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1. WO2005003905 - PROCEDE PERMETTANT DE CREER ET DE DISTRIBUER DES INFORMATIONS DE CONFORMITE PERSONNALISEES

Numéro de publication WO/2005/003905
Date de publication 13.01.2005
N° de la demande internationale PCT/US2004/020510
Date du dépôt international 25.06.2004
CIB
G06F 15/16 2006.01
GPHYSIQUE
06CALCUL; COMPTAGE
FTRAITEMENT ÉLECTRIQUE DE DONNÉES NUMÉRIQUES
15Calculateurs numériques en général; Équipement de traitement de données en général
16Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p.ex. pour le traitement simultané de plusieurs programmes
G06Q 40/00 2012.01
GPHYSIQUE
06CALCUL; COMPTAGE
QSYSTÈMES OU MÉTHODES DE TRAITEMENT DE DONNÉES, SPÉCIALEMENT ADAPTÉS À DES FINS ADMINISTRATIVES, COMMERCIALES, FINANCIÈRES, DE GESTION, DE SURVEILLANCE OU DE PRÉVISION; SYSTÈMES OU MÉTHODES SPÉCIALEMENT ADAPTÉS À DES FINS ADMINISTRATIVES, COMMERCIALES, FINANCIÈRES, DE GESTION, DE SURVEILLANCE OU DE PRÉVISION, NON PRÉVUS AILLEURS
40Finance; Assurance; Stratégies fiscales; Traitement des impôts sur les sociétés ou sur le revenu
CPC
G06Q 30/00
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
30Commerce, e.g. shopping or e-commerce
G06Q 30/018
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
30Commerce, e.g. shopping or e-commerce
01Customer relationship, e.g. warranty
018Business or product certification or verification
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 40/04
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
04Exchange, e.g. stocks, commodities, derivatives or currency exchange
G06Q 40/06
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
06Investment, e.g. financial instruments, portfolio management or fund management
G06Q 40/12
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
12Accounting
Déposants
  • NEWRIVER, INC. [US/US]; 200 Brickstone Square, 5th Floor Andover, MA 01810, US (AllExceptUS)
  • MAGARY, Alex [US/US]; US (UsOnly)
  • GUPTA, Anil [US/US]; US (UsOnly)
  • TULLER, Brigitte [US/US]; US (UsOnly)
  • KUNZ, Larry [US/US]; US (UsOnly)
  • LEVERING, Jeffrey [US/US]; US (UsOnly)
  • LECLAIR, Craig [US/US]; US (UsOnly)
Inventeurs
  • MAGARY, Alex; US
  • GUPTA, Anil; US
  • TULLER, Brigitte; US
  • KUNZ, Larry; US
  • LEVERING, Jeffrey; US
  • LECLAIR, Craig; US
Mandataires
  • BARZILAY, Ilan; Wolf, Greenfield & Sacks, P.C 600 Atlantic Avenue Boston, MA 02210, US
Données relatives à la priorité
60/482,31725.06.2003US
Langue de publication anglais (EN)
Langue de dépôt anglais (EN)
États désignés
Titre
(EN) METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
(FR) PROCEDE PERMETTANT DE CREER ET DE DISTRIBUER DES INFORMATIONS DE CONFORMITE PERSONNALISEES
Abrégé
(EN)
A method and system (Figure 1) to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The system comprises a compliance manager which gathers information from one or more sources (100); a preference database (206) which stores data regarding delivery instructions for at least one user (1000); a distribution controller which determines how a user should receive compliance information based on said delivery instructions; and a distribution manager which initiates publication of at least a portion of the compliance information to the user based on a determination made by the distribution controller.
(FR)
L'invention concerne un procédé et un système permettant de créer des paquets d'informations d'investissement personnalisées sur la base d'informations d'investissement, lesquels paquets sont destinés à être remis à l'investisseur afin d'être conformes aux règlements de conformité et aux préférences de l'investisseur. Le procédé et le système selon l'invention distribuent les informations en format papier ou électronique.
Également publié en tant que
Dernières données bibliographiques dont dispose le Bureau international