Patents by Inventor Wanda Kehlenbeck Tyner

Wanda Kehlenbeck Tyner has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Managed asset platform system and method
    Publication number: 20030225662
    Abstract: A managed asset platform includes a portfolio management system and a workflow system. The portfolio management system is configured to provide multi-asset transaction processing. The workflow system is configured to deliver and process work based on user-define priorities. The method of processing a managed account includes receiving customer information; sending the customer information to a site for approval; and checking that information to ensure the information satisfies a compliance criterion.
    Type: Application
    Filed: March 28, 2003
    Publication date: December 4, 2003
    Inventors: James P. Horan, Wanda Kehlenbeck Tyner, Marcus Ansel
  • Open platform system and method
    Publication number: 20030225663
    Abstract: An open platform includes a portfolio management system, a workflow system, and a mutual fund recordkeeping system. The portfolio management system is configured to provide multi-asset transaction processing. The workflow system is configured to deliver and process work based on user-define priorities. The mutual fund recordkeeping system is configured to record a mutual fund transaction. The method of processing an open platform account includes receiving customer information; sending the customer information to a site for approval; checking that information to ensure the information satisfies a compliance criterion; and recording a mutual fund transaction in the mutual fund recordkeeping system.
    Type: Application
    Filed: March 28, 2003
    Publication date: December 4, 2003
    Inventors: James P. Horan, Wanda Kehlenbeck Tyner