Computerized interface for monitoring financial information and executing financial transactions

• US 20020120543A1
• Filed: 02/28/2001
• Published: 08/29/2002
• Est. Priority Date: 02/28/2001
• Status: Active Grant

• Current Assignee: Goldman Sachs & Co. LLC (Goldman Sachs Group Incorporated)
• Original Assignee: Goldman Sachs & Company (Goldman Sachs Group Incorporated)
• Inventors: Jessop, Thomas, Brittingham, Brian S.
• Granted Patent: US 7,904,358 B2
• Time in Patent Office: Days
• US Class Current: 705/36
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99936 Pattern matching access

Abstract

Apparatus, methods and articles of manufacture for monitoring financial information and executing financial transactions are disclosed. A client side interface comprises a number of panels, which are constructed byway of applications from various data sources. The panels can be customized as to content and appearance on the client, and the interface can be any one of a number of interfaces, including web pages, email interfaces and alert interfaces. The data sources are further provided, at least in part, by way of a value added content provider system, which comprises creating, editing and publishing interfaces.

Claims