Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2009-05-26
2011-12-06
Cheung, Mary (Department: 3667)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
Reexamination Certificate
active
08073760
ABSTRACT:
Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.
REFERENCES:
patent: 2006/0277124 (2006-12-01), Gerrietts, II
patent: 2008/0027847 (2008-01-01), Masucci
patent: 2008/0059382 (2008-03-01), Burczyk
patent: 2008/0097892 (2008-04-01), Yohai-Giochais
International Search Report and Written Opinion for PCT/IL09/00521 mailed on Sep. 3, 2009.
Gershon David
Oron Menachem Ahikam
Somech Samuel
Cheung Mary
Shiloh et al.
Super Derivatives, Inc.
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