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公开(公告)号:US06985881B2
公开(公告)日:2006-01-10
申请号:US09737035
申请日:2000-12-14
申请人: Christopher Donald Johnson , Tim Kerry Keyes , Marc Thomas Edgar , Chandrasekhar Pisupati , William Cree Steward
发明人: Christopher Donald Johnson , Tim Kerry Keyes , Marc Thomas Edgar , Chandrasekhar Pisupati , William Cree Steward
IPC分类号: G06F17/60
CPC分类号: G06Q40/06 , G06Q40/025 , G06Q40/04
摘要: A method of valuation of large groups of assets using an iterative and adaptive statistical evaluation to generate asset values is described. Individual asset values are developed and listed so that individual asset values can be rapidly taken and quickly grouped in any desired or prescribed manner for bidding purposes. One method of automated underwriting includes defining clusters of financial instruments by common attributes, receiving an expert opinion of value from selected samples of the clusters, checking values for combinations of attributes and reconciling the values. A collective valuation of the assets is established by cumulating the individual valuations.
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公开(公告)号:US07171383B2
公开(公告)日:2007-01-30
申请号:US09681298
申请日:2001-03-14
申请人: Christopher Donald Johnson , Richard Paul Messmer , William Cree Steward , Marc Thomas Edgar , Brian N. Dingman
发明人: Christopher Donald Johnson , Richard Paul Messmer , William Cree Steward , Marc Thomas Edgar , Brian N. Dingman
IPC分类号: G06Q40/00
CPC分类号: G06Q10/06 , G06Q10/063 , G06Q10/0631 , G06Q20/382 , G06Q40/00 , G06Q40/025 , G06Q40/06
摘要: An integrated system organizes a company's experiences, operating procedures, best practices, information sources, competitive information and analytical tools. The goal is increasing profitability within a due diligence process while facilitating ongoing operations. The system incorporates a method for collaborating on due diligence issues to affect knowledge building within due diligence teams. The method includes accessing stored, accumulated knowledge in a repository from prior due diligence exercises, applying to due diligence decisions criteria based on consolidated analytical building blocks of past due diligence exercises and storing newly accumulated knowledge from the current due diligence exercise into the repository of accumulated knowledge. Access to this information is available globally via the internet as well as locally.
摘要翻译: 综合系统组织公司的经验,操作程序,最佳实践,信息来源,竞争信息和分析工具。 目标是在尽职调查过程中提高盈利能力,同时促进持续运营。 该系统包含一个协调尽职调查问题的方法,以影响尽职调查小组内的知识建设。 该方法包括从先前的尽职调查练习中获取储存库中存储的积累的知识,应用基于过去尽职调查演习的综合分析构件的适当努力决策标准,并将从当前尽职调查练习中获得的新积累的知识存储到累积 知识。 访问这些信息可以通过互联网和本地在全球范围内获得。
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3.
公开(公告)号:US08209251B2
公开(公告)日:2012-06-26
申请号:US12129558
申请日:2008-05-29
IPC分类号: G06Q40/00
摘要: The cross correlation tool is used to quickly understand and describe the composition of an asset portfolio and the response of a user selected variable versus other variables in the portfolio. The tool is also used to quickly identify unexpectedly high or low correlation between two attribute variables and the response variable. Identification of unexpected correlations improves understanding of the portfolio data and the decisions regarding a potential purchase of the portfolio. Attribute variables are of two types, continuous and categorical. The cross correlations are computed between all variables of interest and their bin or level and presented in a two dimensional matrix for easy identification of trends.
摘要翻译: 互相关工具用于快速了解和描述资产组合的组合以及用户选择的变量与投资组合中的其他变量的响应。 该工具还用于快速识别两个属性变量和响应变量之间意外高或低的相关性。 识别意外的相关性可以提高对投资组合数据的了解以及有关潜在购买投资组合的决策。 属性变量有两种类型,连续和分类。 在所有感兴趣的变量和它们的仓或水平之间计算互相关,并以二维矩阵呈现,以便于识别趋势。
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4.
公开(公告)号:US20090177589A1
公开(公告)日:2009-07-09
申请号:US12129558
申请日:2008-05-29
IPC分类号: G06Q40/00
摘要: The cross correlation tool is used to quickly understand and describe the composition of an asset portfolio and the response of a user selected variable versus other variables in the portfolio. The tool is also used to quickly identify unexpectedly high or low correlation between two attribute variables and the response variable. Identification of unexpected correlations improves understanding of the portfolio data and the decisions regarding a potential purchase of the portfolio. Attribute variables are of two types, continuous and categorical. The cross correlations are computed between all variables of interest and their bin or level and presented in a two dimensional matrix for easy identification of trends.
摘要翻译: 互相关工具用于快速了解和描述资产组合的组合以及用户选择的变量与投资组合中的其他变量的响应。 该工具还用于快速识别两个属性变量和响应变量之间意外高或低的相关性。 识别意外的相关性可以提高对投资组合数据的了解以及有关潜在购买投资组合的决策。 属性变量有两种类型,连续和分类。 在所有感兴趣的变量和它们的仓或水平之间计算互相关,并以二维矩阵呈现,以便于识别趋势。
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公开(公告)号:US07526442B2
公开(公告)日:2009-04-28
申请号:US09746171
申请日:2000-12-21
IPC分类号: G06Q40/00
摘要: The cross correlation tool is used to quickly understand and describe the composition of an asset portfolio and the response of a user selected variable versus other variables in the portfolio. The tool is also used to quickly identify unexpectedly high or low correlation between two attribute variables and the response variable. Identification of unexpected correlations improves understanding of the portfolio data and the decisions regarding a potential purchase of the portfolio. Attribute variables are of two types, continuous and categorical. The cross correlations are computed between all variables of interest and their bin or level and presented in a two dimensional matrix for easy identification of trends.
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6.
公开(公告)号:US07039608B2
公开(公告)日:2006-05-02
申请号:US09737454
申请日:2000-12-14
申请人: Christopher Donald Johnson , Tim Kerry Keyes , David Jonathan Spencer , Catharine Lynn Midkiff , Richard Paul Messmer , Chandrasekhar Pisupati , Yu-to Chen , Marc Thomas Edgar , James Louis Cifarelli , Kunter Seref Akbay , Vrinda Rajiv , David Richard Nelson , William Cree Steward
发明人: Christopher Donald Johnson , Tim Kerry Keyes , David Jonathan Spencer , Catharine Lynn Midkiff , Richard Paul Messmer , Chandrasekhar Pisupati , Yu-to Chen , Marc Thomas Edgar , James Louis Cifarelli , Kunter Seref Akbay , Vrinda Rajiv , David Richard Nelson , William Cree Steward
IPC分类号: G06F17/60
摘要: A method of valuation of large groups of assets by partial full underwriting, partial sample underwriting and inferred values of the remainder using an iterative and adaptive supervised and unsupervised statistical evaluation of all assets and statistical inferences drawn from the evaluation and applied to generate the inferred asset values. Individual asset values are developed and listed in realtional tables so that individual asset values can be rapidly taken from the tables and quickly grouped in any desired or prescribed manner for bidding purposes. The assets are collected into a database, divided into categories by credit variable, subdivided by ratings as to those variables and then rated individually. The assets are then regrouped according to a bidding grouping and a collective valuations established by cumulating the individual valuations.
摘要翻译: 一种通过部分全面承销,部分样本承保和部分样本承保以及其余部分的推断值来估算大量资产的方法,采用迭代和自适应监督和无监督统计评估所有资产和从评估中得出的统计推断,并应用于生成推断资产 价值观。 单独的资产价值被开发并列在实体表中,以便可以从表格中快速获取单个资产价值,并以任何所需或规定的方式快速分组以进行投标。 这些资产被收集到一个数据库中,按信用变量分为类别,根据这些变量的评级细分,然后单独评估。 然后根据投标组合和通过累积个人估值建立的集体估值重组资产。
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公开(公告)号:US07110970B2
公开(公告)日:2006-09-19
申请号:US09741211
申请日:2000-12-19
IPC分类号: G06Q40/00
CPC分类号: G06Q10/06 , G06Q10/063 , G06Q10/0631 , G06Q20/382 , G06Q40/00 , G06Q40/025 , G06Q40/06
摘要: An integrated system organizes a company's experiences, operating procedures, best practices, information sources, competitive information and analytical tools. The goal is increasing profitability within a due diligence process while facilitating ongoing operations. The system incorporates a method for collaborating on due diligence issues to affect knowledge building within due diligence teams. The method includes accessing stored, accumulated knowledge in a repository from prior due diligence exercises, applying to due diligence decisions criteria based on consolidated analytical building blocks of past due diligence exercises and storing newly accumulated knowledge from the current due diligence exercise into the repository of accumulated knowledge.
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公开(公告)号:US07096197B2
公开(公告)日:2006-08-22
申请号:US09737038
申请日:2000-12-14
申请人: Richard Paul Messmer , Marc Thomas Edgar , James Louis Cifarelli , Kunter Seref Akbay , Christopher Donald Johnson
发明人: Richard Paul Messmer , Marc Thomas Edgar , James Louis Cifarelli , Kunter Seref Akbay , Christopher Donald Johnson
IPC分类号: G06F17/06
摘要: A method of valuation of groups of assets by partial full underwriting, partial sample underwriting and inferred values of the remainder using an iterative and adaptive statistical evaluation of all assets. Statistical inferences drawn from the evaluation are applied to generate the inferred values. The assets are collected into a database, catagorized, subdivided by ratings as to those variables and then rated individually. The assets are then regrouped according to a bidding grouping and a collective valuation is established. Simulated bid scenarios are examined for combinations of bid prices and a best bid price according to risk and return is determined.
摘要翻译: 通过部分全面承销,部分样本承保和余下的推断值对所有资产进行迭代和自适应统计评估来估算资产组的方法。 从评估中抽取的统计推断应用于产生推断值。 资产被收集到一个数据库中,按照这些变量的评级进行细分,然后分别评估。 然后根据投标组合重新组合资产,建立集体估值。 根据风险对投标价格和最佳投标价格的组合进行模拟出价方案的确定。
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公开(公告)号:US07031936B2
公开(公告)日:2006-04-18
申请号:US09737037
申请日:2000-12-14
IPC分类号: G06F17/60
摘要: A method of inferring valuation of large groups of assets by credit scores includes the steps of organizing valuation scores, adjusting valuation scores based on special factors and business decisions, reconciling multiple valuation scores which describe the same assets and making an overall adjustment to override the inferred valuation. Individual asset values are developed and listed in tables so that individual asset values can be rapidly taken from the tables and quickly grouped for bidding purposes. The valuations are collected into a database, divided into categories by credit variable, subdivided by ratings as to those variables and then rated individually.
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公开(公告)号:US07028005B2
公开(公告)日:2006-04-11
申请号:US09737629
申请日:2000-12-15
申请人: Richard Paul Messmer , Christopher Donald Johnson , Tim Kerry Keyes , William Cree Steward , Marc Thomas Edgar
发明人: Richard Paul Messmer , Christopher Donald Johnson , Tim Kerry Keyes , William Cree Steward , Marc Thomas Edgar
IPC分类号: G06F17/60
CPC分类号: G06Q40/06 , G06Q40/00 , G06Q40/025
摘要: A method of valuation of large groups of assets by a partial full underwriting, partial sample underwriting and inferred valuation of the remainder using an iterative and adaptive statistical evaluation of all assets and statistical inferences drawn from the evaluation and applied to generate inferred asset values. Individual asset values are developed and listed so that individual asset values can be rapidly taken and quickly grouped in any manner for bidding purposes. The assets are collected into a database, divided into categories, subdivided by ratings and then rated individually. Asset value is continuously recalculated based on progressively improving asset valuation data. The assets are then regrouped for bidding and a collective valuation is established by cumulating individual valuations.
摘要翻译: 通过部分全面承销,部分样本承保和剩余的部分样本承保估值,对所有资产进行迭代和自适应统计评估,并从评估中得出的统计推断并应用于产生推断资产值的方法。 开发和列出个人资产价值,以便可以以任何方式快速采购并快速分组个别资产价值进行投标。 将资产收集到数据库中,分为类别,按评级细分,然后单独评级。 资产价值不断重新计算,基于资产估值数据的逐步提高。 然后将资产重组进行投标,并通过累积个人估值来确定集体估值。
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