Abstract: A system for securities lending data management aggregates securities lending transaction data across a plurality of firms. The data comprises records including parameters for securities lending transactions entered into by individual firms. The system queries the data in order to identify instances wherein for a record of a transaction engaged by one firm, there is no corresponding record for another firm indicating a counterparty. The system compares instances of such orphan records in order to identify instances wherein the parameters for an orphan record corresponds to the parameters of another orphan record with the exception of perhaps one or two parameter values. The system outputs a listing of such instances and receives input confirming or invalidating that the identified orphan records correspond to the same transaction.
Type:
Application
Filed:
November 15, 2012
Publication date:
May 15, 2014
Applicant:
SUNGARD DATA SYSTEMS INC.
Inventors:
Valarie Thorgerson, Payman Khodabandehloo, David Sean Van Anglen, Dmytro Vorobey
Abstract: A system aggregates data that may be used during the course of a scheduled meeting and allows for the customization of the data for presentation during the scheduled meeting. The system communicates the customized data to meeting participants for discussion and review. The system also accepts inputs during the meeting that define additional meeting information such as bookmarked pages and views that were reviewed during the meeting. The inputs may further define notes reflecting discussions held during the meeting. The system stores information reflecting the bookmarks and notes that were made during the meeting. After the meeting has concluded, the data that was presented during the meeting as well as the bookmarks and notes that were presented during the meeting may be reviewed and selected for inclusion in an electronic document. The document may then be electronically communicated to the participants in the meeting for reference at a later time.
Type:
Application
Filed:
October 18, 2012
Publication date:
April 24, 2014
Applicant:
SUNGARD DATA SYSTEMS INC.
Inventors:
Jon S. Bluth, Rajesh S. Anneswamy, Eileen Van Scoy