US 11,798,082 B2
System and method for selecting a financial instrument to trade based on trading intentions of a user in computer platforms designed for improved electronic execution of electronic transactions
James Toffey, Newark, NJ (US); Spenser Huston, Newark, NJ (US); Vijay Mayadas, Newark, NJ (US); William Gartland, Newark, NJ (US); Thomas Duignan, Newark, NJ (US); Rick Montgomery, Newark, NJ (US); Albert John Cass, Newark, NJ (US); Suneel Nallagonda, Newark, NJ (US); and Bryan Moore, Newark, NJ (US)
Assigned to Broadridge Fixed Income Liquidity Solutions, LLC, Newark, NJ (US)
Filed by Broadridge Fixed Income Liquidity Solutions, LLC, Newark, NJ (US)
Filed on Oct. 28, 2021, as Appl. No. 17/513,683.
Application 17/513,683 is a continuation of application No. 17/175,417, filed on Feb. 12, 2021.
Application 17/175,417 is a continuation in part of application No. 16/879,327, filed on May 20, 2020, granted, now 10,922,773, issued on Feb. 16, 2021.
Application 16/879,327 is a continuation of application No. 16/805,401, filed on Feb. 28, 2020, abandoned.
Claims priority of provisional application 62/812,602, filed on Mar. 1, 2019.
Prior Publication US 2022/0051328 A1, Feb. 17, 2022
Int. Cl. G06Q 40/04 (2012.01); G06Q 30/0601 (2023.01); G06N 20/00 (2019.01)
CPC G06Q 40/04 (2013.01) [G06N 20/00 (2019.01); G06Q 30/0613 (2013.01)] 22 Claims
OG exemplary drawing
 
1. A computing device for hosting an electronic communication session for trading a financial instrument between an initiating user and one or more dealer users, the computing device comprising:
one or more processors; and
a non-transitory computer-readable storage medium having a plurality of instructions stored thereon, which, when executed by the one or more processors, cause the one or more processors to perform operations comprising:
hosting an electronic communication session for the initiating user to select a target financial instrument to trade, wherein the hosting comprises:
receiving a request to begin the electronic communication session from an initiating user computing device associated with the initiating user, the request identifying a pre-trading intention of the initiating user relating to the target financial instrument to be traded, wherein the pre-trading intention includes a stated preference of the initiating user for a characteristic of the target financial instrument to trade;
receiving a plurality of trading data relating to a plurality of characteristics of a plurality of financial instruments available to trade;
identifying one or more financial instruments among the plurality of financial instruments based in part on a measure of a match between the pre-trading intention and at least one datum among the plurality of trading data; and
providing an alert to the initiating user computing device including a list of the one or more matched financial instruments, wherein the alert is presented in a graphical user interface (“GUI”) containing one or more active links to connect with the one or more dealer users, and wherein each of the one or more matched financial instruments is presented in association with the measure of the match between the pre-trading intention and the financial instrument.