Abstract: A milestone manager receives a milestone message from a first application. The milestone message includes information associated with a periodic event. The milestone manager applies a rule based process on the milestone message information and sends a trigger to a second application in response to the milestone. The trigger initiates processing of the second application in response to the milestone.

Abstract: Methods of facilitating a party's purchase of an electricity-generating solar power system are disclosed. The methods may comprise entering into, by the lender, an agreement with the party whereby, in exchange for a payment amount paid by the lender to a seller of the solar power system, the lender owns and is to sell up to 100% of the electricity generated by the party's solar power system after installation for a contract time period defined by the agreement. The methods may also comprise paying, by the lender, the payment amount to the seller for the solar power system. The contract time period may extend, for example, until sales of the electricity by the lender after installation generate an aggregate payment amount that meets or exceeds a specified level. The contract time period or unit quantity might also be fixed. The lender may also receive environmental attributes from the party.

Abstract: Methods of pricing non-execution services provided by a firm comprising an execution service provider and a non-execution service provider. The methods may comprise the steps of accruing a payment for execution and non-execution services from an external client and allocating a first portion of the payment to an execution service provider and a second portion of the payment to a non-execution service provider. The methods may also comprise the steps of calculating a cost of providing the non-execution services, and calculating a profit of the non-execution service provider considering the cost of providing the non-execution services and the second portion of the payment.

Abstract: A computer-assisted method for evaluating a financial model. The method may include selecting a financial model describing a distribution of a first financial variable and representing the financial model in a probabilistic network. The model may also include deriving a refined financial model based on the probabilistic network and finding a value of a financial instrument based at least in part on the refined financial model. A property of the financial instrument may be described by the first financial variable. In various embodiments, the method may also include inferring a value of the first financial variable.

Abstract: Various embodiments are directed to methods and systems for presenting an interface to a user. For example, a computer may receive a request for content originating from a browser application executing on a client machine in electronic communication with the at least one server. The request may identify a first commodity and a first event associated with the commodity and may comprise a Universal Resource Locator (URL) identifying the first commodity. The computer may parse a commodity descriptor file to identify a first service associated with the first commodity and the first event. The commodity descriptor file may comprise definitions of a plurality of commodities and wherein the plurality of commodities comprises the first commodity. In addition, the computer may generate a service call requesting the first service, and execute the at least one service associated with the first commodity and the first event.

Abstract: An exception management system comprising a centralized exception engine for processing exception messages from a plurality of source systems across a firm (or enterprise) and for generating workflow items where needed from the exception messages. The centralized exception engine may comprise an exception backbone that receives the exception messages from the source systems and processes the exception messages based on business rules. The exception messages may adhere to an exception message definition format. Users may access the exception information via a user interface. The exception engine may send alerts to certain users in certain circumstances based on the business rules.

Abstract: An automated regression testing intermediary configured to accept a first set of automated test instructions from an application testing tool. A data structure comprising predefined fields is configured so when a test instruction is received from the application testing tool, a command will be used to identify at least one field of the data structure that will be populated with a parameter test instruction. A library of generic target automated test instructions is provided. Each generic test instruction has a form and format different from the received test instruction. The intermediary is configured to select generic target automated test instructions from the library and populate selected generic target automated test instructions with parameters obtained from the data structure such that the resulting created target-specific automated test instructions can be used to regression test the application under test.

Abstract: A computer-implemented system and method for managing a virtualized infrastructure including receiving an input including a string of multiple commands and arguments, which will cause a transformational action to be performed on the virtualized infrastructure. Based on the string, instructions are retrieved which will implement actions called for by the commands in combination with the arguments associated with the commands. The retrieved instructions are executed to populate a partition of an object pipeline with virtual infrastructure entities based upon a first of the commands. Based upon a second of the commands and an argument, at least one entity is removed from the partition. Based upon a third of the commands, the transformational action is performed on the reduced population of the entities in the partition.

Abstract: A system and method for confirmation of hedge fund information, comprising performing an asset/liability confirmation by comparing corroborating data received from a third party independent of the hedge fund to a list of hedge fund assets/liabilities to identify third party confirmed assets/liabilities that correspond to the corroborating data. A price input confirmation is performed to identify a fund-provided value of an asset/liability as a confirmed value when it substantially corresponds a third party value of each asset/liability. Assigning a unique identifier to a confirmation instance and associated the unique identifier to a report identifying the proportion of the fund's NAV attributable to the total value of third party confirmed assets/liabilities and attributable to the total confirmed value of assets/liabilities. A second report identifying generated risk and/or performance data includes the unique identifier to certify that the asset/liability and price input confirmations have been performed.

Abstract: Systems and methods for allocating limited resources of a securities research department to accounts of the department are disclosed. According to various embodiments, the system includes an account scoring module and a resource matching module. The account scoring module is for generating a score for each account, and the resource matching module is for matching the resources of the department to the accounts based on the scores for each account.

Abstract: Methods of processing incoming documents. The methods may comprise receiving a plurality of documents in electronic form and classifying each of the plurality of documents into at least one of a plurality of document classifications. The methods may also comprise extracting metadata from the plurality of documents. In addition, the methods may comprise executing a first workflow for processing documents classified in a first document classification selected from the plurality of document classifications and executing a second workflow for processing documents classified in a second document classification selected from the plurality of document classifications.

Abstract: A system and method for record archive disposition is implemented with a computer system comprising one or more computer processors operatively connected to memory. Archival records are stored in memory, each archival record being associated with at least one metadata attribute. At least one or more legal holds are stored in memory, each legal hold having legal hold metadata attributes. A deletion candidate list is generated with at least one of the processors for at least one record type by including on the deletion candidate list archival records identified as having one or more archival record metadata attributes corresponding to the at least one record type, and excluding from the deletion candidate list identified archival records if a selected set of legal hold metadata attributes for at least one legal hold corresponds to at least a subset of metadata attributes for the identified archival records. Archival records included on the deletion candidate list are deleted from memory.

Abstract: Computer-implemented methods for valuing a derivative based on the BMA rate: the methods may comprise generating a model of the BMA/LIBOR ratio as a function of the LIBOR index, a stochastic noise function, and a seasonality process. The methods may also comprise solving the model for at least one value of the LIBOR index, and estimating a value of the derivative given the solution of the model. The value of the derivative may then be stored.

Abstract: Disclosed herein is a system and method for terminating a pension plan through mutual annuitization. A mutual annuitization involves the formation of a new and dedicated mutual insurance company that issues group or individual annuity contracts to plan participants in a private pension plan. The plan sponsor would neither own any stock in the mutual insurance company, nor would it have voting or control rights or any right whatsoever to participate in the profits of the mutual insurance company. As a mutual insurance company, there are no shareholders as such. Instead mutuals have members, and it is the members who enjoy governance rights and participation rights in the company's profits, such as through policy dividend payments. In the mutual insurance company of the present invention, the pension plan participants are the mutual insurance company's sole members.

Abstract: Computer-based systems and methods for calculating a liquidity-adjusted VaR for a portfolio. The liquidity-adjusted VaR accounts for the different liquidities of the risks. The process for calculating the liquidity-adjusted VaR may include adding to the standard 1-day VaR only the losses produced by illiquid risks that are orthogonal to the space of liquid risks.

Abstract: A computer-assisted method of determining whether a set of data is to be graphically plotted in linear space or logarithmic space. The method includes receiving a set of data points to be plotted, classifying the data points, and computing a first entropy of a frequency of the data points. The method also includes computing a logarithmic transformation of each of the data points, classifying the logarithmically transformed data points, computing a second entropy of a frequency of the logarithmically transformed data points, and graphically plotting the data points in one of linear space and logarithmic space based on a comparison of the first entropy and the second entropy.

Abstract: Methods of building a host computer system. The methods may comprise the steps of discovering hardware components present at the host and determining whether the hardware components are certified. The methods may also comprise the step of determining whether a build of the host is requested. According to various embodiments, a profile may also be downloaded to the host. The profile may comprise an indication of an operating system, an indication of an application, and an indication of a configuration parameter. The methods may also comprise the steps of installing the operating system to the host; installing the application to the host; and configuring the host according to the configuration parameter.

Abstract: A method for conducting an interactive financial simulation. The method is implemented at least in part by a computer and includes transmitting an initial financial projection for a fictitious company, transmitting a news story, generating a new share price for the fictitious company based on an index, generating a new financial projection for the fictitious company based on a set of decisions selected for implementation by a participant of the interactive financial simulation, and generating a final share price for the fictitious company based on a final set of decisions selected for implementation by the participant.

Abstract: Systems and methods for allocating limited resources of a securities research department to accounts of the department are disclosed. According to various embodiments, the system includes an account scoring module and a resource matching module. The account scoring module is for generating a score for each account, and the resource matching module is for matching the resources of the department to the accounts based on the scores for each account.

Abstract: A method for providing a financial contract having a payout amount based on a specific return on an asset for a performance period. The method includes the step of determining the total return, risk-free return and common factor return associated with the asset over the performance period. Next, a specific return on the asset over the performance period based on the total return, risk-free return and common factor return is calculated. Finally, the payout amount is provided if the specific return meets payout criteria.