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1. 发明申请

US20140279335A1 Methods and Systems for Facilitating Financial Exchanges Between Liquidity Takers and Liquidity Providers 审中-公开
标题翻译：促进流动资金和流动性供应商之间金融交易的方法与系统
公开(公告)号：US20140279335A1
公开(公告)日：2014-09-18
申请号：US14216806
申请日：2014-03-17
申请人： Integral Development Inc.
发明人： Harpal Sandhu
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/025
摘要： Methods and systems for facilitating transactions between a plurality of liquidity takers (LTs) and a plurality of liquidity providers (LPs) are disclosed. In one example, a computer-implemented method for facilitating transactions between a plurality of LTs and a plurality of LPs is provided. The method may include: (i) assigning a unique identifier to each LP and each LT among a plurality of LPs and LTs in a financial market; (ii) establishing a unique communication channel with each LP and each LT among the plurality of LPs and LTs; (iii) obtaining a plurality of pricing streams from one or more of the plurality of LPs via the unique communication channel established with the one or more of the plurality of LPs; (iv) analyzing LP pricing stream configuration information; and (v) transmitting the plurality of pricing streams to one or more of the plurality of LTs based on the LP pricing stream configuration information.
摘要翻译：公开了用于促进多个流动性接受者（LT）和多个流动性提供者（LP）之间的交易的方法和系统。在一个示例中，提供了一种用于促进多个LT和多个LP之间的事务的计算机实现的方法。该方法可以包括：（i）在金融市场中的多个LP和LT中的每个LP和每个LT分配唯一的标识符; （ii）在多个LP和LT之间建立与每个LP和每个LT的唯一通信信道; （iii）经由与所述多个LP中的一个或多个LP建立的唯一通信信道从多个LP中的一个或多个获得多个定价流; （iv）分析LP定价流配置信息; 以及（v）基于所述LP定价流配置信息将所述多个定价流发送到所述多个LT中的一个或多个。

2. 发明授权

US09836789B2 Method and system for generating and operating hybrid markets and user-defined marketplaces 有权
公开(公告)号：US09836789B2
公开(公告)日：2017-12-05
申请号：US14214159
申请日：2014-03-14
申请人： Integral Development Inc.
发明人： Vikas Srivastava , Patrick Barkhordarian , Harpal Sandhu
IPC分类号： G06Q40/00 , G06Q40/04
CPC分类号： G06Q40/04
摘要： A system is provided for facilitating trading of financial instruments, comprising: (i) a requester module configured to obtain request for quotation (RFQ) information from one or more requesting users, the RFQ information comprising terms of a request for quotation; (ii) a responder module operatively connected to the requester module, the responder module configured to obtain response information from one or more responding users; (iii) a contract generation module operatively connected to the requester module and the responder module, wherein the contract generation module is configured to generate contracts to trade financial instruments based on the RFQ information and the response information; (iii) an interface module operatively connected to the requester module, the responder module, and the contract generation model, wherein the interface module is configured obtain order information based on the contracts trade financial instruments, from one or more qualifying users; and (iv) a transaction module configured to execute trades based on the contracts to trade financial instruments.

3. 发明授权

US11449934B2 System and method for conducting web-based financial transactions in capital markets 有权
公开(公告)号：US11449934B2
公开(公告)日：2022-09-20
申请号：US15232749
申请日：2016-08-09
申请人： Integral Development, Inc.
发明人： Harpal Sandhu , Viral V. Tolat , Stephen Rees
IPC分类号： G06Q40/04 , G06Q40/06 , G06Q30/06
摘要： The present invention provides a system and method that enables users, such as institutional investors and financial institutions, to interactively engage in capital market transactions, including the trading of Over-the-Counter financial products, via the Internet (including the World Wide Web). The system includes a variety of servers, applications, and interfaces that enable users to interactively communicate and trade financial instruments among one another. Interactive communications supported by the system include: requesting price quotes, monitoring and reviewing quote requests, issuing price quotes, monitoring and reviewing price quotes, negotiation between users, acceptance of price quotes, reporting, portfolio management, analysis of financial information and market data, and communications among users via an automated processor. Such automated communications enable connectivity with users' internal, back-end systems to execute automated, straight-through processing, including transaction pricing, payment scheduling and journaling, derivatives trading, trade confirmation, and trade settlement.

4. 发明申请

US20160350856A1 SYSTEM AND METHOD FOR CONDUCTING WEB-BASED FINANCIAL TRANSACTIONS IN CAPITAL MARKETS 审中-公开
公开(公告)号：US20160350856A1
公开(公告)日：2016-12-01
申请号：US15232749
申请日：2016-08-09
申请人： Integral Development , Inc.
发明人： Harpal Sandhu , Viral V. Tolat , Stephen Rees
IPC分类号： G06Q40/04 , G06Q40/06 , G06Q30/06
CPC分类号： G06Q40/04 , G06Q30/0601 , G06Q40/06
摘要： The present invention provides a system and method that enables users, such as institutional investors and financial institutions, to interactively engage in capital market transactions, including the trading of Over-the-Counter financial products, via the Internet (including the World Wide Web). The system includes a variety of servers, applications, and interfaces that enable users to interactively communicate and trade financial instruments among one another. Interactive communications supported by the system include: requesting price quotes, monitoring and reviewing quote requests, issuing price quotes, monitoring and reviewing price quotes, negotiation between users, acceptance of price quotes, reporting, portfolio management, analysis of financial information and market data, and communications among users via an automated processor. Such automated communications enable connectivity with users' internal, back-end systems to execute automated, straight-through processing, including transaction pricing, payment scheduling and journaling, derivatives trading, trade confirmation, and trade settlement.

5. 发明申请

US20140279367A1 Method and System for Calculating and Utilizing Realized Spread in Financial Transactions 审中-公开
标题翻译：计算和利用金融交易中实际利差的方法与系统
公开(公告)号：US20140279367A1
公开(公告)日：2014-09-18
申请号：US14214305
申请日：2014-03-14
申请人： Integral Development Inc.
发明人： Vikas Srivastava , Patrick Barkhordarian , Michelle Yip Chen
IPC分类号： G06Q40/04
CPC分类号： G06Q40/04
摘要： A system for generating and utilizing financial trading metrics, comprising: (i) a data-obtaining module configured to obtain raw financial trade data; (ii) a data-normalizing module, operatively connected to the data-obtaining module and configured to convert raw financial-trade data into normalized financial-trade data; and (iii) a metric-generating module, operatively connected to the data-normalizing module and configured to generate financial-trade metrics based on the normalized financial-trade data.
摘要翻译：一种用于产生和利用金融交易指标的系统，包括：（i）数据获取模块，被配置为获得原始金融交易数据; （ii）数据归一化模块，可操作地连接到数据获取模块并且被配置为将原始金融交易数据转换成归一化的金融交易数据; 以及（iii）度量生成模块，可操作地连接到所述数据归一化模块并且被配置为基于所述标准化的金融交易数据生成金融交易指标。

6. 发明授权

US10915951B2 Method and apparatus for generating and operating a swaps trading platform 有权
公开(公告)号：US10915951B2
公开(公告)日：2021-02-09
申请号：US14214035
申请日：2014-03-14
申请人： Integral Development Inc.
发明人： Harpal Sandhu , Michelle Yip Chen , Vikas Srivastava
IPC分类号： G06Q40/04
摘要： Methods and apparatuses for generating and operating a swaps execution facility (SEP) compliant swaps trading platform. A swaps trading platform is generated, where the generated swaps trading platform is configured to operate in accordance with a plurality of predefined rules associated with swaps execution facility (SEP) requirements. One or more communication channels are established with respective one or more clearinghouses for transmission of clearinghouse information concerning one or more trade requests. One or more communication channels are established with respective one or more swaps data repository (SDR) providers for transmission of SDR information concerning the one or more trade requests.

7. 发明申请

US20140279365A1 Method and Apparatus for Real-Time Benchmarking 审中-公开
标题翻译：用于实时基准测试的方法和装置
公开(公告)号：US20140279365A1
公开(公告)日：2014-09-18
申请号：US14214075
申请日：2014-03-14
申请人： INTEGRAL DEVELOPMENT INC.
发明人： Vikas Srivastava , Patrick Barkhordarian , Michelle Yip Chen
IPC分类号： G06Q40/04
CPC分类号： G06Q40/04
摘要： Methods and apparatuses for generating continuous benchmark values are provided. In one example, a method for generating continuous benchmark values includes: (i) obtaining a first plurality of rates associated with a currency pair from a plurality of providers during a first period of time; (ii) generating a first benchmark value associated with the currency pair for a first point in time based on the first plurality of rates; (iii) obtaining a second plurality of rates associated with the currency pair from the plurality of providers during a second period of time; and (iv) generating a second benchmark value associated with the currency pair for a second point in time based on the second plurality of rates.
摘要翻译：提供了产生连续基准值的方法和装置。在一个示例中，用于产生连续基准值的方法包括：（i）在第一时间段期间从多个提供者获得与货币对相关联的第一多个费率; （ii）基于所述第一多个费率，生成与所述货币对相关联的第一时间点的第一基准值; （iii）在第二时段期间从所述多个提供者获得与所述货币对相关联的第二多个费率; 以及（iv）基于所述第二多个费率，生成与所述货币对相关联的第二时间点的第二基准值。

8. 发明授权

US10956977B2 Methods and systems for facilitating financial exchanges between liquidity takers and liquidity providers 有权
公开(公告)号：US10956977B2
公开(公告)日：2021-03-23
申请号：US14216806
申请日：2014-03-17
申请人： Integral Development Inc.
发明人： Harpal Sandhu
IPC分类号： G06Q40/04 , G06Q40/02
摘要： Methods and systems for facilitating transactions between a plurality of liquidity takers (LTs) and a plurality of liquidity providers (LPs) are disclosed. In one example, a computer-implemented method for facilitating transactions between a plurality of LTs and a plurality of LPs is provided. The method may include: (i) assigning a unique identifier to each LP and each LT among a plurality of LPs and LTs in a financial market; (ii) establishing a unique communication channel with each LP and each LT among the plurality of LPs and LTs; (iii) obtaining a plurality of pricing streams from one or more of the plurality of LPs via the unique communication channel established with the one or more of the plurality of LPs; (iv) analyzing LP pricing stream configuration information; and (v) transmitting the plurality of pricing streams to one or more of the plurality of LTs based on the LP pricing stream configuration information.

9. 发明申请

US20140289091A1 Method and System for Generating and Operating Hybrid Markets and User-Defined Marketplaces 有权
标题翻译：用于生成和操作混合市场和用户定义的市场的方法和系统
公开(公告)号：US20140289091A1
公开(公告)日：2014-09-25
申请号：US14214159
申请日：2014-03-14
申请人： Integral Development Inc.
发明人： Vikas Srivastava , Patrick Barkhordarian , Harpal Sandhu
IPC分类号： G06Q40/04
CPC分类号： G06Q40/04
摘要： A system is provided for facilitating trading of financial instruments, comprising: (i) a requester module configured to obtain request for quotation (RFQ) information from one or more requesting users, the RFQ information comprising terms of a request for quotation; (ii) a responder module operatively connected to the requester module, the responder module configured to obtain response information from one or more responding users; (iii) a contract generation module operatively connected to the requester module and the responder module, wherein the contract generation module is configured to generate contracts to trade financial instruments based on the RFQ information and the response information; (iii) an interface module operatively connected to the requester module, the responder module, and the contract generation model, wherein the interface module is configured obtain order information based on the contracts trade financial instruments, from one or more qualifying users; and (iv) a transaction module configured to execute trades based on the contracts to trade financial instruments.
摘要翻译：提供一种用于促进金融工具交易的系统，包括：（i）请求者模块，被配置为从一个或多个请求用户获得报价请求（RFQ）信息，所述RFQ信息包括报价请求的条款; （ii）响应者模块，可操作地连接到请求者模块，所述响应者模块被配置为从一个或多个响应用户获取响应信息; （iii）合同生成模块，其可操作地连接到所述请求者模块和所述响应者模块，其中所述契约生成模块被配置为基于所述RFQ信息和所述响应信息来生成交易金融工具的合约; （iii）可操作地连接到请求者模块，响应者模块和合同生成模型的接口模块，其中所述接口模块被配置为从一个或多个合格用户获得基于所述交易金融工具的订单信息; 以及（iv）交易模块，其被配置为基于所述交易金融工具的交易来执行交易。

10. 发明申请

US20140279366A1 Method and Apparatus for Generating and Facilitating the Application of Trading Algorithms Across a Multi-Source Liquidity Market 审中-公开
标题翻译：用于生成和促进交易算法在多来源流动性市场中的应用的方法和装置
公开(公告)号：US20140279366A1
公开(公告)日：2014-09-18
申请号：US14214121
申请日：2014-03-14
申请人： Integral Development Inc.
发明人： Harpal Sandhu , Vikas Srivastava , Jon Barker
IPC分类号： G06Q40/04
CPC分类号： G06Q40/04
摘要： A computer-implemented method is provided for generating one or more trading algorithms, comprising the steps of: (i) generating, via one or more processing units, display data representing a plurality of user configurable trading algorithm parameters; (ii) obtaining, from a user, algorithm parameter information, wherein the algorithm parameter information comprises information defining at least one characteristic of at least one user configurable trading algorithm parameter of the plurality of user configurable trading algorithm parameters; (iii) generating the one or more trading algorithms based, at least in part, on the algorithm parameter information; and (iv) facilitating one or more trades in a liquidity market using the one or more generated trading algorithms.
摘要翻译：提供了一种用于产生一个或多个交易算法的计算机实现的方法，包括以下步骤：（i）经由一个或多个处理单元生成表示多个用户可配置交易算法参数的显示数据; （ii）从用户获得算法参数信息，其中所述算法参数信息包括定义所述多个用户可配置交易算法参数中的至少一个用户可配置交易算法参数的至少一个特性的信息; （iii）至少部分地基于所述算法参数信息生成所述一个或多个交易算法; 以及（iv）使用一个或多个生成的交易算法来促进流动性市场中的一个或多个交易。

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