System and method for allocation to obtain zero activity in a selected aggregated account with holdback
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United States of America Patent
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Sep 13, 2011
Grant Date -
N/A
app pub date -
Jan 13, 2010
filing date -
Feb 28, 2007
priority date (Note) -
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Abstract
A method, system and program product, the method comprising: accessing one or more databases comprising: aggregated deposit account information for a plurality of government-backed insured and interest-bearing aggregated deposit accounts held in a plurality of deposit institutions, and client information; determining at least one aggregated deposit account to which to deposit/transfer or to withdraw/transfer funds based at least in part on one or more selection rules; obtaining transfer data; allocating funds to one or more of the aggregated deposit accounts based on the transfer data and on one or more allocation rules; allocating fund amounts of client accounts to substantially match the respective amounts allocated; generating and communicating data for one or more instructions to transfer funds based at least in part on one or more of the allocating steps; and updating the one or more databases.
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