Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2007-05-01
2007-05-01
Poinvil, Frantzy (Department: 3628)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000, C705S037000, C705S038000
Reexamination Certificate
active
09552879
ABSTRACT:
A multivariable search system for the comparative analysis of financial products allows the user to enter a set of criteria of their choice with desired ranges and in addition, a weighting factor to be applied to the criteria. Mutual funds, for instance, may be searched according to desired rates of return, fund type categories, and assigned levels of weight or emphasis on different ones of the criteria. Search results may be returned in coded form, indicating which candidate products they match all of the selected criteria, and which ones generate the highest net score given the weighting and other factors. Searches may be revised or refined based on the presented results, or new searches may be performed. Hot linkable connections may be presented to transaction sites to carry out purchases, obtain prospectuses, or other activities relating to the mutual fund or other financial products returned.
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“At Your Request™,” from www.wingspanbank.com, select “Bank,” then select “Concierge Services,” Wingspan was first disclosed to public on Jun. 24, 1999
Carnahan John
Wallace Bill
Chencinski Siegfried E.
Hunton & Williams LLP
JPMorgan Chase Bank N.A.
Poinvil Frantzy
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