Systems, methods and computer program products for...

Details Systems, methods and computer program products for... Systems, methods and computer program products for...

2011-03-22

2011-03-22

Merchant, Shahid R (Department: 3694)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S035000, C705S03600T, C705S038000

Reexamination Certificate

active

07912778

ABSTRACT:
Methods and systems process multiple trade orders subject to investment account restrictions. The restrictions are associated with the holding of one or more securities or with a cash position in an investment account. Each received order to perform an investment account management action is processed to determine whether performance of the action violates any stored restriction. The investment account is updated to reflect the result of executing the orders that did not violate any stored restriction. All received orders that are found to be in violation of a restriction are then processed again to determine whether performance of the action now violates any stored restriction. This technique allows for approving for execution as many trade orders subject to restrictions as possible.

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Standard or non-standard, that is the question by Barry McCall Aug. 27, 2003.
State Prices Implicit in Valuation formulae for Derivative Securities by Rady Sven; Jan. 1994; revised Oct. 1995; 15 pages.

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