Patents by Inventor Valerie J. Redmond
Valerie J. Redmond 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).
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Patent number: 11748815Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: GrantFiled: November 1, 2021Date of Patent: September 5, 2023Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Publication number: 20220058741Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: ApplicationFiled: November 1, 2021Publication date: February 24, 2022Inventor: Valerie J. Redmond
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Patent number: 11227336Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: GrantFiled: November 6, 2019Date of Patent: January 18, 2022Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Patent number: 10692146Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a retirement group accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the central trading computing platform may send the order information to a clearing entity computer system.Type: GrantFiled: September 17, 2019Date of Patent: June 23, 2020Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Publication number: 20200074554Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: ApplicationFiled: November 6, 2019Publication date: March 5, 2020Inventor: Valerie J. Redmond
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Patent number: 10559033Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more exchange traded funds or equity securities for one or more accounts administrated by the financial institution. Subsequently, the computing platform may validate the trade information and create order information. Then, the computing platform may send, the order information to a clearing entity computer system.Type: GrantFiled: September 2, 2015Date of Patent: February 11, 2020Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Publication number: 20200013119Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a retirement group accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the central trading computing platform may send the order information to a clearing entity computer system.Type: ApplicationFiled: September 17, 2019Publication date: January 9, 2020Inventor: Valerie J. Redmond
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Patent number: 10489858Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: GrantFiled: September 2, 2015Date of Patent: November 26, 2019Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Patent number: 10445830Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a retirement group accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the central trading computing platform may send the order information to a clearing entity computer system.Type: GrantFiled: September 2, 2015Date of Patent: October 15, 2019Assignee: Bank of America CorporationInventor: Valerie J. Redmond
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Patent number: 10366453Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, via a communication interface, and from a first organization user computing device, first order inquiry information associated with a first order created on the first organization user computing device. Based on receiving the first order inquiry information associated with the first order created on the first organization user computing device from the first organization user computing device, the computer system may load first order status information from a consolidated order management database. Subsequently, the computer system may send, via the communication interface, and to the first organization user computing device, the first order status information loaded from the consolidated order management database.Type: GrantFiled: June 30, 2015Date of Patent: July 30, 2019Assignee: Bank of America CorporationInventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla
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Patent number: 10223733Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, from a first organization user computing device, first order information associated with a first order created on the first organization user computing device. Subsequently, the computer system may validate the first order information. Based on validating the first order information, the computer system may load a first set of one or more routing rules from a consolidated order management database. Thereafter, the computer system may route the first order information associated with the first order created on the first organization user computing device and received from the first organization user computing device based on the first set of one or more routing rules loaded from the consolidated order management database.Type: GrantFiled: June 30, 2015Date of Patent: March 5, 2019Assignee: Bank of America CorporationInventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla
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Patent number: 10078862Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, via a communication interface, and from a first organization user computing device, a first request for a first order user interface. Based on receiving the first request for the first order user interface from the first organization user computing device, the computer system may load first interface information from a consolidated order management database. Subsequently, the computer system may generate a first order interface based on the first interface information loaded from the consolidated order management database. Then, the computer system may send, via the communication interface, and to the first organization user computing device, the first order interface generated based on the first interface information loaded from the consolidated order management database.Type: GrantFiled: June 30, 2015Date of Patent: September 18, 2018Assignee: Bank of America CorporationInventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla
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Patent number: 10007950Abstract: Methods, systems, and computer-readable media for integrating multiple trading platforms with a central trade processing system are presented. In some embodiments, a central trade processing computing platform may receive, from a trading engine computer system, a request for interface information. The computing platform may load trading interface data that includes product information associated with a set of one or more financial products offered via a trading interface provided by the trading engine computer system and interface layout information associated with the trading interface. The computing platform may send, to the trading engine computer system, the trading interface data. Thereafter, the computing platform may receive, from the trading engine computer system, trading information defining a set of one or more trades. The central trade processing computing platform may process the set of one or more trades and may send, to the trading engine computer system, trade results information.Type: GrantFiled: August 13, 2015Date of Patent: June 26, 2018Assignee: Bank of America CorporationInventors: William A. Bridy, Valerie J. Redmond
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Publication number: 20170061536Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a retirement group accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the central trading computing platform may send the order information to a clearing entity computer system.Type: ApplicationFiled: September 2, 2015Publication date: March 2, 2017Inventor: Valerie J. Redmond
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Publication number: 20170061542Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more mutual funds for one or more accounts administrated by the financial institution. Subsequently, the central trading computing platform may validate the trade information and create order information based on the trade information. Then, the computing platform may send the order information to a clearing entity computer system.Type: ApplicationFiled: September 2, 2015Publication date: March 2, 2017Inventor: Valerie J. Redmond
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Publication number: 20170061537Abstract: Methods, systems, and computer-readable media for deploying and implementing centralized trading and tracking computing platforms to support tri-party trading are presented. In some embodiments, a central trading computing platform may receive, from a discretionary and managed accounts administration computer system associated with a financial institution, trade information defining one or more trades in one or more exchange traded funds or equity securities for one or more accounts administrated by the financial institution. Subsequently, the computing platform may validate the trade information and create order information. Then, the computing platform may send, the order information to a clearing entity computer system.Type: ApplicationFiled: September 2, 2015Publication date: March 2, 2017Inventor: Valerie J. Redmond
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Publication number: 20170046782Abstract: Methods, systems, and computer-readable media for integrating multiple trading platforms with a central trade processing system are presented. In some embodiments, a central trade processing computing platform may receive, from a trading engine computer system, a request for interface information. The computing platform may load trading interface data that includes product information associated with a set of one or more financial products offered via a trading interface provided by the trading engine computer system and interface layout information associated with the trading interface. The computing platform may send, to the trading engine computer system, the trading interface data. Thereafter, the computing platform may receive, from the trading engine computer system, trading information defining a set of one or more trades. The central trade processing computing platform may process the set of one or more trades and may send, to the trading engine computer system, trade results information.Type: ApplicationFiled: August 13, 2015Publication date: February 16, 2017Inventors: William A. Bridy, Valerie J. Redmond
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Publication number: 20170004565Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, from a first organization user computing device, first order information associated with a first order created on the first organization user computing device. Subsequently, the computer system may validate the first order information. Based on validating the first order information, the computer system may load a first set of one or more routing rules from a consolidated order management database. Thereafter, the computer system may route the first order information associated with the first order created on the first organization user computing device and received from the first organization user computing device based on the first set of one or more routing rules loaded from the consolidated order management database.Type: ApplicationFiled: June 30, 2015Publication date: January 5, 2017Inventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla
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Publication number: 20170004564Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, via a communication interface, and from a first organization user computing device, a first request for a first order user interface. Based on receiving the first request for the first order user interface from the first organization user computing device, the computer system may load first interface information from a consolidated order management database. Subsequently, the computer system may generate a first order interface based on the first interface information loaded from the consolidated order management database. Then, the computer system may send, via the communication interface, and to the first organization user computing device, the first order interface generated based on the first interface information loaded from the consolidated order management database.Type: ApplicationFiled: June 30, 2015Publication date: January 5, 2017Inventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla
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Publication number: 20170004446Abstract: Methods, systems, and computer-readable media for providing consolidated order management are presented. In some embodiments, a computer system may receive, from an administrative computing device associated with an organization, a first set of one or more validation rules and may store the first set of one or more validation rules in a consolidated order management database. Subsequently, the computer system may receive, from a first organization user computing device, first order information associated with a first order created on the first organization user computing device. Thereafter, the computer system may validate the first order information based on the first set of one or more validation rules stored in the consolidated order management database. Based on validating the first order information, the computer system may send, to the first organization user computing device, first validation results information. Subsequently, the computer system may process the first order information device.Type: ApplicationFiled: June 30, 2015Publication date: January 5, 2017Inventors: James J. Deats, Valerie J. Redmond, Ninoshka F. Vargas, Joe A. Andrews, Jeffrey J. Donnelly, John C. Savas, Suchitra Ravilla