Multex Systems, Inc.

Eduard Kitain

George Baird

Yuri Urazov

Stephen M Zucknovich

Jacques Leisy

Paul Blazek

Isaak Karaev

Dmitry Prohorov

John J Mahoney

Michael Kolfman

James M Tousignant

Mary Ellen McCarthy

Pavel Blazek

Alex Yackubovich

Stephen Zucknovich

The electronic distribution of research documents over the world wide web or other network to investors. A repository server receives research documents from contributors. A restriction subsystem server is selectively coupled to the contributor workstation. The restriction subsystem server which includes manages and stores 'restriction' and 'review' information of companies, relative to contributors. A contributor identifies (via electronic communication or otherwise) to the restriction subsystem server a 'restriction' and/or 'review' status of a company relative to the contributor. A particular company may be identified as 'RESTRICTED' if the contributor has a current banking or financial interest in the company. Additionally, a company may be identified as 'UNDER REVIEW' if the contributor believes its opinion about the company may change based on a news event. Moreover, a company may be identified as 'UNDER EXTENDED REVIEW,' if, for example, the contributor is not presently 'covering' that company. Each time the repository server is queried for a list of reports or documents (i.e., document titles or headlines), the repository server determines whether to provide a particular title to the viewer workstation (via a viewer server or web server) to the user based on the restriction status of the contributor of the document relative to the restriction status of the company or companies associated with the document.

Information delivery system and method including restriction processing

An integrated computer-implemented corporate information delivery system. A database stores research reports produced by and received electronically from brokerage firms. The database also stores corporate information about a number of corporations. Each item of corporate information is produced by and received electronically from one of the corporations about that corporation. Authorization information ('entitlements') specifies who is authorized to access each research report or item of corporate information. An entitlement subsystem allows the contributor of the research report or item of corporate information to dynamically change, on-line, the entitlement status of any or all users/subscribers. A research delivery module allows a user to submit a query and receive query results listing research reports and corporate information satisfying the query and that the user is authorized to access. A corporate register module outputs corporate information, the corporate information output according to a common format. The corporate information may be distributed via the Internet.

Information delivery system and method including on-line entitlements

The secure electronic distribution of research documents over the world wide web to investors who are authorized to receive said research documents. A repository server receives research documents from contributors. Also received are corresponding document profiles with information relating to each research document including authorization information specifying who is permitted to access each research document. The repository server includes a first database for structured query searches and a second database for full text searches. A web server is coupled to the repository server and coupled to the world wide web. The web server receives requests from investors for research documents that satisfy a query. The web server determines whether the first database or the second database should be searched based upon the type of query. The repository server transmits to the web server a list of research documents that satisfy the query and which the investor is authorized to access according to the authorization information. The web server formats the list of documents according to a template form. Optionally, queries can be optimized. The system has a control mechanism to prevent concurrent unauthorized access by two people using the same ID/password combination.

Information delivery system and method

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Brooklyn, NY, United States of America

Eduard Kitain