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US 2018/0211322 A1Published application
Systems and methods for private node-level data computing and reconciliation
AssigneeJiko Group, Inc.
InventorsStephane Lintner, Andrea G. Forte, Hannes Helgason, Rocky Motwani
Life of this patent
Estimating the term…
Abstract
Aspects and embodiments are directed to method and system for node based reconciliation. Various aspects also provide for real-time securities exchange while supporting cash based transactions. Additional aspects incorporate improved user interfaces for enabling single selection investment decisions for all of a clients' wealth.
Claims20
A system for managing a user interface, the system comprising:
- at least one processor operatively connected to a memory, the memory containing instructions, the instructions when executed that cause the at least one processor to:
- generate a plurality of user interface displays;
- display at least a first enrollment option screen, for accepting enrollment information into a node based reconciliation and clearing system;
- trigger creation of a first client node on cloud based resource, the first node including a private ledger, a first account, and broker account;
- display at least a second enrollment screen to receive user input for activating available real-time security investment functionality;
- responsive to activation of the security functionality in the second enrollment screen, display a moveable interface object, the moveable interface object responsive to user input to define a positioning in the user interface within a display boundary;
- define a risk parameter responsive to a user established positioning within the display boundary;
- trigger a trading component to define an candidate investment meeting the defined risk parameter, wherein the generation of the investment purchase includes calculation and optimization for a cost of liquidation of at least a portion of any candidate investment to meet subsequent transactions on the first account;
- and
- the trading component further configured to automatically execute the investment purchase.
7 more elements
A system for generating a user interface, the system comprising:
- at least one processor operatively connected to a memory, the memory containing instructions, the instructions when executed that cause the at least one processor to generate the user interface, wherein the user interface is configured to:
- display an enrollment option screen configured to accept user selection of preference for real-time security investment;
- display responsive to positive user preference a moveable interface object, the moveable interface object responsive to positioning in the user interface within a display boundary, and is configured to define a risk parameter based on a relative position within the display boundary;
- upon user input on the moveable interface object, trigger a trading component to define an investment purchase meeting the defined risk parameter, wherein the generation of the investment purchase includes calculation and optimization for a cost of liquidation of at least a portion of the existing securities and the investment purchase to meet subsequent transactions on the monetary account;
- and
- the trading component further configured to automatically execute the investment purchase.
3 more elements
Dependencies are inferred from the claim text.