Morgan Stanley

Andrew R Lowry

Lawrence Beck

Sanjaya Wickramasinghe

Ming Infante

Anthony Oricoli

Eric Suss

John Perkoff

John P Gaine

An apparatus, system and method includes an action manager to receive a manual action selected by a user and an action console coupled to the action manager to present via the action console a user interface specific to the manual action selected by the user. The apparatus, system and method display a directory having one or more manual actions to a user, receives a selection identifying a manual action from the user; and submits the identified manual action to an automated workflow process to execute the identified manual action.

Action console framework

A milestone manager receives a milestone message from a first application. The milestone message includes information associated with a periodic event. The milestone manager applies a rule based process on the milestone message information and sends a trigger to a second application in response to the milestone. The trigger initiates processing of the second application in response to the milestone.

Milestone manager

Systems and techniques for operating on data representing an account include posting an activity record representing account activity. The systems and techniques may involve setting an activity date for an activity having an accounting impact, determining a balance value, setting an accounting impact date, and setting a journal activity date. The balance value may correspond to the net sum of activity for the activity date. The accounting impact date may correspond to the latest accounting impact date among all journals affecting the balance value. The journal activity date may correspond to the latest accounting impact date among all journals affecting the sum of activity for prior processing dates applied on the date. In some cases, the activity record may be posted to a specific period.

Sparse delta model for position and balance information

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Ardsley, NY, United States of America

Andrew R Lowry