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US 8,266,043 B1Granted
Ticker-symbol lookup system and method
AssigneeUnited Services Automobile Association (USAA)
InventorBolivar Cesar Lora
Life of this patent
Estimating the term…
Abstract
System and method for populating a list with at least one investment vehicle ticker descriptor. A system and method are presented for robustly looking up a ticker symbol for investment vehicle and efficiently adding the ticker symbol to a linked investment list.
Claims21
A method for populating an investment list, comprising:
- providing a computer having a processor and memory;
- providing a user interface, generated by the computer, having a data entry field which is configured to accept both tickle symbols and key words in investment vehicle names for searches;
- receiving an investment vehicle identifier in the data entry field;
- searching, using the processor, an investment vehicle ticker descriptor database using the received investment vehicle identifier;
- determining, using the processor, one or more investment vehicle identifier matches based on searching the investment vehicle ticker descriptor database, wherein the one or more investment vehicle identifier matches include one of:
- a single investment vehicle ticker descriptor;
- a single other preassigned descriptor;
- and
- multiple investment vehicle ticker descriptors;
- identifying, using the processor, one or more names of candidate investment vehicles represented by the one or more investment vehicle identifier matches;
- and
- automatically populating the investment list, if the one or more investment vehicle identifier matches include a single match, with at least one of:
- the single investment vehicle ticker descriptor;
- the single other preassigned descriptor;
- and
- a name of an investment vehicle represented by either the single investment vehicle ticker descriptor or the single other preassigned descriptor.
13 more elements
A computer system for populating an investment list, comprising:
- a memory storing processor-issuable instructions;
- and
- a processor disposed in communication with the memory, wherein the processor issues the instructions stored in the memory to:
- provide a user interface having a data entry field which is configured to accept both tickle symbols and key words in investment vehicle names for searches;
- receive an investment vehicle identifier in the data entry field;
- search an investment vehicle ticker descriptor database using the received investment vehicle identifier;
- determine one or more investment vehicle identifier matches based on searching the investment vehicle ticker descriptor database, wherein the one or more investment vehicle identifier matches include one of:
- a single investment vehicle ticker descriptor;
- a single other preassigned descriptor;
- and
- multiple investment vehicle ticker descriptors;
- identify one or more names of candidate investment vehicles represented by the one or more investment vehicle identifier matches;
- and
- automatically populate investment, if the one or more investment vehicle identifier matches include a single match, with at least one of:
- the single investment vehicle ticker descriptor;
- the single other preassigned descriptor;
- and
- a name of an investment vehicle represented by either the single investment vehicle ticker descriptor or the single other preassigned descriptor.
15 more elements
A computer-readable medium comprising computer-readable instructions for populating an investment list, the computer-readable instructions being executed by a computer and comprising instructions to:
- provide a user interface having a data entry field which is configured to accept both tickle symbols and key words in investment vehicle names for searches;
- receive an investment vehicle identifier in the data entry field;
- search an investment vehicle ticker descriptor database using the received investment vehicle identifier;
- determine one or more investment vehicle identifier matches based on searching the investment vehicle ticker descriptor database, wherein the one or more investment vehicle identifier matches include one of:
- a single investment vehicle ticker descriptor;
- a single other preassigned descriptor;
- and
- multiple investment vehicle ticker descriptors;
- identify names of one or more candidate investment vehicles represented by the one or more investment vehicle identifier matches;
- and
- automatically populate the investment list, if the one or more investment vehicle identifier matches include a single match, with at least one of:
- the single investment vehicle ticker descriptor;
- the single other preassigned descriptor;
- and
- a name of an investment vehicle represented by either the single investment vehicle ticker descriptor or the single other preassigned descriptor.
12 more elements
Dependencies are inferred from the claim text.