Lorraine J Giordano

US Patent:

7805348, Sep 28, 2010

Filed:

Mar 31, 2006

Appl. No.:

11/395036

Inventors:

Hari Nanjundamoorthy - West Windsor NJ, US
Michele Pierdinock - Hoboken NJ, US
Donna Figlik - Chicago IL, US
Lorraine Giordano - Hoboken NJ, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 36, 705 37, 705 39, 705 44

Abstract:

Methods and system for performing an investment portfolio activity. A record associated with a security is stored. The record includes two or more data fields each associated with a respective security attribute, and each data field is associated with a single data value. A request to add a new data field to one of the security attributes is received, and the new data field is associated with a new data value. A customized record associated with the security is created, which includes the new data field and the new data value, and an order to perform an investment portfolio activity associated with the security is received. The investment portfolio activity is executed using the new data value included in the customized record.

US Patent:

7930239, Apr 19, 2011

Filed:

Jul 15, 2009

Appl. No.:

12/503570

Inventors:

Michele Pierdinock - Hoboken NJ, US
William McKinney - Westfield NJ, US
Charles Smith - Hoboken NJ, US
Simon Gershon - Merrick NY, US
Adrian Feliciano - West Orange NJ, US
Ann Harding - Maplewood NJ, US
Donna Figlik - Chicago IL, US
Lorraine Giordano - Hoboken NJ, US
Amy Kandravy - Norwell MA, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 37

Abstract:

A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.

US Patent:

20060277127, Dec 7, 2006

Filed:

Jun 7, 2005

Appl. No.:

11/146015

Inventors:

Michele Pierdinock - Hoboken NJ, US
William McKinney - Westfield NJ, US
Charles Smith - Hoboken NJ, US
Simon Gershon - Merrick NY, US
Adrian Feliciano - West Orange NJ, US
Ann Harding - Maplewood NJ, US
Donna Figlik - Chicago IL, US
Lorraine Giordano - Hoboken NJ, US
Amy Kandravy - Norwell MA, US

Assignee:

CHECKFREE CORPORATION - NORCROSS GA

International Classification:

G06Q 40/00

US Classification:

705035000

Abstract:

A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.