Financial data reporting system with alert notification feature and free-form searching capability
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United States of America Patent
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Dec 18, 2007
Grant Date -
Aug 19, 2004
app pub date -
Jan 18, 2002
filing date -
Feb 16, 1999
priority date (Note) -
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Abstract
An integrated financial data reporting system provides for real time data entry, assessment, and report generation. The system includes message formatting, database management, and select applications for preparing sophisticated financial presentations in essentially real time. An alert notification server alerts users when a financial threshold specifying a credit limit and/or a trading limit has been crossed. A data distribution server electronically distributes data to users on a recurring and/or periodic basis, and a search engine server provides free-form searches against information stored in a consolidated database. Through the inventive system, financial institutions rationalize risk, performance, and compliance positions in a cost-effective manner.
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