초록 ▼

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; matching at least a portion of the corporate action data to at least on

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; 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 in association with various embodiments of the present methods.

대표청구항 ▼

What is claimed is: 1. In a financial institution, a method for managing corporate action information including financial investment information of a particular security of at least one entity, said method comprising:using a computer-implemented corporate action processing system including an electr

What is claimed is: 1. In a financial institution, a method for managing corporate action information including financial investment information of a particular security of at least one entity, said method comprising:using a computer-implemented corporate action processing system including an electronic server and an electronic database including a data memory storage device for:receiving data associated with at least one corporate action of at least one of said entities;matching at least a portion of said corporate action data to at least one client of the financial institution;generating at least one notification including at least a portion of said corporate action data;performing at least one workflow management activity in connection with generating said notification including said corporate action data;associating an associated offer category with at least a portion of said corporate action data, wherein said associated offer category includes an associated offer that requires surrender of said security;associating a new source category with at least a portion of said corporate action data, wherein said new source category includes a new source announcement that generates updates or discrepancies;displaying a position status associated with at least a portion of said corporate action data, wherein said position status compares the current status of said corporate action data to the status of said corporate action data when said notification is communicated, and wherein the position status is one of increased, decreased, unchanged and new;generating a list of action items associated with said corporate action data;generating an end-of-the-day report for displaying actions associated with said corporate action data; andelectronically communicating through a network:said notification to at least one recipient of said corporate action data;at least one additional notification to said recipient subsequent to said communicating first said notification; and,said additional notification to said recipient in association with at least one change made by a user to at least a portion of said corporate action data.