Computer system for actively monitoring and enhancing the...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2617235

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.

La présente invention concerne un système informatique permettant de surveiller et d'améliorer la sécurité des garanties sous-jacentes d'un ensemble de prêts, comprenant un système de calcul de valeur non garanties de cet ensemble à tout instant et permettant d'initier des instruments de renfort de garantie additionnelle lorsque ces valeurs non garanties dépassent une certain limite. Ce système peut comprendre une variété de modules en communication avec une base de données relationnelle destinée à stocker des données relatives aux prêts et aux éléments du système. Ce système informatique peut aussi être configuré de façon à allouer, gérer et exécuter la cascade des fonds entre et parmi les divers participants d'un plan financier. Cette invention comprend aussi un plan de finance structuré et des procédés associés permettant de renforcer la sécurité des garanties de prêt obtenues pour une assurance-vie ou une rente et, un système et un procédé permettant de gérer un portefeuille de ces prêts de façon à obtenir un financement favorable et à faciliter sa sécurisation. .

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