Patent ID: 7624052

Claim:
In a financial institution, a method for managing corporate action information of at least one entity, said method comprising: electronically receiving data in a corporate action processing system, wherein the data are associated with at least one corporate action of at least one of said entities, wherein said corporate action data includes data associated with at least one of a voluntary corporate action and a mandatory corporate action, wherein the corporate action processing system includes an electronic server computer system and at least one electronic data storage medium; electronically matching with the server at least a portion of said corporate action data to at least one client of the financial institution; electronically generating with the server at least one notification including at least a portion of said corporate action data; electronically performing with the server at least one workflow management activity in connection with generating said notification including said corporate action data; electronically designating with the server at least one of said mandatory corporate action data and said voluntary corporate action data with a preliminary status; electronically establishing with the server said preliminary status if at least an important date and a meeting date are not associated with said mandatory corporate action data; electronically updating said preliminary status once said important date and said meeting date are associated with said mandatory corporate action data; and, recycling at least one announcement associated with said mandatory corporate action data for identifying at least one new holder associated with said mandatory corporate action data.