Patents by Inventor Annabelle Chen

Annabelle Chen 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).

  • Generating Financial Report Information
    Publication number: 20110246339
    Abstract: In some embodiments, a method for generating financial report information comprises receiving customer information associated with an account portfolio from a customer information database. The account portfolio comprises one or more customer accounts. A change in value for each of the one or more customer accounts is determined over a defined period. The one or more transactions represent asset activity associated with one or more customer accounts. One or more account rates of return are determined for each of the one or more customer accounts over the defined period. A portfolio rate of return is determined for the customer's account portfolio over the defined period. The portfolio rate of return and the one or more account rates of return are communicated to a reporting system.
    Type: Application
    Filed: March 31, 2010
    Publication date: October 6, 2011
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Michelle M. Jablonski, Brian Dietrich, John Scully, Annabelle Chen