Simultaneous real-time presentation of financial information
    75.
    发明申请
    Simultaneous real-time presentation of financial information 有权
    同时实时显示财务信息

    公开(公告)号:US20080005006A1

    公开(公告)日:2008-01-03

    申请号:US11821872

    申请日:2007-06-26

    IPC分类号: G06Q40/00

    摘要: The present invention is defined by the following claims, and nothing in this section should be taken as a limitation on those claims. By way of introduction, the preferred embodiments describe below include a method of simultaneously presenting user specific real-time financial information includes authenticating a user, for example by using a user-id and password. Then receiving an input from the user indicating the shareholder of interest. The user is then presented with a list of the shareholder's account information. The shareholder account information can be retrieved from several different record keeping systems. The record keeping systems can be maintained by different entities and can store the respective account information in different formats. The shareholder account information can be retrieved by broadcasting an account inquiry to the record keeping systems or by using a cross-reference table that indicates which record keeping systems the shareholder has accounts with. A combination of the broadcast and cross-reference table can be used. Once the shareholder account information is presented, the user can select an account, for example by a hyperlink tag, and receive detailed information about that account.

    摘要翻译: 本发明由所附权利要求书定义,本节中并不作为对这些权利要求的限制。 通过介绍,下面描述的优选实施例包括同时呈现用户特定实时财务信息的方法,包括例如通过使用用户ID和密码认证用户。 然后从用户那里接收到表示所关注股东的输入。 然后向用户显示股东账户信息的列表。 可以从几个不同的记录保存系统中检索股东账户信息。 记录保存系统可以由不同的实体维护,并且可以以不同的格式存储相应的帐户信息。 可以通过向记录保存系统广播账户查询或使用指示股东拥有哪些记录保存系统的交叉引用表来检索股东账户信息。 可以使用广播和交叉参考表的组合。 一旦呈现股东帐户信息,用户可以例如通过超链接标签来选择一个帐户,并且接收关于该账户的详细信息。

    SYSTEM AND METHOD FOR DEFINING ATTRIBUTES, DECISION RULES, OR BOTH, FOR REMOTE EXECUTION, CLAIM SET II
    76.
    发明申请
    SYSTEM AND METHOD FOR DEFINING ATTRIBUTES, DECISION RULES, OR BOTH, FOR REMOTE EXECUTION, CLAIM SET II 有权
    用于定义属性的系统和方法,决定规则或两者,用于远程执行,索赔集II

    公开(公告)号:US20060267999A1

    公开(公告)日:2006-11-30

    申请号:US11279073

    申请日:2006-04-07

    IPC分类号: G09G5/00

    摘要: A system of the invention comprises a design module, execution engine, and performance management module. A first computer hosts the design module which enables a user to define attributes, queries, and decision rules transmitted to the execution engine hosted on a second computer remote to the first computer. The second computer can be located at a credit bureau, credit reporting agency, or other data provider. The second computer runs the execution engine to query a data repository with the user-defined attributes and queries, and applies the user-defined decision rules to produce result data transmitted to a third computer hosting the performance management module for monitoring performance of a benefit or offering made with the result data and the corresponding attributes, queries, and decision rules that generated the result data.

    摘要翻译: 本发明的系统包括设计模块,执行引擎和性能管理模块。 第一台计算机托管设计模块,该模块使用户能够定义发送到远程到第一台计算机的第二台计算机上托管的执行引擎的属性,查询和决策规则。 第二台计算机可以位于信用局,信用报告机构或其他数据提供商。 第二台计算机运行执行引擎以用用户定义的属性和查询来查询数据存储库,并且应用用户定义的决策规则以产生传输到托管性能管理模块的第三计算机的结果数据,以监视利益的执行或者 使用结果数据提供的产品,以及生成结果数据的相应属性,查询和决策规则。

    Web-based method and system for providing expert information on selected matters

    公开(公告)号:US07120647B2

    公开(公告)日:2006-10-10

    申请号:US10020365

    申请日:2001-10-30

    IPC分类号: G06F7/00

    摘要: A method for providing expert information from a pool of experts using a server system coupled to a centralized database and at least one client system is provided. The database stores expert information relating to each expert within the pool of experts. The method includes displaying information on the client system identifying alternative paths for assistance to the user, receiving a request from the client system based on an alternative path selected by the user, accessing a database within the server system comprising a pool of experts, cross-referencing user information with expert information, displaying expert information including expert availability information on the client system through an applet downloaded from the server system when a user calls upon an expert to seek assistance, and contacting the expert based on user selected expert information inputted into the client system.

    Process for determining object level profitability

    公开(公告)号:US20060178960A1

    公开(公告)日:2006-08-10

    申请号:US11354798

    申请日:2006-02-15

    申请人: Richard Lepman

    发明人: Richard Lepman

    IPC分类号: G07F19/00

    摘要: A process for determining object level profitability includes the steps of (1) preparing information to be accessed electronically, (2) establishing rules for processing the prepared information, (3) calculating at least one marginal value of profit using established rules as applied to a selected set of prepared information, (4) calculating a fully absorbed value of profit adjustment using established rules as applied to the selected set of prepared information, and (5) combining the at least one marginal value of profit and fully absorbed value of profit adjustment to create a measure for object level profitability. The inventive process gives management profit measures tailored to its need for accurate decision oriented profit information required to manage a large organization based on profit measurement.