Website for financial information

• US 6,772,146 B2
• Filed: 05/09/2001
• Issued: 08/03/2004
• Est. Priority Date: 05/10/2000
• Status: Expired due to Term

• Current Assignee: The Chase Manhattan Bank (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Khemlani, Sanjeev, Singer, Adam
• Primary Examiner(s): Robinson, Greta
• Assistant Examiner(s): Le, Debbie M.
• Application Number:
  US09/851,790
• Publication Number:
  US 20020049713A1
• Time in Patent Office: 1,182 Days
• Field of Search: 707/1-3, 707/9-10, 705/35-36, 705/44
• US Class Current: 705/36.00R
• CPC Class Codes: G06F 16/954 Navigation, e.g. using categorised browsing
• CPC Class Codes: G06Q 20/40 Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check credit lines or negative lists
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• 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 707/99932 Access augmentation or optimizing
• CPC Class Codes: Y10S 707/99939 Privileged access

Abstract

A system for retrieval and display of financial information to a plurality of users is disclosed. The users are provided with a portal display page which can be customized by the users to include one or a plurality of independently functioning display modules. Each display module may be populated with a different type of information. The information provided in each module may be customized by the users.

Claims

1. An information system comprising:

a communication network;

a database server operatively connected to said communication network, said database server retrievably storing a plurality of custom records, each of said custom records having a plurality of searching parameters;

a plurality of user stations operatively connected to said communication network, each of said user stations providing an authorized user with access to said database server;

at least one coordinator station operatively connected to said communication network, said at least one coordinator station providing an authorized coordinator with access to said database server;

at least one searchable information source operatively connected to said communication network, said at least one information source containing data that is searchable using at least one of said searching parameters;

wherein only a portion of said custom records may be accessed by an authorized user, said portion of custom records including custom records created and retrievably stored by said authorized user and custom records created and retrievably stored by an authorized coordinator, whereby said portion of said custom records may be created and accessed by an authorized user and an authorized coordinator on a shared basis.

2. The information system of claim 1, further comprising an information server for transmitting information to said plurality of user stations.

3. The information system of claim 2, wherein said information comprises a result of a search of said at least one searchable information source based on said at least one searching parameter.

4. The information system of claim 3, wherein said plurality of user stations each includes a display terminal for displaying said information.

5. The information system of claim 4, wherein each of said records in said portion of records is retrievably stored under a respective unique designation.

6. The information system of claim 4, wherein said information is displayed in an information module displayable by a display terminal.

7. A system for displaying information comprising:

a plurality of searchable information sources containing searchable data;

a database server containing a database, said database including a plurality of records, each record including a plurality of searching parameters and having a unique designation, whereby each record can be retrieved by its respective unique designation and used to search at least one of said searchable information sources to obtain a search result;

an information server operatively connected to said database server and said plurality of searchable information sources, said information server being connected to a communication network and capable of transmitting a page containing said search results to a display terminal via said communication network, said page including a plurality of independently modifiable information display modules for displaying information based on said search results, wherein at least one of said information display modules is associated with a respective menu for displaying a plurality of said unique designations as selectable options so that a user may select one of said unique designations to have a search performed based on said searching parameters in said record assigned thereto to obtain a search result to modify based thereon said information displayed in said associated display module.

8. A system according to claim 7, wherein said page is a web page.

9. A system according to claim 8, wherein said web page includes automatically updateable information display modules.

10. A system according to claim 7, wherein said modules include a plurality associated selectable functional buttons.

11. A system according to claim 10, wherein at least one of said buttons activates a function for constructing a graphical display of said information.

12. A system according to claim 10, wherein at least one of said buttons activates a function for expanding the scope of said information displayed in said modules.

13. A system according to claim 12, wherein said database further includes records containing parameters uniquely associated with an individual user, said parameters being used to customize the contents of a page for said individual user.

14. A system according to claim 13, wherein said database includes a record containing a parameter for displaying a message to said individual user inside an information module in said page for a designated period of days.

15. A system according to claim 14, wherein said system includes a feature for preventing the display of said message on an expiration date.

16. A system according to claim 14, wherein said designated period of days is adjustable.

17. A system for displaying information in a web page comprising:

a plurality of information sources;

a database containing custom records, each custom record containing at least one search parameter for searching at least one of said plurality of information sources, wherein at least a first portion of said custom records is accessible and modifiable only by a first user and a coordinator, and a second portion of said custom records is accessible and modifiable only by a second user and said coordinator, said coordinator and said first user and said coordinator and said second user having access to said first portion and said second portion respectively on a shared basis; and

an information server operatively connected to a plurality of user stations via a network to receive requests for information from each one of said user stations and transmit information to each one of said user stations, each one of said user stations being associated with a respective display terminal for displaying a web page;

wherein said information server may transmit code to each of said plurality of user stations to display a portal web page via a respective display terminal associated with each of said plurality of user stations, said portal web page including a plurality of information display modules each for displaying information to a user, said information being compiled based on searching at least one of said information sources using at least one search parameter, said plurality of information display modules including modules for displaying information compiled based on search parameters in custom records that are accessible on a shared basis, and information display modules for displaying information compiled based on search parameters in custom records that are accessible only to said coordinator, said modules for displaying information compiled based on search parameters in custom records that are accessible on a shared basis including a module for displaying information about equities, a module for displaying information about bonds, a module for displaying information about market indices, a module for displaying information about foreign exchange rates, a module for displaying news, a module for displaying a preselected set of hyper-links, and said modules for displaying information compiled based on search parameters in custom records that are accessible only to said coordinator including a module for displaying commentaries relating to market conditions, a module for displaying LIBOR and treasury yields, a module for displaying the price and volume movement of a security, a module for displaying a message from said coordinator, a search module for searching the definition of financial terms, a module for providing a country-by-country financial news, and a scrolling ticker for displaying ticker symbols for stocks and their respective price and volume trade in the market.