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1. 发明申请

US20040003347A1 System and method for providing on-line services for multiple entities 有权
标题翻译：为多个实体提供在线服务的系统和方法
公开(公告)号：US20040003347A1
公开(公告)日：2004-01-01
申请号：US10184124
申请日：2002-06-28
申请人： UBS PaineWebber Inc.
发明人： Steven D. Saidenberg , Andrew K. Park , John C. Marsh , Dominick Messano , John D. Petersen
IPC分类号： G06F017/24
CPC分类号： G06Q30/06 , G06F17/24 , G06F21/10 , G06F2221/2117
摘要： A system and method for determining a set of applications that can be accessed by a group or constituency of entitled users from among the applications associated with a server system. The system may provide a common look and feel for the applications accessed by a particular group or constituency based on an identification subentity code. Applications are informed of the constituency group associated with the user to cause application of particular business logic in conjunction with the entitled applications.
摘要翻译：一种用于确定可由与服务器系统相关联的应用程序中的被授权用户的组或组别访问的一组应用程序的系统和方法。该系统可以为特定组或选区基于识别子实体代码访问的应用程序提供通用外观。向应用程序通知与用户相关联的选区组，以便将特定业务逻辑与应用程序结合使用。

2. 发明申请

US20030120566A1 Interest determination system and method 审中-公开
标题翻译：利益确定制度和方法
公开(公告)号：US20030120566A1
公开(公告)日：2003-06-26
申请号：US10022510
申请日：2001-12-20
申请人： UBS PaineWebber Inc.
发明人： Mark L. Lipschutz , Anthony F. Caggiano
IPC分类号： G06F017/60
CPC分类号： G06Q40/02 , G06Q40/06 , G06Q40/12
摘要： In accordance with at least one embodiment of the invention, an interest determination system is provided that may perform daily calculation of account interest, with a single monthly processing of associated charges to clients.
摘要翻译：根据本发明的至少一个实施例，提供了一种利益确定系统，其可以执行每日帐户利息的计算，并对客户单独的每月处理相关费用。

3. 发明申请

US20030163403A1 Method and system for providing a weighted average aggregated accounts report 审中-公开
标题翻译：提供加权平均汇总帐户报表的方法和系统
公开(公告)号：US20030163403A1
公开(公告)日：2003-08-28
申请号：US10060328
申请日：2002-02-01
申请人： UBS PaineWebber Inc.
发明人： Kitty C. Chen , Elizabeth L. Pedersen , Billy Ming Doh Hung
IPC分类号： G06F017/60
CPC分类号： G06Q40/06
摘要： A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In an exemplary embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and a client terminal for receiving aggregated account data reports. The system and methods include calculating and reporting one or more weighted average values for each type of investment held in one or more independent investment accounts.
摘要翻译：用于聚合多个客户帐户中包含的数据并将汇总的帐户信息报告给客户端以及客户端授予访问权限的其他感兴趣方的系统和方法。可以使用网络从外部来源获取帐户信息，并将其包含在聚合的客户端数据中。在示例性实施例中，系统包括用于从维护在数据库中的帐户信息和用于接收聚合帐户数据报告的客户终端生成汇总帐户数据报告的网络服务器。该系统和方法包括计算和报告在一个或多个独立投资账户中持有的每种投资类型的一个或多个加权平均值。

4. 发明申请

US20030149646A1 Method and system for providing an aggregated stock options report 审中-公开
标题翻译：提供汇总股票期权报告的方法和系统
公开(公告)号：US20030149646A1
公开(公告)日：2003-08-07
申请号：US10060305
申请日：2002-02-01
申请人： UBS PaineWebber Inc.
发明人： Kitty C. Chen , Gregory G. Romer , Bill Ming Doh Hung
IPC分类号： G06F017/60
CPC分类号： G06Q40/02 , G06Q40/00
摘要： A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In an exemplary embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and a client terminal for receiving aggregated account data reports. The system and methods include aggregating one or more sets of stock options in the aggregated account information.
摘要翻译：用于聚合多个客户帐户中包含的数据并将汇总的帐户信息报告给客户端以及客户端授予访问权限的其他感兴趣方的系统和方法。可以使用网络从外部来源获取帐户信息，并将其包含在聚合的客户端数据中。在示例性实施例中，系统包括用于从维护在数据库中的帐户信息和用于接收聚合帐户数据报告的客户终端生成汇总帐户数据报告的网络服务器。系统和方法包括在汇总的帐户信息中聚合一组或多组股票期权。

5. 发明申请

US20040254927A1 Method and system for tax reporting for qualified plans 审中-公开
标题翻译：合格计划报税方法和制度
公开(公告)号：US20040254927A1
公开(公告)日：2004-12-16
申请号：US10457719
申请日：2003-06-10
申请人： UBS PaineWebber Inc.
发明人： Michael D. Lang , Ray Miranda , Dindo Bautista , Dana D'Angelo , Paul Dispensa JR.
IPC分类号： G06F017/30
CPC分类号： G06Q40/02
摘要： A system and method for tax reporting of taxable and non-taxable distributions, gains and losses of investments including providing access to tax information regarding the investments and providing various functions pertaining to the tax information associated with qualified plans is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms.
摘要翻译：提供纳税申报纳税和非应税分配的制度和方法，投资损益，包括提供有关投资的税务信息，并提供与合格计划相关的税务信息的各种职能。财务机构人员可以利用该制度和方法，查看和调整纳税表的税务信息。

6. 发明申请

US20040078271A1 Method and system for tax reporting 审中-公开
标题翻译：报税方法和制度
公开(公告)号：US20040078271A1
公开(公告)日：2004-04-22
申请号：US10272379
申请日：2002-10-17
申请人： UBS PaineWebber Inc.
发明人： David Morano , Ray Miranda , Dindo Bautista
IPC分类号： G06F017/60
CPC分类号： G06Q40/02 , G06Q20/207
摘要： A system and method for tax reporting of taxable and non-taxable distributions, gains and losses of investments including providing access to tax information regarding the investments and providing various functions pertaining to the tax information is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms, such as the United States Internal Revenue Service (IRS) 1099, 1042S and 480.6A,B,C forms. The system and method can be used to perform tax reporting for any number of kinds of tax information and investment information, including tax information associated with investments in any kind of banking or trust account such as checking, savings, lines of credit, home equity loans, mortgages, trust accounts, and certificate of deposit, creditor accounts such as credit card accounts and loans, and employment-related accounts such as employer loans and employee stock purchase plans.
摘要翻译：提供纳税申报纳税申报和投资损益的制度和方法，包括提供有关投资的税务信息，并提供有关税务信息的各种职能。金融机构人员可以使用该制度和方法来查看和调整税务表格的税务信息，如美国国税局1099,1042S和480.6A，B，C表格。该系统和方法可用于对任何种类的税务信息和投资信息进行税务报告，包括与任何类型的银行或信托账户投资相关的税务信息，如支票，储蓄，信用额度，房屋贷款抵押贷款，信托账户，存单，信用卡账户和贷款等债权人账户，雇主贷款和员工购买计划等就业相关账户。

7. 发明申请

US20040019542A1 Timesheet reporting and extraction system and method 审中-公开
标题翻译：时间表报告和提取系统和方法
公开(公告)号：US20040019542A1
公开(公告)日：2004-01-29
申请号：US10205204
申请日：2002-07-26
申请人： UBS PaineWebber Inc.
发明人： Fred S. Fuchs , Joel D. Vincett , Jennifer R. Russell , Robert L. Di Taranti
IPC分类号： G06F017/60
CPC分类号： G07C1/14 , G06Q10/1091 , G06Q40/125
摘要： A timesheet reporting and extraction system and method includes accepting time entry data from a first user using a computing device. The entered data is compared to a predefined work schedule and discrepancies are noted for overtime or other compensation adjustments. Timesheet information and adjustment information are organized into a file and uploaded to a server for database storage and report processing, and may be converted and output to a central processing system such as a payroll system. A second user approves timesheet entries using a second computing device.
摘要翻译：时间表报告和提取系统和方法包括使用计算设备接收来自第一用户的时间输入数据。将输入的数据与预定义的工作计划进行比较，并注意超时或其他补偿调整的差异。时间表信息和调整信息被组织成文件并上传到服务器进行数据库存储和报告处理，并且可以被转换并输出到诸如工资系统的中央处理系统。第二个用户使用第二个计算设备批准时间表条目。

8. 发明申请

US20030191703A1 Method and system for providing interested party access to aggregated accounts information 审中-公开
标题翻译：提供兴趣方访问聚合帐户信息的方法和系统
公开(公告)号：US20030191703A1
公开(公告)日：2003-10-09
申请号：US10060354
申请日：2002-02-01
申请人： UBS PaineWebber Inc.
发明人： Kitty C. Chen , Gregory G. Romer , Bill Ming Doh Hung , Kevin M. Stetter , Joseph R. Arena , Paula Jaworowsky
IPC分类号： G06F017/60
CPC分类号： G06Q40/02 , G06Q40/06
摘要： A system and methods for aggregating data contained in multiple client accounts and reporting the aggregated account information to the client as well as to other interested parties to whom the client has granted access permission. Account information may be obtained from external sources using a network and included in the aggregated client data. In at least one embodiment, the system includes a web server for generating aggregated account data reports from account information maintained in a database and an interested party terminal for receiving aggregated account data reports. The system and methods allow a client to specify various levels of access permission for an interested party, and thereby to control the level of detail accessible by one or more interested parties using the system.
摘要翻译：用于聚合多个客户帐户中包含的数据并将汇总的帐户信息报告给客户端以及客户端授予访问权限的其他感兴趣方的系统和方法。可以使用网络从外部来源获取帐户信息，并将其包含在聚合的客户端数据中。在至少一个实施例中，系统包括用于从维护在数据库中的帐户信息和用于接收汇总的帐户数据报告的兴趣方终端生成汇总帐户数据报告的网络服务器。该系统和方法允许客户机为利害关系方指定各种级别的访问权限，从而控制一个或多个使用该系统的感兴趣方可访问的细节级别。

9. 发明专利

AU2004292832A1 Employee stock plan administration systems and methods 未知
公开(公告)号：AU2004292832A1
公开(公告)日：2005-06-09
申请号：AU2004292832
申请日：2004-11-16
申请人： UBS PAINEWEBBER INC
发明人： ROSENTHAL ALEX MICHAEL , SHAFFER WILLIAM MICHAEL , GURSES MURAT , HIRSCH MARTIN JUDAH
IPC分类号： G06Q40/00

10. 发明专利

AU2002362142A8 System and method for enabling content providers in a financial services organization to self-publish content 未知
公开(公告)号：AU2002362142A8
公开(公告)日：2003-06-23
申请号：AU2002362142
申请日：2002-12-10
申请人： UBS PAINEWEBBER INC
发明人： BANERJEE AJOY C , CHEN KITTY C , DESHPANDE SANJAY , WILLIAMS MEAGHAN C
IPC分类号： G06F20060101 , G06F13/38 , G06Q40/00

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