WO2002069110A3 - Computerized interface for monitoring financial information and executing financial transactions - Google Patents

Computerized interface for monitoring financial information and executing financial transactions Download PDF

Info

Publication number
WO2002069110A3
WO2002069110A3 PCT/US2002/006025 US0206025W WO02069110A3 WO 2002069110 A3 WO2002069110 A3 WO 2002069110A3 US 0206025 W US0206025 W US 0206025W WO 02069110 A3 WO02069110 A3 WO 02069110A3
Authority
WO
WIPO (PCT)
Prior art keywords
interfaces
monitoring
executing
financial
financial information
Prior art date
Application number
PCT/US2002/006025
Other languages
French (fr)
Other versions
WO2002069110A2 (en
WO2002069110A9 (en
Inventor
Brian S Brittingham
Thomas Jessop
Original Assignee
Goldman Sachs & Co
Brian S Brittingham
Thomas Jessop
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Goldman Sachs & Co, Brian S Brittingham, Thomas Jessop filed Critical Goldman Sachs & Co
Priority to JP2002568166A priority Critical patent/JP2004525451A/en
Priority to AU2002240532A priority patent/AU2002240532A1/en
Priority to EP02706445A priority patent/EP1379931A2/en
Publication of WO2002069110A2 publication Critical patent/WO2002069110A2/en
Publication of WO2002069110A9 publication Critical patent/WO2002069110A9/en
Publication of WO2002069110A3 publication Critical patent/WO2002069110A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00—Data processing: database and file management or data structures
    • Y10S707/99931—Database or file accessing
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00—Data processing: database and file management or data structures
    • Y10S707/99931—Database or file accessing
    • Y10S707/99933—Query processing, i.e. searching
    • Y10S707/99936—Pattern matching access

Abstract

Apparatus, methods and articles of manufacture for monitoring financial information and executing financial transactions are disclosed. A client side interface comprises a number of panels, which are constructed by way of applications from various data sources. The panels can be customized as to content and appearance on the client, and the interface can be any one of a number of interfaces, inclduing web pages, email interfaces and alert interfaces. The data sources are further provided, at least in part, bz way of a value added content provider system, which compriese creating, editing and publishing interfaces.
PCT/US2002/006025 2001-02-28 2002-02-27 Computerized interface for monitoring financial information and executing financial transactions WO2002069110A2 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
JP2002568166A JP2004525451A (en) 2001-02-28 2002-02-27 Computerized interface for monitoring financial information and executing financial transactions
AU2002240532A AU2002240532A1 (en) 2001-02-28 2002-02-27 Computerized interface for monitoring financial information and executing financial transactions
EP02706445A EP1379931A2 (en) 2001-02-28 2002-02-27 Computerized interface for monitoring financial information and executing financial transactions

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US09/796,570 2001-02-28
US09/796,570 US7904358B2 (en) 2001-02-28 2001-02-28 Computerized interface for monitoring financial information and executing financial transactions

Publications (3)

Publication Number Publication Date
WO2002069110A2 WO2002069110A2 (en) 2002-09-06
WO2002069110A9 WO2002069110A9 (en) 2003-02-13
WO2002069110A3 true WO2002069110A3 (en) 2003-05-22

Family

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Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/006025 WO2002069110A2 (en) 2001-02-28 2002-02-27 Computerized interface for monitoring financial information and executing financial transactions

Country Status (5)

Country Link
US (3) US7904358B2 (en)
EP (1) EP1379931A2 (en)
JP (1) JP2004525451A (en)
AU (1) AU2002240532A1 (en)
WO (1) WO2002069110A2 (en)

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Also Published As

Publication number Publication date
US20020120543A1 (en) 2002-08-29
US7904358B2 (en) 2011-03-08
WO2002069110A2 (en) 2002-09-06
EP1379931A2 (en) 2004-01-14
AU2002240532A1 (en) 2002-09-12
JP2004525451A (en) 2004-08-19
US20110126120A1 (en) 2011-05-26
US20020138436A1 (en) 2002-09-26
WO2002069110A9 (en) 2003-02-13
US7099847B2 (en) 2006-08-29

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