US Patent No: 7,599,879

Number of patents in Portfolio can not be more than 2000

Syndication loan administration and processing system

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ALSO PUBLISHED AS: 20010054022
ATTORNEY / AGENT: (SPONSORED)
 

Importance

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Abstract

A loan syndication tracking and management system and method provides a user with access to specific details related to a syndicated loan. The system and method coordinates investor, borrower and resource information, in addition to features related to the overall structure of a syndicated loan. Users access the system with various levels of permissions to view, add, update or delete information according to their allotted permissions. The system permits multiple users to access the information for efficient handling of approvals and requests related to multiple investors and borrowers, in addition to handling institution interchanges and notifications. The system and method keeps a record of all transactions and changes for review, reporting or regulatory purposes. The administration of a syndicated loan transaction is simplified while providing advanced features such as support for loan trading.

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First Claim

Related Publications

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Patent Owner(s)

Patent OwnerAddressTotal Patents
JPMORGAN CHASE BANK, N.A.NEW YORK, NY1855

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Campbell, Michael X - 2 10
Louie, Edmund H Searingtown, NY 3 41

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Patent Citation Ranking

Forward Cites

Patent Info (Count) # Cites Year
 
METABANK (6)
8,371,502 Shopping center gift card offer fulfillment machine, program product, and associated methods 0 2009
8,341,021 System, program product, and method for debit card and checking account autodraw 0 2010
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8,392,330 Transfer account systems, computer program products, and computer-implemented methods to prioritize payments from preselected bank account 0 2011
8,386,375 System, method, and program product for foreign currency travel account 0 2012
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INTERTHINX, INC. (2)
8,386,378 Automated loan risk assessment system and method 0 2010
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DEBTDOMAIN LIMITED (1)
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Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
3.5 Year Payment $1600.00 $800.00 $400.00 Apr 6, 2013
7.5 Year Payment $3600.00 $1800.00 $900.00 Apr 6, 2017
11.5 Year Payment $7400.00 $3700.00 $1850.00 Apr 6, 2021
Fee Large entity fee small entity fee micro entity fee
Surcharge - 3.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 7.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 11.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge after expiration - Late payment is unavoidable $700.00 $350.00 $175.00
Surcharge after expiration - Late payment is unintentional $1,640.00 $820.00 $410.00