Teachers Insurance and Annuity Association of America

Gregory Bernard Bahns

Alexis Salvatore Pecoraro

John V Hintze

Daniel R Hursh

James G Rauscher

Edward J Miller, Jr

Pankaj Agrawal

James Douglas Ecker

John Bruce Englert

Matthew George Nettleton

Steven Scott Winchester

Disclosed are methods and systems for automatically configuring financial product offerings. An example method includes: receiving, by a computer system, a graph model representing a plurality of permutations of definition provisions of a financial product; translating at least a subset of the graph model into definitions of a plurality of business objects; translating the definitions of the plurality of business objects into definitions of a plurality of services to be implemented by an offering of the financial product; receiving, via a user interface, a plurality of service configuration options; applying the plurality of service configuration options to the definitions of the plurality of services; and generating, based on the definitions of the plurality of services, service configuration data for the offering of the financial product.

Model-based configuration of financial product offerings

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.

Applying retroactive adjustments to financial accounts

Growing community of inventors

West Chester, OH, United States of America

Gregory Bernard Bahns