Jay Goldman

US Patent:

8175943, May 8, 2012

Filed:

Mar 28, 2008

Appl. No.:

12/057707

Inventors:

Heeren H Pathak - Woburn MA, US
John Artz - Woburn MA, US
Jay Goldman - Wellesley MA, US
Yashodhan Sathaye - Acton MA, US
Scott Souliotis - Amesbury MA, US
Annmarie Rogers - Haverhill MA, US
Dennis Sheckler - Cambridge MA, US
Ladislav Kis - North Andover MA, US

Assignee:

Vestmark, Inc. - Wakefield MA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 36 R, 705 37, 705 38, 705 1, 705 28, 705 30, 705 33, 705 49

Abstract:

A system and method for reconciling financial records is provided. Breaks are screened by user defined rules to categorize breaks into categories of relatively higher and relatively lower importance so that relatively higher importance breaks can be presented to the user. Values from a custodian system can be automatically accepted. Certain types of transaction differences may be selected to be automatically corrected. The types of corrections to be applied are selected. The financial account reconciliation system is updated with the values. For investments that are not reported as trades once the order to purchase has been placed, outstanding trade orders may be matched to unmatched transactions. For updates sent for an older transaction, back-dated transactions may be compared by automatically loading historical transactions and comparing historical transactions to a back-dated transaction as if it were not backdated. For investments that have information that will not be known until the investments are settled, proper matching of positions and transactions that have not yet settled may be enabled by identifying and ignoring the position and transaction breaks this unknown information causes.

US Patent:

8521634, Aug 27, 2013

Filed:

Apr 27, 2012

Appl. No.:

13/457676

Inventors:

Heeren H Pathak - Woburn MA, US
John Artz - Woburn MA, US
Jay Goldman - Wellesley MA, US
Yashodhan Sathaye - Acton MA, US
Scott Souliotis - Amesbury MA, US
Annmarie Rogers - Haverhill MA, US
Dennis Sheckler - Cambridge MA, US
Ladislav Kis - North Andover MA, US

Assignee:

Vestmark, Inc. - Wakefield MA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 4, 705 30, 705 33, 705 35, 705 37, 705 38, 705 40, 714 49, 235431

Abstract:

A system and method for financial account reconciliation of a portfolio account system includes, for investments that are not reported as trades once an order to purchase has been placed, using a computer to electrically match investments that are not reported as trades to unmatched transactions of the portfolio account system. In this manner investments that are not reported as trades once an order to purchase has been placed do not create breaks of the portfolio account system.

US Patent:

59739134, Oct 26, 1999

Filed:

Aug 12, 1997

Appl. No.:

8/910146

Inventors:

Alan B. McEwen - Melrose MA
David A. Evans - Seekonk MA
Thomas J. Blakley - Woburn MA
Jay L. Goldman - Mansfield MA

Assignee:

Covalent Associates, Inc. - Woburn MA

International Classification:

H01G 900
H01G 904

US Classification:

361523

Abstract:

An electrochemical capacitor is disclosed that features two, separated, high surface area carbon cloth electrodes sandwiched between two current collectors fabricated of a conductive polymer having a flow temperature greater than 130. degree. C. , the perimeter of the electrochemical capacitor being sealed with a high temperature gasket to form a single cell device. The gasket material is a thermoplastic stable at temperatures greater than 100. degree. C. , preferably a polyester or a polyurethane, and having a reflow temperature above 130. degree. C. but below the softening temperature of the current collector material. The capacitor packaging has good mechanical integrity over a wide temperature range, contributes little to the device equivalent series resistance (ESR), and is stable at high potentials. In addition, the packaging is designed to be easily manufacturable by assembly line methods. The individual cells can be stacked in parallel or series configuration to reach the desired device voltage and capacitance.

US Patent:

45659990, Jan 21, 1986

Filed:

Apr 1, 1983

Appl. No.:

6/466074

Inventors:

Allen King - Needham MA
Peter Collins - Danvers MA
Jay Goldman - Wellesley MA

Assignee:

Prime Computer, Inc. - Natick MA

International Classification:

G09G 100

US Classification:

340706

Abstract:

A cursor control system for use with a data terminal having a display consists of a radiation source and associated radiation sensor. Either the source or sensor is fixed with respect to the display while the other is moveable and may be fixed to the user's head. The system translates the motion of the user's head into a directional signal for controlling cursor position on the screen.