User interface for a complex order processing system
AssigneeSibel Systems, Inc.
InventorsRichard Joseph Caballero, Mark David Lewis, Carlos Alejandro Sandrea
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Abstract
The method and apparatus of the present invention include generating a list of orders associated with an account. The list of orders comprises orders that are open. Selection of one of the orders is detected. A request to change the selected order is detected. Changes in the open and pending orders to reflect the future state of an asset are applied. A quote based on the future state of an asset is generated. A user is allowed to change the configuration of the future state of the asset, and the change is incorporated in the quote.
Claims45
An apparatus for processing orders in a computerized order processing system, the apparatus comprising:
- means for generating a list of orders, wherein
- the list of orders identifies a plurality of orders,
- a complex order is associated with an account,
- the complex order comprises the list of orders,
- each of the plurality of orders is associated with the account by virtue of the complex order comprising the plurality of orders,
- the list of orders comprises open orders and pending orders, and
- one or more relationships exist between a plurality of the plurality of orders;
- means for generating a quote, wherein
- the quote is based, at least in part, on
- the complex order,
- a configuration change, and
- a future state of an asset;
- means for detecting selection of an order of the list of orders;
- means for detecting a change request, wherein
- the change request represents a request to change the order of the list of orders, and
- a configuration change is based, at least in part, on the change request;
- means for applying the configuration change to the open orders and the pending orders to reflect the future state of the asset;
- means for allowing the configuration change to cause a change in configuration to the future state of the asset;
- and
- means for incorporating the change in configuration to the future state of the asset into the quote.
A method, comprising:
- generating, using a processor, a list of orders, wherein
- the list of orders identifies a plurality of orders,
- a complex order is associated with an account,
- the complex order comprises the list of orders,
- each of the plurality of orders is associated with the account by virtue of the complex order comprising the plurality of orders,
- the list of orders comprises open orders and pending orders, and
- one or more relationships exist between a plurality of the plurality of orders;
- generating, using the processor, a quote, wherein
- the quote is based, at least in part, on
- the complex order,
- a configuration change, and
- a future state of an asset;
- detecting, using the processor, selection of an order of the list of orders;
- detecting, using the processor, a change request, wherein
- the change request represents a request to change the order of the list of orders, and
- a configuration change is based, at least in part, on the change request;
- applying, using the processor, the configuration change to the open orders and the pending orders to reflect the future state of the asset;
- allowing the configuration change to cause a change in configuration to the future state of the asset;
- and
- incorporating, using the processor, the change in configuration to the future state of the asset into the quote.
A non-transitory computer-readable storage medium, comprising:
- a first set of instructions, executable by a processor, configured to generate a list of orders, wherein
- the list of orders identifies a plurality of orders,
- a complex order is associated with an account,
- the complex order comprises the list of orders,
- each of the plurality of orders is associated with the account by virtue of the complex order comprising the plurality of orders,
- the list of orders comprises open orders and pending orders, and
- one or more relationships exist between a plurality of the plurality of orders;
- a second set of instructions, executable by the processor, configured to generate a quote, wherein
- the quote is based, at least in part, on
- the complex order,
- a configuration change, and
- a future state of an asset;
- a third set of instructions, executable by the processor, configured to detect selection of an order of the list of orders;
- a fourth set of instructions, executable by the processor, configured to detect a change request, wherein
- the change request represents a request to change the order of the list of orders, and
- a configuration change is based, at least in part, on the change request;
- a fifth set of instructions, executable by the processor, configured to apply the configuration change to the open orders and the pending orders to reflect the future state of the asset;
- a sixth set of instructions, executable by the processor, configured to allow the configuration change to cause a change in configuration to the future state of the asset;
- and
- a seventh set of instructions, executable by the processor, configured to incorporate the change in configuration to the future state of the asset into the quote.
Dependencies are inferred from the claim text.