Methods and systems for processing and managing corporate action information including voluntary and mandatory corporate action data

US7624052B1 · kind B1 · utility

Assignee

• The PNC Financial Services Group, Inc. · US

Inventors

• Kimberly D. Seaman · Phoenixville, US
• Melissa Go · Warminster, US
• Virginia A. Kern · Charlotte, US
• Louise Glass · Edmond, US
• Robert Hallowell · Deptford, US
• Sharon Stirling · Springfield, US
• Janet Cleary · Upper Darby, US

Key dates

• Filing date: Jul 31, 2003
• Grant date: Nov 24, 2009
• Expiry date: Dec 5, 2026

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/04
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

In one embodiment, in a financial institution, a method is provided for managing corporate action information of at least one entity. The method includes receiving data associated with at least one corporate action of at least one of the entities, wherein the corporate action data includes data associated with at least one of a voluntary corporate action and a mandatory corporate action; matching at least a portion of the corporate action data to at least one client of the financial institution; generating at least one notification including at least a portion of the corporate action data; and, performing at least one workflow management activity in connection with generating the notification including the corporate action data. System and computer-readable media embodiments are also provided.