Lori J Russo

US Patent:

20080208655, Aug 28, 2008

Filed:

Oct 29, 2007

Appl. No.:

11/978995

Inventors:

Lori Michele Russo - New York NY, US
Bret Alan Cohen - Zurich, CH
Nicholas Peter Dovas - Hainesport NJ, US
Mary Catherine Wynperle - New York NY, US
Isobel Martie Ponelis - London, GB
Joseph M. Velazquez - West Orange NJ, US
Tomer Lanis - Bremgarten, CH
Supattra Thummukgool - Easton CT, US
Venkatesan Ragunathan - Singapore, SG
Laxman Rao Paladugu - Jersey City NJ, US
Stefan Wicki - Zurich, CH
Martin Alexander Staeheli - Zurich, CH
Deborah Jane Slaughter - Singapore, SG

Assignee:

Credit Suisse Securities (USA) LLC - New York NY

International Classification:

G06Q 10/00
G06F 7/06
G06F 17/30

US Classification:

705 7, 705 1, 707 4, 707E17017

Abstract:

The enterprise database system provides methods, data, and user interfaces for generating approvals and documentation related to forming or acquiring an entity or to initiating a transaction involving an entity. The system also provides the ability to store entity or transaction information in a historical database for retrieval. The system further provides analysis and report generating features, including generating current and historical reports related an entity or transaction, such as general corporate, regulatory and financial reporting documentation. The system also provides methods for modifying entity or transaction information in the historical database. The system further includes various interactive displays and notification tools to implement or facilitate the foregoing methods and systems.