Patent · US Active

System and method of portfolio matching

US11657296B1 · kind B1 · utility

0Cited by
3References
20Claims
0Family size

Assignee

Inventors

Key dates

Filing dateMar 10, 2021
Grant dateMay 23, 2023
Priority date
Expiry dateJul 16, 2041

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06N5/01
  • WIPO fieldComputer technology
  • WIPO sectorElectrical engineering

Abstract

The embodiments the systems and methods described herein attempt to optimally select a group or portfolio of control locations for each test location. The optimization can be generally performed in two steps. First, an objective function is defined that scores the similarity of a set of control locations averaged together. Second, given the large number of potential solutions, a computationally-feasible algorithm that identifies an optimal set of control locations and is based on the objective function is executed. In order to obtain the optimal set of control locations in an efficient manner for use in business analytics, the algorithm may use a hill-climbing algorithm. As a result, an optimization function can be incrementally improved in an efficient manner.

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