JP2011521385A - 自動金融商品管理の装置、システムおよび方法 - Google Patents

自動金融商品管理の装置、システムおよび方法 Download PDF

Info

Publication number
JP2011521385A
JP2011521385A JP2011511160A JP2011511160A JP2011521385A JP 2011521385 A JP2011521385 A JP 2011521385A JP 2011511160 A JP2011511160 A JP 2011511160A JP 2011511160 A JP2011511160 A JP 2011511160A JP 2011521385 A JP2011521385 A JP 2011521385A
Authority
JP
Japan
Prior art keywords
customer
portfolio
transaction
specific
data
Prior art date
Legal status (The legal status 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 status listed.)
Pending
Application number
JP2011511160A
Other languages
English (en)
Japanese (ja)
Other versions
JP2011521385A5 (cg-RX-API-DMAC7.html
Inventor
ソメック，サミュエル
アヒカム オロン，メナケム
ガーション，デービッド
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
SuperDerivatives Inc
Original Assignee
SuperDerivatives Inc
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 SuperDerivatives Inc filed Critical SuperDerivatives Inc
Publication of JP2011521385A publication Critical patent/JP2011521385A/ja
Publication of JP2011521385A5 publication Critical patent/JP2011521385A5/ja
Pending legal-status Critical Current

Links

Images

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Development Economics (AREA)
  • Technology Law (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Economics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
JP2011511160A 2008-05-26 2009-05-26 自動金融商品管理の装置、システムおよび方法 Pending JP2011521385A (ja)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US5602608P 2008-05-26 2008-05-26
US61/056,026 2008-05-26
PCT/IL2009/000521 WO2009144716A2 (en) 2008-05-26 2009-05-26 Device, system, and method of automatic financial-instrument management

Publications (2)

Publication Number Publication Date
JP2011521385A true JP2011521385A (ja) 2011-07-21
JP2011521385A5 JP2011521385A5 (cg-RX-API-DMAC7.html) 2012-07-12

Family

ID=41342793

Family Applications (1)

Application Number Title Priority Date Filing Date
JP2011511160A Pending JP2011521385A (ja) 2008-05-26 2009-05-26 自動金融商品管理の装置、システムおよび方法

Country Status (6)

Country Link
US (4) US8073760B2 (cg-RX-API-DMAC7.html)
EP (1) EP2297689A4 (cg-RX-API-DMAC7.html)
JP (1) JP2011521385A (cg-RX-API-DMAC7.html)
AU (1) AU2009252718A1 (cg-RX-API-DMAC7.html)
CA (1) CA2724868A1 (cg-RX-API-DMAC7.html)
WO (1) WO2009144716A2 (cg-RX-API-DMAC7.html)

Families Citing this family (53)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7801782B2 (en) 1998-07-31 2010-09-21 Jpmorgan Chase Bank, Na Object oriented system for managing complex financial instruments
US20070094118A1 (en) * 2005-10-21 2007-04-26 Elke Becker Exposure management system and method
US8712903B2 (en) 2008-09-25 2014-04-29 Cfph, Llc Trading related to fund compositions
US8321323B2 (en) * 2008-10-24 2012-11-27 Cfph, Llc Interprogram communication using messages related to order cancellation
US20100076883A1 (en) * 2008-09-25 2010-03-25 Lutnick Howard W Generating risk pools
JP2011521385A (ja) 2008-05-26 2011-07-21 スーパーデリバティブス，インコーポレイテッド 自動金融商品管理の装置、システムおよび方法
US20100114745A1 (en) * 2008-10-30 2010-05-06 Sap Ag System and method for calculating and applying market data change rate sets
US8977565B2 (en) 2009-01-23 2015-03-10 Cfph, Llc Interprogram communication using messages related to groups of orders
US8700441B1 (en) * 2009-03-25 2014-04-15 Jpmorgan Chase Bank, N.A. Trader portal system and method
US20140297497A1 (en) * 2013-03-29 2014-10-02 Gerald Craig Altomare Compound redemption processor
US7987136B2 (en) 2009-11-24 2011-07-26 Ideon Financial Solutions, S.L. Systems and methods for providing customized financial products and for hedging risk exposure
US20120029956A1 (en) * 2010-07-30 2012-02-02 Bank Of America Corporation Comprehensive exposure analysis system and method
US8335729B2 (en) * 2010-08-23 2012-12-18 Sap Ag Delivery and pricing information in exposure management
US20120198067A1 (en) * 2011-01-28 2012-08-02 Salesforce.Com, Inc. Mechanism for facilitating integration of customer relationship management services and non-customer relationship management services via an integrated services mechanism
US8583539B2 (en) 2011-08-31 2013-11-12 Sap Ag Enablement of exposure management to handle priced exposure
US10599620B2 (en) * 2011-09-01 2020-03-24 Full Circle Insights, Inc. Method and system for object synchronization in CRM systems
US10621206B2 (en) 2012-04-19 2020-04-14 Full Circle Insights, Inc. Method and system for recording responses in a CRM system
WO2013116462A1 (en) * 2012-02-01 2013-08-08 Fidessa Corporation System and method for matchless post-trade processing
US9779260B1 (en) 2012-06-11 2017-10-03 Dell Software Inc. Aggregation and classification of secure data
US9466084B2 (en) * 2013-02-15 2016-10-11 Thomson Reuters Global Resources Environmental, social and corporate governance linked debt instruments
US20140279356A1 (en) 2013-03-13 2014-09-18 Nyse Group, Inc. Pairs trading system and method
JP6117345B2 (ja) * 2013-04-16 2017-04-19 株式会社日立製作所 処理性能低下を回避するメッセージシステム
US9047616B2 (en) * 2013-05-31 2015-06-02 Automotivemastermind, Llc Method of generating a prioritized listing of customers using a purchase behavior prediction score
US20150081377A1 (en) * 2013-09-16 2015-03-19 International Business Machines Corporation Dynamic pricing for financial products
US20150149237A1 (en) * 2013-11-22 2015-05-28 Richard Thomas Brock Systems and methods to improve sales effectiveness utilizing a moving, contextually relevant navigator to guide sales representatives in prospect communications based on prospect's digital and conversational behavior and organization's best sales practices
US10552856B2 (en) * 2014-04-25 2020-02-04 Opower, Inc. Solar customer acquisition and solar lead qualification
US20150310463A1 (en) * 2014-04-25 2015-10-29 Opower, Inc. Solar customer acquisition and solar lead qualification
US10326748B1 (en) 2015-02-25 2019-06-18 Quest Software Inc. Systems and methods for event-based authentication
US10417613B1 (en) 2015-03-17 2019-09-17 Quest Software Inc. Systems and methods of patternizing logged user-initiated events for scheduling functions
US9990506B1 (en) 2015-03-30 2018-06-05 Quest Software Inc. Systems and methods of securing network-accessible peripheral devices
US9842220B1 (en) 2015-04-10 2017-12-12 Dell Software Inc. Systems and methods of secure self-service access to content
US10536352B1 (en) 2015-08-05 2020-01-14 Quest Software Inc. Systems and methods for tuning cross-platform data collection
US10218588B1 (en) 2015-10-05 2019-02-26 Quest Software Inc. Systems and methods for multi-stream performance patternization and optimization of virtual meetings
US10157358B1 (en) 2015-10-05 2018-12-18 Quest Software Inc. Systems and methods for multi-stream performance patternization and interval-based prediction
SG10201508866SA (en) * 2015-10-27 2017-05-30 Mastercard International Inc Method for predicting purchasing behaviour of digital wallet users for wallet-based transactions
US10142391B1 (en) 2016-03-25 2018-11-27 Quest Software Inc. Systems and methods of diagnosing down-layer performance problems via multi-stream performance patternization
JP2018041285A (ja) * 2016-09-07 2018-03-15 富士通株式会社 スケジュール管理プログラム、スケジュール管理方法およびスケジュール管理装置
US20230046494A1 (en) * 2016-09-09 2023-02-16 Jpmorgan Chase Bank, N.A. Systems and methods for market value at risk evaluation
US10298575B2 (en) 2016-12-08 2019-05-21 Bank Of America Corporation Multicomputer processing of an event authentication request with centralized event orchestration
US10217087B2 (en) 2016-12-08 2019-02-26 Bank Of America Corporation Multicomputer processing of client device request data using centralized event orchestrator
US10264056B2 (en) 2016-12-08 2019-04-16 Bank Of America Corporation Multicomputer processing of an event request from an event origination device with centralized event orchestration
US10310712B2 (en) 2016-12-08 2019-06-04 Bank Of America Corporation Multicomputer processing of client device request data with centralized event orchestration
US10296882B2 (en) 2016-12-08 2019-05-21 Bank Of America Corporation Multicomputer processing of client device request data using centralized event orchestrator and link discovery engine
US10303335B2 (en) 2016-12-08 2019-05-28 Bank Of America Corporation Multicomputer processing of client device request data with centralized event orchestration
US10216830B2 (en) 2016-12-08 2019-02-26 Bank Of America Corporation Multicomputer processing of client device request data using centralized event orchestrator and link discovery engine
US10440102B2 (en) 2016-12-08 2019-10-08 Bank Of America Corporation Multicomputer processing of client device request data using centralized event orchestrator and dynamic endpoint engine
WO2019022698A1 (en) * 2017-07-24 2019-01-31 Visa International Service Association SYSTEM, METHOD AND COMPUTER PROGRAM PRODUCT FOR AUTHENTICATING A TRANSACTION
RU2699682C1 (ru) * 2018-09-28 2019-09-09 Акционерное общество Инжиниринговая компания "АСЭ" (АО ИК "АСЭ") Автоматизированная система управления рисками
US11113762B2 (en) * 2019-10-25 2021-09-07 Raisin Technology Europe, S.L. System and method for creating on-demand user-customized deposit strategies using data extracted from one or more independent systems
US11710181B1 (en) * 2020-01-10 2023-07-25 Cboe Exchange, Inc. Exchange risk controls
US12236485B2 (en) * 2021-12-06 2025-02-25 Jpmorgan Chase Bank, N.A. Method and system for providing portfolio deviation analytics
WO2023114946A1 (en) * 2021-12-16 2023-06-22 AAXIS Group Corporation System and method for dynamic segmentation of network nodes to manage workflow data synchronization
US20250278750A1 (en) * 2024-02-29 2025-09-04 Charles Schwab & Co., Inc Machine learning model framework to identify potential customers and display thereof

Citations (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2001209721A (ja) * 2000-01-27 2001-08-03 Nec Corp 金融資産一元管理方式及び方法
JP2001525577A (ja) * 1997-12-02 2001-12-11 フィナンシャル・エンジンズ・インコーポレーテッド 財務助言システム
JP2003108775A (ja) * 2001-09-26 2003-04-11 Mizuho Bank Ltd 資産運用情報提供方法及び資産運用情報提供プログラム
JP2003256660A (ja) * 2002-03-05 2003-09-12 Kabu.Com Securities Co Ltd リアルタイム情報通知システム及びリアルタイムの情報通知方法
JP2004178287A (ja) * 2002-11-27 2004-06-24 Daiwa Securities Group Inc 資産運用状況監視システム、証券取引システム、及び、コンピュータプログラム
JP2005032091A (ja) * 2003-07-09 2005-02-03 Nri & Ncc Co Ltd 投資信託取引支援システム及び支援プログラム
JP2007148808A (ja) * 2005-11-28 2007-06-14 Hitachi Ltd 金融・証券コラボレーション方法
US20080097892A1 (en) * 2006-10-20 2008-04-24 Yohai-Giochais Leon Trading system and method

Family Cites Families (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20080027847A1 (en) * 1997-10-30 2008-01-31 Samuel Masucci Self-hedging multi-layered investment system and method using internal contractual relationships
US7373324B1 (en) * 1999-10-07 2008-05-13 Robert C. Osborne Method and system for exchange of financial investment advice
US20060277124A1 (en) 2005-06-01 2006-12-07 Gerrietts Alfred F Ii Investment and fund management system and method
CN101421755A (zh) 2006-09-01 2009-04-29 保险精算师控股有限公司 交易限幅合约金融产品的计算机系统和方法
JP2011521385A (ja) 2008-05-26 2011-07-21 スーパーデリバティブス，インコーポレイテッド 自動金融商品管理の装置、システムおよび方法

Patent Citations (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2001525577A (ja) * 1997-12-02 2001-12-11 フィナンシャル・エンジンズ・インコーポレーテッド 財務助言システム
JP2001209721A (ja) * 2000-01-27 2001-08-03 Nec Corp 金融資産一元管理方式及び方法
JP2003108775A (ja) * 2001-09-26 2003-04-11 Mizuho Bank Ltd 資産運用情報提供方法及び資産運用情報提供プログラム
JP2003256660A (ja) * 2002-03-05 2003-09-12 Kabu.Com Securities Co Ltd リアルタイム情報通知システム及びリアルタイムの情報通知方法
JP2004178287A (ja) * 2002-11-27 2004-06-24 Daiwa Securities Group Inc 資産運用状況監視システム、証券取引システム、及び、コンピュータプログラム
JP2005032091A (ja) * 2003-07-09 2005-02-03 Nri & Ncc Co Ltd 投資信託取引支援システム及び支援プログラム
JP2007148808A (ja) * 2005-11-28 2007-06-14 Hitachi Ltd 金融・証券コラボレーション方法
US20080097892A1 (en) * 2006-10-20 2008-04-24 Yohai-Giochais Leon Trading system and method

Also Published As

Publication number Publication date
EP2297689A4 (en) 2013-01-09
US8073760B2 (en) 2011-12-06
US9275416B2 (en) 2016-03-01
US20090292649A1 (en) 2009-11-26
CA2724868A1 (en) 2009-12-03
AU2009252718A1 (en) 2009-12-03
EP2297689A2 (en) 2011-03-23
WO2009144716A2 (en) 2009-12-03
US20120041895A1 (en) 2012-02-16
WO2009144716A3 (en) 2010-01-21
US20160343081A1 (en) 2016-11-24
US20130282622A1 (en) 2013-10-24
US8498916B2 (en) 2013-07-30

Similar Documents

Publication Publication Date Title
US9275416B2 (en) Device, system, and method of automatic financial-instrument management
Sarkissian et al. The overseas listing decision: New evidence of proximity preference
USRE44362E1 (en) Using accounting data based indexing to create a portfolio of financial objects
US8589276B2 (en) Using accounting data based indexing to create a portfolio of financial objects
US20180218343A1 (en) Smart contract execution on a blockchain
KR101488242B1 (ko) 기업가치의 평가시스템
US20170330279A1 (en) Unified Option Trading System
US20180082381A1 (en) Systems and methods for dynamically providing financial loan products
US20130117199A1 (en) Using accounting data based indexing to create a low volatility portfolio of financial objects
US20100023459A1 (en) Method and apparatus for financial transactions
CN109493234B (zh) 适用于金融中介行业的客户管理系统
US20130185187A1 (en) Method and system for aggregating orders for primary securities
KR20160073251A (ko) 금융상품 운용 방법, 장치 및 컴퓨터 프로그램
Wu A supportive pricing model for suppliers with purchase order financing
Carter et al. Value innovation management and discounted cash flow
KR20200104015A (ko) 자산관리 서비스 시스템의 상품추천방법
KR101970387B1 (ko) 투자 모집 기반 대출 금융 서비스의 투자 및 비즈니스 협력 정보 제공 방법 및 그 장치
US12380505B2 (en) Data capture and integration architecture for a quantamental computer system
JP4279542B2 (ja) 資産運用状況監視システム、証券取引システム、及び、コンピュータプログラム
Li et al. Comparative analysis of risk control in logistics and supply chain finance under different pledge fashions
Simic et al. Fundamental analysis of the Apple Company
AU2014346324A1 (en) Marketplace transaction improvements
KR20180021047A (ko) P2p 무심사 담보 대출 금융 기술 서비스 방법 및 그 장치
Yu A hybrid modeling approach for strategy optimization of e-business values
Ramchandran et al. Online Discount Brokerages: E* Trade vs. Charles Schwab

Legal Events

Date Code Title Description
A521 Request for written amendment filed

Free format text: JAPANESE INTERMEDIATE CODE: A523

Effective date: 20120524

A621 Written request for application examination

Free format text: JAPANESE INTERMEDIATE CODE: A621

Effective date: 20120524

A131 Notification of reasons for refusal

Free format text: JAPANESE INTERMEDIATE CODE: A131

Effective date: 20131001

A601 Written request for extension of time

Free format text: JAPANESE INTERMEDIATE CODE: A601

Effective date: 20131226

A602 Written permission of extension of time

Free format text: JAPANESE INTERMEDIATE CODE: A602

Effective date: 20140109

A601 Written request for extension of time

Free format text: JAPANESE INTERMEDIATE CODE: A601

Effective date: 20140120

A602 Written permission of extension of time

Free format text: JAPANESE INTERMEDIATE CODE: A602

Effective date: 20140127

A02 Decision of refusal

Free format text: JAPANESE INTERMEDIATE CODE: A02

Effective date: 20140603