US 2018/0322560 A1 · SYSTEM FOR GENERATING AND TRANSMITTING INDICATIONS OF INTEREST

Abstract

A system for distributing indications of interest (IOIs) to trade one or more financial instruments is provided, where the system includes at least an input/output (I/O) device, an order management system, a data server, and an analysis and correlation engine communicatively coupled to the I/O device, the order management system, and the data server. The analysis and correlation engine can be configured to receive merchandise-related data from the I/O device, trade order data from the order management system, and client holdings data from the data server. The system can be configured to calculate correlation data based on the merchandise-related data, the trade order data, and the client holdings data and to select one or more target clients for receiving IOIs based on the correlation data. The system can also create and transmit IOI messages to the one or more target clients.

Claims21

Dependent claims

A computer system for generating and distributing indications of interest (IOIs) to clients, comprising:

a processor;
and
a memory storing instructions that, when executed by the processor, cause the computer system to:
receive an order;
post a portion of the order to a merchandise board as a merchandise item;
generate a plurality of IOI shapes corresponding to the merchandise item;
map one or more clients to one or more tiers associated, each tier associated with one of the IOI shapes;
generate a client score for each of the one or more clients based on at least one of client financial data, client holdings, and historic client orders;
display clients and IOIs;
associate clients into one or more tiers with a corresponding IOI shape;
generate an IOI message for each IOI shape;
and
transmit each IOI shape to each to the clients mapped to each corresponding tier.

10 more elements

Dependencies are inferred from the claim text.

System for generating and transmitting indications of interest

Life of this patent

System for generating and transmitting indications of interest

Life of this patent

Abstract

Claims21