Patent · US Active

Multidimensional asset management tag pivot apparatuses, methods and systems

US11182858B1 · kind B1 · utility

0Cited by
3References
12Claims
0Family size

Assignee

Inventors

Key dates

Filing dateSep 28, 2020
Grant dateNov 23, 2021
Priority date
Expiry dateSep 28, 2040

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 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. The MAMTP includes a processor issuing instructions to obtain: an asset identifier for an asset collection from a user, and associated interest profile constraints. MAMTP also obtains an interest tag selection, obtain constituent asset collection proportion allocation information based on the interest tag selection. The MAMTP may then provide a selection mechanism for the user to specify preferences amongst any conflicting tag selections. Thus, the MAMTP may generate synthetic alternatives according to any specified preferences and generate a rebalance of the asset collection based on the constituent asset collection proportion allocation information, any conflicting tag selections, and any synthetic alternatives.

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