Secure resolution of canonical entities

    公开(公告)号:US11681729B2

    公开(公告)日:2023-06-20

    申请号:US17443440

    申请日:2021-07-26

    Abstract: Computer implemented systems and methods are disclosed for automatically and canonically identifying related data in various data structures while maintaining secure access to individual data objects and their properties. Data structures may include a plurality of records, wherein each record is associated with a respective entity. Access to individual records, or in some embodiments access to individual attributes of a record, may be restricted to particular users or groups on a per-item basis. In accordance with some embodiments, systems and methods are disclosed for identifying pairs of records, determining a probability that both records relate to a common entity, and securely notifying and presenting users with information regarding the probability while preserving the access restrictions for the individual records and attributes. Record pairs that potentially refer to the same entity may be linked, reconciled, or ignored in response to feedback from users who have access to one or both records.

    SYSTEMS AND METHODS FOR CONTEXT-BASED KEYWORD SEARCHING

    公开(公告)号:US20230020057A1

    公开(公告)日:2023-01-19

    申请号:US17948905

    申请日:2022-09-20

    Abstract: Systems and methods are provided for performing context-based keyword searching using a search bar. Based on search terms received via the search bar, the system may be configured to provide suggested search parameters to associate with that search term. The suggested search parameters may each include a type of data and/or a filter to associate with the search term (e.g., name, phone number, date of birth, etc.). The one or more suggested search parameters may be identified based on the search term itself, a list of possible types of data or filters, a preliminary search of one or more datasets, a record of one or more previous searches performed, requirements associated with one or more searchable datasets, the format of user input received via the search bar, and/or one or more other factors.

    SECURE RESOLUTION OF CANONICAL ENTITIES

    公开(公告)号:US20210357437A1

    公开(公告)日:2021-11-18

    申请号:US17443440

    申请日:2021-07-26

    Abstract: Computer implemented systems and methods are disclosed for automatically and canonically identifying related data in various data structures while maintaining secure access to individual data objects and their properties. Data structures may include a plurality of records, wherein each record is associated with a respective entity. Access to individual records, or in some embodiments access to individual attributes of a record, may be restricted to particular users or groups on a per-item basis. In accordance with some embodiments, systems and methods are disclosed for identifying pairs of records, determining a probability that both records relate to a common entity, and securely notifying and presenting users with information regarding the probability while preserving the access restrictions for the individual records and attributes. Record pairs that potentially refer to the same entity may be linked, reconciled, or ignored in response to feedback from users who have access to one or both records.

    Systems and methods for context-based keyword searching

    公开(公告)号:US11475082B1

    公开(公告)日:2022-10-18

    申请号:US15928855

    申请日:2018-03-22

    Abstract: Systems and methods are provided for performing context-based keyword searching using a search bar. Based on search terms received via the search bar, the system may be configured to provide suggested search parameters to associate with that search term. The suggested search parameters may each include a type of data and/or a filter to associate with the search term (e.g., name, phone number, date of birth, etc.). The one or more suggested search parameters may be identified based on the search term itself, a list of possible types of data or filters, a preliminary search of one or more datasets, a record of one or more previous searches performed, requirements associated with one or more searchable datasets, the format of user input received via the search bar, and/or one or more other factors.

    Asset allocation evaluation system

    公开(公告)号:US11210616B2

    公开(公告)日:2021-12-28

    申请号:US16431523

    申请日:2019-06-04

    Abstract: A system and method for presenting information for evaluating asset allocation. In example embodiments, the method includes determining a readiness score associated with a request location and in response to determining the readiness score associated with the request location transgresses a threshold readiness score, causing display of an alert notification within a user interface. The method further includes receiving a request submitted via the user that specifies a requested quantity of the asset type to be allocated to the request location. Based on the request, the user interface displays a fulfillment indicator to indicate a portion of the requested quantity of the asset type that is fulfilled based on combination of reallocation quantities of the asset type to be allocated to the request location from each destination location in a set of destination locations.

    Secure resolution of canonical entities

    公开(公告)号:US11074277B1

    公开(公告)日:2021-07-27

    申请号:US15943568

    申请日:2018-04-02

    Abstract: Computer implemented systems and methods are disclosed for automatically and canonically identifying related data in various data structures while maintaining secure access to individual data objects and their properties. Data structures may include a plurality of records, wherein each record is associated with a respective entity. Access to individual records, or in some embodiments access to individual attributes of a record, may be restricted to particular users or groups on a per-item basis. In accordance with some embodiments, systems and methods are disclosed for identifying pairs of records, determining a probability that both records relate to a common entity, and securely notifying and presenting users with information regarding the probability while preserving the access restrictions for the individual records and attributes. Record pairs that potentially refer to the same entity may be linked, reconciled, or ignored in response to feedback from users who have access to one or both records.

    ASSET ALLOCATION EVALUATION SYSTEM
    10.
    发明申请

    公开(公告)号:US20190295016A1

    公开(公告)日:2019-09-26

    申请号:US16431523

    申请日:2019-06-04

    Abstract: A system and method for presenting information for evaluating asset allocation. In example embodiments, the method includes determining a readiness score associated. with a request location and in response to determining the readiness score associated with the request location transgresses a threshold readiness score causing display of an alert notification within a user interface. The method further includes receiving a request submitted via the user that specifies a requested quantity of the asset type to be allocated to the request location. Based on the request, the user interface displays a fulfillment indicator to indicate a portion of the requested quantity of the asset type that is fulfilled based on combination of reallocation quantities of the asset type to be allocated to the request location from each destination location in a set of destination locations.

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