Patent · US Active

Multidimensional asset management tag pivot apparatuses, methods and systems

US10803524B1 · kind B1 · utility

0Cited by
3References
15Claims
0Family size

Assignee

Inventors

Key dates

Filing dateSep 13, 2019
Grant dateOct 13, 2020
Priority date
Expiry dateSep 13, 2039

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/00
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

The Multidimensional Asset Management Tag Pivot Apparatuses, Methods and Systems (“MAMTP”) transforms iTag Creation Request and iTag Creation Responses, holdings selections, allocation splits, goal map selections, goal option selections, account links inputs via MAMTP components into iTag records, iTagged asset information, asset buy/sell approval, asset order, map goal add, tracking, outputs. In one embodiment, the MAMTP includes a memory connected to a processor, wherein the processor issues instructions to obtain an asset collection identifier for an asset collection from a user, obtain interest profile constraints associated with the asset collection identifier, which allows the MAMTP to provide a plurality of interest tags for selection to the user. The MAMTP may then obtain an interest tag selection to be applied to the asset collection, obtain constituent asset collection proportion allocation information based on the interest tag selection, and determine if the obtained interest tag selection conflicts with the interest profile constraints associated with the asset collection. The MAMTP may then provide a selection mechanism for the user to specify preferences amongst any c…

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.