The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Aug. 07, 2012

Filed:

Dec. 29, 2009
Applicants:

Suneel Iyer, Naperville, IL (US);

Moody Hadi, Chicago, IL (US);

Amy Mccormick, Chicago, IL (US);

Ketan Patel, Hanover Park, IL (US);

Ankeet Dedhia, Chicago, IL (US);

Inventors:

Suneel Iyer, Naperville, IL (US);

Moody Hadi, Chicago, IL (US);

Amy McCormick, Chicago, IL (US);

Ketan Patel, Hanover Park, IL (US);

Ankeet Dedhia, Chicago, IL (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
Abstract

Methods, systems and apparatuses are described for calculating a performance bond amount for a portfolio including interest rate swaps. A risk calculation module (or risk processor) may assist in the calculation. In some examples, values, such as swap (DV01) dollar values and volatility values, and adjustments/factors, such as calendar charge adjustments and liquidity charge minimums, may be used to enhance the margin calculation. These values may be maintained and updated in various ways, including but not limited to, lookup tables, matrices, and other structures. The margin calculations may be used by an exchange or clearinghouse to request a portfolio holder to deposit additional funds towards a performance bond associated with the portfolio.


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