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11. 发明申请

US20080162325A1 Systems and Methods for Automatically Backing Out Buy Orders 失效
标题翻译：自动支付买单的系统和方法
公开(公告)号：US20080162325A1
公开(公告)日：2008-07-03
申请号：US11618282
申请日：2006-12-29
申请人： Joseph A. Barone , William McKinney , Michele Pierdinock , Hari Nanjundamoorthy
发明人： Joseph A. Barone , William McKinney , Michele Pierdinock , Hari Nanjundamoorthy
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00
摘要： A system and method for identifying a candidate set of at least one buy order associated with an investment account, determining a back out target value that identifies a fiscal amount by which the candidate set must to be reduced, and progressively decrementing a respective initial asset quantity of one or more buy orders of the candidate set until the back out target value is achieved at a final asset quantity of the one or more buy orders. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.
摘要翻译：一种用于识别与投资账户相关联的至少一个购买订单的候选组的系统和方法，确定识别所述候选集合必须减少的财政金额的退出目标值，并且逐渐递减相应的初始资产数量一个或多个候选人的购买订单，直到在一个或多个买单的最终资产数量达到退出目标值。然后可以通过将相应的初始资产数量替换为一个或多个购买订单中的至少一个购买订单的相应最终资产数量来修改候选组买单。然后，可以提供修改后的买入订单集合以进行交易执行。

12. 发明申请

US20080016010A1 Systems, methods, and computer program products for adjusting the assets of an investment account 有权
标题翻译：用于调整投资账户资产的系统，方法和计算机程序产品
公开(公告)号：US20080016010A1
公开(公告)日：2008-01-17
申请号：US11480688
申请日：2006-06-30
申请人： Hari Nanjundamoorthy , Charles R. Smith , Michele Pierdinock , William McKinney , Lavinia S. Zyvith , Reo A. Gonzales , Joseph A. Barone
发明人： Hari Nanjundamoorthy , Charles R. Smith , Michele Pierdinock , William McKinney , Lavinia S. Zyvith , Reo A. Gonzales , Joseph A. Barone
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00 , G06Q40/025 , G06Q40/06 , G06Q40/10
摘要： Methods of the present invention identify an asset allocation model and at least one security associated there with. An investment account portfolio is stored that includes at least one substitute security associated with the identified at least one security. A virtual portfolio is then generated that includes the identified at least one security. A tax lot is created for the identified at least one security to identify a total value for the at least one security, and the method determines whether the virtual portfolio complies with the asset allocation model. The identified at least one security associated with the asset allocation model is restricted from the investment account portfolio.
摘要翻译：本发明的方法识别资产分配模型和与其相关联的至少一个安全性。存储投资账户组合，其包括与所识别的至少一个证券相关联的至少一个替代证券。然后生成包括所识别的至少一个安全性的虚拟组合。为所识别的至少一个安全机构创建税额以识别至少一个安全性的总价值，并且该方法确定虚拟投资组合是否符合资产分配模型。与资产分配模型相关联的所识别的至少一个证券不受投资账户组合的限制。

13. 发明申请

US20080162326A1 Systems and Methods for Automatically Backing Out Buy Orders 有权
标题翻译：自动支付买单的系统和方法
公开(公告)号：US20080162326A1
公开(公告)日：2008-07-03
申请号：US11618300
申请日：2006-12-29
申请人： Joseph A. Barone , William McKinney , Michele Pierdinock , Hari Nanjundamoorthy
发明人： Joseph A. Barone , William McKinney , Michele Pierdinock , Hari Nanjundamoorthy
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00
摘要： A system and method for identifying a candidate set of one or more buy orders associated with an investment account, ordering the buy orders in the candidate set into a chain, determining a back out target value that identifies a fiscal amount by which the candidate set must be reduced, and decrementing an initial asset quantity of one or more successive non-zero quantity buy orders in the chain by a fixed integer quantity to a final asset quantity until the back out target value is achieved. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.
摘要翻译：一种用于识别与投资账户相关联的一个或多个购买订单的候选组的系统和方法，将候选组中的买单订购到链中，确定用于标识候选集必须的财政金额的退出目标值并将链中一个或多个连续的非零数量买单的初始资产数量减少固定整数到最终资产数量，直到达到退出目标值。然后可以通过将相应的初始资产数量替换为一个或多个购买订单中的至少一个购买订单的相应最终资产数量来修改候选组买单。然后，可以提供修改后的买入订单集合以进行交易执行。

14. 发明申请

US20070168273A1 Systems and Methods for Multi-style Portfolio (MSP) Cash Flow Enhancement 有权
标题翻译：多风格投资组合（MSP）现金流量增强的系统和方法
公开(公告)号：US20070168273A1
公开(公告)日：2007-07-19
申请号：US11687454
申请日：2007-03-16
申请人： Joseph Barone , Charles Smith , William McKinney , Hari Nanjundamoorthy
发明人： Joseph Barone , Charles Smith , William McKinney , Hari Nanjundamoorthy
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.
摘要翻译：提供了多风格投资组合现金流增强的系统和方法。所述系统和方法包括在投资账户内识别出相对于期望的目标而不足的一个或多个投资套筒的第一组，并且将投资账户内的一个或多个投资套筒的第二组识别为相对于期望的目标超重，其中投资账户包括多个投资袖子，每个投资套包括至少一个资产。所述系统和方法还包括在第二集合中产生一个或多个卖出订单，以将至少一个超量投资套件重新平衡到期望的目标，将一个或多个现金流与每个卖出订单相关联，其中，如果相应的销售订单被成功地执行，更多的现金流进一步与第一组中的一个较低的袖子相关联，并且执行一个或多个现金流中的至少一个以将现金流向一个或多个低配袖。

15. 发明申请

US20150120611A1 Systems and Methods for Multi-Style Portfolio (MSP) Cash Flow Enhancement 审中-公开
标题翻译：多风格投资组合（MSP）现金流量增强的系统和方法
公开(公告)号：US20150120611A1
公开(公告)日：2015-04-30
申请号：US14461763
申请日：2014-08-18
申请人： Joseph A. Barone , Charles Raymond Smith, III , William McKinney , Hari Moorthy
发明人： Joseph A. Barone , Charles Raymond Smith, III , William McKinney , Hari Moorthy
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.
摘要翻译：提供了多风格投资组合现金流增强的系统和方法。所述系统和方法包括在投资账户内识别出相对于期望的目标而不足的一个或多个投资套筒的第一组，并且将投资账户内的一个或多个投资套筒的第二组识别为相对于期望的目标超重，其中投资账户包括多个投资袖子，每个投资套包括至少一个资产。所述系统和方法还包括在第二集合中产生一个或多个卖出订单，以将至少一个超量投资套件重新平衡到期望的目标，将一个或多个现金流与每个卖出订单相关联，其中，如果相应的销售订单被成功地执行，更多的现金流进一步与第一组中的一个较低的袖子相关联，并且执行一个或多个现金流中的至少一个以将现金流向一个或多个低配袖。

16. 发明授权

US08812388B2 Systems and methods for multi-style portfolio (MSP) cash flow enhancement 有权
标题翻译：多风格投资组合（MSP）现金流增强的系统和方法
公开(公告)号：US08812388B2
公开(公告)日：2014-08-19
申请号：US11687454
申请日：2007-03-16
申请人： Joseph Anthony Barone , Charles Raymond Smith, III , William McKinney , Hari Nanjundamoorthy
发明人： Joseph Anthony Barone , Charles Raymond Smith, III , William McKinney , Hari Nanjundamoorthy
IPC分类号： G06Q40/00 , G06Q40/06
CPC分类号： G06Q40/06
摘要： Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.
摘要翻译：提供了多风格投资组合现金流增强的系统和方法。所述系统和方法包括在投资账户内识别出相对于期望的目标而不足的一个或多个投资套筒的第一组，并且将投资账户内的一个或多个投资套筒的第二组识别为相对于期望的目标超重，其中投资账户包括多个投资袖子，每个投资套包括至少一个资产。所述系统和方法还包括在第二集合中产生一个或多个卖出订单，以将至少一个超量投资套件重新平衡到期望的目标，将一个或多个现金流与每个卖出订单相关联，其中，如果相应的销售订单被成功地执行，更多的现金流进一步与第一组中的一个较低的袖子相关联，并且执行一个或多个现金流中的至少一个以将现金流向一个或多个低配袖。

17. 发明申请

US20070139122A1 Radio Frequency Power Delivery System 有权
标题翻译：射频供电系统
公开(公告)号：US20070139122A1
公开(公告)日：2007-06-21
申请号：US11554979
申请日：2006-10-31
申请人： Siddharth Nagarkatti , Michael Kishinevsky , Ali Shajii , Timothy Kalvaitis , William McKinney , Daniel Goodman , William Holber , John Smith
发明人： Siddharth Nagarkatti , Michael Kishinevsky , Ali Shajii , Timothy Kalvaitis , William McKinney , Daniel Goodman , William Holber , John Smith
IPC分类号： H03F3/191
CPC分类号： H03F1/56 , H03F3/191 , H03F3/20
摘要： A system and method are provided for delivering power to a dynamic load. The system includes a power supply providing DC power having a substantially constant power open loop response, a power amplifier for converting the DC power to RF power, a sensor for measuring voltage, current and phase angle between voltage and current vectors associated with the RF power, an electrically controllable impedance matching system to modify the impedance of the power amplifier to at least a substantially matched impedance of a dynamic load, and a controller for controlling the electrically controllable impedance matching system. The system further includes a sensor calibration measuring module for determining power delivered by the power amplifier, an electronic matching system calibration module for determining power delivered to a dynamic load, and a power dissipation module for calculating power dissipated in the electrically controllable impedance matching system.
摘要翻译：提供了一种将功率传递给动态负载的系统和方法。该系统包括提供具有基本上恒定的功率开环响应的DC电力的电源，用于将DC功率转换为RF功率的功率放大器，用于测量与RF功率相关联的电压和电流矢量之间的电压，电流和相位角的传感器，电可控阻抗匹配系统，用于将功率放大器的阻抗修改为动态负载的至少基本匹配的阻抗;以及用于控制电可控阻抗匹配系统的控制器。该系统还包括用于确定由功率放大器输出的功率的传感器校准测量模块，用于确定输送到动态负载的功率的电子匹配系统校准模块，以及用于计算在电气可控阻抗匹配系统中消耗的功率的功率耗散模块。

18. 发明申请

US20070106538A1 Employing user interaction to generate health care rewards 审中-公开
标题翻译：利用用户互动产生医疗保健奖励
公开(公告)号：US20070106538A1
公开(公告)日：2007-05-10
申请号：US11269087
申请日：2005-11-08
申请人： John Holtermann , Adam Lynch , William McKinney , Jared Short
发明人： John Holtermann , Adam Lynch , William McKinney , Jared Short
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08
摘要： The invention provides for customizing the presentation of healthcare insurance information and wellness information for a healthcare insurance subscriber. This customized information can be presented at a website, which can include, but is not limited to, claims (paid, pending and denied), referral status, answers to frequently asked questions (FAQs), explanations of benefits and wellness articles. The presented information can be customized for a subscriber based on a plurality of factors, including, but not limited to, a profile, historical behavior, age, preference, occupation, gender, family status, locale, and the like. Additionally, a reward can be provided for actions that are determined to contribute to healthcare knowledge and/or wellness of a particular subscriber. This reward can take the form of, but is not limited to, coupons, gift certificates, rebates, frequent flyer miles, discounts, prizes, money, rebates, ring tones, music, pictures, screensavers, and the like.
摘要翻译：本发明提供了定制用于医疗保险用户的医疗保险信息和健康信息的呈现。该定制信息可以在网站上呈现，该网站可以包括但不限于索赔（付费，待定和拒绝），转介状态，常见问题解答（FAQ），福利说明和健康文章。所呈现的信息可以基于多个因素为订户定制，包括但不限于简档，历史行为，年龄，偏好，职业，性别，家庭状态，区域等。另外，可以为被确定为有助于特定用户的医疗知识和/或健康的动作提供奖励。这种奖励可以采取但不限于优惠券，礼券，折扣，常旅客里程，折扣，奖品，金钱，回扣，铃声，音乐，图片，屏保等的形式。

19. 发明授权

US6131298A Self-supporting level measurement device 失效
标题翻译：自支撑液位测量装置
公开(公告)号：US6131298A
公开(公告)日：2000-10-17
申请号：US86259
申请日：1998-05-28
申请人： William McKinney , Charles H. Goodin
发明人： William McKinney , Charles H. Goodin
IPC分类号： G01C9/28
CPC分类号： G01C9/28
摘要： Disclosed is an otherwise conventional level measurement device adapted so as to include a means by which a spring biased clamping device can be used to attach the level to a workpiece, thus freeing the user's hands and allowing the performance of other tasks.
摘要翻译：公开了一种另外传统的液位测量装置，其适于包括一种装置，通过该装置可以使用弹簧偏压的夹紧装置将水平面附接到工件，从而释放使用者的手并允许履行其他任务。

20. 发明授权

US5464358A Airfoil jump ski 失效
标题翻译：机翼跳雪
公开(公告)号：US5464358A
公开(公告)日：1995-11-07
申请号：US109856
申请日：1993-08-20
申请人： William J. Unger , William McKinney
发明人： William J. Unger , William McKinney
IPC分类号： B63B35/81 , B63B1/00
CPC分类号： B63B35/811
摘要： A thin top shell of aerodynamic contour is secured over a jump ski base smooth flow of air over the top of the ski during a jump, without interfering with the on-water performance of the base. The shell has a bulbous tip portion, a first portion of airfoil cross section aligned transversely of the ski in front of the central binding area of the ski, a second portion of airfoil cross section aligned transversely of the ski behind the binding area and a tail portion of airfoil cross section aligned longitudinally of the ski. The first and second airfoil cross sections have their thicker, more sharply curved sections disposed toward the inside edge of the ski, and the tail portion has its thicker, more sharply curved section disposed toward the front of the ski.
摘要翻译：空中动力学轮廓的薄顶部壳体在跳跃期间被固定在跳跃滑雪基座上的平滑空气流过滑雪板的顶部，而不会干扰基座的水上性能。壳体具有球形末端部分，翼型件横截面的第一部分与滑雪板的横向于滑雪板的中心装订区域前方对齐，翼型横截面的第二部分横向于滑雪板后方在装订区域后方和尾部机翼横截面的一部分对准滑雪板的纵向。第一和第二翼型截面具有朝向滑雪板的内边缘设置的较厚，更锐利的弯曲部分，并且尾部具有朝向滑雪板前部设置的更厚，更尖锐的弯曲部分。

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