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1. 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。

2. 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。

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