利索-全球专利检索

  1. 登录
  2. 注册

搜索结果

7 条记录 (耗时 0.013 秒)

    System and Method for outcome-oriented Investing
    3.
    发明申请
    System and Method for outcome-oriented Investing 审中-公开
    结果导向投资的制度与方法

    公开(公告)号：US20140122371A1

    公开(公告)日：2014-05-01

    申请号：US13694122

    申请日：2012-10-31

    申请人： Karan Sood

    发明人： Karan Sood

    IPC分类号： G06Q40/06 ,  G06Q40/04

    CPC分类号： G06Q40/06 ,  G06Q40/04

    摘要： A method for outcome-oriented investing is provided. A unit investment trust is established. An intended non-linear economic outcome structured to reference underlying assets is established. Securities and the weights of those securities are selected in compliance with unit investment trust requirements such that the unit investment trust delivers the intended non-linear economic outcome. For example, the securities selected are liquid, and active management of the securities held in the unit investment trust is not allowed. In one example embodiment described herein, at least one U.S. Treasury bond and at least one exchange-traded option are selected.

    摘要翻译： 提供了一种面向结果的投资方法。 建立单位投资信托基金。 建立了旨在参考相关资产的预期非线性经济结果。 根据单位投资信托要求选择证券和权重，使单位投资信托提供预期的非线性经济结果。 例如，所选证券为流动性，不允许对单位投资信托持有的证券进行积​​极管理。 在本文描述的一个示例实施例中，选择至少一个美国国库券和至少一个交易所交易期权。

    Automated Evaluation of Transaction Plays
    6.
    发明申请
    Automated Evaluation of Transaction Plays 审中-公开
    交易游戏自动评估

    公开(公告)号：US20150112764A1

    公开(公告)日：2015-04-23

    申请号：US14058021

    申请日：2013-10-18

    申请人： SEBASTINE AUGUSTINE ,  PRERNA MAKANAWALA ,  KEDAR SHIROOR ,  ABHIJIT MITRA ,  KARAN SOOD

    发明人： SEBASTINE AUGUSTINE ,  PRERNA MAKANAWALA ,  KEDAR SHIROOR ,  ABHIJIT MITRA ,  KARAN SOOD

    IPC分类号： G06Q30/02

    CPC分类号： G06Q30/0202

    摘要： In one embodiment, a computer-implemented method comprises generating, using a computer, recommendations of a first group of products of a plurality of products based on past transactions between a plurality of persons and a plurality of entities for the plurality of products, relationships between the persons, relationships between the entities, and relationships between the persons and the entities; generating, using the computer, a score for each recommendation of the plurality of recommendations; and generating, using the computer, a first success indicator of a first selected recommendation based on the score associated with the first selected recommendation.

    摘要翻译： 在一个实施例中，计算机实现的方法包括基于多个人的多个人与多个实体之间的过去交易来生成使用计算机的多个产品的第一组产品的建议， 个人，实体之间的关系以及个人与实体之间的关系; 使用所述计算机生成所述多个建议中的每个建议的得分; 以及基于与所述第一选择的推荐相关联的得分，使用所述计算机生成第一选定推荐的第一成功指标。

    Automated Identification and Evaluation of Business Opportunity Prospects
    7.
    发明申请
    Automated Identification and Evaluation of Business Opportunity Prospects 审中-公开
    商业机会前景的自动识别与评估

    公开(公告)号：US20150112755A1

    公开(公告)日：2015-04-23

    申请号：US14057978

    申请日：2013-10-18

    申请人： SUSHANT POTDAR ,  BRIAN YIP ,  PRAVEEN KALLA ,  PRERNA MAKANAWALA ,  KE SUN ,  KEDAR SHIROOR ,  NIYANTH KUDUMULA ,  ABHIJIT MITRA ,  KARAN SOOD

    发明人： SUSHANT POTDAR ,  BRIAN YIP ,  PRAVEEN KALLA ,  PRERNA MAKANAWALA ,  KE SUN ,  KEDAR SHIROOR ,  NIYANTH KUDUMULA ,  ABHIJIT MITRA ,  KARAN SOOD

    IPC分类号： G06Q30/02

    CPC分类号： G06Q30/0201

    摘要： Embodiments identify and evaluate business opportunity prospects in an automated fashion. An engine receives one or more inputs used to identify business opportunities. These input(s) can comprise recent events gathered from external sources, for example feeds from news websites, and/or publicly-available business information (e.g. compiled by third parties). Other inputs can comprise information from internal sources, such as Enterprise Resource Planning (ERM) and/or Customer Relationship Management (CRM) applications. Still other inputs can comprise personalized user preferences, for example an industry and/or territory assigned to a particular user. From these input(s), the engine automatically generates a business lead, together with a score reflecting a strength of that lead. To this existing lead information (e.g. score, lead name, lead contact information, etc.), a user can manually add further information, for example monetary value and/or an closing date, in order to create a deal pipeline for visualization.

    摘要翻译： 实体以自动化方式识别和评估商业机会前景。 引擎接收一个或多个用于识别商业机会的输入。 这些输入可以包括从外部来源收集的最近事件，例如来自新闻网站的馈送和/或公开可用的商业信息（例如由第三方编译的）。 其他输入可以包括来自内部来源的信息，例如企业资源规划（ERM）和/或客户关系管理（CRM）应用程序。 还有其他输入可以包括个性化的用户偏好，例如分配给特定用户的行业和/或领域。 从这些输入中，引擎自动生成一个业务线，以及反映该线索强度的分数。 对于现有的领先信息（例如得分，潜在客名，牵头联系信息等），用户可以手动地添加进一步的信息，例如货币值和/或截止日期，以便创建用于可视化的交易流程。