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User interfaces for efficient trade entry and management

  • US 8,374,950 B1
  • Filed: 02/02/2009
  • Issued: 02/12/2013
  • Est. Priority Date: 11/30/2005
  • Status: Active Grant
First Claim
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1. A computerized order management system comprising:

  • a display device having a user interface for facilitating post-trade processing by a user, the user interface comprising;

    a pending view for displaying those trades that require further action by the user to be completed; and

    a completed view displaying those trades that are completed, whereinthe user interface is adapted to support name-pending transactions in which the user may enter an order without initially specifying a client name and then subsequently specify the client name,to support name switch transactions in which the user may, following commencement of a trade, substitute the name of a first party for a second party in the trade where the first party has a credit line with the counter-party to the trade and the second party, and the second party does not have a credit line with the counter-party to the trade, andto support name-check transactions wherein a buy and sell order are matched, but at least one party to the transaction must approve its proposed counterparty before the transaction can be completed.

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