Patents by Inventor Adrian Feliciano

Adrian Feliciano has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Automated actions based on restrictions
    Patent number: 7930239
    Abstract: A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.
    Type: Grant
    Filed: July 15, 2009
    Date of Patent: April 19, 2011
    Assignee: CheckFree Corporation
    Inventors: Michele Pierdinock, William McKinney, Charles Smith, Simon Gershon, Adrian Feliciano, Ann Harding, Donna Figlik, Lorraine Giordano, Amy Kandravy
  • Automated actions based on restrictions
    Patent number: 7636686
    Abstract: A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.
    Type: Grant
    Filed: June 7, 2005
    Date of Patent: December 22, 2009
    Assignee: Checkfree Corporation
    Inventors: Michele Pierdinock, William McKinney, Charles Smith, Simon Gershon, Adrian Feliciano, Ann Harding, Donna Figlik, Lorraine Giordano, Amy Kandravy
  • AUTOMATED ACTIONS BASED ON RESTRICTIONS
    Publication number: 20090287613
    Abstract: A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.
    Type: Application
    Filed: July 15, 2009
    Publication date: November 19, 2009
    Inventors: Michele Pierdinock, William McKinney, Charles Smith, Simon Gershon, Adrian Feliciano, Ann Harding, Donna Figlik, Lorraine Giordano, Amy Kandravy
  • Joint sponsor-manager handling of custodian transactions
    Publication number: 20070005465
    Abstract: Techniques for approval of reconciliation of an investment account transaction are provided. A first record of a transaction associated with the investment account is stored in an investment account data repository accessible by a first entity and a second entity. A second record associated with the transaction is received from a third entity and is reconciled with the stored first record. Based upon the reconciliation, the repository is altered and an indication of an approval of the alteration, by at least one of the first entity and the second entity, is stored in the data repository.
    Type: Application
    Filed: June 29, 2005
    Publication date: January 4, 2007
    Applicant: CHECKFREE CORPORATION
    Inventors: Amy Kandravy, Lorraine Giordano, Charles Smith, Simon Gershon, Adrian Feliciano, Ann Harding, Donna Figlik, Michele Pierdinock, William McKinney, Kalpesh Master, Kshipra Sahajpal
  • Automated actions based on restrictions
    Publication number: 20060277127
    Abstract: A technique for resolving a violation of an investment account restriction is provided. The restriction is associated with the holding of one or more securities in an investment account. A restriction definition and an associated resolution rule are stored in a data repository. A received order to perform an investment account management action is processed to determine that performance of the action violates the stored restriction definition. The associated resolution rule is then retrieved based upon the determination and then executed. Indications of the determined violation and of the executed resolution rule are stored in the data repository.
    Type: Application
    Filed: June 7, 2005
    Publication date: December 7, 2006
    Applicant: CHECKFREE CORPORATION
    Inventors: Michele Pierdinock, William McKinney, Charles Smith, Simon Gershon, Adrian Feliciano, Ann Harding, Donna Figlik, Lorraine Giordano, Amy Kandravy