Patents by Inventor Phillip Koh-Kwe Hsu

Phillip Koh-Kwe Hsu 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).

  • System and method for delivering a financial message
    Patent number: 7685036
    Abstract: Systems and a method for delivering a financial message. The system for delivering a financial message includes, inter alia, an intervention system configured to allow an internal user of the system to add or edit content of a message to a client user prior to delivery. Advantageously, financial advisors and other internal users have the ability to interact with a client user to provide proactive financial advice.
    Type: Grant
    Filed: October 13, 2000
    Date of Patent: March 23, 2010
    Assignee: UBS Financial Services, Inc.
    Inventors: Phillip Koh-Kwe Hsu, Susan M. Carlos
  • System and method for alert processing and delivery
    Publication number: 20030115122
    Abstract: The present invention comprises a system and method for processing and delivering one or more financial alerts. The method of the present invention comprises normalizing financial data received from one or more financial data sources to generate a financial alert. A relevance engine processes the financial alert according to a client profile to determine one or more delivery destinations for the financial alert. Based on the processing step, the financial alert is delivered to the delivery destination.
    Type: Application
    Filed: January 27, 2003
    Publication date: June 19, 2003
    Inventors: Michael Sol Slater, Mark Anthony DiStaulo, Charles N. Johnston, Phillip Koh-Kwe Hsu