WO2006017831A3 - Computer system for actively monitoring and enhancing the collateral security for a portfolio of loans to facilitate financing and securitization - Google Patents

Computer system for actively monitoring and enhancing the collateral security for a portfolio of loans to facilitate financing and securitization Download PDF

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Publication number
WO2006017831A3
WO2006017831A3 PCT/US2005/028159 US2005028159W WO2006017831A3 WO 2006017831 A3 WO2006017831 A3 WO 2006017831A3 US 2005028159 W US2005028159 W US 2005028159W WO 2006017831 A3 WO2006017831 A3 WO 2006017831A3
Authority
WO
WIPO (PCT)
Prior art keywords
loans
enhancing
computer system
portfolio
securitization
Prior art date
Application number
PCT/US2005/028159
Other languages
French (fr)
Other versions
WO2006017831A2 (en
Inventor
Jonathan D Rosen
Robert E Dewitt
David E Metzger
Paul A Bush
Original Assignee
Entaire Global Intellectual Pr
Jonathan D Rosen
Robert E Dewitt
David E Metzger
Paul A Bush
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Entaire Global Intellectual Pr, Jonathan D Rosen, Robert E Dewitt, David E Metzger, Paul A Bush filed Critical Entaire Global Intellectual Pr
Priority to US10/571,969 priority Critical patent/US7797214B2/en
Priority to CA002617235A priority patent/CA2617235A1/en
Publication of WO2006017831A2 publication Critical patent/WO2006017831A2/en
Publication of WO2006017831A3 publication Critical patent/WO2006017831A3/en
Priority to US11/564,149 priority patent/US7797218B2/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03—Credit; Loans; Processing thereof
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

Abstract

A computer system for monitoring and enhancing the collateral security underlying a set of loans is provided, including a system for calculating the unsecured value of the set at any time and for initiating additional collateral enhancement instruments when the unsecured value exceeds a certain limit. The system may include a variety of modules in communication with a relational database for storing data about the loans and system elements. The computer system may also be configured to allocate, manage, and execute the waterfall or cascade of funds between and among the various participants in a financial plan. The invention also includes a structured finance plan and related methods for enhancing the collateral security of a loan obtained for a life insurance or annuity product, and a system and method for managing a portfolio of such loans in order to obtain favorable financing and to facilitate securitization.
PCT/US2005/028159 2004-08-06 2005-08-08 Computer system for actively monitoring and enhancing the collateral security for a portfolio of loans to facilitate financing and securitization WO2006017831A2 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
US10/571,969 US7797214B2 (en) 2004-08-06 2005-08-08 Financing and securitization structure for a portfolio of loans
CA002617235A CA2617235A1 (en) 2004-08-06 2005-08-08 Computer system for actively monitoring and enhancing the collateral security for a portfolio of loans to facilitate financing and securitization
US11/564,149 US7797218B2 (en) 2004-08-06 2006-11-28 Method of compensating an employee

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US59953204P 2004-08-06 2004-08-06
US60/599,532 2004-08-06

Related Child Applications (2)

Application Number Title Priority Date Filing Date
US10/571,969 A-371-Of-International US7797214B2 (en) 2004-08-06 2005-08-08 Financing and securitization structure for a portfolio of loans
US11/564,149 Continuation US7797218B2 (en) 2004-08-06 2006-11-28 Method of compensating an employee

Publications (2)

Publication Number Publication Date
WO2006017831A2 WO2006017831A2 (en) 2006-02-16
WO2006017831A3 true WO2006017831A3 (en) 2006-04-20

Family

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Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2005/028159 WO2006017831A2 (en) 2004-08-06 2005-08-08 Computer system for actively monitoring and enhancing the collateral security for a portfolio of loans to facilitate financing and securitization

Country Status (3)

Country Link
US (2) US7797214B2 (en)
CA (1) CA2617235A1 (en)
WO (1) WO2006017831A2 (en)

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Also Published As

Publication number Publication date
US7797214B2 (en) 2010-09-14
US7797218B2 (en) 2010-09-14
US20080249809A1 (en) 2008-10-09
CA2617235A1 (en) 2006-02-16
US20070118393A1 (en) 2007-05-24
WO2006017831A2 (en) 2006-02-16

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