Systems, methods and computer program products for producing narrative financial analysis reports
US6968316B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Jun 8, 2000 |
| Grant date | Nov 22, 2005 |
| Priority date | — |
| Expiry date | Mar 31, 2022 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems, methods, and computer program products for generating a narrative financial analysis of a financial statement of a business entity are provided. Financial information about a business entity is obtained from a user. A set of financial values is calculated based on the received financial information. The calculated values are compared to values calculated for the same business entity over time or to different business entities in the same industry. Scores are assigned to the financial values based on the comparison. For each combination of scores, text is dynamically selected to generate a narrative financial analysis report. The narrative financial analysis report includes text that explains the meaning of each combination of scores in a narrative format.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.