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公开(公告)号：US20110047057A1
公开(公告)日：2011-02-24
申请号：US12658142
申请日：2010-02-02
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q20/102 , G06Q40/00 , G06Q40/02 , G06Q40/06 , G06Q40/12 , Y10S707/95
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.
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公开(公告)号：US07275046B1
公开(公告)日：2007-09-25
申请号：US09475637
申请日：1999-12-30
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q20/102 , G06Q40/00 , G06Q40/02 , G06Q40/06 , G06Q40/12 , Y10S707/95
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。
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公开(公告)号：US07962517B2
公开(公告)日：2011-06-14
申请号：US12658142
申请日：2010-02-02
IPC分类号： G06F17/30
CPC分类号： G06Q40/04 , G06Q20/102 , G06Q40/00 , G06Q40/02 , G06Q40/06 , G06Q40/12 , Y10S707/95
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。
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公开(公告)号：US07686208B2
公开(公告)日：2010-03-30
申请号：US11821872
申请日：2007-06-26
CPC分类号： G06Q40/04 , G06Q20/102 , G06Q40/00 , G06Q40/02 , G06Q40/06 , G06Q40/12 , Y10S707/95
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。
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