Abstract: Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. Further, a database stores a plurality of loss charts. Each loss chart is related to a particular security for a particular financial entity and is assigned a unique identifier. The report includes a selection process, such as the selection of a hyperlink on the report, that allows a user to input the unique identifier to the loss chart directly from the report so that the loss chart can be retrieved from the database and presented to the user. A plurality of sets of loss charts are provided wherein each set of loss charts is related to a particular security for a particular financial entity. Each set of loss charts includes a Summary Chart and a FIFO and LIFO loss chart.
Type:
Grant
Filed:
September 28, 2011
Date of Patent:
May 14, 2013
Assignee:
Leonard Barrack
Inventors:
Patricia A. Hamer, Leslie Bornstein Molder