Patent ID: 8374950

Claim:
A computerized order management system comprising: a display device having a user interface for facilitating post-trade processing by a user, the user interface comprising: a pending view for displaying those trades that require further action by the user to be completed; and a completed view displaying those trades that are completed, wherein the user interface is adapted to support name-pending transactions in which the user may enter an order without initially specifying a client name and then subsequently specify the client name, to support name switch transactions in which the user may, following commencement of a trade, substitute the name of a first party for a second party in the trade where the first party has a credit line with the counter-party to the trade and the second party, and the second party does not have a credit line with the counter-party to the trade, and to support name-check transactions wherein a buy and sell order are matched, but at least one party to the transaction must approve its proposed counterparty before the transaction can be completed.