Computerized interface for monitoring financial information and executing financial transactions

• US 7,904,358 B2
• Filed: 02/28/2001
• Issued: 03/08/2011
• 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: Brittingham, Brian S., Jessop, Thomas
• Primary Examiner(s): Subramanian, Narayanswamy
• Application Number:
  US09/796,570
• Publication Number:
  US 20020120543A1
• Time in Patent Office: 3,660 Days
• Field of Search: 705 35- 37, 395/18, 707102-105, 715/501
• US Class Current: 705/35
• 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

1. A processing system-implemented method, comprising:

providing via a processor a plurality of financial information data sources to a server side data processing system;

providing a plurality of applications that interact with said plurality of financial information data sources;

receiving at least one customization parameter;

constructing, by said plurality of applications and according to the received at least one customization parameter, a plurality of customized graphical user interface panels from a plurality of non-customized graphical user interface panels that include financial information data from said plurality of financial information data sources;

providing, within a second interface, user selectable options for pre-selecting a plurality of panels from said plurality of non-customized panels;

receiving a plurality of pre-selected panels from said plurality of non-customized graphical user interface panels;

providing said plurality of customized panels and said plurality of pre-selected panels for display by a client side graphical user interface according to the at least one customization parameter;

providing at least one Alert interface according to the at least one customization parameter to present an indication of an alert, the alert received from an alert server; and

displaying, according to the at least one customization parameter, said plurality of customized graphical user interface panels and said plurality of pre-selected graphical user interface panels by said client side graphical user interface, and said Alert interface within said graphical user interface, to present the financial information data from said financial information data sources in a consistent and personalized manner.

2. The method of claim 1 wherein said interface is chosen from the group comprising:

a Web page and an email interface.

3. The method of claim 2, wherein said graphical user interface further comprises a Web page.

4. The method of claim 3, wherein said Web page is chosen from the group comprising:

Ideas, Markets, Research, Trading, Tools, Reporting, Products, Events, Portfolio and Deals.

5. The method of claim 1 further comprising providing a second plurality of customized panels for display by the second interface.

6. The method of claim 5 wherein said second interface is chosen from the group comprising:

a Web page and an email interface.

7. The method of claim 1, wherein the providing a plurality of data sources to a server side data processing system further comprises providing at least some data sources of said plurality through an value added content system.

8. The method of claim 7, wherein the providing at least some data sources of said plurality through an value added content system further comprises:

creating content through a template interface;

editing content through a template interface; and

,

publishing content through a template interface.

9. An apparatus for displaying financial information data in a client side data processing system, said apparatus comprising:

a memory;

a processor disposed in communication with said memory, and configured to issue a plurality of processing instructions stored in the memory, wherein the processor issues instructions to;

receive at least one customization parameter;

provide a plurality of financial information data sources from a server side data processing system, with at least some financial information data sources of said plurality being constructed through a value added content system according to the received at least one customization parameter, wherein the value added content system further comprises;

a first template interface for creating content,

a second template interface for editing content, and

a third template interface for publishing content;

construct a plurality of applications that interact with said plurality of financial information data sources and construct a plurality of customized graphical user interface panels using a plurality of non-customized graphical user interface panels that include financial information data from said plurality of financial information data sources;

provide a WEB application graphical user interface comprised of a first plurality of customized panels constructed from the plurality of said non-customized graphical user interface panels;

provide an email application graphical user interface comprised of a second plurality of customized panels constructed from the plurality of said non-customized graphical user interface panels; and

provide an Alert graphical user interface with user selectable options for pre-selecting one or more of said plurality of customized panels and non-customized panels;

wherein said pre-selected plurality of customized panels and non-customized panels are displayed, at least in part, on either one of said WEB application or email application graphical user interfaces to present Alert data from said plurality of financial information data sources in a consistent and personalized manner according to the at least one customization parameter.

10. The apparatus of claim 9, wherein said interface further comprises a Web page.

11. The apparatus of claim 10, wherein said Web page is chosen from the group comprising:

Ideas, Markets, Research, Trading, Tools, Reporting, Products, Events, Portfolio and Deals.

12. A processing system-implemented method for providing a customized financial information interface, said method comprising:

receiving in a storage element and processing via a processor at least one user customization parameter;

providing a plurality of financial information sources to a server side data processing system;

providing a plurality of applications that interact with said plurality of financial information sources;

constructing, by said plurality of applications and according to the received at least one user customization parameter, a plurality of customized graphical user interface panels from a plurality of non-customized graphical user interface panels that include financial information from said plurality of financial information sources;

providing, within a second interface, user selectable options for pre-selecting a plurality of panels from said plurality of non-customized panels;

receiving a plurality of pre-selected panels from said plurality of non-customized graphical user interface panels;

providing said plurality of customized panels and said plurality of pre-selected panels for display by a client side graphical user interface;

providing at least one Alert interface according to the at least one customization parameter to present an indication of an alert received from an alert server; and

displaying said plurality of customized graphical user interface panels and said plurality of pre-selected graphical user interface panels by said client side graphical user interface, and said Alert interface within said graphical user interface according to the received at least one user customization parameter, to present the financial information from said financial information sources in a consistent and personalized manner.

13. A non-transitory processor-readable medium having processor-executable program instructions residing thereon, wherein the processor-executable program instructions are issuable by a processor to:

provide a plurality of financial information data sources to a server side data processing system;

provide a plurality of applications that interact with said plurality of financial information data sources;

receive at least one customization parameter;

construct, by said plurality of applications and according to the received at least one customization parameter, a plurality of customized graphical user interface panels from a plurality of non-customized graphical user interface panels that include financial information data from said plurality of financial information data sources;

provide, within a second interface, user selectable options for pre-selecting a plurality of panels from said plurality of non-customized panels;

receive a plurality of pre-selected panels from said plurality of non-customized graphical user interface panels;

provide said plurality of customized panels and said plurality of pre-selected panels for display by a client side graphical user interface according to the at least one customization parameter;

provide at least one Alert interface according to the at least one customization parameter to present an indication of an alert, the alert received from an alert server; and

display, according to the at least one customization parameter, said plurality of customized graphical user interface panels and said plurality of pre-selected graphical user interface panels by said client side graphical user interface, and said Alert interface within said graphical user interface, to present the financial information data from said financial information data sources in a consistent and personalized manner.

14. The processor-readable of claim 13 wherein said interface is chosen from the group comprising:

a Web page and an email interface.

15. The processor-readable medium of claim 14, wherein said graphical user interface further comprises a Web page.

16. The processor-readable medium of claim 15, wherein said Web page is chosen from the group comprising:

Ideas, Markets, Research, Trading, Tools, Reporting, Products, Events, Portfolio and Deals.

17. The processor-readable medium of claim 13, further comprising processor-issuable instructions to provide a second plurality of customized panels for display by the second interface.

18. The processor-readable medium of claim 17 wherein said second interface is chosen from the group comprising:

a Web page and an email interface.

19. The processor-readable medium of claim 18, wherein the processor-issuable instructions to provide a plurality of data sources to a server side data processing system further comprises instructions to provide at least some data sources of said plurality through an value added content system.

20. The processor-readable medium of claim 19, wherein the processor-issuable instructions to provide at least some data sources of said plurality through an value added content system further comprises instructions to:

create content through a template interface;

edit content through a template interface; and

,

publish content through a template interface.