Abstract: Various systems and methods for trade order processing in an electronic trading environment are provided. The order processing includes initiating a first thread of instructions at a computing device to send a first trade order onto an electronic exchange. However, if one or more trade orders are identified during the process to send the first trade order, then the one or more orders are queued. When the first trade order is sent to the electronic exchange, then a second thread of instructions is initiated at the computing device to send the queued one or more trade orders (substantially together, if there is more than one) on to the electronic exchange.

Abstract: An apparatus configured with software that enables participants to exchange trade-credit comprising one or more databases and processing components and which utilizes automated value matching algorithms and trade search engine algorithms to discover and process exchange paths.

Abstract: A system and method are provided for defining slop parameters to an individual spread order or a customized group of orders. The system and method may be used to, for example, define inside slop, outside slop, and/or adjustable range parameters to one or more orders. The inside slop, outside slop, and/or adjustable range parameters may be input by a trader, and, among other things, allow a trader to prioritize orders, set parameters so that some orders are re-priced more aggressively than other spread orders. Alternatively, slop parameters associated with a spread order may also apply more restrictive slop parameters to orders within the same adjustable range. Slop parameters associated with a spread order can also be configured and modified by a trader based on the trader's preferences. Other features and advantages are described herein.

Abstract: A smart electronic wallet with reconfigurable multiple-account transaction card is provided. The system and method provide measures for storing a plurality of account identifiers from a plurality of traditional single-use transaction cards into a storage memory in a smart wallet. The system and method also provide for storing a reconfigurable multiple-account transaction card within the smart electronic wallet and allowing for it to be dynamically and selectively reconfigured for any one of the plurality of account identifiers stored within the smart electronic wallet. Additionally, a consumer is able to initiate a transfer or trade of transaction cards across different smart electronic wallet devices.

Abstract: Market depth information pertaining to the hedging side is utilized to intelligently break a non-hedging order into multiple orders, such that the orders rest at cascading price levels. This way, the trader can benefit from sweeps in the book and still properly account for the market depth on the hedging side. Further, there is a greater probability of receiving “partials” on the spread order. In addition, hedge orders may be sent at multiple price levels, or sent to the market in pieces over time. By applying a more intelligent process to hedge orders (as opposed to “fire and forget”) an alternative beyond limit orders that can be legged or market orders is provided.

Abstract: A computerized method for processing investment data includes providing a server supporting a database for receiving, processing and storing investment data; providing a rules engine for processing rules data employing rules relating to credit assignment; introducing into the server investment data from a plurality of external sources, processing the rules data by the rules engine and permitting user access to the processed and stored investment data. Information regarding customer investments, client information and investment transaction information is provided in the server. A corresponding system is disclosed.

Abstract: In one embodiment, a system comprises a first element viewable on a web page on or near an advertisement and soliciting user reactions concerning the advertisement; and a second element displayed in response to selection of the first element, soliciting one or more user reactions concerning the advertisement, and displaying the advertisement or a substantial duplicate thereof. In one embodiment, a method comprises collecting user reactions concerning an advertisement on a web page and presenting a report of the reactions comprising a bar graph with each bar representing a characteristic of the advertisement. In one embodiment, a method comprises collecting user reactions concerning advertisements included on web pages and presenting a report of the reactions comprising a graph including multiple icons, each representing an advertisement; an axis corresponding to a quantity of reactions; and an axis corresponding to ratings associated with the reactions for characteristics of the advertisements.

Abstract: A method and system for detecting potentially manipulative order patterns and assisting compliance professionals with analyzing and determining whether remedial actions are required with respect to such patterns to comply with governing regulations.

Abstract: Discussed herein is an evaluation and scoring system that may be used to quickly assess and guide financial decisions, facilitate or create communities of interest, and assist in accessing markets and/or consumers that may not have been sufficiently considered before.

Abstract: Methods, systems, and articles of manufacture consistent with the present invention provide for managing privacy in a data processing system having an offering platform. A privacy policy is mapped to a data elements that are transmitted to remote offering platforms. The remote offering platform complies with the privacy policy to ensure data security.

Abstract: A method of determining a risk score indicating a risk that an electronic transaction will involve fraud and/or abuse. The method includes receiving transaction data associated with a not yet completed transaction from a merchant. The transaction data includes one or more characteristics related to the transaction. A profile is selected that identifies network devices each associated with the characteristics and having a device reputation. Next, a profile-based risk factor is determined as a function of a percentage of the network devices having a negative reputation. The risk score is determined as a function of the profile-based risk factor. In some embodiments, a transaction-based risk factor may also be determined. In such embodiments, the risk score is determined as a function of the profile-based and transaction-based risk factors. The risk score is provided to the merchant to be used thereby to determine whether to proceed with the transaction.

Abstract: Methods, systems, and articles of manufacture consistent with the present invention provide for managing a customer asset, which is a hardware or software component of a customer device, in a data processing system having an offering platform program. The customer asset's is discovered by an asset manager, and an asset identity is assigned. The asset identity is stored persistently.

Abstract: A financial data processing system includes a foreign exchange (FX) certificate management system, a covered warrant management processor, and a trade processing system. The FX certificate management system includes a computer system configured to structure a zero-coupon FX certificate. The certificate is structured to have a redemption value that is determined based on a currency exchange rate measured at a time of maturity of the certificate. The covered warrant management processor includes a computer system configured to structure a FX covered warrant product based on an underlyer that includes a foreign exchange certificate structured by the FX certificate management system. The trade processing system includes a database storing buy and sell related data and tracking investor portfolio information, and a user interface system to generate user interface display screens enabling interaction with a user.

Abstract: A computer system includes a data storage device. The data storage module receives, stores, and provides access to historical entity data and insurance coverage package data. A recommendation engine comprising program instructions stored in a program memory receives current entity data, creates a current entity representative record based on the received current entity data and historical entity data, creates one or more historical entity representative records for each of a plurality of insurance coverage packages, identifies one of the historical entity representative records based on the current entity representative record, identifies one or more of the plurality of insurance coverage packages based on the identified historical entity representative record, and presents the identified one or more insurance coverage packages when executed by a computer processor.

Abstract: Methods and systems for optimizing a plurality of portfolios, each portfolio including one or more shares of one or more tradable assets, and may include the steps of: receiving asset data associated with the plurality of the portfolios; receiving one or more optimization constraints including at least one global constraint defining a constraint to be applied across an aggregate of the plurality of portfolios; for each portfolio, optimizing the asset data based on the one or more optimization constraints to create optimized portfolio data; aggregating the optimized portfolio data to create aggregate optimized asset data; determining if the aggregate optimized asset data satisfies the at least one global constraint; and only if the at least one global constraint is satisfied, outputting the optimized asset data.

Abstract: It is desirable to implement security features that can prevent the unauthorized use of a customer's sensitive account information from an RFID sticker. The methods and systems described herein attempt to resolve the deficiencies with the conventional RFID stickers. In a more secure implementation, a financial institution allows a customer to activate or deactivate the account for use with the RFID sticker by submitting a request to the financial institution using internet banking, mobile banking, SMS texting, or other communications method.

Abstract: Allocation of research funding is based on changes to sizes of resource clusters. Each resource cluster is composed of a set of researchers devoted to a single aspect of a research field. A size change to a specific resource cluster indicates a change to a level of activities associated with a corresponding specific aspect of the research field. In response to identifying an under-attended aspect of the research field caused by the change in sizes of the resource clusters, a recommendation is issued to allocate additional funding for research to the under-attended aspect of the research field.

Abstract: A system and method for optimizing the frequency of market information updates in an electronic trading environment are described herein. According to one example embodiment, by optimizing the frequency of market information updates, the burden on the client device to update the graphical user interface may be reduced, while still providing an accurate portrayal of the market to the user. An example method includes associating different precedence levels with messages comprising market information. Messages containing market information related to the inside market may be associated to a higher precedence level. Whereas messages containing market information relating to the quantities at prices outside the inside market may be associated with a lower precedence level. Based on the precedence level associated with a message, a client device may update the graphical user interface or the message may be stored in a data structure until a pre-defined condition is satisfied.

Abstract: An approach is provided that displays visual indicators on a financial services card, such as a credit or debit card, that indicates the user's balance at a financial services provider. Available funds data is received at a financial services card that includes visual indicators (e.g., LEDs, etc.), a memory, a processor, a power source, and a wireless transmitter. The available funds data is received via the wireless transmitter. Visual indicators are selected based on the available funds data received from the financial services provider. The selected visual indicators are activated by providing power to the indicators from the power source. In one embodiment, the power source is a piezoelectric material, such as a piezoelectric crystal, that generates power to activate the visual indicators and run the processors and wireless transmitter based on manipulation of the card (e.g., applying pressure, etc. to the card) by the user.

Abstract: A system and method for generating and displaying annotations in relation to one or more prices corresponding to trader-related or market related events are described. In one embodiment, a trader may enter an annotation to be displayed in relation to one or more price levels. Alternatively, a trader may configure a dynamic annotation to be dynamically displayed in relation to some price level(s) upon detecting a predetermined event related to one or more tradeable objects. Also, a trader may configure one or more alarms to be displayed or played in combination with the annotations.