Network-based sub-allocation systems and methods for swaps
AssigneeJP Morgan Chase Bank
InventorsDaniel Bleunven, Eliane Karotsch, Christian Dalban, Andrew D J Miller
Life of this patent
Estimating the term…
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 computer-implemented method for sub-allocating swaps among accounts of a client, comprising:
- (a) accessing, by the client via a programmable computer, a network-based platform through an interface connected to the network-based platform, wherein the network-based platform comprises (i) a plurality of accounts of the client and (ii) a record of a plurality of swaps that have been entered into by the client and a financier, wherein the record of swaps is displayed on the interface;
- (b) selecting, by the client via the programmable computer, one or more of the plurality of swaps by way of the interface;
- and
- (c) sub-allocating, by the client via the programmable computer, the selected swaps into one or more of the plurality of accounts of the client by way of the interface.
A system for sub-allocating swaps among accounts of a user 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) allow the user to access a network-based platform through an interface connected to the network-based platform, wherein the network-based platform comprises a plurality of accounts of the user;
- (b) display a plurality of swaps that have been entered into by the user and a financier on the interface;
- (c) allow the user to interact with the interface to select one or more of the plurality of swaps;
- and
- (d) allow the user to interact with the interface to sub-allocate the selected swaps into one or more of the plurality of accounts of the user.
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) allow a user to access a network-based platform comprising a plurality of accounts of the user through an interface connected to the network-based platform;
- (b) display a plurality of swaps that have been entered into by the user and a financier on the interface;
- (c) allow the user to interact with the interface to select one or more of the plurality of the swaps;
- and
- (d) allow the user to interact with the interface to sub-allocate the selected swaps into one or more of the plurality of accounts of the user.
Dependencies are inferred from the claim text.