Abstract: Within the financial-services industry, there are online centers that allow brokers to match sellers with buyers of financial instruments based on indications of interest. To follow up on these indications of interest, users of such centers are now using proprietary instant-messaging (IM) systems, which allow them to instantaneously exchange text messages over the Internet with other users. The present inventor recognized that these communications are often inconvenient because the IM programs are isolated from the financial information. Accordingly, he devised systems, methods, and software that integrate IM and other communications-related functions into financial-data displays. Ultimately, one of more of these or other embodiments promise improved efficiency and convenience of online interactions not only for financial trading partners and others in the financial-services industry, but also for those in any private, public, and commercial domain where rapid or convenient online communication is desirable.

Abstract: Disclosed is a system and method for processing code orders that specify orders to be processed on an electronic trading venue (ETV) based on computer code referenced by or included with the code orders. Market participants may define, associate and submit executable code with each order message they send to the ETV. Upon receipt of a code order, and before that message itself is processed by the ETV against the instrument's limit order book, the ETV may evaluate all of the code associated with active code orders in that limit order book and process any resulting orders. Responsive to the completion of this evaluation, the ETV may update the state of the limit order book to reflect the new prices and quantities of them. Responsive to the completion of the update, the ETV may process the new message, which triggered evaluation of the code orders against the limit order book.

Abstract: Systems and technologies for providing an on-demand personalized news program are disclosed. The system and technologies allow an end user to create a news program that best matches the end user's tastes and preferences. To achieve this, one aspect of the disclosure relates to systematic personalization. Systematic personalization involves determining an end user's interests based on an assessment of user behavior as it relates to accessible content. The personalization process may also provide content to users that have been editorially curated.

Abstract: A system and method is disclosed for quantifying temporal fairness on an electronic trading venue as a scalar value with unit time. The system may, for an instrument traded on the venue, construct some pluralities of time deltas associated with each pair of market participants in a plurality of such that are active on the instrument. The system may populate these pluralities of time deltas by determining the amount of time that elapses between when the first and second participant in a pair each send (or are sent) a similar message to (or from) the venue. Through analysis of these pluralities of time deltas the system may find two minimum values, fords and fmktdata, the sum of which may quantify temporal fairness for the instrument on the venue. The resultant sum may inform the value of a latency floor deployed for the instrument on the venue.

Abstract: In one embodiment of the present invention, a computer-implemented method includes receiving a set of alphanumeric information on a single storage device. First, second and third sets of metadata that are different from each other and that are associated with different subsets of the alphanumeric information are generated by processing the alphanumeric information using first, second, and third criteria, respectively. The first set of metadata is transmitted to a user computer at a first time, the second set of metadata is transmitted to the user computer at a second time subsequent to the first time, and the third set of metadata is transmitted to the user computer at a third time subsequent to the second time. The first, second, and/or third sets of metadata can cause the automated transmission of an alert.

Abstract: The present disclosure is directed towards systems and methods for flexible field mapping between disparate systems, which comprises generating a base mapping request comprising a base mapping between a source data object having one or more source data fields and a target data object having one or more target data fields and generating a field mapping request comprising a field mapping between a given source data field and a given target data field. One or more data items are identified from the target data object responsive to the base mapping request and the field mapping request. A combined request is then generated comprising the one or more data items responsive to the base mapping request and the field mapping request. The combined request is transmitted to a target memory. One or more tax values responsive to the combined request are subsequently calculated based on the one or more data items.

Abstract: A method for automatically formatting a display screen upon initialization or refresh to reflect a user's prior resizing of frames with respect to one another.

Abstract: Permitting the context sharing between non-interfaced web-based applications associated in a web-based framework server via adjusting the parent domain of the web-based applications and the framework to be the same, providing in the framework server the location of a JavaScript file, and configured to permit communication between the web-based applications through http function calls. The location of the JavaScript file may be provided to all the applications in the form of a cookie. Alternatively permitting context sharing between non-interfaced web-based applications associated in a web-based framework server comprising selectively adjusting the domain of the web-based applications and the framework such that each defines a subdomain of a parent domain when the web-based applications are being navigated.

Abstract: The present invention relates to a system, method and apparatus for evaluating a variety of financial information, determining a valuation metric, and distributing the valuation metric to system users. The valuation metric distribution may be configured by an administrator for automatic distribution of the valuation metric to system users. Alternately, a system user may log onto a central server to access the valuation metric, based on administrator defined or user-customized system data. The valuation characteristic provides a system user with a metric that may be used to assist in allocating the user's financial resources. The metric is determined by analyzing three main types of financial indicators, specifically an earnings-yield factor, an interest factor and a growth indicator.

Abstract: A system and method for dynamic updating of display windows using a pushed stream of data.

Abstract: The present disclosure is directed towards systems and methods for searching of encrypted content. Upon receiving a search request on an access device, the systems and methods of the present disclosure determine a requested content item type based on the search request and identify one or more responsive indices according to the requested content item type. The systems and methods of the present disclosure then interrogate the one or more responsive indices to determine one or more responsive index entries to the search request and generate one or more search results responsive to the search request comprising one or more responsive index entries and a document identifier for each responsive index entry. The systems and methods of the present disclosure then receive a selected search result, identify the encrypted content item associated with the selected search result according to the document identifier, decrypt and transmit the content item.

Abstract: The present disclosure is directed towards systems and methods for generating a financial summary, which comprises identifying a first set of data items derived from one or more financial documents associated with an entity and a second set of data items derived from historical data associated with the entity. The systems and methods of the present disclosure then compare one or more data items of each set of data and select selecting a pre-defined reporting pattern based on the comparison, the selected pre-defined reporting pattern indicative of a possible financial result of the entity. A third set of data items supporting the selected pre-defined reporting pattern is then generated from the first and second sets of data items and a financial summary of the one or more financial documents is computed using the selected pre-defined reporting pattern and the third set of data items.

Abstract: In one embodiment of the present invention, a computer-implemented method includes receiving a set of alphanumeric information. A first set of metadata is generated that is associated with the alphanumeric information, and a second set of metadata is generated that is associated with the alphanumeric information. The first set of metadata is transmitted at a first time and the second set of metadata is transmitted at a second time subsequent to the first time. The first and/or second sets of metadata can be used to trigger an automated trade of a security.

Abstract: A system and method for dynamic updating of display windows using a pushed stream of data.

Abstract: The present invention relates to a system, method and apparatus for evaluating a variety of financial information, determining a valuation metric, and distributing the valuation metric to system users. The valuation metric distribution may be configured by an administrator for automatic distribution of the valuation metric to system users. Alternately, a system user may log onto a central server to access the valuation metric, based on administrator defined or user-customized system data. The valuation characteristic provides a system user with a metric that may be used to assist in allocating the user's financial resources. The metric is determined by analyzing three main types of financial indicators, specifically an earnings-yield factor, an interest factor and a growth indicator.

Abstract: A system and method for data compression using compression hardware is disclosed. In accordance with the method, a data set in a data stream is received. The data set includes a set of data descriptor fields. The data set is portioned into one or more data subsets using the set of data descriptor fields. One or more tabular slices and an index are generated for at least one of the data subsets using the set of data descriptor fields. The one or more tabular slices are identified by the index. The one or more tabular slices are compressed into a compressed data block by a data compression scheme using a hardware compressor. A compression data file is generated in a database. The compression data file has a header that stores information about the data compression scheme. The compressed data block is stored in the compression data file.

Abstract: Systems and methods are disclosed for managing an entitled data cache. A data server may generate and send entitled data to a data cache server. The data cache server, a server that may be located nearer to the user within a data provider's computer network, may receive and cache the entitled data. A permission server may store user's permissions and transmit the user's permissions to the data server and the data cache server. Upon receiving a request for data, the data cache server may retrieve the requested data from the cache and send a subset of the cached data which matches the user's permissions to the user, without the need to request the data from the data server.

Abstract: Systems and methods are disclosed for managing an entitled data cache. A data server may generate and send entitled data to a data cache server. The data cache server, a server that may be located nearer to the user within a data provider's computer network, may receive and cache the entitled data. A permission server may store user's permissions and transmit the user's permissions to the data server and the data cache server. Upon receiving a request for data, the data cache server may retrieve the requested data from the cache and send a subset of the cached data which matches the user's permissions to the user, without the need to request the data from the data server.

Abstract: The system and method described herein may be used to construct outperforming portfolios relative to target benchmarks. In particular, the system and method described herein may use multi-factor models that employ multi-objective evolutionary algorithms and mean variance optimization calculations to select constituents from a target benchmark index to include in a portfolio. The selected constituents may then be weighed to construct or rebalance the portfolio in a manner that can consistently outperform the target benchmark index while satisfying real-world constraints that relate to turnover limits, minimum and maximum stock positions, cardinalities, target market capitalizations, investment strategies, and other characteristics associated with the portfolio.