Patent · US Active

Methods and apparatus for performing risk checking

US9792649B1 · kind B1 · utility

1Cited by
17References
19Claims
0Family size

Assignee

Inventors

Key dates

Filing dateOct 5, 2011
Grant dateOct 17, 2017
Priority date
Expiry dateApr 10, 2035

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q10/0639
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Methods and apparatus for implementing an electronic trading system which supports risk checking as part of standard message order processing is described. In accordance with the invention risk checking is moved into the exchange system, e.g., electronic communications network, responsible for servicing transaction/order messages and implementing trades. Thus, at least some level of risk checking is performed on transactions even if a broker allows a trader to submit orders directly to the ECN without first passing through a broker order/risk checking system. Brokers, clients and/or individual traders provide parameters used to perform various checks which are performed within the exchange on submitted orders. Various checks are broker level checks which test that orders placed by individual clients do not exceed constraints which are based on the aggregate of the holdings of the individual clients of a broker. Additional client level and trader specified risk checking may also be performed.

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