Patent application number | Description | Published |
20100070432 | REPORT GENERATOR APPARATUS FOR ALLOWING A FINANCIAL ENTITY TO MONITOR SECURITIES CLASS ACTION LAWSUITS AND POTENTIAL MONETARY CLAIMS RESULTING THEREFROM - Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. To produce the reports, a database of securities class action lawsuits is maintained. The lawsuit database includes a subset of securities class action lawsuits that are deemed to be noteworthy by the entity that administers the system. A comparison is made for each financial entity of transaction activity of the financial entity with records in the database subset of securities class action lawsuits to identify any securities purchased or acquired by the financial entity that are associated with a securities class action lawsuit in the lawsuit database and which may provide a potential monetary claim for the financial entity. A report is then created for each financial entity showing the noteworthy lawsuits. For the lawsuits that were identified as providing a potential monetary claim for the financial entity and which are deemed to be noteworthy, the report includes the potential monetary claim for the financial entity based on the transaction activity of the financial entity. A similar process occurs for creating a watchlist report of securities class action lawsuits of interest to financial entities customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. | 03-18-2010 |
20110131124 | Report Generator For Allowing A Financial Entity To Monitor Securities Class Action Lawsuits And Potential Monetary Claims Resulting Therefrom - Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. To produce the reports, a database of securities class action lawsuits is maintained. The lawsuit database includes a subset of securities class action lawsuits that are deemed to be noteworthy by the entity that administers the system. A comparison is made for each financial entity of transaction activity of the financial entity with records in the database subset of securities class action lawsuits to identify any securities purchased or acquired by the financial entity that are associated with a securities class action lawsuit in the lawsuit database and which may provide a potential monetary claim for the financial entity. A report is then created for each financial entity showing the noteworthy lawsuits. For the lawsuits that were identified as providing a potential monetary claim for the financial entity and which are deemed to be noteworthy, the report includes the potential monetary claim for the financial entity based on the transaction activity of the financial entity. A similar process occurs for creating a watchlist report of securities class action lawsuits of interest to financial entities customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. | 06-02-2011 |
20120047056 | REPORT GENERATOR FOR ALLOWING A FINANCIAL ENTITY TO MONITOR SECURITIES CLASS ACTION LAWSUITS AND POTENTIAL MONETARY CLAIMS RESULTING THEREFROM AND INCLUDING LOSS CHART SELECTION - Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. Further, a database stores a plurality of loss charts. Each loss chart is related to a particular security for a particular financial entity and is assigned a unique identifier. The report includes a selection process, such as the selection of a hyperlink on the report, that allows a user to input the unique identifier to the loss chart directly from the report so that the loss chart can be retrieved from the database and presented to the user. A plurality of sets of loss charts are provided wherein each set of loss charts is related to a particular security for a particular financial entity. Each set of loss charts includes a Summary Chart and a FIFO and LIFO loss chart. | 02-23-2012 |
20130325729 | REPORT GENERATOR FOR ALLOWING A FINANCIAL ENTITY TO MONITOR SECURITIES CLASS ACTION LAWSUITS AND POTENTIAL MONETARY CLAIMS RESULTING THEREFROM - Reports are automatically created of securities class action lawsuits customized to show potential monetary claims resulting from the lawsuits for securities purchased or acquired by one or more financial entities. | 12-05-2013 |