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:
Apr. 15, 2014

Filed:

Jun. 08, 2011
Applicants:

Mark A. Heyner, Golden, CO (US);

Thomas C. Knight, San Ramon, CA (US);

Dai Zhao, Chapel Hill, NC (US);

Victor James Hazard, Iv, Palos Verdes Peninsula, CA (US);

Sebastian Ramos, San Francisco, CA (US);

Inventors:

Mark A. Heyner, Golden, CO (US);

Thomas C. Knight, San Ramon, CA (US);

Dai Zhao, Chapel Hill, NC (US);

Victor James Hazard, IV, Palos Verdes Peninsula, CA (US);

Sebastian Ramos, San Francisco, CA (US);

Assignee:

Institutional Cash Distributors Technology, LLC, Palos Verdes Estates, CA (US);

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

Systems, methods, and computer-readable mediums (i.e., utilities) for use in enabling corporate treasurers, money managers, and other investors to view and analyze consolidated credit risk on individual investments across multiple money market products (MMPs) and/or multiple accounts. In one aspect, the utilities may generate a database of MMP and related holding information that may be used to research and analyze one or more MMPs and/or underlying securities even if the same MMP or security is associated with different identifiers. In another aspect, the securities or holdings of the MMPs of actual or sample accounts may be aggregated (e.g., by common identifier, sponsor, issuer, etc.) either within MMPs and/or across multiple MMPs and subsequently analyzed to generate inferences and to obtain numerous types of information which may be presented to corporate treasurers and/or other users on a display (e.g., text, charts, graphs, etc.) for use in gauging a company's or other entity's credit exposure and in making decisions based on what is displayed.


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