Vincent George

US Patent:

7720729, May 18, 2010

Filed:

Aug 14, 2001

Appl. No.:

09/929184

Inventors:

Scot D. Wilce - Morristown NJ, US
Vincent A. George - Edgewater NJ, US
Hien Q. Nguyen - Jersey City NJ, US
Donna L. Conti - Cream Ridge NJ, US
Patrick E. Harris - New York NY, US
Donna M. Mansfield - Port Washington NY, US

Assignee:

Golman Sachs & Co. - New York NY

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

Systems and methods are provided to facilitate generation and/or negotiation of an agreement document via an agreement modeling system. According to one embodiment, agreement information associated with an agreement between a party and a counter-party is determined. An agreement document is generated in accordance with the agreement information, and it is automatically arranged for the agreement document to be received by the party and/or the counter-party. For example, an agreement modeling system controller may transmit the agreement document to the counter-party via an electronic mail address.

US Patent:

20030023528, Jan 30, 2003

Filed:

Aug 27, 2001

Appl. No.:

09/939911

Inventors:

Scot Wilce - Morristown NJ, US
Vincent George - Edgewater NJ, US
Hien Nguyen - Jersey City NJ, US
Donna Conti - Cream Ridge NJ, US
Patrick Harris - New York NY, US
Donna Mansfield - Port Washington NY, US

International Classification:

G06F017/60

US Classification:

705/035000, 705/038000

Abstract:

Systems and methods are provided to facilitate use of agreement information via an agreement modeling system. According to one embodiment, transaction information is evaluated based on agreement information stored in the agreement modeling system. According to another embodiment, an applicability of an agreement term may be determined based on agreement information, such as an expiration date associated with the agreement term. According to another embodiment, a user's access to agreement information is controlled by security information, such as a security class or attribute. According to another embodiment, multiple users may access agreement information in accordance with a concurrency management process.

US Patent:

20030023539, Jan 30, 2003

Filed:

Jul 27, 2001

Appl. No.:

09/916881

Inventors:

Scot Wilce - Morristown NJ, US
Vincent George - Edgewater NJ, US
Hien Nguyen - Jersey City NJ, US
Donna Conti - Cream Ridge NJ, US
Patrick Harris - New York NY, US
Donna Mansfield - Port Washington NY, US

International Classification:

G06F017/60

US Classification:

705/037000

Abstract:

Systems and methods are provided for facilitating definition of an agreement between a party and a counter-party via an agreement modeling system. According to some embodiments, an agreement type is automatically determined based on a covered products matrix and a plurality of product types associated with an agreement (e.g., financial products associated with a transaction agreement). In addition, an agreement term may be determined in accordance with the agreement type. According to other embodiments, an indication of an agreement term is stored in association with an indication of a term date such that an applicability of the agreement term can be automatically determined based at least in part on the term date. In still other embodiments, a value associated with an agreement term is stored along with an indication of a right associated with the agreement term (e.g., via an XML data format).

US Patent:

20100185548, Jul 22, 2010

Filed:

Mar 29, 2010

Appl. No.:

12/748534

Inventors:

Scot D. Wilce - Morristown NJ, US
Vincent A. George - Edgewater NJ, US
Hien Q. Nguyen - Jersey City NJ, US
Donna L. Conti - Cream Ridge NJ, US
Patrick E. Harris - New York NY, US
Donna M. Mansfield - Port Washington NY, US

International Classification:

G06Q 10/00
G06Q 40/00

US Classification:

705 80

Abstract:

Systems and methods are provided to facilitate generation and/or negotiation of an agreement document via an agreement modeling system. According to one embodiment, agreement information associated with an agreement between a party and a counter-party is determined. An agreement document is generated in accordance with the agreement information, and it is automatically arranged for the agreement document to be received by the party and/or the counter-party. For example, an agreement modeling system controller may transmit the agreement document to the counter-party via an electronic mail address.