Network-based sub-allocation systems and methods for swaps
AssigneeJP Morgan Chase Bank
InventorsDaniel Bleunven, Eliane Karotsch, Christian Dalban, Andrew DJ Miller
Life of this patent
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Abstract
Network-based systems and methods for hosting and operating a network-based platform that allows clients to open and build a portfolio-swap account that is subdivided into a plurality of client sub-accounts or funds. The methods and systems of the invention allow the client to sub-allocate equity-swap transactions among its various client sub-account or funds as the client deems appropriate.
Claims26
A method for sub-allocating one or more swaps among a plurality of accounts comprising:
- (a) accessing a network-based platform comprising the plurality of accounts;
- (b) displaying the one or more swaps on an interface;
- (c) selecting at least one of the one or more swaps by way of the interface;
- and
- (d) sub-allocating the selected swap into one or more of the plurality of accounts by way of the interface.
A system for sub-allocating one or more swaps among a plurality of accounts comprising:
- (i) a memory storage device;
- (ii) a computer processor connected to the storage device;
- (iii) one or more computer software programs for controlling the computer processor;
- wherein the memory storage device and the processor are operative with the programs to:
- (a) access a network-based platform comprising the plurality of accounts;
- (b) display the one or more swaps on an interface;
- (c) allow a user to interact with the interface to select at least one of the one or more swaps;
- and
- (d) allow a user to interact with the interface to sub-allocate the selected swap into one or more of the plurality of accounts.
A computer readable medium programmed with computer software that is operative to cause a system comprising a memory storage device and a processor to:
- (a) access a network-based platform comprising a plurality of accounts;
- (b) display one or more swaps on an interface;
- (c) allow a user to interact with the interface to select at least one of the one or more swaps;
- and
- (d) allow a user to interact with the interface to sub-allocate the selected swap into one or more of the plurality of accounts.
Dependencies are inferred from the claim text.