公开(公告)号：US11546316B1

公开(公告)日：2023-01-03

申请号：US17093216

申请日：2020-11-09

申请人： Charles Schwab & Co., Inc.

发明人： William Page

IPC分类号： H04L9/40

摘要： A system and method allows a matching system to mediate requests for information among different computer systems without storing information that can be used to log into those computer systems.

公开(公告)号：US20220400030A1

公开(公告)日：2022-12-15

申请号：US17810686

申请日：2022-07-05

申请人： Charles Schwab & Co., Inc.

发明人： Jonathan S. Barth

IPC分类号： H04L12/413 ,  H04L43/045 ,  H04L43/0817 ,  H04L43/0852

摘要： A system, method and computer program product collects and provides for display operational status data in several levels of detail about multiple client computer systems.

公开(公告)号：US11323434B1

公开(公告)日：2022-05-03

申请号：US16237604

申请日：2018-12-31

申请人： Charles Schwab & Co., Inc.

发明人： Riyaz Vali ,  Charles E. Gotlieb

IPC分类号： H04L29/06 ,  G06F21/62

摘要： A system and method allows an app to be used to signal a server to authenticate a user using two factor authentication. The app is one previously associated with a user account, optionally using a different form of two factor authentication.

公开(公告)号：US11216879B1

公开(公告)日：2022-01-04

申请号：US16596491

申请日：2019-10-08

申请人： Charles Schwab & Co., Inc.

发明人： Konstantinos P. Konstantinides ,  Martin P. Wright ,  Eliel R. Johnson

IPC分类号： G06Q40/04 ,  G06Q30/08

摘要： A system and method graphically displays and receives order status and allows order status to be replayed in time.

公开(公告)号：US10713837B1

公开(公告)日：2020-07-14

申请号：US16159697

申请日：2018-10-14

申请人： Charles Schwab & Co., Inc.

发明人： Sean M. Payne

IPC分类号： G06T15/10 ,  G06T15/00 ,  G06F3/0481

摘要： A system and method uses a two-dimensional graphics library to generate an image representation that can be used by a three-dimensional graphics library to render the image.

公开(公告)号：US10460389B1

公开(公告)日：2019-10-29

申请号：US14328229

申请日：2014-07-10

申请人： Charles Schwab & Co., Inc.

发明人： Walter W. Bettinger, II ,  Marie A. Chandoha ,  Jonathan De St Paer

IPC分类号： G06Q40/04

摘要： A system and method operates a family of exchange traded funds or mutual funds with different weighted average maturities.

公开(公告)号：US10438285B1

公开(公告)日：2019-10-08

申请号：US14216830

申请日：2014-03-17

申请人： Charles Schwab & Co., Inc.

发明人： Konstantinos P. Konstantinides ,  Martin P. Wright ,  Eliel R. Johnson

IPC分类号： G06Q40/04 ,  G06Q30/08

摘要： A system and method displays potential security orders in a first area of a display, and when a user to drag a potential order into a second area of the display, the system and method places an order for the security and displays an icon representing the order placed in a position that corresponds to an amount of time the order will expire, a current market price of the security and a price of the order.

公开(公告)号：US20180268486A1

公开(公告)日：2018-09-20

申请号：US15985911

申请日：2018-05-22

申请人： Charles Schwab & Co, Inc.

发明人： Bradley J Swearingen ,  David S. Harding ,  Brant C. Lewis ,  Richard Munoz ,  Gregory Scott Mogonye

IPC分类号： G06Q40/04 ,  G06Q40/00

CPC分类号： G06Q40/04 ,  G06Q40/00

摘要： A computerized system (10) and method for integrating trade executions among multiple market participant types is disclosed. The system (10) includes a client system (14) that provides a user interfact (150) for inputting an order for the execution of a trade and a server system (12) in communication with the client system (14). The server system (12) accepts the order for the execution of the trade from the client system (14). The server system (12) then routes the order to a trade execution location (30) of one market participant type selected from among multiple market participant types such as the market participant types of ECNs, market makers and exchanges. The server system (12) has direct and indirect access to the ECNs and the market makers and has indirect access to the exchanges, thereby integrating trade executions among multiple market participant types.

公开(公告)号：US20240223522A1

公开(公告)日：2024-07-04

申请号：US18413790

申请日：2024-01-16

申请人： Charles Schwab & Co., Inc.

发明人： Richard Alan ADAMS ,  Ronald Glenn MARTEL, JR. ,  Daniel SASS ,  Glenn A. ROSE

IPC分类号： H04L51/212 ,  H04L9/40 ,  H04L51/08

CPC分类号： H04L51/212 ,  H04L51/08 ,  H04L63/0281 ,  H04L63/145 ,  H04L63/18

摘要： A method of operating a proxy module connected in between a third-party scheduling service and a mail server in a communications network includes receiving, at the proxy module, a request to access a resource of a first agent. The method includes generating a first determination results by determining whether a request type of the received request is an allowed request type. The method includes generating a second determination result by determining whether the first agent is an allowed agent. The method includes, based on the first and second determination results, formatting the received request in accordance with a format associated with the mail server and providing the formatted request to the mail server.

公开(公告)号：US20240155054A1

公开(公告)日：2024-05-09

申请号：US18416477

申请日：2024-01-18

申请人： Charles Schwab & Co., Inc

发明人： Nafiseh SABERIAN ,  Ravindra Reddy TAPPETA VENKATA ,  Stephen FILIOS ,  Logan Sommers AHLSTROM ,  Abhilash Krishnankutty NAIR

IPC分类号： H04M3/51 ,  G06N5/04 ,  G06N20/00 ,  G06Q30/016

CPC分类号： H04M3/5183 ,  G06N5/04 ,  G06N20/00 ,  G06Q30/016 ,  H04M2203/558

摘要： A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.