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1. WO2002019173 - METHOD AND SYSTEM FOR PROVIDING FINANCIAL FUNCTIONS

Publication Number WO/2002/019173
Publication Date 07.03.2002
International Application No. PCT/US2001/027038
International Filing Date 30.08.2001
Chapter 2 Demand Filed 14.01.2002
IPC
G06Q 40/00 2012.01
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
CPC
G06Q 40/00
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
G06Q 40/02
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
02Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
Applicants
  • TRADERISKS, INC. [US]/[US] (AllExceptUS)
  • PILATO, Alejandro, M. [GB]/[GB] (UsOnly)
Inventors
  • PILATO, Alejandro, M.
Agents
  • HAYNES, Michael, N.
Priority Data
09/650,73330.08.2000US
Publication Language English (EN)
Filing Language English (EN)
Designated States
Title
(EN) METHOD AND SYSTEM FOR PROVIDING FINANCIAL FUNCTIONS
(FR) PROCEDE ET SYSTEME POUR ASSURER DES FONCTIONS FINANCIERES
Abstract
(EN)
A method is disclosed for providing financial functions by an agent for each of a plurality of clients. One embodiment includes, relating to a financial function of each client, demonstrating that more than one activity of the agent and of one or more subagents can be transparent to the client, receiving financial information at the agent, creating risk management information relating to the financial information, analyzing the risk management information in the context of the financial information, determining an action based on the analysis, facilitating implementation of an action on behalf of the client, and communicating with the client one or more activities of the agent and the one or more subagents.
(FR)
L'invention concerne un procédé permettant à un agent de fournir des fonctions financières à chacun de ses nombreux clients. Un mode de réalisation, se rapportant à une fonction financière de chaque client, consiste à démontrer qu'au moins une activité de l'agent et d'au moins un sous-agent peut être transparente pour le client; à recevoir des informations financières chez l'agent; à créer des informations en matière de gestion des risques liées aux informations financières; à analyser les informations en matière de gestion des risques dans le contexte des informations financières; à déterminer une mesure fondée sur l'analyse; à faciliter la mise en oeuvre d'une mesure pour le compte du client; et à communiquer avec le client sur au moins une activité de l'agent et d'au moins un sous-agent.
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