Trading, Matching, Or Bidding Patents (Class 705/37)
  • Patent number: 11922406
    Abstract: Systems, methods, and computer-readable storage media for locking-in currency exchanges. One method includes providing, by a graphical user interface (GUI) of a wallet application, a customer request, wherein the customer request is a request for a currency transfer between a customer account of the customer to a recipient account of a recipient, wherein the customer account is associated with a first type of currency and the recipient account is associated with a second type of currency, presenting, by the GUI of the wallet application, a locked-in exchange rate for a time limit and data corresponding to the exchange rate and the time limit, exchanging, by the wallet application, an amount of the first type of currency for an amount of the second type of currency based on the exchange rate, and receiving, by the GUI of the wallet application, an indication of a transferred amount for a currency transfer.
    Type: Grant
    Filed: March 6, 2023
    Date of Patent: March 5, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Sayali Bhos, Harmit Singh Dhanoa, Laura Marie Fontana, Marc Le Boeuf, Matthew Shepherd, Nikolai Stroke, Duc M. Trinh, Daniel G. Vogt
  • Patent number: 11922502
    Abstract: Example methods, apparatus, and computer readable storage media are described and disclosed. An example method includes depicting a strategy node in a graphical user interface presented by a computing device. The strategy node represents a trading strategy associated with two or more tradeable objects. The example method includes generating a graphical connector between the strategy node and one of a plurality of contract nodes including at least a first contract node and a second contract node. Each contract node represents a contract associated with one of the tradeable objects. The example method includes repositioning, in response to an input received via the graphical interface, an endpoint of the graphical connector from the first contract node specified by the trading strategy to the second contract node. The example method also includes generating an updated trading strategy based on the trading strategy and the second contract node.
    Type: Grant
    Filed: December 9, 2022
    Date of Patent: March 5, 2024
    Assignee: Trading Technologies International, Inc.
    Inventor: Scott F. Singer
  • Patent number: 11924098
    Abstract: A sticky order routing system may include multiple order routers in communication with an electronic exchange for communicating transaction messages. Each of the order routers communicates transaction messages between multiple associated trading sessions and the electronic exchange, where of the associated trading sessions is assigned to the order router in communication with the electronic exchange. Transaction message traffic between the order routers and the electronic exchange is monitored, such as randomly, based on round-robin assignment, and/or trading data. In response to transaction message traffic exceeding a threshold, the trading session may be assigned to a new order router.
    Type: Grant
    Filed: February 28, 2023
    Date of Patent: March 5, 2024
    Assignee: Trading Technologies International, Inc.
    Inventor: Sagy Pundak Mintz
  • Patent number: 11915254
    Abstract: The disclosed embodiments relate to systems and methods calculation of an estimation solution for a constraint defined within a computation space. The apparatus may include a constraint computation controller. The constraint computation controller analyzes the plurality of data points and performs a projection of the plurality of data points to the constraint within the computation space and generates a dynamic adjustment for reducing a margin requirement consistent with the constraint.
    Type: Grant
    Filed: December 15, 2022
    Date of Patent: February 27, 2024
    Assignee: Chicago Mercantile Exchange Inc.
    Inventor: Carl Erik Thornberg
  • Patent number: 11915315
    Abstract: Method, apparatus and system may control chronological sequencing of data items received from a plurality of client computing devices, according to times of completion of transmission respectively from the client computing devices and distributing the data items according to the chronological sequencing to one or more destination computing devices with minimal latency. In an exemplary implementation, trade orders from participant computing devices may be distributed by an electronic trading platform with minimal latency to exchange gateways, based on time of transmission of the trade orders to the platform instead of time of receipt of the trade orders by the platform, thereby avoiding unfairness to those participants whose computing devices are located at greater distances from the platform than other computing devices respectively of other participants.
    Type: Grant
    Filed: August 10, 2022
    Date of Patent: February 27, 2024
    Assignee: BGC PARTNERS, L.P.
    Inventors: Jonathan Joshua, Bijoy Paul
  • Patent number: 11917051
    Abstract: A computer-implemented access method is provided. The method comprises the steps of: (i) providing a verification data item of a one-way function chain of data items; (ii) submitting, to a blockchain (such as the Bitcoin blockchain), an access blockchain transaction comprising a data item of the chain; (iii) applying the one-way function to the data item to provide an output; (iv) comparing the output of step (iii) to the verification item to provide an outcome; and (v) based on the outcome of step (iv): (a) allocating the output as a further verification data item for verifying a further data item of the chain; and (b) granting access to a resource associated with the data item.
    Type: Grant
    Filed: May 13, 2019
    Date of Patent: February 27, 2024
    Assignee: nChain Licensing AG
    Inventor: Craig Steven Wright
  • Patent number: 11915037
    Abstract: In some embodiments a distributed computing system is provided that includes a plurality of different feature modules and a matching engine. The different feature modules each provide different processing for handling parent requests and submitting, to the matching engine, commands for child data transaction requests that are associated with the parent request.
    Type: Grant
    Filed: July 30, 2021
    Date of Patent: February 27, 2024
    Assignee: NASDAQ, INC.
    Inventors: Kyle Prem, John Vaccaro, Hemant Thombre
  • Patent number: 11915174
    Abstract: An apparatus, method, and computer program product are provided for the improved and automatic prediction and modeling of one or more channels and relevant conditions through which resources may be directed to users in an environment where resource demand, utility, and perceived value vary over time. Some example implementations employ predictive, machine-learning modeling to facilitate the use of multiple disparate and unrelated data sets to extrapolate and otherwise predict the future needs for certain resources and identify the channels and conditions that may be employed to meet such future needs. An apparatus, method, system, and computer program product are provided for improved generating, adjusting, and/or facilitating approval of a resource offer set. Some example implementations employ one or more predictive models.
    Type: Grant
    Filed: February 13, 2020
    Date of Patent: February 27, 2024
    Assignee: Assurant, Inc.
    Inventors: Satish Moorthy, Jay Stauffer, Jr., Brett Caltabiano, Ronnie Jeffries, III, Vivek Kumar Jha, Deepak Kumar Dhirasaria
  • Patent number: 11915316
    Abstract: Provided is a method for converting order book data into 2D data for a machine learning model, which is performed by one or more processors, in which the method includes acquiring order book data including data items for a plurality of bid prices and data items for a plurality of ask prices for a stock traded in a first stock exchange according to time from a time point in the past that is a predetermined period of time earlier, to a current time point, calculating a mid price based on a highest bid price of the plurality of bid prices and a lowest ask price of the plurality of ask prices, and generating data in tensor form having a first axis of times at certain time intervals and a second axis of prices in units of tick.
    Type: Grant
    Filed: November 10, 2022
    Date of Patent: February 27, 2024
    Assignee: REBELLIONS INC.
    Inventor: Byungjae Lee
  • Patent number: 11915199
    Abstract: In some embodiments, a computer-implemented method comprises: generating a group of customized products comprising one or more customized products, each customized product associated with a product type of a plurality of product types, each product type of the plurality of product types associated with a manufacturing constraint of multiple manufacturing constraints, each customized product having shared content that all customized products share; for a customized product from the group: obtaining a manufacturing method for manufacturing the customized product, determining a product type of the customized product and a manufacturing constraint associated with the product type, and determining physical constraints for manufacturing the customized product; generating transformed shared content to satisfy the physical constraints for manufacturing the customized product; in response to receiving a user input: automatically generating a GUI based on, at least in part, the shared content; using the GUI, generating
    Type: Grant
    Filed: June 3, 2021
    Date of Patent: February 27, 2024
    Assignee: ZAZZLE INC.
    Inventors: Robert I. Beaver, III, Jeffrey J. Beaver, Leslie Young Harvill, Sean Narvasa, Lonny Chu
  • Patent number: 11907877
    Abstract: In an approach, a processor receives a request to purchase an item from a retailer, where the request includes a location. A processor receives a request to purchase an item from a retailer, where the request includes location information associated with a buyer. A processor identifies that the item is unavailable from the retailer. A processor determines a plurality of users predicted to have a surplus quantity of the item beyond each respective user's estimated needs at a time of the request. A processor sends an offer to the plurality of users to transfer the item in accordance with the request. A processor, responsive to receiving an acceptance of the offer, selects at least one accepting user, of the plurality of users, based on geographic proximity to the location information. A processor coordinates fulfillment of the request by the at least one user.
    Type: Grant
    Filed: March 29, 2021
    Date of Patent: February 20, 2024
    Assignee: International Business Machines Corporation
    Inventors: Saurabh Yadav, Arvind Kumar, Hiti Sinha, Raghuveer Prasad Nagar
  • Patent number: 11909702
    Abstract: A data processing system is configured to perform a computer implemented method for facilitation of efficient processing of electronic messages via a network from message sources. The method includes receiving an electronic message including actionable object data and textual object data from a message source device. The actionable object data includes parameters actionable by at least one data processing transaction device to perform data processing transactions external to the network device and the textual object data including descriptors of the parameters actionable by the at least one data processing transaction device. The textual object data is operable by devices incompatible with the actionable object data. The method includes calculating an execution command for the data processing transaction in response to the actionable object data and based on at least the parameters of the actionable object data.
    Type: Grant
    Filed: December 7, 2022
    Date of Patent: February 20, 2024
    Assignee: Chicago Mercantile Exchange Inc.
    Inventors: Carrick John Pierce, Baris Mestanogullari, Ajay Kumar Jain, Agnes Casenave, David Bernard Barton, Nicholas Bandy
  • Patent number: 11907916
    Abstract: The present disclosure provides systems and methods that may convert traditional tickets into secure digital assets protected by cryptographic public/private keys that deploy these tickets on a blockchain. By structuring these tickets as smart digital contracts, such system can act as a self-policing escrow while simultaneously allowing ticket issuers greater control over the tickets after the tickets leave the ticket issuers' possession. The system can incorporate specific capabilities into the digital assets to provide an increased level of multiple ownership, security granularity, and sales restrictions in ticket transactions.
    Type: Grant
    Filed: March 7, 2022
    Date of Patent: February 20, 2024
    Assignee: Live Nation Entertainment, Inc.
    Inventor: Sanzib Khaund
  • Patent number: 11908010
    Abstract: A computer implemented method for determining implied orders in an electronic trading system is provided. The method comprises receiving a first set of one or more real orders, wherein the orders are not tradable against each other. One or more implied orders are identified within the first set of real orders. Market data corresponding to the implied orders can also be identified. At least one additional order is received and the tradability of the additional order is determined against the real or implied orders within the first set of real orders. A resting set of orders is determined from those real and implied orders within the first set of orders not affected by the tradability of the additional order. Implied orders are determined from within the set of resting orders.
    Type: Grant
    Filed: November 29, 2021
    Date of Patent: February 20, 2024
    Assignee: New York Mercantile Exchange, Inc.
    Inventors: Andrew Milne, Aleksandr Sedlin
  • Patent number: 11908013
    Abstract: Methods, apparatus, and systems for processing data transactions use a sequencer communicating with a plurality of data processors and provide improved performance and lower latency.
    Type: Grant
    Filed: March 1, 2022
    Date of Patent: February 20, 2024
    Assignee: Nasdaq Technology AB
    Inventor: Kandan Venkataraman
  • Patent number: 11908014
    Abstract: Systems and methods for distributed ledger-based intraday trading are disclosed. In one embodiment, a method may include: receiving a digital representation of an amount of collateral for a cash borrower; receiving a digital representation of an amount of cash for a cash provider; receiving agreement from the cash borrower and the cash provider to terms of an intraday trade comprising a duration of the intraday trade, a collateral trade amount of the collateral, and a cash trade amount of cash; a smart contract executing the intraday trade by providing the trade amount of the digital collateral to the cash provider and the cash trade amount of the digital cash to the cash borrower; and the smart contract returning the trade amount of the digital collateral to the cash borrower and the cash trade amount of the digital cash to the cash provider at the completion of the intraday trade.
    Type: Grant
    Filed: August 22, 2022
    Date of Patent: February 20, 2024
    Assignee: JPMORGAN CHASE BANK, N.A.
    Inventors: Scott Andrew Lucas, Christine Moy
  • Patent number: 11907869
    Abstract: Implementations of various methods and systems of a network, GPS system, mobile computing devices, servers, forward commodity market servers, grouping software for hubs, transparent open access pricing systems, blockchain audit and safety methods and systems, virtual hub systems, algorithm methods for no arbitrage conditions in a simple easy to use graphical user interface format for mobile or virtual computing over various mediums which are connected via a network to transact and trade transportation seats or capacity units in airline transport, subway transport, train transport, automobile transport, autonomous vehicle transport, taxi transport, space transport, package freight transport, tractor trailer freight transport, cargo freight transport, container freight transport, virtual transport, underground transport, ship or sea transport, public transport, private transport or drone transport on a computer, mobile computer device, audio computer device, virtual reality computer device or mixed reality comp
    Type: Grant
    Filed: February 12, 2023
    Date of Patent: February 20, 2024
    Assignee: CIRCLESX LLC
    Inventor: Erik M. Simpson
  • Patent number: 11909860
    Abstract: The present invention relates to a method, system, and program product for depositing, holding and/or distributing collateral in the form of a stable value token for a security token, the tokens being on the same underlying blockchain. Furthermore, the present invention relates to methods, systems and program products for lending digital assets, such as crypto currency, and related products.
    Type: Grant
    Filed: August 30, 2021
    Date of Patent: February 20, 2024
    Assignee: Gemini IP, LLC
    Inventors: Michael So, Ira Auerbach, Daniel William Halley James, Cameron Howard Winklevoss, Tyler Howard Winklevoss, Anas Saidi, Jamie Chapman
  • Patent number: 11908011
    Abstract: A computer-implemented method for performing a token escrow swap on a network of nodes is disclosed herein. The method includes performing a buy operation including receiving an indication of a buy order placed by a buyer node through a broker-dealer node. The indication of the buy order includes attributes of the buy order. The method further includes creating an unsigned token allowance transaction for the buy order and an unsigned buy order transaction and sending the unsigned token allowance transaction for the buy order and the unsigned buy order transaction to the broker-dealer node. Doing so enables signing the unsigned token allowance transaction for the buy order by the buyer node and signing the unsigned buy order transaction by the broker-dealer node for a token escrow swap node.
    Type: Grant
    Filed: December 9, 2021
    Date of Patent: February 20, 2024
    Assignee: Forge Global, Inc.
    Inventor: Greg Brogger
  • Patent number: 11907870
    Abstract: Implementations of various methods and systems of a network, GPS system, mobile computing devices, servers, forward commodity exchanges, grouping software for hubs, transparent open access pricing systems, blockchain audit and safety methods and systems, virtual hub systems, algorithm methods for no arbitrage conditions in a simple easy to use graphical user interface format for mobile or virtual computing over various mediums which are connected via a network to transact and trade transportation seats or capacity units in airline transport, subway transport, train transport, automobile transport, autonomous vehicle transport, taxi transport, space transport, virtual transport, underground transport, ship or sea transport, public transport, private transport or drone transport on a computer, mobile computer device, virtual reality computer device or mixed reality computing device.
    Type: Grant
    Filed: February 7, 2023
    Date of Patent: February 20, 2024
    Assignee: CIRCLESX LLC
    Inventors: Erik M. Simpson, Stuart Simpson
  • Patent number: 11908008
    Abstract: An exchange computer system for improving risk management is described. A user may create a risk profile that includes a risk threshold, and may identify a set of one or more security transaction orders to be associated with the risk profile. The exchange computer system may receive the risk profile from a user device, determine that the set of one or more security transaction orders are associated with the risk profile, and monitor the one or more security transaction orders included in the set. Based on the monitoring, the exchange computer system may determine that the risk threshold is satisfied. In response to determining that the risk threshold is satisfied, the exchange computer system may alert the user and cancel the one or more security transaction orders included in the set.
    Type: Grant
    Filed: July 28, 2021
    Date of Patent: February 20, 2024
    Assignee: Cboe Exchange, Inc.
    Inventors: Luca Samman, Kevin Carrai, Adam Inzirillo
  • Patent number: 11908009
    Abstract: Methods and systems are disclosed for determining changes or revisions to a set of data and providing a user with a computerized graphical depiction of these changes through the use of multiple geometric shapes, the positioning of which shapes relative to one another and the size of which shapes relative to one another depict the changes to the user.
    Type: Grant
    Filed: August 20, 2021
    Date of Patent: February 20, 2024
    Assignee: CFPH, LLC
    Inventors: Todd Berlent, Jeffrey Stephens, Luis Fernandez
  • Patent number: 11908007
    Abstract: This invention relates to systems and methods for processing and visualizing data related to trading strategies for exchange-traded equities based upon real-time options data.
    Type: Grant
    Filed: August 17, 2020
    Date of Patent: February 20, 2024
    Assignee: OptionsAI, LLC
    Inventors: John L. Foley, Alexander Griffiths, Calvin C. Lagator, Demetrios Lyristis
  • Patent number: 11907986
    Abstract: At least one database is organized as a plurality of records, wherein each record contains information associated with one individual person, and a portion of the information is customizable into at least one dynamically productizable dataset. When a request for a plurality of productized datasets is received, and when the request defines fields common to each of the plurality of productized information sets, the database is searched to find records that match the defined fields of the request. Information is retrieved from at least some of the found records that match the defined fields, and at least some of the retrieved information is formed into the plurality of productized datasets. The plurality of productized datasets is communicated to a source of the request.
    Type: Grant
    Filed: May 26, 2021
    Date of Patent: February 20, 2024
    Assignee: Canary Medical Switzerland AG
    Inventors: Michael E. Raynor, William L. Hunter
  • Patent number: 11908015
    Abstract: Various embodiments disclosed herein relate to order entry. In the electronic trading process, order entry involves setting one or more order entry parameters, sending one or more order entry parameters, or both setting and sending one or more order entry parameters. As will be described in more detail below, various order entry actions, such as moving a cursor across an order entry line, moving a cursor into an order entry region, pressing an order entry button, or performing a gesture, may be used to trigger the setting, sending, or both setting and sending of one or more order entry parameters. At least some embodiments relate to enabling an order entry action before the order entry action is able to set, send, or both set and send one or more order entry parameters.
    Type: Grant
    Filed: July 11, 2022
    Date of Patent: February 20, 2024
    Assignee: Trading Technologies International, Inc.
    Inventor: Brian J. Buck
  • Patent number: 11909801
    Abstract: A first code generator identifies a value representing a start of a data frame. In response the first code generator outputs a first code representing at least the start of data frame. Fixed parsing components each output a portion of the data located at a respective offset and having a respective data length, in response to receiving the first code from the first code generator. The extracted respective portion of the data is output. For each respective one of a plurality of data messages a finite state machine identifies a length of the respective data message. For each of a plurality of portions of data in the respective data message, the finite state machine reads a length of a respective portion of data, traverses the portion of the data, calculates an associated adjust factor, and outputs a GO control signal and the adjust factor, used by a plurality of variable parsing components.
    Type: Grant
    Filed: August 7, 2023
    Date of Patent: February 20, 2024
    Assignee: MORGAN STANLEY SERVICES GROUP INC.
    Inventor: Joveria Asif
  • Patent number: 11900457
    Abstract: A method determines forecaster biases based on the correlations between prediction errors made by a group of forecasters. The method measures forecaster skills in different areas of expertise based on the correlations between the absolute values of prediction errors made by a group of forecasters. The method uses bias and skill measurements to raise the precision of aggregate forecasts. The method also reduces bias in social network rating systems by linking the ratings with objectively verifiable predictions.
    Type: Grant
    Filed: August 13, 2021
    Date of Patent: February 13, 2024
    Inventor: Leonid Chuzhoy
  • Patent number: 11899635
    Abstract: Case management systems and techniques are disclosed. In various embodiments, an indication to create a case instance is received. A case model definition is parsed to determine a hierarchical data model to be used to create the case instance and a placeholder data to be associated with a case node comprising the hierarchical data model. The case model definition is used to create the case instance, including by associating the placeholder data with the case node in the case instance as created.
    Type: Grant
    Filed: December 13, 2019
    Date of Patent: February 13, 2024
    Assignee: OPEN TEXT CORPORATION
    Inventors: Satyapal P. Reddy, Jeroen Van Rotterdam, Muthukumarappa Jayakumar, Ravikumar Meenakshisundaram
  • Patent number: 11899431
    Abstract: [Object] To suppress increase in load on a calculator for processing electricity charges, in a case in which an electricity retailer that purchased power of which the price fluctuates sells power on the basis of metered charges in accordance with an amount of power usage of a consumer, by controlling facility equipment of the consumer on the basis of a relation between purchase prices and metered charges of the power.
    Type: Grant
    Filed: July 30, 2021
    Date of Patent: February 13, 2024
    Assignee: Daikin Industries, Ltd.
    Inventors: Takuya Nakao, Shuji Furui, Yoshihiro Nakagawa
  • Patent number: 11900460
    Abstract: In various aspects, a computer receives bond market information in digital form via a network cloud from various combinations of a trading computer of an electronic trading platform and an information computer of an information source and the computer then transforms the bond market information into a bond market analysis. Accordingly, the bond market information, which is generally disorganized digital information existing on various combinations of the trading computer and the information computer, is transmitted to the computer via the network cloud and then transformed by the computer into an organized bond market analysis, which is also in digital form, and which may be displayed in various ways. The computer may automatically generate order information in digital form in response to the bond market analysis and the computer may communicate the order via the network cloud to the trading computer for execution.
    Type: Grant
    Filed: August 10, 2023
    Date of Patent: February 13, 2024
    Inventor: Robert J. Smith
  • Patent number: 11900459
    Abstract: A method for performing an auction implemented via an exchange computer system includes receiving, from a user device, a security transaction order, receiving a first matching order, initiating a delay timer that runs for a first period of time, initiating an auction timer that runs for a second period of time, determining that the first period of time has expired, notifying a plurality of market participants of an auction, receiving, during the second period of time, one or more additional matching orders, wherein each of the one or more additional matching orders includes a request for participation in the auction, determining that the second period of time has expired, and facilitating a transaction based on the security transaction order.
    Type: Grant
    Filed: January 30, 2023
    Date of Patent: February 13, 2024
    Assignee: Cboe Exchange, Inc.
    Inventors: Adam Inzirillo, William Ciabattoni
  • Patent number: 11900428
    Abstract: A first transaction computer system and a second transaction computer system are provided. The first transaction computer system receives data transaction requests that may be routed to the second transaction computer system. The second transaction computer system attempts to match the routed data transaction request against pending data transaction requests using hidden attributes.
    Type: Grant
    Filed: October 13, 2021
    Date of Patent: February 13, 2024
    Assignee: NASDAQ, INC.
    Inventors: Leo Golubovsky, Chung-Sin Wang
  • Patent number: 11900461
    Abstract: Systems and methods for performing an exchange for physicals (EFP) may comprise receiving, with a matching engine module in communication with a processor, EFP data comprising an amount of securities to be traded and a price. The matching engine module may calculate a first delta percentage between the EFP data and an index based on the amount, the price, and an index value. The matching engine module may calculate a residual delta based on the first delta percentage and an index notional value. The matching engine module may attribute the residual delta to the securities.
    Type: Grant
    Filed: August 24, 2023
    Date of Patent: February 13, 2024
    Assignee: LIFFE Administration and Management
    Inventors: Benoit Andre Lamour, Anais Fabienne Christiane Dony
  • Patent number: 11900442
    Abstract: A method is disclosed for optimizing an order for a product for delivery. The method includes receiving an order for a product from a first requestor, the order identifying a delivery timeframe. The method also includes identifying an undelivered shipment of the product associated with an existing order of a second party. The method further includes transmitting a request to reroute the undelivered shipment of the product to the first requestor within the delivery timeframe. The method still further includes processing the order for the product. The processing includes arranging delivery of the product to the second party. Systems and apparatus are also disclosed to implement the disclosed methods.
    Type: Grant
    Filed: April 4, 2022
    Date of Patent: February 13, 2024
    Assignee: FORMULA LABS, LLC
    Inventor: Manish Chowdhary
  • Patent number: 11900458
    Abstract: Certain embodiments provide a block placing tool for building a user-defined algorithm for electronic trading. Certain embodiments provide for receiving by a block placing tool a selection of one or more blocks. Certain embodiments provide for receiving by a block placing tool a mapping definition including a mapping between block types and/or attributes. Certain embodiments provide for placing blocks based on a selection of blocks and a mapping definition.
    Type: Grant
    Filed: October 27, 2022
    Date of Patent: February 13, 2024
    Assignee: Trading Technologies International, Inc.
    Inventors: Daniel Lidor, Richard Lane
  • Patent number: 11900454
    Abstract: A system and method are provided for implementing an electronic exchange-based transaction message policy. One example method includes defining a message usage threshold to be used in relation to a client entity that utilizes one or more trading strategies and sends transaction messages to an electronic exchange. The method further includes dynamically monitoring the message usage at the client entity and comparing it to the defined message usage threshold. If the message usage exceeds the threshold limit, the method includes adjusting one or more trading strategies at the client entity in attempt to not violating the exchange-based transaction message policy.
    Type: Grant
    Filed: April 24, 2014
    Date of Patent: February 13, 2024
    Assignee: Trading Technologies International, Inc.
    Inventor: Brian J. Buck
  • Patent number: 11900478
    Abstract: A computer-implemented method comprising receiving a set of rules that define assigning tax codes for a first entity based on a plurality of parameters; receiving invoice data that defines an invoice directed to the first entity; automatically determining a commodity type applicable to the invoice data by digitally cross-referencing line items in the invoice data representing goods or services to community transaction data, the community transaction data comprising a plurality of different line item data for different invoices of other entities different from and unrelated to the first entity; automatically assigning tax codes to the invoice data based on the commodity type and the set of rules; and causing to display the commodity type and the tax codes in a graphical user interface.
    Type: Grant
    Filed: September 30, 2022
    Date of Patent: February 13, 2024
    Assignee: Coupa Software Incorporated
    Inventors: Donna Wilczek, Markus Hornburg, Zachary Randles, Lucy Ashdown
  • Patent number: 11893640
    Abstract: Disclosed herein is a method, apparatus, interface and platform for interactive investing, funding and trading. The Great Disruptors Platform (TGDP) provides a platform to companies (business entities) to raise capital online in exchange for equity, royalty and/or other compensation from individual investors and other investors by engaging with the potential investors.
    Type: Grant
    Filed: June 18, 2018
    Date of Patent: February 6, 2024
    Inventors: Alex Mond, Darshan Sedani, Teodros Gessesse
  • Patent number: 11894983
    Abstract: Systems and methods for scale testing infrastructure as a service systems are disclosed. A processing device generates a container image including a plurality of processes for providing compute functions and modifying a fake virtual driver with network switch functionality. The plurality of processes includes a compute process to create fake virtual machines using the modified fake virtual driver. The processing device generates a plurality of simulated compute nodes using the container image and generates a plurality of fake virtual machines using the modified fake virtual driver on one or more simulated compute nodes, scheduled as pods using a container orchestration engine. In this way, network and messaging traffic on the control plane is effectively simulated at scale. The modified fake driver enables network switch functionality so that network configuration for each fake virtual machine may be simulated, thereby mimicking the network actions of a virtual machine on a compute node.
    Type: Grant
    Filed: March 16, 2020
    Date of Patent: February 6, 2024
    Assignee: Red Hat, Inc.
    Inventors: Sai Sindhur Malleni, Venkata Anil Kumar Kommaddi
  • Patent number: 11893639
    Abstract: Systems and apparatus for processing a trade order include a computer configured for receiving market data for a financial asset, receiving pricing parameters and receiving proposed order quantity and price data. The computer is further configured for constructing proposed trades based on the proposed order quantity and price data, and for calculating a theoretical price for the financial asset based on the market data, pricing parameters as well as the proposed order price data. In addition, the computer is configured for comparing the constructed trades with the theoretical price, and displaying market data indicators relative to the theoretical price indicators based on the comparison.
    Type: Grant
    Filed: February 23, 2023
    Date of Patent: February 6, 2024
    Assignee: Intercontinental Exchange Holdings, Inc.
    Inventor: David R. Wender
  • Patent number: 11887069
    Abstract: Systems and methods for secure updating of allocations to user accounts are provided. In one aspect, a system includes one or more computer readable storage mediums having program instructions embodied therewith, and one or more processors configured to cause the system to identify an external institution associated with the future transfers, and initiate, based on the identified external institution, a proxy instance of a software application of the external institution to determine a set of endpoints and a set of the future transfers to the endpoints. The system is further configured to receive a request from a user to change at least one of the set of the endpoints and the set of the further transfers to the endpoints, and use the proxy instance, executing the requested change to at least one of the set of the endpoints or the set of the future transfers to the endpoints.
    Type: Grant
    Filed: May 4, 2021
    Date of Patent: January 30, 2024
    Assignee: Plaid Inc.
    Inventors: Michael Lai, Jeffrey Zhiyuan Wang, Raymond Cano, Maxwell Dodge Johnson, Thomas Fisher
  • Patent number: 11887189
    Abstract: A computer implemented method for a tracking platform comprises receiving a plurality of data records for the financial instrument; determining a number of units of the futures contract associated with a starting capital amount based on the near settlement price of the data record with the earliest timestamp; processing the data records in sequence based on the timestamp by setting a value for a roll indicator; updating the number of units of the financial instrument if necessary; and determining a profit and loss (“PNL”) for the data record based on the number of units of the financial instrument and a change in settlement price; calculating a tracking value for the financial instrument based on the PNLs of the processed data records; and generating at least one financial instrument having a value that is determined from the calculated tracking value.
    Type: Grant
    Filed: March 12, 2021
    Date of Patent: January 30, 2024
    Assignee: Chicago Mercantile Exchange Inc.
    Inventor: John Balaam Alexander Kerpel
  • Patent number: 11887191
    Abstract: A method for performing an auction implemented via an exchange computer system, including receiving, from a user device, a security transaction order, receiving a first matching order, initiating a delay timer that runs for a first period of time, determining that the first period of time has expired, initiating an auction timer that runs for a second period of time, receiving, during the second period of time, one or more additional matching orders, wherein each of the one or more additional matching orders includes a request for participation in the auction, determining that the second period of time has expired, and facilitating a transaction based on the security transaction order.
    Type: Grant
    Filed: February 17, 2023
    Date of Patent: January 30, 2024
    Assignee: Cboe Exchange, Inc.
    Inventors: Adam Inzirillo, William Ciabattoni
  • Patent number: 11887190
    Abstract: Methods, systems and computer-readable storage media disclosed herein provide visual depictions of warnings and errors. An example method includes detecting, using a computing device, a change in a design of a trading algorithm. The trading algorithm is defined by a user-specified arrangement of blocks representing trading functionality. The example method includes determining, using the computing device, whether the trading algorithm complies with a trading algorithm rule. The example method includes facilitating, using the computing device, at least one of warning handling or error handling when the trading algorithm does not comply with the trading algorithm rule. Facilitating warning handling or error handling includes displaying a warning or an error to the user in connection with the trading algorithm before the trading algorithm is available for execution.
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: January 30, 2024
    Assignee: Trading Technologies International, Inc.
    Inventors: Richard Lane, Gregory DeArment
  • Patent number: 11887188
    Abstract: To represent broker interest in a security, a system receives broker interest to buy or sell a security at a first price with a minimum trade size, and receives an order with an order trade size. The system determines whether the order trade size is greater than the minimum trade size, and responsive to determining whether the order trade size is greater than the minimum trade size, the system trades at least part of the broker interest against the order if the order trade size is greater than the minimum trade size.
    Type: Grant
    Filed: October 10, 2006
    Date of Patent: January 30, 2024
    Assignee: NYSE Group, Inc.
    Inventors: Roger Burkhardt, Anne E. Allen, Robert J. McSweeney, Louis G. Pastina
  • Patent number: 11886680
    Abstract: A system for managing an electronic loan application can include: a loan information pane listing financial information associated with a loan transaction, the financial information including details of the loan transaction and an indicator of a status of an attribute of the loan transaction; an action pane listing upcoming actions associated with the loan transaction; and an assets pane listing assets associated with the loan transaction, the assets pane including: a list with each of the assets, including identification of each of the assets; and a statement pane for a selected asset of the assets, the statement pane listing items associated with a statement for the selected asset, with each of the items including a status indicator and a highlighted excerpt from the statement.
    Type: Grant
    Filed: December 16, 2022
    Date of Patent: January 30, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Sivamurugan Paramasamy, Nathan Longfellow
  • Patent number: 11886923
    Abstract: A system includes a processor and memory that stores asset identifiers. The asset identifiers correspond to a respective index and a respective category. The memory stores instructions for execution by the processor. The instructions include, in response to receiving a request signal from a user device, obtaining a set of asset identifiers corresponding to a first index indicated in the request signal and filtering the set of asset identifiers based on a first category indicated in the request signal. The instructions include generating an adjusted set of asset identifiers by, for each category represented in the filtered set of asset identifiers, adjusting a representation ratio of the asset identifiers associated with the corresponding category in response to the request signal including the representation ratio associated with the corresponding category, and transforming an interface of the user device by rendering a graphical depiction of the adjusted set of asset identifiers.
    Type: Grant
    Filed: November 22, 2020
    Date of Patent: January 30, 2024
    Assignee: CHARLES SCHWAB & CO., INC.
    Inventors: Travis Rothlisberger, Sohaib Saeed
  • Patent number: 11887102
    Abstract: In one embodiment, a method includes, by one or more computing devices associated with a payment service (PS), assigning a first payment card number of a first plurality of payment card numbers to an account of a user, wherein the first plurality of payment card numbers is issued from a first issuer processor. The PS detecting an event affecting the use of the first payment card in a transaction. The PS, in response to detecting the event, accessing a second plurality of payment card numbers issued from a second issuer processor and assigning a second payment card number of the second plurality of payment card numbers to the account of the user. The PS receiving an indication that a status of the event has changed. The PS, in response to receiving the indication, automatically enabling, the first payment card number for use in transactions for the account of the user.
    Type: Grant
    Filed: July 31, 2019
    Date of Patent: January 30, 2024
    Assignee: Block, Inc.
    Inventors: Conor Walsh, Michael Bain, Alexander Szlavik
  • Patent number: 11887194
    Abstract: A set of estimated allocations Nest(X1) through Nest(Xk) of portfolio positions to products X1 through Xk may be determined, with products X1 through Xk including portfolio products and spread-traded products based on some of the portfolio products. Utilizing the set of estimated allocations, an optimized liquidation cost LCopt may be designated. Data indicating at least a portion of a performance bond based on the optimized liquidation LCopt may be output.
    Type: Grant
    Filed: February 28, 2022
    Date of Patent: January 30, 2024
    Assignee: Chicago Mercantile Exchange Inc.
    Inventors: Adam Olszewski, Dmitriy Glinberg, Edmund Li, Feliks Landa
  • Patent number: 11880878
    Abstract: A system includes a plurality of servers that are configured to execute a distributed matching system for the trading of one or more items.
    Type: Grant
    Filed: October 18, 2021
    Date of Patent: January 23, 2024
    Assignee: CFPH, LLC
    Inventor: Jacob Loveless