发明名称 SYSTEMS AND METHODS FOR MONITORING CREDIT OF TRADING COUNTERPARTIES
摘要 Systems and methods are provided which monitor trades entered into and cleared by counterparties, track the net and gross positions of counterparties and the counterparties' parent entities, trigger warnings when counterparties or their parent entities exceed a warning limit, and shut-off counterparties' trading ability when counterparties exceed a credit limit. An operator of a credit system using these systems and methods is provided with a variety of interfaces through which the operator can set up new counterparties, search a list of counterparties, view and edit basic information for counterparties, view financial information for counterparties, view and edit notes regarding to counterparties, view and edit limits of counterparties, view position versus limit information for counterparties, view the current day's position information for counterparties, and view cumulative position information for counterparties.
申请公布号 US2013204762(A1) 申请公布日期 2013.08.08
申请号 US201213617275 申请日期 2012.09.14
申请人 HARRIS STEWART;DE LATORRE AZUCENA;DEB ANIRUDDHA;TURETSKY JANNA 发明人 HARRIS STEWART;DE LATORRE AZUCENA;DEB ANIRUDDHA;TURETSKY JANNA
分类号 G06Q40/02;G06F17/00;G06Q20/10;G06Q40/04;G06Q40/06 主分类号 G06Q40/02
代理机构 代理人
主权项
地址