Open Text S.a.

Open Text Sa Ulc

Vestmark, Inc.

Vignette Software LLC

Ladislav Kis

Jeffrey Moreno Collins

Dean Moses

Michael Craig Tulkoff

John Petersen

Puhong You

Robert L Patterson

Lara Long

Mark Martin

Miles Chaston

Peter Hale

Richard Nemec

Daun DeFrance

Ching-Fu Chang

Priya Reddy

Tony Zgarba

Mark McCalister

Ian Stahl

Expeditus Bolanos

N Isaac Rajkumar

Heeren H Pathak

Newton Isaac Rajkumar

Jay Goldman

Yashodhan Sathaye

Scott Souliotis

Annmarie Rogers

Dennis Sheckler

John Artz

Neal Hartmann

Expeditus Bolanus

Disclosed herein are embodiments of a system and method for the dynamic provisioning of static content. In one embodiment, information presented on a content delivery system can be refreshed based on information published on a content management system. One embodiment can interface the content delivery system and the content management system at the page level. More specifically, content dependencies across pages employing the same content or portion(s) thereof can be tracked in a timely, accurate manner. Upon receiving a notification of a change to the content or a portion thereof from the content management system, a content generation system may operate to determine, based on the dependencies, what pages are affected by the change and, based on the determination, dynamically regenerate any and all affected pages. The regenerated pages may then be stored and/or pushed to the web tier for delivery to end users.

System and method for the dynamic provisioning of static content

An order management system and method are provided for automated management of the trading activity between a buy-side firm and sell-side firm. A trade rotation list is defined that governs trades. Items on the trade rotation list are defined by at least one characteristic that is used to match a trade by assigning a sequence number to that trade. An eligibility policy and a rotation method can be defined for each trade list. The rotation method rotates the sequence in which sponsors receive block trades, so that sponsors alternate the advantage of trading first. A trade route within an order management system comprises a trade context and an allocation context. One of the trade context or allocation context or both are referenced by metadata characteristics. If the trade route references a context by name, then the trade order is routed to the trade proxy associated with the context. If the trade route references the context by metadata, then the context to be used is determined by looking up metadata of a trade order using the metadata specified in the trade route and matching that to the metadata of the context.

System and method for automated trade processing

A system and method for provisioning dynamically generated content. One embodiment can interface a content delivery system and a content management system at the fragment level. Depending upon how a page is organized, a fragment may refer to a block within the page, a portion of the page, or a content item presented on the page. When a content item is updated and published onto the content management system, one embodiment can operate to track dependencies of managed pages and invalidate/validate fragment(s) affected by the change(s) accordingly. The updated fragment(s) may then be dynamically assembled on-the-fly or on-demand. The updated fragment(s) may or may not be cached. In this way, changes made to a piece of content can be reflected in all pages which utilize this content almost simultaneously with the changes to the content itself.

System and method for fragment level dynamic content regeneration

A system and method for financial account reconciliation of a portfolio account system includes, for investments that are not reported as trades once an order to purchase has been placed, using a computer to electrically match investments that are not reported as trades to unmatched transactions of the portfolio account system. In this manner investments that are not reported as trades once an order to purchase has been placed do not create breaks of the portfolio account system.

System and method for reconciling financial records by matching outstanding trade orders to unmatched transactions

Disclosed herein are embodiments of a system and method for the provisioning of dynamically generated content. One embodiment can interface a content delivery system and a content management system at the fragment level. Depending upon how a page is organized, a fragment may refer to a block within the page, a portion of the page, or a content item presented on the page. When a content item is updated and published onto the content management system, one embodiment of the invention can operate to track dependencies of managed pages and invalidate/validate fragment(s) affected by the change(s) accordingly. The updated fragment(s) may then be dynamically assembled on-the-fly or on-demand. The updated fragment(s) may or may not be cached. In this way, changes made to a piece of content can be reflected in all pages which utilize this content almost simultaneously with the changes to the content itself.

System using content generator for dynamically regenerating one or more fragments of web page based on notification of content change

A system and method for reconciling financial records is provided. Breaks are screened by user defined rules to categorize breaks into categories of relatively higher and relatively lower importance so that relatively higher importance breaks can be presented to the user. Values from a custodian system can be automatically accepted. Certain types of transaction differences may be selected to be automatically corrected. The types of corrections to be applied are selected. The financial account reconciliation system is updated with the values. For investments that are not reported as trades once the order to purchase has been placed, outstanding trade orders may be matched to unmatched transactions. For updates sent for an older transaction, back-dated transactions may be compared by automatically loading historical transactions and comparing historical transactions to a back-dated transaction as if it were not backdated. For investments that have information that will not be known until the investments are settled, proper matching of positions and transactions that have not yet settled may be enabled by identifying and ignoring the position and transaction breaks this unknown information causes.

System and method for reconciling financial records

Growing community of inventors

North Andover, MA, United States of America

Ladislav Kis