Method and apparatus for amending financial transactions

A computer-implemented method for conducting a transaction comprising:

• during a first phase of operation,
• establishing a first communications channel with a provider,
• sending, via the first communications channel, an indication that an amendment to the transaction will be provided during a second phase of operation;
• and
• during the second phase of operation,
• establishing a second communications channel with the provider,
• sending the amendment to the provider via the second communications channel, and
• receiving from the provider, via the second communications channel, a confirmation for a revised transaction, the revised transaction including the amendment.

A computer-implemented method for conducting a transaction comprising:

• during a first phase of operation,
• establishing a first communications channel with a customer,
• receiving from the customer, via the first communications channel, an indication that an amendment to the transaction will be provided during a second phase of operation;
• and
• during the second phase of operation,
• establishing a second communications channel with the customer,
• receiving the amendment from the customer via the second communications channel,
• sending to the customer, via the second communications channel, a confirmation for a revised transaction, the revised transaction including the amendment.

A computerized method for conducting a transaction, comprising:

• during a first phase of operation,
• displaying a user activated control configured to indicate whether an amendment for the transaction will be provided in a second phase of operation, the control being responsive to an input by a customer, and
• updating a status field of a transaction database in response to a value of the control;
• and
• during the second phase of operation,
• displaying, in response to the status field of the transaction database, a graphical representation of an amendment ticket, the amendment ticket being configured to accept the amendment from the customer,
• sending a summary of a revised transaction to a provider, the revised transaction including the amendment,
• receiving an input from the provider in response to the summary, and
• updating the status field in the transaction database in response to the input.

A computer-readable storage medium encoded with a computer-executable program for conducting a transaction, the program comprising:

• code configured to execute during a first phase of operation,
• to display a graphical representation of a trading ticket for the transaction, the trading ticket including a price quote from a provider,
• to display a user-activated first control configured to indicate whether a customer has accepted the price quote,
• to display a user-activated second control configured to indicate whether an amendment for the transaction will be provided in a second phase of operation, and
• responsive to an activation of the first control by the customer,
• to send a notification to a provider indicating that the price quote was accepted, and
• to update a status field of a transaction database in response to the value of the second control;
• and
• code configured to execute during the second phase of operation,
• to display, in response to the status field of the transaction database, a graphical representation of an amendment ticket, the amendment ticket being configured to accept the amendment from the customer,
• to send a summary of a revised transaction to the provider, the summary including the amendment,
• to receive an input from the provider in response to the summary, and
• to update the status field in the transaction database in response to the input.

A computer system for conducting a transaction comprising:

• a customer client program configured
• to display to a customer, responsive to the operation of a server program, a transaction, and
• to accept from the customer an amended transaction based on the transaction;
• and
• a provider client program configured
• to display to a provider, responsive to the operation of the server program, the amended transaction, and
• to accept an input from the provider responsive to the amended transaction;
• wherein the server program is configured to convey the amended transaction from the customer client program to the provider client program, and to convey the input from the provider client program to the customer client program.

A computer-implemented method for conducting a currency exchange transaction, comprising:

• sending an offer to deal for the currency exchange transaction;
• receiving a confirmation that the offer to deal was approved;
• sending an amendment to the currency exchange transaction;
• and
• receiving a confirmation that the amendment was approved.

A computer-implemented method for conducting a currency exchange transaction, comprising:

• receiving an offer to deal for the currency exchange transaction;
• sending a confirmation that the offer to deal was approved;
• receiving an amendment to the currency exchange transaction;
• and
• sending a confirmation that the amendment was approved.

A computerized method for conducting a transaction, comprising:

• displaying, in response to a status field of a transaction database, a graphical representation of an amendment ticket, the amendment ticket being configured to accept from a customer an amendment for the transaction;
• sending a summary of a revised transaction to a provider, the revised transaction including the amendment;
• receiving an input from the provider in response to the summary;
• and
• updating the status field in the transaction database in response to the input.