Methods and systems for managing financial data

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8768809
SERIAL NO

14018745

Stats

ATTORNEY / AGENT: (SPONSORED)

Importance

Loading Importance Indicators... loading....

Abstract

See full text

Methods and systems for managing financial data to measure the liquidity risk for a client involve, for example, implementing, using a computer having a processor coupled to memory, client-defined templates for a cash flow forecasting module. Also using the computer, forecast data for the client may be received via the client-defined templates by the cash flow forecasting module. Likewise using the computer, a real-time predictive aggregated measure of available cash flow for the client by currency by value date is generated by the cash flow forecasting module. In addition, a real time measure of forecast variance is computed by the cash flow forecasting module through pseudo logic matching of the actual cash flows at transaction level against the likely much higher level at which the forecasting process is operating.

Loading the Abstract Image... loading....

First Claim

See full text

Family

Loading Family data... loading....

Patent Owner(s)

  • CITIBANK, N.A.

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Cole, Duncan Dublin, IE 1 5
Gerhard, Lucinda Brooklyn, US 1 5

Cited Art Landscape

Load Citation

Patent Citation Ranking

Forward Cite Landscape

Load Citation

Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
11.5 Year Payment $7400.00 $3700.00 $1850.00 Jan 1, 2026
Fee Large entity fee small entity fee micro entity fee
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