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    Investment strategy system
    1.
    发明授权
    Investment strategy system 有权
    投资策略体系

    公开(公告)号：US08504458B1

    公开(公告)日：2013-08-06

    申请号：US12413326

    申请日：2009-03-27

    申请人： Aaron Lai ,  Debashis Ghosh ,  David Joa ,  Kurt Newman ,  Thayer Allison ,  Sudeshna Banerjee

    发明人： Aaron Lai ,  Debashis Ghosh ,  David Joa ,  Kurt Newman ,  Thayer Allison ,  Sudeshna Banerjee

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/06

    摘要： Embodiments of the present invention relate to apparatuses, systems, methods, and computer program products for determining an investment strategy for a security. In one embodiment, an apparatus comprises a processor configured to: (1) receive information identifying a security; (2) access historical market data for the security, wherein the historical market data includes historical values, over a historical period of time, for one or more market parameters for the security; (3) use the historical market data to determine a relationship between a market parameter's value and the security's value during the historical period of time; and (4) use the relationship to determine an investment strategy that determines trading decisions based at least partially on the market parameter's value.

    摘要翻译： 本发明的实施例涉及用于确定安全性的投资策略的装置，系统，方法和计算机程序产品。 在一个实施例中，一种装置包括处理器，其被配置为：（1）接收识别安全性的信息; （2）获取证券的历史市场数据，其中历史市场数据包括历史时期的历史价值，用于证券的一个或多个市场参数; （3）利用历史市场数据确定历史时期市场参数价值与证券价值之间的关系; 和（4）使用关系来确定至少部分基于市场参数价值确定交易决策的投资策略。

    Identifying potential customers using payment information
    5.
    发明授权
    Identifying potential customers using payment information 有权
    使用付款信息识别潜在客户

    公开(公告)号：US08751342B2

    公开(公告)日：2014-06-10

    申请号：US12652554

    申请日：2010-01-05

    申请人： Mark Krein ,  Debashis Ghosh ,  Thayer Allison ,  Kurt Newman ,  Yanghong Shao ,  Sudeshna Banerjee ,  David Joa

    发明人： Mark Krein ,  Debashis Ghosh ,  Thayer Allison ,  Kurt Newman ,  Yanghong Shao ,  Sudeshna Banerjee ,  David Joa

    IPC分类号： G06Q40/00

    CPC分类号： G06Q30/02 ,  G06Q30/0204 ,  G06Q30/0259 ,  G06Q40/00

    摘要： Aspects of this disclosure relate to a computer configured to identify potential customers which may include a processor and memory storing computer executable instructions that, when executed, cause the computer to perform a method for identifying potential customers for a first bank, by electronically receiving data regarding the first bank, electronically receiving data regarding a second bank. Further, based on the electronically received data the method may further include identifying locations of the first bank, identifying locations of the second bank, comparing the locations of the first bank with the locations of the second bank, determining locations of the second bank that are within a predetermined distance of at least one location of the first bank, determining an amount of funds in a set of deposit accounts in each location of the second bank, and determining if the amount of funds in each location of the second bank is more than a predetermined amount.

    摘要翻译： 本公开的方面涉及被配置为识别潜在客户的计算机，其可以包括处理器和存储计算机可执行指令的存储器，所述计算机可执行指令在执行时使得计算机执行用于识别第一银行的潜在客户的方法，通过电子地接收关于 第一家银行，电子地接收有关第二家银行的数据。 此外，基于电子接收的数据，该方法还可以包括识别第一银行的位置，识别第二银行的位置，将第一银行的位置与第二银行的位置进行比较，确定第二银行的位置 在所述第一银行的至少一个位置的预定距离内确定所述第二银行的每个位置中的一组存款帐户中的资金量，以及确定所述第二银行的每个位置中的资金量是否大于 预定量。

    Marketing incentive program
    7.
    发明授权
    Marketing incentive program 有权
    营销奖励计划

    公开(公告)号：US08073732B1

    公开(公告)日：2011-12-06

    申请号：US12170961

    申请日：2008-07-10

    申请人： Debashis Ghosh ,  Thayer Allison ,  Sudeshna Banerjee ,  David Joa ,  Mark Krein ,  Kurt Newman

    发明人： Debashis Ghosh ,  Thayer Allison ,  Sudeshna Banerjee ,  David Joa ,  Mark Krein ,  Kurt Newman

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/00 ,  G06Q30/00 ,  G06Q30/0225

    摘要： Embodiments of the invention relate to systems, methods, and computer program products for providing a customer network in which customers are incentivized to “opt-in” to a marketing program. For example, the invention builds a network of customers, collects and stores customers' demographic information, compiles mailing lists based on list purchasers' requested demographic criteria, sells the compiled mailing lists to list purchasers, and compensates those customers included on the mailing lists.

    摘要翻译： 本发明的实施例涉及用于提供客户网络的系统，方法和计算机程序产品，其中客户被激励以“选择加入”营销计划。 例如，本发明构建了客户网络，收集和存储客户的人口统计信息，根据列表购买者所要求的人口统计标准编制邮件列表，将编辑的邮件列表出售给列表购买者，并对包含在邮寄名单中的那些客户进行补偿。

    APPARATUS AND METHODS FOR FACTS BASED TRADING
    10.
    发明申请
    APPARATUS AND METHODS FOR FACTS BASED TRADING 有权
    基于事实交易的设备和方法

    公开(公告)号：US20100076904A1

    公开(公告)日：2010-03-25

    申请号：US12236576

    申请日：2008-09-24

    申请人： Debashis Ghosh ,  David Joa ,  Kurt Newman ,  Thayer Allison ,  Sudeshna Banerjee ,  Mark Krein

    发明人： Debashis Ghosh ,  David Joa ,  Kurt Newman ,  Thayer Allison ,  Sudeshna Banerjee ,  Mark Krein

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/04 ,  G06Q10/04 ,  G06Q40/06

    摘要： Apparatus and methods for providing a trading recommendation. The apparatus and methods may involve using information about events and reactions to the events. The events and the reactions may be used to identify an expected impact of the event on a market. The expected impact may be used to recommend investment vehicle trades. The methods may include receiving an information item that relates to an event; receiving a sentiment indicator corresponding to the item; assigning to the item a market impact weighting index that is at least partially based on the sentiment indicator; and, based at least partially on the market impact weighting index, selecting the trading recommendation from a database of trading recommendations.

    摘要翻译： 提供交易推荐的装置和方法。 该装置和方法可以涉及使用关于事件和事件反应的信息。 事件和反应可用于确定事件对市场的预期影响。 预期的影响可能用于推荐投资车辆交易。 所述方法可以包括接收与事件相关的信息项; 接收与该项目对应的情绪指标; 向该项目分配至少部分基于情绪指标的市场影响加权指数; 并且至少部分地基于市场影响权重指数，从交易建议的数据库中选择交易建议。