Systems and methods for allocating assets to directed and interest-based participants

    公开(公告)号:US11640640B2

    公开(公告)日:2023-05-02

    申请号:US16730052

    申请日:2019-12-30

    摘要: In one aspect, a share data allocation (SDA) computing device is provided. The SDA computing device includes at least one processor in communication with a database. The at least one processor is configured to receive direct-share participant (DSP) request data indicating an amount each DSP is willing to invest and receive interest-based participant (IBP) request data indicating an amount each IBP is willing to invest. The at least one processor is also configured to apply a first mapping algorithm to the DSP request data and apply a second mapping algorithm to the IBP request data. The at least one processor is further configured to calculate a preliminary allocation of a total amount of assets among the DSPs and the IBPs according to results of an apportionment, and direct allocation of the total amount of assets among the DSPs and the IBPs according to results of a join operator.

    SYSTEMS AND METHODS FOR ALLOCATING FRACTIONAL SHARES OF A PUBLIC OFFERING

    公开(公告)号:US20220358586A1

    公开(公告)日:2022-11-10

    申请号:US17531358

    申请日:2021-11-19

    发明人: Sukanta Ganguly

    IPC分类号: G06Q40/04 G06Q30/06 G06N5/00

    摘要: A share allocation (SA) computing device includes a processor in communication with a database. The processor is configured to execute a computational model including a plurality of model layers. The plurality of model layers includes a fractional node layer configured to assign each candidate investor of a plurality of candidate investors to a corresponding node. Each node is associated with a weight, and the nodes define an interconnected neural network. The fractional node layer is also configured to apply a machine learning algorithm configured to adjust the weights of the nodes in response to respective fitness values input to the nodes, and convert the adjusted weight for each node into a corresponding fraction. The fractional node layer is further configured to allocate, to each candidate investor, a respective fractional share of an offering, the fractional share corresponding to the fraction associated with the corresponding node.

    SYSTEM AND METHOD FOR QUANTIFIABLE CATEGORIZATION OF CANDIDATES FOR ASSET ALLOCATION

    公开(公告)号:US20190228472A1

    公开(公告)日:2019-07-25

    申请号:US16253657

    申请日:2019-01-22

    摘要: An asset vector analysis (AVA) computing device retrieves, from a database, investor data relating to a plurality of individual investors and past investment activity of the plurality of investors. The device computes, for each individual investor, an investor score, and transmits a notification of a public offering of assets to at least some of the individual investors. The device receives, from the individual investors, a response indicating an amount of money the respective investor is willing to invest in the public offering. The device determines a total amount of assets available to the individual investors in the public offering. The device allocates a portion of the total amount of assets available to the individual investors based at least in part on the investor score of individual investors.

    Systems and methods for allocating fractional shares of a public offering

    公开(公告)号:US11640639B2

    公开(公告)日:2023-05-02

    申请号:US17531358

    申请日:2021-11-19

    发明人: Sukanta Ganguly

    摘要: A share allocation (SA) computing device includes a processor in communication with a database. The processor is configured to execute a computational model including a plurality of model layers. The plurality of model layers includes a fractional node layer configured to assign each candidate investor of a plurality of candidate investors to a corresponding node. Each node is associated with a weight, and the nodes define an interconnected neural network. The fractional node layer is also configured to apply a machine learning algorithm configured to adjust the weights of the nodes in response to respective fitness values input to the nodes, and convert the adjusted weight for each node into a corresponding fraction. The fractional node layer is further configured to allocate, to each candidate investor, a respective fractional share of an offering, the fractional share corresponding to the fraction associated with the corresponding node.

    SYSTEMS AND METHODS FOR TRACKING AND REPORTING USER INTERACTIONS WITH DATA OBJECTS

    公开(公告)号:US20220027991A1

    公开(公告)日:2022-01-27

    申请号:US17384032

    申请日:2021-07-23

    IPC分类号: G06Q40/04

    摘要: An event analysis (EA) computing device is described. The EA computing device includes at least one processor in communication with a database and a plurality of user computing devices. The at least one processor is configured to receive a user interaction data signal, store a first data extracted from the user interaction data signal in a first database, (i) transmit a notification data signal to one of the user computing devices, and (ii) generate and store a user trail record in a second database as a linked element in a user trail. The processor is also configured to retrieve the first data from the first database and use the first data to implement a primary functionality of the EA computing device, retrieve the user trail and use the user trail to generate a report, and transmit the report to one of the user computing devices.