公开(公告)号：US11409946B2

公开(公告)日：2022-08-09

申请号：US16831802

申请日：2020-03-27

申请人： IMP Partners LLC

发明人： Bryon A. Williston ,  Kevin MacIntosh ,  Tyler Cusack

IPC分类号： G06F3/048 ,  G06F40/134 ,  G06Q40/06 ,  G06Q10/10 ,  G06F16/93 ,  G06F40/169 ,  G06F40/143 ,  G06Q50/18 ,  G06Q50/26

摘要： A system and method for linking management requirements for financial instruments to source documents. The system generates a viewing interface for viewing managed accounts that contain various financial instruments. Source documents for the financial instruments are converted into a digital format, therein producing digitized documents. The digitized documents are stored in a searchable database. The digitized documents are analyzed to locate specific clauses within the digitized documents that create management requirements. The clauses are identified with unique numerical identifiers. The numerical identifiers are used to create hyperlinks for recalling said clauses from the database. The hyperlinks are added to the viewing interface wherein the hyperlinks can be used to recall and review the clauses directly.

公开(公告)号：US20210303771A1

公开(公告)日：2021-09-30

申请号：US16831802

申请日：2020-03-27

申请人： IMP PARTNERS LLC

发明人： Bryon A. Williston ,  Kevin MacIntosh ,  Tyler Cusack

IPC分类号： G06F40/134 ,  G06Q40/06 ,  G06Q10/10 ,  G06Q50/18 ,  G06F16/93 ,  G06F40/169 ,  G06F40/143

摘要： A system and method for linking management requirements for financial instruments to source documents. The system generates a viewing interface for viewing managed accounts that contain various financial instruments. Source documents for the financial instruments are converted into a digital format, therein producing digitized documents. The digitized documents are stored in a searchable database. The digitized documents are analyzed to locate specific clauses within the digitized documents that create management requirements. The clauses are identified with unique numerical identifiers. The numerical identifiers are used to create hyperlinks for recalling said clauses from the database. The hyperlinks are added to the viewing interface wherein the hyperlinks can be used to recall and review the clauses directly.