Patent · US Active

Electronic trading confirmation system

US10923912B2 · kind B2 · utility

0Cited by
46References
18Claims
0Family size

Assignee

Inventors

Key dates

Filing dateMar 1, 2018
Grant dateFeb 16, 2021
Priority date
Expiry dateNov 24, 2038

Classification

  • Technology area (CPC Y)Emerging Cross-Sectional Technologies
  • CPC primaryY04S50/10
  • WIPO fieldElectrical machinery, apparatus, energy
  • WIPO sectorElectrical engineering

Abstract

A system and method of confirming trades of financial instruments such as OTC derivatives is disclosed. The system includes a data interface which accepts data relating to a trade from both the trader and counter party. The data includes different data fields of differing importance. The system includes a matching engine which compares the submitted data and assigns the trade a status depending on which of the data fields match. The system allows a user to filter trades on their status and display the details relating to that trade. The system also allows a user to display the data fields and change the data fields in order to change the status of the trades. The system thus allows a user to electronically confirm a trade and also identify unmatched trades and the information necessary to reconcile such unmatched trades.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.