regarding a plurality of entities that is known...
7606746 Like kind exchange system and method  
A database tracks acquired and relinquished assets and permits assets to be combined for like kind exchanges to realize a tax benefit. Relinquished assets that have been depreciated to recover a...
7603315 Self-service terminal  
A self-service terminal ( 14 ) is described The terminal is associated with an organization ( 18 ) having individuals ( 36 ) under its supervision, each individual having a sponsor, whereby the...
7603312 Altering card-issuer interchange categories  
This document describes tools capable of determining ways in which to alter interchange categories assigned to credit-card transactions and the accompanying potential fee savings. In some...
7603311 Process and device for conducting electronic transactions  
A process and a device for conducting electronic transactions provides a more effective and efficient way to make a payment over the Internet. This process and device could be used to pay, for...
7603309 Computer implemented and/or assisted methods and systems for providing guaranteed, specified and/or predetermined execution prices in a guaranteed, specified and/or predetermined timeframe on the purchase or sale of, for example, listed options  
Methods and systems are provided which enable options broker-dealers to guarantee execution of an option trade order within a specified time window. By providing means to quantify and mitigate the...
7603308 Security analyst estimates performance viewing system and method  
A method and system are provided for simultaneously displaying historical accuracy indicators for an analyst and the analyst's estimate for a future event, on an analyst by analyst basis, for a...
7603307 Computer-implemented method for fully insuring large bank deposits  
A computer-implemented method of processing large deposits that exceed an established deposit insurance limit is provided so that the large deposits are fully insured. The large deposits are...
7603306 System and method for incorporating mortality risk in an investment planning model  
A retirement planning method for computing possible future values of a portfolio of an investor. In one embodiment, the method includes the steps of (a) receiving a plurality of user inputs...
7603305 Combined loan and investment system and method  
A combined loan and investment program comprises a computer processor and program code configured to be executed by the computer processor to process financial loan and investment data by...
7603304 Domain specific return on investment model system and method of use  
A system and method for creating and executing a business model for domain specific decisions to compare possible alternative business solutions to maximize results is provided. A domain-specific...
7603303 System and method for risk management  
A margin requirement is computed while trading. The margin requirement may be calculated while trading because the preferred system takes into account working orders to generate the margin...
7603302 Automated banking machine system with multiple entity interface  
An automated banking machine ( 12 ) is operative to conduct transactions in response to HTML documents and TCP/IP messages exchanged with a local computer system ( 14 ) through an intranet ( 16 ),...
7599885 Many-to-many correspondence: methods and systems for replacing interbank funds transfers  
By establishing a correspondence account in each Financial Service Provider (FSP) of a group of FSPs and a secure inter-FSP messaging mechanism, transfers of funds entirely within member FSPs (FSP ...
7599883 Systems, applications and products in data processing for credit check  
A system, application and product in data processing is disclosed for setting up a credit check of a customer. A customer risk category is set. A credit is reviewed based on the risk category. A...
7599881 System and method for offering an incentive to a user of an electronic commerce web site  
The invention provides a computerized electronic auction payment system and method for effecting a real-time payment for an item won in an electronic auction by setting up and maintaining...
7599880 System and method for quick quote configuration  
A method and system are described for providing a trader with the ability to quickly configure the quoting side of a trading tool, without experiencing the normal delays associated with...
7599878 Method, apparatus, and system for bidding in rounds  
A method of conducting an auction in at least two rounds is disclosed. The method includes conducting the first auction round, applying a rule to an occurrence in the first auction round, and...
7599875 Dual quote market system  
A system for securities quotes is described. The system and allows posting of a bid and offer price for a security for a proprietary account. The system use a unique market maker identifier for a...
7599870 System, method and framework for generating scenarios  
System, method and framework for generating scenarios used in risk management applications. The present invention is based on a generic framework that provides levels of abstraction, segregates...
7599868 System and method for displaying trading data  
A system and method are provided for presenting trading information. One example method includes displaying a plurality of effective trade indicators corresponding to price levels at which...
7599867 System and method for chart pattern recognition and analysis in an electronic trading environment  
A system and method are provided for chart pattern recognition and analysis. In one embodiment, a graphical interface is provided to enable a trader to select a portion of a chart to be used in the...
7599866 Simultaneous optimal auctions using augmented lagrangian and surrogate optimization  
A method for determining a market clearing price (“MCP”) in an electricity market, in which an objective function relates the MCP and constraints in terms of a nonlinear programming expression,...
7599863 Order file processing using order variables from two sources and authentication  
Methods for purchasing of goods or services over the internet. A customer has a customer account set up at a bank with associated account information. The account information includes verification...
7599862 Transferring funds in connection with internet orders using order variables from two sources and authentication  
Methods for purchasing of goods or services over the internet. A customer has a customer account set up at a bank with associated account information. The account information includes verification...
7599861 System and method for closed loop decisionmaking in an automated care system  
There is disclosed a system functional for operating and updating an interactive voice response self care system which utilizes various types of models. The system is capable of improving the...
7597249 Automated banking machine system with multiple browsers  
An automated banking machine ( 12 ) is operative to conduct transactions in response to mark up language documents and TCP/IP messages exchanged with a local computer system ( 14 ) through an...
7596612 Interface system for carrier virtual network system  
The present invention provides a system and method to permit the network management system to indirectly manage layer one telecommunication resources dedicated to a carrier virtual network from a...
7596522 Computer program product for fully insuring large bank deposits  
A computer program product is provided that includes computer-readable media encoded with instructions that, when executed by a processor, process large deposits that exceed an established deposit...
7596521 Process for determining object level profitability  
A process for determining object level profitability includes the steps of (1) preparing information to be accessed electronically, (2) establishing rules for processing the prepared information,...
7596520 Systems and methods for general aggregation of characteristics and key figures  
Computer-implemented methods, computer systems, and computer programs product are provided for automated generic and parallel aggregation of characteristics and key figures of unsorted mass data...
7594027 Data access using a machine-readable card  
A communication system is disclosed comprising a communication network and a communication device. The communication device reads machine-readable information from a card, wherein the information...
7593899 Method and system for online payments  
Methods and systems are disclosed which relate to online payments via interface surfaces printed with information and coded data. The coded data, encoded visibly or invisibly, may be queried by an...
7593896 Credit card system and method  
A credit card system is provided which has the added feature of providing additional limited-use credit card numbers and/or cards. These numbers and/or cards can be used for a single transaction,...
7593895 Profitability evaluation in transaction decision  
A risk assessment system that performs a risk assessment of a financial transaction. The risk assessment system incorporates a profitability assessment scoring model that evaluates whether to...
7593894 Method, software program, and system for structuring risk in a financial transaction  
A method of structuring a financial transaction, including allocating to a transaction pool n credits, each of the credits having an obligation to make specified payments and each of the credits...
7593892 Financial institution portal system and method  
Systems and methods utilizing a portal on a single computer platform for improving risk assessment and business reporting are disclosed. The portal integrates at least two financial information...
7593891 Credit score simulation  
Systems and methods are described that simulate a credit score. The system enables a user to modify a credit data element in order to determine its effect on a credit score. The user can modify the...
7593889 System and method for processing data pertaining to financial assets  
A data processing system for processing loan data comprises acquisition logic, reporting logic, and financial asset generation logic. The acquisition logic is configured to receive information...
7593886 Method and system for providing rule-based collateral allocation and substitution  
A system and method are disclosed for managing collateral allocation and substitution in general collateral repurchase agreements. In a preferred embodiment, an intermediary computer system...
7593882 Report generator for allowing a financial entity to monitor securities class action lawsuits and potential monetary claims resulting therefrom  
Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more...
7593881 System and method for donor-directed asset management  
Methods and systems for facilitating donor-directed asset management are provided. In one embodiment, a program agreement may be established between a donor and a donee and an asset may be donated...
7593879 System and method for using diversification spreading for risk offset  
A system and method for analyzing a portfolio that includes a variety of diverse products is disclosed. The system and method determines the extent or non-extent of the correlation between the...
7593878 Method of constructing an investment portfolio and computing an index thereof  
A method for selecting investment assets for a portfolio is based upon a score derived for each asset which is indicative of its style, for example, whether a stock is predominantly a growth or a...
7593877 System and method for hybrid spreading for flexible spread participation  
A system and method for risk analysis of a portfolio of derivative products is disclosed which is conducted based on a set of flexible rules. The system and method allow creating predefined sets of...