Victor James Hazard

US Patent:

20120317052, Dec 13, 2012

Filed:

Jun 8, 2011

Appl. No.:

13/156234

Inventors:

Mark A. Heyner - Golden CO, US
Thomas C. Knight - San Ramon CA, US
Dai Zhao - Chapel Hill NC, US
Victor James Hazard - Palos Verdes Peninsula CA, US
Sebastian Ramos - San Francisco CA, US

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

Systems, methods, and computer-readable mediums (i.e., utilities) for use in enabling corporate treasurers, money managers, and other investors to view and analyze consolidated credit risk on individual investments across multiple money market products (MMPs) and/or multiple accounts. In one aspect, the utilities may generate a database of MMP and related holding information that may be used to research and analyze one or more MMPs and/or underlying securities even if the same MMP or security is associated with different identifiers. In another aspect, the securities or holdings of the MMPs of actual or sample accounts may be aggregated (e.g., by common identifier, sponsor, issuer, etc.) either within MMPs and/or across multiple MMPs and subsequently analyzed to generate inferences and to obtain numerous types of information which may be presented to corporate treasurers and/or other users on a display (e.g., text, charts, graphs, etc.) for use in gauging a company's or other entity's credit exposure and in making decisions based on what is displayed.