Trader portal system and method

• US 8,700,441 B1
• Filed: 03/25/2009
• Issued: 04/15/2014
• Est. Priority Date: 03/25/2009
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Courage, Miles, Janssens, Ken C., Dobrick, Jeremy
• Primary Examiner(s): Zeender, Ryan
• Assistant Examiner(s): Wilder, Hunter
• Application Number:
  US12/410,716
• Time in Patent Office: 1,847 Days
• Field of Search: 705/7, 705/37, 705/7.25, 709/203, 715/500
• US Class Current: 705/7.25
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• 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

Abstract

Embodiments of the invention are directed to a computer-implemented trader portal system and method for use within a trading organization supporting multiple traders. The trader portal system integrates available trader related resources from multiple sources for trader viewing and utilization. The trader portal system may include administrative controls for allowing administrative configuration of the trader related resources visible to the multiple traders within the trading organization. The trader portal system may further include a source collection engine for collecting the trader-related resources from the multiple sources and a source integration engine for integrating the collected trader related resources with the trader portal system in accordance with the administrative configuration. The trader portal system may further include multiple modules accessible to the traders through a user interface, each of the multiple modules displaying at least one of the collected trader related resources as determined by the source integration engine.

Claims

1. A computer-implemented trader portal system for use within a trading organization supporting multiple traders, the trader portal system for integrating available trader related resources from multiple sources for trader viewing and utilization, the trader portal system comprising:

administrative controls for allowing administrative configuration of the trader related resources visible to the multiple traders within the trading organization;

a source collection engine, implementing computer processing components, for collecting the trader related resources from the multiple sources in accordance with the administrative configuration, the multiple sources including at least one internal source, the internal source disposed inside of the trading organization and accessed over a first network, and at least one external source located externally of the trading organization and accessed over a second network;

a source integration engine, implementing computer processing components, for automatically integrating the trader related resources collected from the multiple sources with a plurality of trading modules in accordance with the administrative configuration; and

multiple interface modules accessible to the traders through a user interface, wherein at least one interface module displays trader related resources integrated with at least one of the trading modules, said at least one interface module displaying the trader related resources from an internal source disposed inside the trading organization and an external source disposed external of the trading organization in accordance with the administrative configuration, the user interface customizable by a trader of the multiple traders within the trading organization.

2. The system of claim 1, further comprising a source selection engine for selecting the trader related resources available to each of the multiple traders.

3. The system of claim 1, wherein the multiple interface modules comprise a client value interface module for allowing a trader to view spread, profit, and commission for a particular trade.

4. The system of claim 1, wherein the multiple interface modules comprise a funding interface module for providing funding data.

5. The system of claim 1, wherein the multiple interface modules comprise a project interface module that allows a trader to view progress of projects.

6. The system of claim 1, wherein the multiple interface modules comprise a leave interface module, the leave interface module providing a leave summary screen that allows users to request time off and view scheduling of other personnel.

7. The system of claim 1, wherein the multiple interface modules further comprise a risk interface module allowing for submission of risk estimates and comparison of the risk estimates with actual values.

8. The system of claim 1, wherein the multiple interface modules further comprise a priorities interface module for allowing a trader to prioritize tasks and goals.

9. The system of claim 1, wherein the multiple interface modules further comprise a trade ideas interface module for allowing a trader to share new ideas with other departments and traders.

10. The system of claim 1, wherein the multiple interface modules further comprise a news interface module for allowing a trader to view news related to projects of interest.

11. The system of claim 1, wherein the multiple interface modules further comprise an information interface module for providing access to directories and dictionaries.

12. A computer-implemented method for providing a trader portal system for use within a trading organization supporting multiple traders, the trader portal system for integrating available trader related resources from multiple sources for trader viewing and utilization, the method comprising:

processing settings from administrative controls for allowing administrative configuration of the trader related resources visible to the multiple traders within the trading organization;

collecting, in accordance with the administrative configuration, the trader related resources from the multiple sources using a source collection engine that includes programmed computer processing components, the sources including at least one internal source, the internal source disposed inside of the trading organization and accessed over a first network, and at least one external source located externally of the trading organization and accessed over a second network;

automatically integrating, using a source integration engine that includes programmed computer processing components, the trader related resources collected from the multiple sources by the source collection engine with multiple trading modules in accordance with the administrative configuration; and

providing the traders with access to integrated trader related resources from the multiple sources through multiple interface modules accessible to the traders through a computer user interface, wherein at least one interface module of the multiple interface modules displays trader related resources from an internal source disposed inside the trading organization and an external source disposed external of the trading organization integrated with at least one corresponding trading modules in accordance with the administrative configuration, the user interface customizable by a trader of the multiple traders within the trading organization.

13. The method of claim 12, further comprising implementing a source selection engine for selecting the trader related resources available to each of the multiple traders.

14. The method of claim 12, further comprising providing a client value interface module for allowing a trader to view spread, profit, and commission for a particular trade.

15. The method of claim 12, further comprising providing a funding interface module for providing funding data.

16. The method of claim 12, further comprising providing a project interface module that allows a trader to view progress of projects.

17. The method of claim 12, further comprising providing a leave interface module, the leave interface module providing a leave summary screen that allows traders to request time off and view scheduling of other personnel.

18. The method of claim 12, further comprising providing a risk interface module allowing for submission of risk estimates and comparison with actual risk figures.

19. The method of claim 12, further comprising providing a priorities interface module for allowing a trader to prioritize tasks and goals.

20. The method of claim 12, further comprising providing a trade ideas interface module for allowing a trader to share new ideas with other departments and traders.

21. The method of claim 12, further comprising a news interface module for allowing a trader to view news related to projects of interest.

22. The method of claim 12, further comprising providing an information interface module for providing access to directories and dictionaries.

23. A computer-implemented trader portal system for use within a trading organization supporting multiple traders, the trader portal system for integrating available trader related resources from multiple sources for trader viewing and utilization, the trader portal system comprising:

an entitlements engine for providing access entitlement to traders to view selected resources from the available trader related resources visible to the multiple traders within the trading organization;

a source collection engine, implementing computer processing components, for collecting the selected resources from the multiple sources in accordance with the administrative configuration;

a source integration engine, implementing computer processing components, for automatically integrating the collected selected resources with a plurality of trading modules in accordance with the administrative configuration; and

multiple interface modules accessible to the traders through a user interface, at least one interface module of the multiple interface modules displays trader related resources from an internal source disposed inside the trading organization and an external source disposed external of the trading organization integrated with at least one trading module in accordance with the administrative configuration, the multiple interface modules including a client value interface module, a risk interface module, and a funding interface module, the user interface customizable by a trader of the multiple traders within the trading organization.

24. The system of claim 23, wherein the multiple sources include at least one internal source, the internal source disposed inside of the trading organization and accessed over a first network, and at least one external source located externally of the trading organization and accessed over a second network.

25. The system of claim 23, further comprising a source selection engine for selecting the trader related resources available to each of the multiple traders.

26. A computer-implemented method for providing a trader portal system for use within a trading organization supporting multiple traders, the multiple traders having access to both trading systems and trade-related resources, the trader portal system for automatically integrating available trade related resources from a plurality of sources with a plurality of trader modules for trader viewing and utilization in at least one interface module, the method comprising:

determining through an entitlements engine, entitlements to selected trader related resources for a participating trader;

providing through the trader portal system, the selected trader related resources to the participating trader in a user interface including multiple interface modules, wherein at least one interface module of the multiple interface modules displays trader related resources from an internal source disposed inside the trading organization and an external source disposed external of the trading organization integrated from the plurality of sources in accordance with an administrative configuration and entitlements of the participating trader; and

allowing access outside of the trader portal system to the trading systems for trader related resources and for trading functions.

27. A computer-implemented method for providing a trader portal system for use within a trading organization supporting multiple traders, the trader portal system for integrating available trade related resources from multiple sources for trader viewing and utilization, the method comprising:

processing settings from administrative controls for allowing administrative configuration of the trader related resources visible to the multiple traders within the trading organization;

collecting, in accordance with the administrative configuration, the trader related resources from the multiple sources using a source collection engine that includes programmed computer processing components, the sources including at least one internal source, the internal source disposed inside of the trading organization and accessed over a first network, and at least one external source located externally of the trading organization and accessed over a second network;

automatically integrating, using a source integration engine that includes programmed computer processing components, the trader related resources collected from the multiple sources with one or more trading modules in accordance with the administrative configuration; and

providing the traders with access to integrated trader related resources through multiple interface modules accessible to the traders through a user interface, wherein the multiple interface modules display trader related resources integrated from an internal source disposed inside the trading organization and an external source disposed external of the trading organization in accordance with the administrative configuration, the user interface customizable by a trader of the multiple traders within the trading organization, wherein providing multiple interface modules comprises,

providing a source selection engine for selecting the trader related resources available to each of the multiple traders,

providing a client value interface module for allowing a trader to view spread, profit, and commission for a particular trade,

providing a funding interface module for providing funding data;

providing a project interface module that allows a trader to view progress of projects,

providing a leave interface module, the leave interface module providing a leave summary screen that allows traders to request time off and view scheduling of other personnel,

providing a risk interface module allowing for submission of risk estimates and comparison with actual risk figures,

providing a priorities interface module for allowing a trader to prioritize tasks and goals, and

providing a trade ideas interface module for allowing a trader to share new ideas with other departments and traders.