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61. 发明授权

US07734517B2 Systems and method for determining the cost of a securities research department to service a client of the department 有权
标题翻译：确定证券研究部门为部门客户提供服务的费用的制度和方法
公开(公告)号：US07734517B2
公开(公告)日：2010-06-08
申请号：US10857526
申请日：2004-05-28
申请人： Barry Scott Hurewitz
发明人： Barry Scott Hurewitz
IPC分类号： G06Q40/00 , G07B17/00 , G07F19/00
CPC分类号： G06Q10/06 , G06Q10/06398 , G06Q40/00 , G06Q40/06 , G06Q40/12
摘要： In one technique, the time spent by each analyst of the department servicing the client over a specified period of time may be estimated. This value may then be adjusted based on the compensation of the analysis provider (or providers) servicing the client. Then, the compensation-weighted time of each analyst provider that serviced the client may be summed to thereby arrive at an estimate of the time and cost to service the client. In another technique, the standard cost per unit of different types of client touch that the equity research department produces is estimated. Then, the number and type of client touches a particular client receives over a given period of time (e.g., three months, one year, etc.) can be determined and multiplied by the standard cost per touch for the different touch types of to arrive at the total cost of servicing the client over the time period.
摘要翻译：在一种技术中，可以估计在指定时间内为客户服务的部门的每位分析师花费的时间。然后可以基于为客户端提供服务的分析提供商（或提供商）的补偿来调整该值。然后，对服务客户端的每个分析提供商的补偿加权时间可以相加，从而得到服务客户端的时间和成本的估计。在另一种技术中，估计股权研究部门生产的不同类型客户触摸的标准成本。然后，可以确定特定客户端在特定时间段（例如，三个月，一年等）接收的客户端数量和类型，并乘以不同触摸类型到达的标准每触摸成本在此期间为客户提供服务的总成本。

62. 发明授权

US07716102B1 Method for managing risk in markets related to commodities delivered over a network 有权
标题翻译：管理通过网络交付的商品市场风险的方法
公开(公告)号：US07716102B1
公开(公告)日：2010-05-11
申请号：US09522709
申请日：2000-03-10
申请人： Fernando L. Alvarado , Rajesh Rajaraman
发明人： Fernando L. Alvarado , Rajesh Rajaraman
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A system, method, software, and portfolios for managing risk in markets relating to a commodity delivered over a network are described, in which a market participant constructs portfolios of preferably liquid price risk instruments in proportions that eliminate the Spatial Price Risk for the market participant's underlying position. Techniques are also disclosed for constructing and evaluating new price risk instruments and other sets of positions, as well as identifying arbitrage opportunities in those markets.
摘要翻译：描述了一种用于管理与通过网络交付的商品有关的市场风险的系统，方法，软件和组合，其中市场参与者以比例消除了市场参与者的空间价格风险的比例来构建优选流动性价格风险工具的投资组合潜在的位置。还披露了构建和评估新的价格风险工具和其他职位的技术，以及确定这些市场的套利机会。

63. 发明申请

US20100082417A1 DATABASE FOR FINANCIAL MARKET DATA STORAGE AND RETRIEVAL 有权
标题翻译：金融市场数据存储和检索数据库
公开(公告)号：US20100082417A1
公开(公告)日：2010-04-01
申请号：US12236915
申请日：2008-09-24
申请人： Shao Ai Wu
发明人： Shao Ai Wu
IPC分类号： G06F17/30 , G06Q30/00
CPC分类号： G06Q30/00 , G06Q20/102 , G06Q30/0216 , G06Q40/00
摘要： A multi-session write-once computer tick database operable to store financial market data or “tick data.” The tick database stores market information regarding discrete market transactions in individual ticks. For example, information related to stock trades, and quotes may be stored in the database. The individual ticks vary in length dependent on the information available regarding the particular transaction. Null values are not stored in the database. Various field identifiers may be stored in the tick to identify the various metrics or parameters relevant to the transaction that are also stored in the tick. In various embodiments, one metric or parameter is associated with each field identifier. Different transactions may have different number of field identifiers stored within the tick, accordingly, different ticks may differ in length. The information stored within the ticks may be subsequently retrieved. When market data is retrieved using the embedded three-part hierarchal key structure, it may be stored in a cache associated with the tick database. The stored market data may be retrieved from the cache during subsequent requests.
摘要翻译：多会话一次写入计算机刻录数据库可操作用于存储金融市场数据或“刻录数据”。刻度盘数据库存储有关单独记录中的离散市场交易的市场信息。例如，与股票交易相关的信息和报价可以存储在数据库中。单个蜱的长度取决于有关特定交易的信息。空值不存储在数据库中。各种字段标识符可以存储在刻度中，以识别与存储在刻度中的事务相关的各种度量或参数。在各种实施例中，一个度量或参数与每个字段标识符相关联。不同的交易可能具有不同数量的字段标识符存储在刻度内，因此，不同的刻度可能不同长度。可以随后检索存储在蜱内的信息。当使用嵌入式三部分分层键结构检索市场数据时，可将其存储在与tick数据库相关联的高速缓存中。可以在随后的请求期间从高速缓存中检索存储的市场数据。

64. 发明授权

US07689491B2 Systems and methods for portable alpha-plus fixed income products 有权
标题翻译：便携式固定收益产品的系统和方法
公开(公告)号：US07689491B2
公开(公告)日：2010-03-30
申请号：US11098813
申请日：2005-04-05
申请人： John S. Coates
发明人： John S. Coates
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00
摘要： A financial product. The financial product includes a fixed income component and an alpha engine component. The fixed income component is structured to provide asset-liability matching and/or spending rule benefits. The alpha engine component includes an investment in an alpha-generating portfolio. The investment includes a cash investment and/or a derivative investment in the alpha-generating portfolio.
摘要翻译：金融产品。金融产品包括固定收入组成部分和α发动机组件。固定收益部分的结构是提供资产负债匹配和/或支出规则收益。 Alpha引擎组件包括对Alpha生成组合的投资。投资包括现金投资和/或衍生投资组合。

65. 发明授权

US07685475B2 System and method for providing performance statistics for application components 有权
标题翻译：用于提供应用程序组件的性能统计信息的系统和方法
公开(公告)号：US07685475B2
公开(公告)日：2010-03-23
申请号：US11651380
申请日：2007-01-09
申请人： Gilbert Barron , John E. T. Brann
发明人： Gilbert Barron , John E. T. Brann
IPC分类号： G06F11/00
CPC分类号： G06F11/3419 , G06F11/3409 , G06F11/3466 , G06F2201/86 , G06F2201/865
摘要： An application monitoring method and system. The method may comprise the steps of capturing raw performance data from one or more components of the application, converting the raw performance data of the one or more components to data records having a standard event data format, determining summary data for the one or more components based on the data records, and presenting the summary data to an end user.
摘要翻译：一种应用监控方法和系统。该方法可以包括以下步骤：从应用的一个或多个组件捕获原始性能数据，将一个或多个组件的原始性能数据转换为具有标准事件数据格式的数据记录，确定一个或多个组件的汇总数据基于数据记录，并将摘要数据呈现给最终用户。

66. 发明授权

US07647282B1 Systems and methods for reducing a risk associated with the supply of a commodity 有权
标题翻译：降低商品供应风险的系统和方法
公开(公告)号：US07647282B1
公开(公告)日：2010-01-12
申请号：US11713564
申请日：2007-03-02
申请人： John A. Woodley
发明人： John A. Woodley
IPC分类号： G06F17/00 , G06Q90/00 , G06Q40/00 , G06Q50/00
CPC分类号： G06Q40/04 , G06Q30/0283 , G06Q40/00 , G06Q50/06
摘要： A method for reducing a risk associated with a commodity. The method is implemented at least in part by a computer and includes offering to supply the commodity to a commodity consumer. The offer includes an obligation to supply a first quantity of the commodity at a first price during a first period of time, an obligation to supply a second quantity of the commodity at a second price during a second period of time, and an obligation to supply a third quantity of the commodity at a third price during a third period of time. The second price is within a first price band defined by the first price, and the third price is within a second price band defined by the second price.
摘要翻译：降低商品风险的方法。该方法至少部分地由计算机实现，并且包括向商品消费者提供商品的提供。该要约包括在第一时间段内以第一价格提供第一批商品的义务，在第二时间段内以第二价格提供第二数量的商品的义务，以及提供的义务在第三个时间段内以第三个价格购买第三批商品。第二价格在由第一价格定义的第一价格范围内，第三价格在第二价格定义的第二价格范围内。

67. 发明授权

US07644100B2 Dynamic accessible reporting tool (DART) 有权
标题翻译：动态无障碍报告工具（DART）
公开(公告)号：US07644100B2
公开(公告)日：2010-01-05
申请号：US11900841
申请日：2007-09-12
申请人： Chengping Chang , Shubhendu Das , Jeff Gorvits , Sunil Unnithan , Amit Goel , Matthew Balda
发明人： Chengping Chang , Shubhendu Das , Jeff Gorvits , Sunil Unnithan , Amit Goel , Matthew Balda
IPC分类号： G06F7/00 , G06F17/00
CPC分类号： G06Q10/06 , Y10S707/99943
摘要： A flexible metadata driven and workflow based report generation system is disclosed. The system comprises a Flexible Reporting GUI with four components that allow the user direct control in the creation of a report within a single application: a Data Generator for retrieving data, a Report Designer with a built-in report designer application, a Report Deployment element for deploying the report and an Report Run element for interactively running the report. The Flexible Reporting GUI allows a user to run a report with updated data stores, and to define the various parameters that affect the content of the generated report with great flexibility. Through the system of the invention, the user can be directly involved in all the report generation steps, through a user friendly interface, and a simplified environment. Moreover, the system in the invention provides improved solutions for updated data retrieval from protected data sources.
摘要翻译：公开了一种灵活的元数据驱动和基于工作流的报告生成系统。该系统包括一个灵活的报告GUI，其中包含四个组件，允许用户直接控制单个应用程序中的报告创建：用于检索数据的数据生成器，具有内置报表设计器应用程序的报表设计器，报表部署元素用于部署报告和用于交互式运行报表的“报告运行”元素。灵活的报告GUI允许用户运行具有更新的数据存储的报表，并以极大的灵活性定义影响所生成报表内容的各种参数。通过本发明的系统，用户可以通过用户友好的界面和简化的环境直接参与所有的报告生成步骤。此外，本发明中的系统为保护数据源的更新数据检索提供了改进的解决方案。

68. 发明申请

US20090326973A1 INTERACTIVE USER INTERFACE FOR DISPLAYING CORRELATION 有权
标题翻译：用于显示关联的交互式用户界面
公开(公告)号：US20090326973A1
公开(公告)日：2009-12-31
申请号：US12539230
申请日：2009-08-11
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q99/00 , G06Q40/00 , G06F17/00
CPC分类号： G06Q40/00 , Y10S707/99945 , Y10S707/99948
摘要： Methods and systems for providing a user interface to a user may comprise finding a degree of similarity between each of a plurality of potential similar companies and a focal company. From the plurality of potential similar companies, at least one similar company may be selected having a degree of similarity with the focal company that is greater than a first threshold. An identifier of the focal company may be listed in a focal company field. Identifiers for the at least one similar company may be listed in a similar company field. Certain of the identifiers listed in the similar company field may include a hyperlink which, when activated by a user, causes a computer system to list the company corresponding to the activated hyperlink as a new focal company in the focal company field; determine at least one new similar company having a degree of similarity with the new focal company that is greater than the first threshold; and display the at least one new similar company at the similar company field.
摘要翻译：用于向用户提供用户界面的方法和系统可以包括在多个潜在的类似公司和焦点公司之间找到相似程度。从多个潜在的类似公司中，可以选择至少一个与焦点公司具有大于第一阈值的相似程度的类似公司。焦点公司的标识符可以列在焦点公司领域。至少一家类似公司的标识符可以列在类似的公司领域。在类似公司领域中列出的某些标识符可以包括超链接，当用户激活时，超链接使得计算机系统将与激活的超链接相对应的公司列为焦点公司领域中的新焦点公司; 确定至少一个与新焦点公司具有大于第一阈值的相似程度的新的类似公司; 并在同类公司领域展示至少一家新的类似公司。

69. 发明授权

US07627512B2 Asset and liability modeling tool 有权
标题翻译：资产和负债建模工具
公开(公告)号：US07627512B2
公开(公告)日：2009-12-01
申请号：US11389962
申请日：2006-03-27
申请人： Trevor Samuel Harris , Richard Graham Foster , David John Braben , Jonathan Stanley Roach , Marc Daniel Donner , Matthew P. Thomas
发明人： Trevor Samuel Harris , Richard Graham Foster , David John Braben , Jonathan Stanley Roach , Marc Daniel Donner , Matthew P. Thomas
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06F3/04817 , G06F3/0482 , G06F3/04842 , G06Q40/00 , G06Q40/02 , G06Q40/10
摘要： A method of displaying results of a financial model for forecasting at least one financial variable relating to a client. The method comprises the steps of receiving asset and liability data regarding the client; generating forecasted values for the financial variables over a number of simulations using the asset and liability data; and displaying a topographical chart on a user interface. The topographical chart may be positioned on a plane shown in the user interface. The plane may be defined by a time axis and a value axis for the at least one financial variable, such that a coordinate set on the plane represents the value of the at least one financial variable at a time point. The height of a first point on the topographical chart corresponding to the coordinate set may indicate a portion of the simulations that result in the coordinate set.
摘要翻译：显示用于预测与客户有关的至少一个财务变量的财务模型的结果的方法。该方法包括接收有关客户的资产和责任数据的步骤; 使用资产和负债数据，在多次模拟中产生财务变量的预测值; 并在用户界面上显示地形图。地形图可以位于用户界面中所示的平面上。平面可以由时间轴和至少一个财务变量的值轴定义，使得在平面上设置的坐标表示在时间点的至少一个财务变量的值。对应于坐标集的地形图上的第一点的高度可以指示导致坐标集的模拟的一部分。

70. 发明申请

US20090234904A1 System and method for dynamic extension of aggregation engine 审中-公开
标题翻译：聚合引擎动态扩展的系统和方法
公开(公告)号：US20090234904A1
公开(公告)日：2009-09-17
申请号：US12283546
申请日：2008-09-12
申请人： William R. Dalgliesh , Abhiraman Anantharaman , Yevgeniv Vishnevetsky , Oleg Vernik , Olivier Masdebrieu , Jeremey Hallenbeck
发明人： William R. Dalgliesh , Abhiraman Anantharaman , Yevgeniv Vishnevetsky , Oleg Vernik , Olivier Masdebrieu , Jeremey Hallenbeck
IPC分类号： G06F17/30 , G06F15/16
CPC分类号： G06F16/24539 , G06F16/24556
摘要： Systems and methods for dynamic study management. The method may comprise the steps of: (1) receiving a subscription request at a dynamic study proxy extension engine from a front end for a dynamic study; (2) validating, by the dynamic study proxy extension engine, the subscription request; (3) locating, by the dynamic study proxy extension engine, one or more study templates in response to the subscription request; (4) generating, by the dynamic study proxy extension engine, the dynamic study based on the one or more study templates; (5) uploading, by the dynamic study proxy extension engine, the dynamic study to an aggregation engine; (6) generating, by the aggregation engine, result objects for the dynamic study; (7) creating, by the dynamic study proxy extension engine, a proxy subscription to a publication and subscription server; (8) linking, by the dynamic study proxy extension engine, the dynamic study with the proxy subscription identifier; and (9) transmitting, by the dynamic study proxy extension engine, the proxy subscription identifier to the front end.
摘要翻译：动态学习管理的系统和方法。该方法可以包括以下步骤：（1）从动态研究的前端在动态学习代理扩展引擎处接收订阅请求; （2）通过动态学习代理扩展引擎验证订阅请求; （3）通过动态学习代理扩展引擎定位响应于订阅请求的一个或多个学习模板; （4）通过动态研究代理扩展引擎，基于一个或多个研究模板生成动态研究; （5）通过动态学习代理扩展引擎上传动态学习到聚合引擎; （6）通过聚合引擎生成动态学习的结果对象; （7）通过动态研究代理扩展引擎创建对发布和订阅服务器的代理订阅; （8）通过动态学习代理扩展引擎链接代理订阅标识符的动态学习; 和（9）由动态学习代理扩展引擎将代理订阅标识符发送到前端。

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