Patent · US Active

Systems and methods for swap contracts management with a discount curve feedback loop

US8190503B2 · kind B2 · utility

7Cited by
6References
31Claims
0Family size

Assignee

Inventors

Key dates

Filing dateDec 9, 2010
Grant dateMay 29, 2012
Priority date
Expiry dateDec 9, 2030

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/06
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A method, system, apparatus and media are directed to managing trading of financial instruments with a clearinghouse as a counter-party to trades. A plurality of inputs that includes trade data for trades executed using the computer system is received. A discount curve for projected prices of a swap contract over time based on the received plurality of inputs is determined in real-time. A swap contract price is valued based on the determined discount curve. A margin requirement is determined for a user who wishes to trade or hold a position in the swap contract in the user's account based on the swap contract price. Data about a trade of the swap contract that is executed within the computer system is incorporated into the trade data used for determining the discount curve to provide a feedback loop into the real-time determination of the discount curve.

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