US 2021/0174447 A1Published application

Automated securities resource allocation

AssigneeWells Fargo Bank, N.A.

InventorsMelinda L. Li, Aldo Anthony Ceccarelli, A Erdem Cimen, Rebecca S. MacDonald, Jerry Wayne Johnson

Life of this patent

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Abstract

Systems and techniques for automated securities resource allocation are described herein. Data representing a resource allocation may be obtained. A data structure representing a resource allocation hierarchy may be generated for the resource allocation. A resource allocation access message may be transmitted to a plurality of entities. A set of resource allocation hierarchy requests may be received. Each resource allocation hierarchy request of the set of resource allocation hierarchy requests may correspond to an entity of the plurality of entities. An entity corresponding to a received resource allocation hierarchy request may be assigned to a node of the data structure. Resources may be transmitted to the entity based on the assignment of the entity to the node.

Claims12

Dependent claims

A system for facilitating automatic resource allocation, the system comprising:

at least one processor;
and
at least one machine readable medium including instructions that, when executed by the at least one processor, cause the at least one processor to perform operations including:
obtaining, via a user interface presented on a display device, data representing a resource allocation, the resource allocation having one or more resource-allocation parameters;
generating a resource-allocation-hierarchy data structure that represents a resource allocation hierarchy for the resource allocation, the resource-allocation-hierarchy data structure including a plurality of sub-resource allocation branches based on the resource-allocation parameters;
transmitting, via a computer network, a resource allocation access message to a plurality of entities, the resource allocation access message including a hierarchy identifier for the resource-allocation-hierarchy data structure, the hierarchy identifier providing access by each of the entities in the plurality of entities to the resource-allocation-hierarchy data structure, each of the entities having been provided with security credentials to use when accessing the resource-allocation-hierarchy data structure;
receiving, via the computer network, a set of resource allocation hierarchy requests, each resource allocation hierarchy request (i) corresponding to an entity of the plurality of entities and (ii) including a set of request parameters;
based on a comparison between the resource-allocation parameters of the resource allocation and the request parameters of the resource allocation hierarchy requests, generating at least one resource allocation node for each sub-resource allocation branch, and assigning one or more of the entities in the plurality of entities to each of the resource allocation nodes across the plurality of sub-resource allocation branches;
transmitting resources to each entity that has been assigned to at least one resource allocation node;
automatically generating a marketable security using the data structure;
and
presenting the marketable security to an exchange.

9 more elements

At least one machine readable medium including instructions for facilitating automatic resource allocation that, when executed by a machine, cause the machine to perform operations comprising:

obtaining, via a user interface presented on a display device, data representing a resource allocation, the resource allocation having one or more resource-allocation parameters;
generating a resource-allocation-hierarchy data structure that represents a resource allocation hierarchy for the resource allocation, the resource-allocation-hierarchy data structure including a plurality of sub-resource allocation branches based on the resource-allocation parameters;
transmitting, via a computer network, a resource allocation access message to a plurality of entities, the resource allocation access message including a hierarchy identifier for the resource-allocation-hierarchy data structure, the hierarchy identifier providing access by each of the entities in the plurality of entities to the resource-allocation-hierarchy data structure, each of the entities having been provided with security credentials to use when accessing the resource-allocation-hierarchy data structure;
receiving, via the computer network, a set of resource allocation hierarchy requests, each resource allocation hierarchy request (i) corresponding to an entity of the plurality of entities and (ii) including a set of request parameters;
based on a comparison between the resource-allocation parameters of the resource allocation and the request parameters of the resource allocation hierarchy requests, generating at least one resource allocation node for each sub-resource allocation branch, and assigning one or more of the entities in the plurality of entities to each of the resource allocation nodes across the plurality of sub-resource allocation branches;
transmitting resources to each entity that has been assigned to at least one resource allocation node;
automatically generating a marketable security using the data structure;
and
presenting the marketable security to an exchange.

6 more elements

A method for facilitating automatic resource allocation, the method comprising:

obtaining, via a user interface presented on a display device, data representing a resource allocation, the resource allocation having one or more resource-allocation parameters;
generating a resource-allocation-hierarchy data structure that represents a resource allocation hierarchy for the resource allocation, the resource-allocation-hierarchy data structure including a plurality of sub-resource allocation branches based on the resource-allocation parameters;
transmitting, via a computer network, a resource allocation access message to a plurality of entities, the resource allocation access message including a hierarchy identifier for the resource-allocation-hierarchy data structure, the hierarchy identifier providing access by each of the entities in the plurality of entities to the resource-allocation-hierarchy data structure, each of the entities having been provided with security credentials to use when accessing the resource-allocation-hierarchy data structure;
receiving, via the computer network, a set of resource allocation hierarchy requests, each resource allocation hierarchy request (i) corresponding to an entity of the plurality of entities and (ii) including a set of request parameters;
based on a comparison between the resource-allocation parameters of the resource allocation and the request parameters of the resource allocation hierarchy requests, generating at least one resource allocation node for each sub-resource allocation branch, and assigning one or more of the entities in the plurality of entities to each of the resource allocation nodes across the plurality of sub-resource allocation branches;
transmitting resources to each entity that has been assigned to at least one resource allocation node;
automatically generating a marketable security using the data structure;
and
presenting the marketable security to an exchange.

6 more elements

Dependencies are inferred from the claim text.

Facts

Application: 15/649,835Filed 14 Jul 2017
Published: 10 Jun 2021
Term ends: Not estimatedThe source records don’t support an estimate.

Classification4 codes

G06Q 40/06
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: asset management; Financial planning or analysis
G06Q 40/04
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: trading; Exchange, e.g. stocks, commodities, derivatives or currency…
G06Q 10/06
Administration; Management: resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation…
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Family

No related US applications are recorded in the indexed filing history.

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