VISUALIZATION OF CHANGES THROUGH THE USE OF GRAPHICAL GEOMETRIC SHAPES

• US 20180336633A1
• Filed: 07/30/2018
• Published: 11/22/2018
• Est. Priority Date: 07/02/2015
• Status: Active Grant

• Current Assignee: CFPH LLC (Cantor Fitzgerald, L.P.)
• Original Assignee: CFPH LLC (Cantor Fitzgerald, L.P.)
• Inventors: Berlent, Todd, Stephens, Jeffrey, Fernandez, Luis
• Granted Patent: US 10,235,715 B2
• Time in Patent Office: Days
• 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

Methods and systems are disclosed for determining changes or revisions to a set of data and providing a user with a computerized graphical depiction of these changes through the use of multiple geometric shapes, the positioning of which shapes relative to one another and the size of which shapes relative to one another depict the changes to the user.

Claims

1. A method comprising:

receiving, via at least one processor, an indication that a lot is allocated to fulfill delivery of a transaction, wherein the lot is scheduled for delivery during a delivery window, wherein the lot comprises a pool, wherein the lot comprises a current face amount, and wherein the pool comprises an original and a current face amount;

responsive to receiving the indication, displaying on a timeline, via the at least one processor on a display to a user, a first lot revision box that comprises a geometric shape that graphically depicts information about the lot that is scheduled for delivery and the pool, wherein the first lot revision box comprises a first pool box that represents and conveys information about the pool, wherein the first pool box comprises a geometric shape positioned within the first lot revision box, and wherein a size of the first pool box is proportional to the current face value of the pool relative to the current face value of the lot;

receiving, via the at least one processor, an indication that a revision to the delivery of the lot has occurred;

responsive to receiving the indication of the revision, displaying on the timeline, via the at least one processor on the display to the user, a second lot revision box proximate to the first lot revision box, wherein the second lot revision box comprises a geometric shape that graphically depicts the revision to the delivery of the lot, and wherein the second lot revision box comprises a second pool box that comprises a geometric shape positioned within the second lot revision box; and

in connection with displaying the second lot revision box, making, via the at least one processor, a visual change to the first pool box, wherein the visual change reflects the revision.

2. The method of claim 1, further comprising:

transmitting via a network to a device in use by another user for display on the device the second lot revision box and the first lot revision box comprising the visual change.

3. The method of claim 1, wherein the pool comprises a first pool, wherein prior to the revision, the lot comprises the first pool and a second pool different from the first pool, the second pool having a current face value, wherein the first lot revision box comprises a third pool box that represents and conveys information about the second pool, wherein the third pool box comprises a geometric shape positioned within the first lot revision box proximate to the first pool box, and wherein a size of the third pool box is proportional to the current face value of the second pool relative to the current face value of the lot.

4. The method of claim 3, further comprising:

receiving an indication that the user selected the first pool box, wherein receiving the indication is a result of the user at least one of;

clicking on the first pool box with a mouse, hovering a mouse pointer over the first pool box, and touching the first pool box; and

responsive to receiving the indication, displaying on the display a graphical text box that displays to the user information about the first pool.

5. The method of claim 1, wherein the revision changes a quantity of the current face amount that is being delivered by the pool.

6. The method of claim 5, wherein the second pool box also represents the pool and has a size smaller than the first pool box, the size of the second pool box being proportional to the changed face value of the pool relative to the current face value of the lot.

7. The method of claim 6, wherein the pool comprises a first pool, wherein the second lot revision box comprises a third pool box that represents a second pool different from the first pool and that makes up the lot, wherein the second pool has a current face value, and wherein the third pool box comprises a geometric shape positioned within the second lot revision box proximate the second pool box and has a size that is proportional to the current face value of the second pool relative to the current face value of the lot.

8. The method of claim 7, wherein the first lot revision box also comprises a pool box that represents the second pool.

9. The method of claim 7, wherein the revision adds the second pool to the lot, and wherein the first lot revision box does not include a pool box that represents the second pool.

10. The method of claim 7, further comprising:

in connection with displaying the second lot revision box, displaying on the display an arrow between the first lot revision box and the second lot revision box, wherein the arrow is positioned proximate to the first pool box and the second pool box.

11. The method of claim 1,

wherein the pool comprises a first pool, and wherein the revision comprises a substitution of the first pool with a second pool and a third pool that are different from the first pool,

wherein the second and third pools each has a respective current face value,

wherein the second pool box represents the second pool,

wherein the second lot revision box further comprises a third pool box that comprises a geometric shape positioned within the second lot revision box proximate to the second pool box and that represents the third pool,

wherein a size of the second pool box is proportional to the current face value of the second pool relative to the current face value of the lot;

wherein a size of the third pool box is proportional to the current face value of the third pool relative to the current face value of the lot; and

wherein the size of the second pool box plus the size of the third pool box are the same size as the first pool box.

12. The method of claim 1, wherein the lot comprises a mortgage lot comprising at least one mortgage pool.

13. The method of claim 1, wherein the visual change comprises at least one of:

a change in a color, a change in a gradient, a change in a text, a change in a texture, and a change in a pattern.

14. The method of claim 1, wherein the first and second lot revision boxes are displayed one next to the other along a horizontal axis or one on top of the other along a vertical axis.

15. The method of claim 1,

wherein the revision comprises a first revision;

and

wherein the method further comprises;

receiving an indication that a second revision to the delivery of the lot has occurred, the second revision being subsequent to the first revision;

responsive to receiving the indication of the second revision, displaying on the timeline on the display a third lot revision box proximate to the second lot revision box, wherein the third lot revision box comprises a geometric shape that graphically depicts the second revision to the delivery of the lot, and wherein the third lot revision box comprises a third pool box that comprises a geometric shape positioned within the third lot revision box; and

in connection with displaying the third lot revision box, making a visual change to the second lot revision box pool box that reflects the second revision.

16. The method of claim 15, wherein the second lot revision box is displayed next to and to the left of the first lot revision box, and wherein the third lot revision box is displayed next to and to the left of the second lot revision box.

17. The method of claim 16, further comprising:

responsive to receiving the indication of the second revision, displaying on the timeline on the display a fourth lot revision box underneath the third lot revision box, wherein the fourth lot revision box comprises a geometric shape that graphically depicts the second revision to the delivery of the lot, and wherein the fourth lot revision box comprises a fourth pool box that comprises a geometric shape positioned within the fourth lot revision box.

18. An apparatus comprising:

at least one a processor; and

a non-transitory memory device in electronic communication with the at least one processor, in which the memory device stores instructions which, when executed by the at least one processor, direct the at least one processor to;

receive an indication that a lot is allocated to fulfill delivery of a transaction, wherein the lot is scheduled for delivery during a delivery window, wherein the lot comprises a pool, wherein the lot comprises a current face amount, and wherein the pool comprises an original and a current face amount;

responsive to receiving the indication, display, on a timeline on a display to a user, a first lot revision box that comprises a geometric shape that graphically depicts information about the lot that is scheduled for delivery and the pool, wherein the first lot revision box comprises a first pool box that represents and conveys information about the pool, wherein the first pool box comprises a geometric shape positioned within the first lot revision box, and wherein a size of the first pool box is proportional to the current face value of the pool relative to the current face value of the lot;

receive an indication that a revision to the delivery of the lot has occurred;

responsive to receiving the indication of the revision, display, on the timeline on the display to the user, a second lot revision box proximate to the first lot revision box, wherein the second lot revision box comprises a geometric shape that graphically depicts the revision to the delivery of the lot, and wherein the second lot revision box comprises a second pool box that comprises a geometric shape positioned within the second lot revision box; and

in connection with displaying the second lot revision box, make a visual change to the first pool box, wherein the visual change reflects the revision.

19. The apparatus of claim 18,

wherein the revision comprises a first revision;

and

wherein the instructions, when executed by the at least one processor, further direct the at least one processor to;

receive an indication that a second revision to the delivery of the lot has occurred, the second revision being subsequent to the first revision;

responsive to receiving the indication of the second revision, display on the timeline on the display a third lot revision box proximate to the second lot revision box, wherein the third lot revision box comprises a geometric shape that graphically depicts the second revision to the delivery of the lot, and wherein the third lot revision box comprises a third pool box that comprises a geometric shape positioned within the third lot revision box; and

in connection with displaying the third lot revision box, make a visual change to the second lot revision box pool box that reflects the second revision.

20. An article of manufacture comprising a computer-readable medium that is non-transitory, in which the computer-readable medium stores instructions which, when executed by at least one processor, direct the at least one processor to:

receive an indication that a lot is allocated to fulfill delivery of a transaction, wherein the lot is scheduled for delivery during a delivery window, wherein the lot comprises a pool, wherein the lot comprises a current face amount, and wherein the pool comprises an original and a current face amount;

responsive to receiving the indication, display, on a timeline on a display to a user, a first lot revision box that comprises a geometric shape that graphically depicts information about the lot that is scheduled for delivery and the pool, wherein the first lot revision box comprises a first pool box that represents and conveys information about the pool, wherein the first pool box comprises a geometric shape positioned within the first lot revision box, and wherein a size of the first pool box is proportional to the current face value of the pool relative to the current face value of the lot;

receive an indication that a revision to the delivery of the lot has occurred;

responsive to receiving the indication of the revision, display, on the timeline on the display to the user, a second lot revision box proximate to the first lot revision box, wherein the second lot revision box comprises a geometric shape that graphically depicts the revision to the delivery of the lot, and wherein the second lot revision box comprises a second pool box that comprises a geometric shape positioned within the second lot revision box; and

in connection with displaying the second lot revision box, make a visual change to the first pool box, wherein the visual change reflects the revision.