×

Workflow management system and method

  • US 7,392,210 B1
  • Filed: 08/03/2000
  • Issued: 06/24/2008
  • Est. Priority Date: 04/07/2000
  • Status: Active Grant
First Claim
Patent Images

1. A computerized method of workflow management for a trustee handling a plurality of securitization transactions comprising the steps of:

  • recording deal setup information in an electronic database including information related to the structure of each of the securitizations;

    recording workflow status information for each of the securitizations in the electronic database;

    periodically receiving asset level data transmitted by at least one asset manager;

    aggregating the asset level data;

    transmitting the aggregated asset level data electronically to a workflow management software module;

    providing an active deals display generated by the workflow management software module, based at least in part on the aggregated asset level data, the recorded deal setup information and the recorded workflow status information, which display provides access to workflow status information for particular securitizations, provides prompts for a user as to work which is to be done with respect thereto, and permits the user to initiate actions required for performance of the trustee'"'"'s duties; and

    updating the recorded workflow status information for the securitizations based on work performed with respect thereto.

View all claims
  • 3 Assignments
Timeline View
Assignment View
    ×
    ×