US 12,079,869 B2
Systems and methods for automated selection of standing settlement instructions
Florenz Allewijn Pieter Hollebrandse, Glasgow (GB); and Koushik Sampath Kumar, Bournemouth (GB)
Assigned to JPMORGAN CHASE BANK , N.A., New York, NY (US)
Appl. No. 18/048,961
Filed by JPMORGAN CHASE BANK, N.A., New York, NY (US)
PCT Filed Apr. 28, 2020, PCT No. PCT/US2020/030295
§ 371(c)(1), (2) Date Oct. 24, 2022,
PCT Pub. No. WO2021/221619, PCT Pub. Date Nov. 4, 2021.
Prior Publication US 2023/0360127 A1, Nov. 9, 2023
Int. Cl. G06Q 40/04 (2012.01)
CPC G06Q 40/04 (2013.01) 20 Claims
OG exemplary drawing
 
1. A method for automated selection of standing settlement instructions comprising:
in an information processing apparatus comprising at least one computer processor:
receiving, from a trading platform, historic trade data for a plurality of customers;
training a generic SSI sub-model with the historic trade data for the plurality of customers, resulting in a generic SSI prediction;
training a customer-specific SSI sub-model with the historic trade data for one of the customers, resulting in a customer-specific SSI prediction;
combining the generic SSI prediction and the customer-specific SSI prediction resulting in a final classification model;
receiving a trade to be executed for the customer;
applying the final classification model to the trade, resulting in a final SSI selection; and
executing the trade using the final SSI selection.