Methods, systems, and devices for managing and processing trading activity and trading information

Abstract

Embodiments relate to managing trading information. The method includes receiving voice communications between users, transforming voice communications into textual representations, generating trading records, generating confidence indicium for each trading record, selecting trading records based on confidence indicia, comparing a confidence indicium of first and second selected trading records with a first threshold, displaying the first selected trading record at a first location on a display when its confidence indicium exceeds the first threshold, and displaying the second selected trading record at a second location when its confidence indicium exceeds the first threshold. The method includes determining whether the first threshold has been edited. The method includes, after the first threshold has been edited: comparing the confidence indicium of the second selected trading record with the edited threshold; and moving the second selected trading record to a third location when its confidence indicium exceeds the edited threshold.

What is claimed is: 
     
         1 . A method of managing trading information, the method comprising:
 receiving, by a communication channel processor, voice communications between a representative user and one or more customer users communicated over a voice communication channel;   processing, by a user communications processor, the received voice communications between the representative user and the one or more customer users, the processing of the received voice communications including:
 transforming the received voice communications into textual representations of the received voice communications; 
   generating, by a candidate trading record processor, a plurality of candidate trading records based on at least the textual representations of the received voice communications;   performing, by a confidence indicia processor, a confidence level processing, the confidence level processing including:
 generating a confidence indicium for each of the one or more candidate trading records; and 
 selecting one or more selected candidate trading records from among the one or more candidate trading records based on the generated confidence indicia; 
   comparing a confidence indicium of a first selected candidate trading record with a first threshold confidence indicium, the first selected candidate trading record being one of the selected candidate trading records;   comparing a confidence indicium of a second selected candidate trading record with the first threshold confidence indicium, the second selected candidate trading record being another one of the selected candidate trading records;   responsive to a determination that the confidence indicium of the first selected candidate trading record exceeds the first threshold confidence indicium, displaying the first selected candidate trading record at a first location on a graphical display;   responsive to a determination that the confidence indicium of the second selected candidate trading record does not exceed the first threshold confidence indicium, displaying the second selected candidate trading record at a second location on the graphical display, wherein the second location is different from the first location;   determining whether the first threshold confidence indicium has been edited by the representative user or the one or more customer users; and   responsive to a determination that the first threshold confidence indicium has been edited to arrive at a second threshold confidence indicium:
 comparing the confidence indicium of the second selected candidate trading record with the second threshold confidence indicium; and 
 moving the second selected candidate trading record from the second location to a third location on the graphical display when the confidence indicium of the second selected candidate trading record exceeds the second threshold confidence indicium, wherein the third location is different from the second location. 
   
     
     
         2 . The method of  claim 1 , wherein:
 the confidence indicium for each of the one or more candidate trading records represents at least one of an accuracy, completeness, source, price, and temporal nature of the candidate trading record.   
     
     
         3 . The method of  claim 1 , wherein:
 the confidence indicium for each of the one or more candidate trading records represents an accuracy and completeness of the candidate trading record.   
     
     
         4 . The method of  claim 1 , further comprising:
 ranking, by a trading record ranking processor, the plurality of selected candidate trading records, wherein the ranking is based on the generated confidence indicia.   
     
     
         5 . The method of  claim 1 , wherein:
 when the confidence indicium of the first selected candidate trading record exceeds the first threshold confidence indicium:
 adding the first selected candidate trading record to a first group. 
   
     
     
         6 . The method of  claim 5 , wherein all records added to the first group satisfy the following:
 a confidence indicium of each record in the first group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the first group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the first group are selected candidate trading records for a same relevant trading date; 
 all of the records in the first group are selected candidate trading records for a same type of user; 
 all of the records in the first group are selected candidate trading records for a same price status; and 
 all of the records in the first group are selected candidate trading records for a same price source. 
   
     
     
         7 . The method of  claim 1 , wherein:
 when the confidence indicium of the second selected candidate trading record does not exceed the first threshold confidence indicium:
 adding the second selected candidate trading record to a second group. 
   
     
     
         8 . The method of  claim 7 , wherein all records added to the second group satisfy the following:
 a confidence indicium of each record in the second group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the second group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the second group are selected candidate trading records for a same relevant trading date; 
 all of the records in the second group are selected candidate trading records for a same type of user; 
 all of the records in the second group are selected candidate trading records for a same price status; and 
 all of the records in the second group are selected candidate trading records for a same price source. 
   
     
     
         9 . The method of  claim 1 , wherein:
 responsive to a determination that the first threshold confidence indicium has been edited to arrive at the second threshold confidence indicium:
 comparing the confidence indicium of the first selected candidate trading record with the second threshold confidence indicium; and 
 moving the first selected candidate trading record from the first location to a fourth location on the graphical display when the confidence indicium of the first selected candidate trading record does not exceed the second threshold confidence indicium, wherein the fourth location is different from the first location. 
   
     
     
         10 . The method of  claim 1 , wherein:
 responsive to a determination that the first threshold confidence indicium has been edited to arrive at the second threshold confidence indicium:
 comparing the confidence indicium of the first selected candidate trading record with the second threshold confidence indicium; and 
 not moving the first selected candidate trading record from the first location when the confidence indicium of the first selected candidate trading record exceeds the second threshold confidence indicium. 
   
     
     
         11 . The method of  claim 1 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         12 . The method of  claim 1 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected is better than the first selected candidate trading record based on at least one of the following: timestamp, price, quantity, and source; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         13 . The method of  claim 1 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a more recent timestamp than a timestamp of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         14 . The method of  claim 1 , further comprising:
 moving the first selected candidate trading record from the first location to a fifth location on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         15 . A method of managing trading information, the method comprising:
 receiving, by a communication channel processor, voice communications between a representative user and one or more customer users communicated over a voice communication channel;   processing, by a user communications processor, the received voice communications between the representative user and the one or more customer users, the processing of the received voice communications including:
 transforming the received voice communications into textual representations of the received voice communications; 
   generating, by a candidate trading record processor, a plurality of candidate trading records based on at least the textual representations of the received voice communications;   performing, by a confidence indicia processor, a confidence level processing, the confidence level processing including:
 generating a confidence indicium for each of the one or more candidate trading records; and 
 selecting one or more selected candidate trading records from among the one or more candidate trading records based on the generated confidence indicia; 
   comparing a confidence indicium of a first selected candidate trading record with a first threshold confidence indicium, the first selected candidate trading record being one of the selected candidate trading records;   comparing a confidence indicium of a second selected candidate trading record with the first threshold confidence indicium, the second selected candidate trading record being another one of the selected candidate trading records;   responsive to a determination that the confidence indicium of the first selected candidate trading record exceeds the first threshold confidence indicium, adding the first selected candidate trading record to a first group and displaying the first selected candidate trading record at a first location on a graphical display;   responsive to a determination that the confidence indicium of the second selected candidate trading record does not exceed the first threshold confidence indicium, adding the second selected candidate trading record to a second group and not displaying the second selected candidate trading record on the graphical display;   determining whether the first threshold confidence indicium has been edited by the representative user or the one or more customer users; and   responsive to a determination that the first threshold confidence indicium has been edited to arrive at a second threshold confidence indicium:
 comparing the confidence indicium of the second selected candidate trading record with the second threshold confidence indicium; and 
 moving the second selected candidate trading record from the second group to the first group and displaying the second selected candidate trading record at a second location on the graphical display when the confidence indicium of the second selected candidate trading record exceeds the second threshold confidence indicium, wherein the second location is different from the first location. 
   
     
     
         16 . The method of  claim 15 , wherein:
 the confidence indicium for each of the one or more candidate trading records represents at least one of an accuracy, completeness, source, price, and temporal nature of the candidate trading record.   
     
     
         17 . The method of  claim 16 , wherein:
 the confidence indicium for each of the one or more candidate trading records represents an accuracy and completeness of the candidate trading record.   
     
     
         18 . The method of  claim 15 , wherein all records added to the first group satisfy the following:
 a confidence indicium of each record in the first group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the first group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the first group are selected candidate trading records for a same relevant trading date; 
 all of the records in the first group are selected candidate trading records for a same type of user; 
 all of the records in the first group are selected candidate trading records for a same price status; and 
 all of the records in the first group are selected candidate trading records for a same price source. 
   
     
     
         19 . The method of  claim 15 , wherein all records added to the second group satisfy the following:
 a confidence indicium of each record in the second group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the second group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the second group are selected candidate trading records for a same relevant trading date; 
 all of the records in the second group are selected candidate trading records for a same type of user; 
 all of the records in the second group are selected candidate trading records for a same price status; and 
 all of the records in the second group are selected candidate trading records for a same price source. 
   
     
     
         20 . The method of  claim 15 , wherein:
 responsive to a determination that the first threshold confidence indicium has been edited to arrive at the second threshold confidence indicium:
 comparing the confidence indicium of the first selected candidate trading record with the second threshold confidence indicium; and 
 moving the first selected candidate trading record from the first location to a third location on the graphical display when the confidence indicium of the first selected candidate trading record does not exceed the second threshold confidence indicium, wherein the third location is different from the first location. 
   
     
     
         21 . The method of  claim 15 , wherein:
 responsive to a determination that the first threshold confidence indicium has been edited to arrive at the second threshold confidence indicium:
 comparing the confidence indicium of the first selected candidate trading record with the second threshold confidence indicium; and 
 not moving the first selected candidate trading record from the first location when the confidence indicium of the first selected candidate trading record exceeds the second threshold confidence indicium. 
   
     
     
         22 . The method of  claim 15 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         23 . The method of  claim 15 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected is better than the first selected candidate trading record based on at least one of the following: timestamp, price, quantity, and source; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         24 . The method of  claim 15 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a more recent timestamp than a timestamp of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         25 . The method of  claim 15 , further comprising:
 moving the first selected candidate trading record from the first location to a fourth location on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         26 . The method of  claim 15 , wherein the second location on the graphical display is a different location than the first location. 
     
     
         27 . The method of  claim 15 , wherein the second location on the graphical display is the same location as the first location. 
     
     
         28 . A method of managing trading information, the method comprising:
 receiving, by a communication channel processor, voice communications between a representative user and one or more customer users communicated over a voice communication channel;   processing, by a user communications processor, the received voice communications between the representative user and the one or more customer users, the processing of the received voice communications including:
 transforming the received voice communications into textual representations of the received voice communications; 
   generating, by a candidate trading record processor, a plurality of candidate trading records based on at least the textual representations of the received voice communications;   performing, by a confidence indicia processor, a confidence level processing, the confidence level processing including:
 generating a confidence indicium for each of the one or more candidate trading records, wherein the confidence indicium for each of the one or more candidate trading records represents at least one of an accuracy, completeness, source, price, and temporal nature of the candidate trading record; 
 selecting one or more selected candidate trading records from among the one or more candidate trading records based on the generated confidence indicia; 
   comparing a confidence indicium of a first selected candidate trading record with a first threshold confidence indicium, the first selected candidate trading record being one of the ranked candidate trading records;   comparing a confidence indicium of a second selected candidate trading record with the first threshold confidence indicium, the second selected candidate trading record being another one of the ranked candidate trading records;   responsive to a determination that the confidence indicium of the first selected candidate trading record exceeds the first threshold confidence indicium, adding the first selected candidate trading record to a first group and displaying the first selected candidate trading record at a first location on a graphical display;   responsive to a determination that the confidence indicium of the second selected candidate trading record exceeds the first threshold confidence indicium, adding the second selected candidate trading record to the first group and displaying the second selected candidate trading record at a second location on the graphical display;   determining whether the first threshold confidence indicium has been edited by the representative user or the one or more customer users; and   responsive to a determination that the first threshold confidence indicium has been edited to arrive at a second threshold confidence indicium:
 comparing the confidence indicium of the first selected candidate trading record with the second threshold confidence indicium; 
 comparing the confidence indicium of the second selected candidate trading record with the second threshold confidence indicium; 
 displaying the first selected candidate trading record on the graphical display when the confidence indicium of the first selected candidate trading record exceeds the second threshold confidence indicium; 
 moving the first selected candidate trading record from the first group to a second group and not displaying the first selected candidate trading record on the graphical display when the confidence indicium of the first selected candidate trading record does not exceed the second threshold confidence indicium; 
 displaying the second selected candidate trading record on the graphical display when the confidence indicium of the second selected candidate trading record exceeds the second threshold confidence indicium; and 
 moving the second selected candidate trading record from the first group to the second group and not displaying the second selected candidate trading record on the graphical display when the confidence indicium of the second selected candidate trading record does not exceed the second threshold confidence indicium. 
   
     
     
         29 . The method of  claim 28 , wherein:
 the confidence indicium for each of the one or more candidate trading records represents an accuracy and completeness of the candidate trading record.   
     
     
         30 . The method of  claim 28 , wherein all records added to the first group satisfy the following:
 a confidence indicium of each record in the first group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the first group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the first group are selected candidate trading records for a same relevant trading date; 
 all of the records in the first group are selected candidate trading records for a same type of user; 
 all of the records in the first group are selected candidate trading records for a same price status; and 
 all of the records in the first group are selected candidate trading records for a same price source. 
   
     
     
         31 . The method of  claim 28 , wherein all records added to the second group satisfy the following:
 a confidence indicium of each record in the second group exceeds the first threshold confidence indicium; and   at least one of the following apply:
 all records in the second group are selected candidate trading records for a same trading instrument type; 
 all records in the first group are selected candidate trading records for a same tradeable contract; 
 all records in the second group are selected candidate trading records for a same relevant trading date; 
 all of the records in the second group are selected candidate trading records for a same type of user; 
 all of the records in the second group are selected candidate trading records for a same price status; and 
 all of the records in the second group are selected candidate trading records for a same price source. 
   
     
     
         32 . The method of  claim 28 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         33 . The method of  claim 28 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected is better than the first selected candidate trading record based on at least one of the following: timestamp, price, quantity, and source; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         34 . The method of  claim 28 , further comprising:
 not displaying the first selected candidate trading record on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a more timestamp than a timestamp of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user. 
 
   
     
     
         35 . The method of  claim 28 , further comprising:
 moving the first selected candidate trading record from the first location to a third location on the graphical display when:
 a new selected candidate trading record is selected; and 
 at least one of the following apply:
 the new selected candidate trading record that is newly selected has a trading price that is better than a trading price of the first selected candidate trading record; and 
 the first selected candidate trading record and the new selected candidate trading record are both generated from voice communications received from a same representative user.