Joseph A Barone

US Patent:

7797224, Sep 14, 2010

Filed:

Dec 29, 2006

Appl. No.:

11/618300

Inventors:

Joseph Anthony Barone - Nutley NJ, US
William McKinney - Westfield NJ, US
Michele Pierdinock - Hoboken NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35

Abstract:

A system and method for identifying a candidate set of one or more buy orders associated with an investment account, ordering the buy orders in the candidate set into a chain, determining a back out target value that identifies a fiscal amount by which the candidate set must be reduced, and decrementing an initial asset quantity of one or more successive non-zero quantity buy orders in the chain by a fixed integer quantity to a final asset quantity until the back out target value is achieved. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.

US Patent:

7873563, Jan 18, 2011

Filed:

Dec 29, 2006

Appl. No.:

11/618282

Inventors:

Joseph Anthony Barone - Nutley NJ, US
William McKinney - Westfield NJ, US
Michele Pierdinock - Hoboken NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35

Abstract:

A system and method for identifying a candidate set of at least one buy order associated with an investment account, determining a back out target value that identifies a fiscal amount by which the candidate set must to be reduced, and progressively decrementing a respective initial asset quantity of one or more buy orders of the candidate set until the back out target value is achieved at a final asset quantity of the one or more buy orders. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.

US Patent:

20070168273, Jul 19, 2007

Filed:

Mar 16, 2007

Appl. No.:

11/687454

Inventors:

Joseph Barone - Rutherford NJ, US
Charles Smith - Hoboken NJ, US
William McKinney - Westfield NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CHECKFREE CORPORATION - Norcross GA

International Classification:

G06Q 40/00

US Classification:

70503600R

Abstract:

Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.

US Patent:

48083119, Feb 28, 1989

Filed:

Nov 3, 1986

Appl. No.:

6/926927

Inventors:

Joseph P. Barone - Westford MA

Assignee:

Millipore Corporation - Bedford MA

International Classification:

B01D 1300

US Classification:

210490

Abstract:

Composite inorganic microporous or ultrafiltration membranes are formed by depositing a film of inorganic particles on a porous inorganic substrate. In a second step, the particles comprising the film are bonded or joined together by passing a supersaturated solution of the particle composition through the particle film, thereby to effect crystal growth on the particles, and to find tune the film pore size. The entire process is conducted at low temperatures, generally less than 90. degree. C.

US Patent:

48805440, Nov 14, 1989

Filed:

Nov 10, 1988

Appl. No.:

7/269509

Inventors:

Joseph P. Barone - Westford MA

Assignee:

Millipore Corporation - Bedford MA

International Classification:

B01D 1300

US Classification:

210639

Abstract:

Composite inorganic microporous or ultrafiltration membranes are formed by depositing a film of inorganic particles on a porous inorganic substrate. In a second step, the particles comprising the film are bonded or joined together by passing a supersaturated solution of the particle composition through the particle film, thereby to effect crystal growth on the particles, and to find tune the film pore size. The entire process is conducted at low temperatures, generally less than 90. degree. C.

US Patent:

62301527, May 8, 2001

Filed:

Oct 16, 1997

Appl. No.:

8/951548

Inventors:

Joseph Michael Barone - Basking Ridge NJ

Assignee:

Lucent Technologies Inc - Murray Hill NJ

International Classification:

G06N 1700

US Classification:

706 45

Abstract:

Fuzzy logic controller for a queue manager that services a plurality of queues in an iterative fashion, each queue containing an indeterminate number of elements, the manager iteratively servicing each of the plurality of queues in accordance with a dequeuing quantity parameter, Q. The controller comprises a device for determining an amount of queues having remaining elements after each servicing iteration and outputting the amount; a device for comparing the difference between a system output representing an amount of queues having remaining elements in a current iteration with a previous output representing an amount of queues having remaining elements in a predecessor iteration, the output difference indicating a first dequeuing trend; and, a device for adjusting the dequeuing quantity parameter Q based on the dequeuing trend, the adjusting device capable of driving the system output toward a predetermined setpoint quantity after each servicing iteration. The process is repeated for the next succeeding iteration to adjust a time delay parameter, T, representing a time delay between servicing each element of a said queue, and in the next iteration after that, for adjusting a time delay parameter, S, representing a time delay between servicing each successive queue. The process of changing Q, T and S parameters based on dequeuing trends is continuously repeated at each successive iteration of the queue manager.

US Patent:

20150120611, Apr 30, 2015

Filed:

Aug 18, 2014

Appl. No.:

14/461763

Inventors:

Joseph A. Barone - Rutherford NJ, US
William McKinney - Westfield NJ, US
Hari Moorthy - West Windsor NJ, US

Assignee:

FISERV INVESTMENT SOLUTIONS, INC. - Brookfield WI

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.