Systems, methods and computer program products for processing orders subject to investment restrictions
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United States of America Patent
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Mar 22, 2011
Grant Date -
Sep 27, 2007
app pub date -
Mar 27, 2006
filing date -
Mar 27, 2006
priority date (Note) -
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Abstract
Methods and systems process multiple trade orders subject to investment account restrictions. The restrictions are associated with the holding of one or more securities or with a cash position in an investment account. Each received order to perform an investment account management action is processed to determine whether performance of the action violates any stored restriction. The investment account is updated to reflect the result of executing the orders that did not violate any stored restriction. All received orders that are found to be in violation of a restriction are then processed again to determine whether performance of the action now violates any stored restriction. This technique allows for approving for execution as many trade orders subject to restrictions as possible.
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