PATENT CLAIM ANALYSIS

Application Number: 16044076
Application Type: Utility
Filing Date: 2018-07
Publication Date: 2018-11
Patent Classification: ["705", "037000"]

Abstract:
The disclosed embodiments provide tools for multi-broker order routing based on net position at a broker. The net position of a user at a broker to receive a portion of a trade order is considered when allocating the quantity for the trade order to multiple brokers.

Claim (Index 9):
The computer readable medium of  claim 6 , further including instructions executable to, in response to determining the direction for the trade order is different than the direction of the total net position:\n calculate by the allocator component of the computing device a first preliminary portion quantity for the first broker based on the trade order quantity and the first allocation percentage; calculate by the allocator component of the computing device a second preliminary portion quantity for the second broker based on the trade order quantity and the second allocation percentage; calculate by the allocator component of the computing device a first preliminary net position for the first broker based on the first net position of the user at the first broker related to the tradeable object and the first preliminary portion quantity for the first broker; calculate by the allocator component of the computing device a second preliminary net position for the second broker based on the second net position of the user at the second broker related to the tradeable object and the second preliminary portion quantity for the second broker; identify by the allocator component of the computing device that the first preliminary net position for the first broker does not exceed the first target net position for the first broker; identify by the allocator component of the computing device that the second preliminary net position for the second broker exceeds the second target net position for the second broker by an identified excess; adjust by the allocator component of the computing device the second preliminary portion quantity for the second broker based on the identified excess; and adjust by the allocator component of the computing device the first preliminary portion quantity for the first broker based on the identified excess.

Metadata:
- Claim Count in Document: 27.0
- Percentile: 95.0
- Lexical Diversity: 1.54839
- Patent Class: 705.0
- Transitional Phrase Type: none
- Component Type: 0
- Foreign Priority: False
- Related Applications: ['14265578', '13269061', '13961404', '14984327', '12349015']

Analysis Scores:
- 35 USC 101 Eligibility (BERT): 0.1249759809218702
- 35 USC 102 Novelty (BERT): 0.5377363799981822
- Combined Prediction Score: 0.1662520208295015
- Mean Citation Score: 302.93738999999994
- Max Citation Score: 368.43307
- Similarity Product: 289.5529539789832

Labels:
- Claim Label 101: 0
- Claim Label 102: 1
- Claim Label 103: 0
- Claim Label 112: 1
- Combined Label: 0
- Label 101 Adjusted: 0

Dataset: test