Multex Systems, Inc.

Paul Blazek

George Baird

John J Mahoney

Isaak Karaev

Eduard Kitain

James M Tousignant

Mary Ellen McCarthy

Yuri Urazov

Stephen M Zucknovich

Jacques Leisy

Michael Kolfman

Dmitry Prohorov

Alex Yackubovich

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

An integrated computer-implemented corporate information delivery system. A database stores research reports produced by and received electronically from brokerage firms. Authorization information specifies who is authorized to access each research reports. 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 specifies who is authorized to access each item of corporate information. 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.

Corporate information communication and delivery system and method

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Forest Hills, NY, United States of America

Paul Blazek