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1. 发明授权

US07003488B2 Credit management for electronic brokerage system 有权
标题翻译：电子经纪系统信用管理
公开(公告)号：US07003488B2
公开(公告)日：2006-02-21
申请号：US10665141
申请日：2003-09-22
申请人： Michael F. Dunne , Richard Hartheimer , Michael Togher
发明人： Michael F. Dunne , Richard Hartheimer , Michael Togher
IPC分类号： G06F17/60
CPC分类号： H04L12/1804 , G06Q30/08 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system identifies the best bids and offers from those counterparties with which each party is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous “Dealable” price is calculated for each of the traders dealing with that particular financial instrument.
摘要翻译：一个匿名交易系统确定了每一方目前有资格交易的交易对手的最佳出价和优惠，同时保持潜在交易对手的匿名性以及匿名潜在对手方施加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价由系统预先筛选，以与有限的信用信息（例如，指示是否已经超过预定限制的一位标志）和匿名的“可移除” 为处理该特定金融工具的每个交易者计算价格。

2. 发明授权

US06996541B2 Credit management for electronic brokerage system 失效
公开(公告)号：US06996541B2
公开(公告)日：2006-02-07
申请号：US10665570
申请日：2003-09-22
申请人： Michael Togher , Michael F. Dunne , Richard Hartheimer
发明人： Michael Togher , Michael F. Dunne , Richard Hartheimer
IPC分类号： G06F17/60
CPC分类号： H04L12/1804 , G06Q30/08 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system identifies the best bids and offers from those counterparties with which each party is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous “Dealable” price is calculated for each of the traders dealing with that particular financial instrument.

3. 发明授权

US6014627A Credit management for electronic brokerage system 失效
标题翻译：电子经纪系统信用管理
公开(公告)号：US6014627A
公开(公告)日：2000-01-11
申请号：US665594
申请日：1996-06-18
申请人： Michael Togher , Michael F. Dunne , Richard Hartheimer
发明人： Michael Togher , Michael F. Dunne , Richard Hartheimer
IPC分类号： G06Q40/02 , G06Q40/04 , H04L12/18 , G06F19/00
CPC分类号： H04L12/1804 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system (FIG. 1) identifies the best bids and offers (QuoteSubmit, FIG. 3) from those counterparties (WS Alal ) with which each party (WS A1b1, WS A1b2, . . . WSA2a2) is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer (QuoteSubmit, FIG. 3) for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous "Dealable" price (24,26) is calculated for each of the traders (WS A1b, . . . WS A2a) dealing with that particular financial instrument.
摘要翻译：一个匿名交易系统（图1）确定了与当事方（WS A1b1，WS A1b2，...，WSA2a2）目前有资格交易的交易对手（WS Alal）的最佳出价和报价（QuoteSubmit，图3）同时保持潜在对手方的匿名性以及匿名潜在对手方强加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价（QuoteSubmit，图3）由系统进行预先筛选，以与有限的信用信息兼容（例如，指示是否已经超过预定限度的一位标志），并针对处理该特定金融工具的每个交易商（WS A1b，... WS A2a）计算了一个匿名的“可销售”价格（24,26）。

4. 发明授权

US07610238B2 Credit management for electronic brokerage system 失效
标题翻译：电子经纪系统信用管理
公开(公告)号：US07610238B2
公开(公告)日：2009-10-27
申请号：US11146073
申请日：2005-06-07
申请人： Michael Togher , Michael F. Dunne , Richard Hartheimer
发明人： Michael Togher , Michael F. Dunne , Richard Hartheimer
IPC分类号： G06Q40/00
CPC分类号： H04L12/1804 , G06Q30/08 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system (FIG. 1) identifies the best bids and offers (QuoteSubmit, FIG. 3) from those counterparties (WS A1a1) with which each party (WS A1b1, WS A1b2, . . . . WSA2a2) is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer (QuoteSubmit, FIG. 3) for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous “Dealable” price (24,26) is calculated for each of the traders (WS A1b, . . . WS A2a) dealing with that particular financial instrument.
摘要翻译：一个匿名交易系统（图1）从每个方（WS A1b1，WS A1b2，...，WSA2a2）当前符合资格的交易对手（WS A1a1）中确定最佳出价和报价（QuoteSubmit，图3）交易，同时保持潜在交易对手的匿名性以及匿名潜在交易对手强加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价（QuoteSubmit，图3）由系统进行预先筛选，以与有限的信用信息兼容（例如，指示是否已经超过预定限度的一位标志），并针对处理该特定金融工具的每个交易商（WS A1b，... WS A2a）计算了一个匿名的“可销售”价格（24,26）。

5. 发明授权

US06985883B1 Credit management for electronic brokerage system 有权
标题翻译：电子经纪系统信用管理
公开(公告)号：US06985883B1
公开(公告)日：2006-01-10
申请号：US09563461
申请日：2000-05-02
申请人： Michael Togher , Michael F. Dunne , Richard Hartheimer
发明人： Michael Togher , Michael F. Dunne , Richard Hartheimer
IPC分类号： G06F17/60
CPC分类号： H04L12/1804 , G06Q30/08 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system (FIG. 1) identifies the best bids and offers (QuoteSubmit, FIG. 3) from those counterparties (WS A1a1) with which each party (WS A1fb1, WS A1b2, ... WS A2a2) is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer (QuoteSubmit, FIG. 3) for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous “Dealable” price (24,26) is calculated for each of the traders (WS A1b, . . . WS A2a) dealing with that particular financial instrument.
摘要翻译：一个匿名交易系统（图1）从每个方（WS A 1 fb 1，WS A 1 b 2，...）的那些交易对手（WS A 1 a 1）中确定最佳出价和报价（QuoteSubmit，图3）。 .. WS A 2 a 2）目前有资格交易，同时保持潜在交易对手的匿名性以及匿名潜在交易对手所施加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价（QuoteSubmit，图3）由系统进行预先筛选，以与有限的信用信息兼容（例如，指示是否已经超过预定限度的一位标志）和针对该特定金融工具的每个交易者（WS A 1 b，... WS A 2 a）计算的匿名“Dealable”价格（24,26）。

6. 发明授权

US5375055A Credit management for electronic brokerage system 失效
标题翻译：电子经纪系统信用管理
公开(公告)号：US5375055A
公开(公告)日：1994-12-20
申请号：US830408
申请日：1992-02-03
申请人： Michael Togher , Michael F. Dunne , Richard Hartheimer
发明人： Michael Togher , Michael F. Dunne , Richard Hartheimer
IPC分类号： G06Q40/02 , G06Q40/04 , H04L12/18 , G06F15/21
CPC分类号： H04L12/1804 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system identifies the best bids and offers from those counterparties with which each party is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous "Dealable" price is calculated for each of the traders dealing with that particular financial instrument.
摘要翻译：一个匿名交易系统确定了每一方目前有资格交易的交易对手的最佳出价和优惠，同时保持潜在交易对手的匿名性以及匿名潜在对手方施加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价由系统预先筛选，以与有限的信用信息（例如，指示是否已经超过预定限制的一位标志）和匿名的“可移除” 为处理该特定金融工具的每个交易者计算价格。

7. 发明申请

US20050228748A1 Credit management for electronic brokerage system 失效
标题翻译：电子经纪系统信用管理
公开(公告)号：US20050228748A1
公开(公告)日：2005-10-13
申请号：US11146073
申请日：2005-06-07
申请人： Michael Togher , Michael Dunne , Richard Hartheimer
发明人： Michael Togher , Michael Dunne , Richard Hartheimer
IPC分类号： G06Q30/08 , G06Q40/00 , H04L12/18 , G06F17/60
CPC分类号： H04L12/1804 , G06Q30/08 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： An anonymous trading system (FIG. 1) identifies the best bids and offers (QuoteSubmit, FIG. 3) from those counterparties (WS A1a1) with which each party (WS A1b1, WS A1b2, . . . . WSA2a2) is currently eligible to deal, while maintaining the anonymity of the potential counterparty and the confidentiality of any specific credit limitations imposed by the anonymous potential counterparty. To that end, each bid or offer (QuoteSubmit, FIG. 3) for a particular type of financial instrument is prescreened by the system for compatibility with limited credit information (for example, a one bit flag indicating whether a predetermined limit has already been exceeded) and an anonymous “Dealable” price (24,26) is calculated for each of the traders (WS A1b, . . . WS A2a) dealing with that particular financial instrument.
摘要翻译：匿名交易系统（图1）从每一方（WS A 1 b 1，WS A 1 b 2，...）的那些交易对手（WS A 1 a 1）中确定最佳出价和报价（QuoteSubmit，图3）。 ... WSA 2 a 2）目前有资格交易，同时保持潜在交易对手的匿名性以及匿名潜在交易对手所施加的任何特定信用限制的保密性。为此，针对特定类型的金融工具的每个出价或报价（QuoteSubmit，图3）由系统进行预先筛选，以与有限的信用信息兼容（例如，指示是否已经超过预定限度的一位标志）和针对该特定金融工具的每个交易者（WS A 1 b，... WS A 2 a）计算的匿名“Dealable”价格（24,26）。

8. 再颁专利

USRE44781E1 System and method for calculating optimal rates in a multi-source price engine in over the counter markets 有权
公开(公告)号：USRE44781E1
公开(公告)日：2014-02-25
申请号：US13462521
申请日：2012-05-02
申请人： Kelly J. F. Wilson , Cary D. Rosenwald , Sean M. Gilman , Richard Hartheimer
发明人： Kelly J. F. Wilson , Cary D. Rosenwald , Sean M. Gilman , Richard Hartheimer
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00
摘要： A system and method calculate an optimal rates in a multi-source price engine in over the counter (OTC) markets. The system and method integrate rates from multiple liquidity sources to generate an output rate that can be transacted upon. Specifically, the system and method calculate a best bid/offer rate from input rates provided by multiple liquidity sources and apply a target spread and minimum profit to the best bid/offer rate to generate an optimal output rate. The optimal output rate may be a function of many factors, including market conditions, customer credit, and the preferences of the market maker or broker.

9. 发明申请

US20080097889A1 System and method for calculating optimal rates in a multi-source price engine in over the counter markets 失效
标题翻译：用于计算超市场中多源价格引擎的最优利率的系统和方法
公开(公告)号：US20080097889A1
公开(公告)日：2008-04-24
申请号：US11582448
申请日：2006-10-18
申请人： Kelly James Fletcher Wilson , Cary David Rosenwald , Sean Michael Gilman , Richard Hartheimer
发明人： Kelly James Fletcher Wilson , Cary David Rosenwald , Sean Michael Gilman , Richard Hartheimer
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00
摘要： A system and method calculate an optimal rates in a multi-source price engine in over the counter (OTC) markets. The system and method integrate rates from multiple liquidity sources to generate an output rate that can be transacted upon. Specifically, the system and method calculate a best bid/offer rate from input rates provided by multiple liquidity sources and apply a target spread and minimum profit to the best bid/offer rate to generate an optimal output rate. The optimal output rate may be a function of many factors, including market conditions, customer credit, and the preferences of the market maker or broker.
摘要翻译：一个系统和方法在柜台（OTC）市场上计算多源价格引擎的最优利率。该系统和方法将来自多个流动资金来源的汇率整合起来，以产生可以处理的产出率。具体来说，系统和方法根据多个流动资金来源的投入价格计算最佳出价/收益率，并将目标价差和最低利润应用于最佳出价/报价率，以产生最优的产出率。最优输出率可能是许多因素的函数，包括市场条件，客户信用以及制造商或经纪人的偏好。

10. 发明申请

US20070250433A1 System and method for providing one-order methodology in over the counter markets 审中-公开
标题翻译：在柜台市场提供一级方法的制度和方法
公开(公告)号：US20070250433A1
公开(公告)日：2007-10-25
申请号：US11410151
申请日：2006-04-25
申请人： Harsha Bhat , Kelly Wilson , David Lu , Sean Gilman , Cary Rosenwald , Richard Hartheimer
发明人： Harsha Bhat , Kelly Wilson , David Lu , Sean Gilman , Cary Rosenwald , Richard Hartheimer
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/04
摘要： A system and method provide a one-order methodology in over the counter (OTC) markets to enhance execution performance by allowing a single order to be executable in multiple liquidity pools (also referred to as exchange platforms or exchange markets). The liquidity pools typically have different credit constraints and requirements to attract different customers. A customer may have an established trading relationship and credit with multiple liquidity pools. The system and method enable the customer to place an order simultaneously in multiple liquidity pools and receive the best possible price match, also referred to as a fill. Execution certainty is therefore enhanced. The system and method also process an order faster than with traditional order routing processes.
摘要翻译：系统和方法在柜台（OTC）市场中提供一级方法，以通过允许单个订单在多个流动性池（也称为交易平台或交易市场）中执行来提高执行绩效。流动资金池通常具有不同的信用限制和吸引不同客户的要求。客户可能拥有成熟的交易关系和信贷与多个流动性池。系统和方法使客户能够同时在多个流动性池中下单，并获得最佳价格匹配，也称为填充。因此，执行确定性得到增强。与传统的订单路由过程相比，系统和方法也处理订单更快。

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