US 10,074,079 B2Granted

Systems and methods for automated analysis, screening and reporting of group performance

AssigneeAlpha Beta Analytics, LLC

InventorGrigori Kapoustin

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Abstract

A method for quantifying performance of a group includes generating historical group factor performance data for a plurality of predefined factors in accordance with historical performance data and historical group factor exposure data for the plurality of predefined factors; generating historical group static factor performance data for the plurality of predefined factors in accordance with the historical performance data for the plurality of predefined factors and one or more representative values of the historical group factor exposure data for the plurality of predefined factors; generating historical group dynamic factor performance data for the plurality of predefined factors in accordance with the historical group factor performance data for the plurality of predefined factors and the historical group static factor performance data for the plurality of predefined factors; and providing one or more values that represent the historical group dynamic factor performance data.

Claims20

Dependent claims

A computer system, comprising:

one or more processors;
and
memory storing one or more programs for execution by the one or more processors, the one or more programs including instructions for:
receiving, at the computer system, a request to quantify factor timing performance associated with a respective group of members;
obtaining, at the computer system, historical performance data for a plurality of predefined factors;
obtaining, at the computer system, historical group factor exposure data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group factor exposure data represents a relationship between a respective entry in historical performance data of the respective group and a respective entry in historical performance data of a respective factor of the plurality of predefined factors for a respective time period;
generating, at the computer system, historical group factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group static factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and one or more representative values of the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group static factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group dynamic factor performance data for the plurality of predefined factors for the respective group in accordance with the historical group factor performance data for the plurality of predefined factors for the respective group and the historical group static factor performance data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group dynamic factor performance data represents the factor timing performance associated with the respective group for a respective factor for a respective time period;
storing, at the computer system, the historical group dynamic factor performance data for the plurality of predefined factors for the respective group;
and
providing one or more values that represent the historical group dynamic factor performance data.

11 more elements

A method for quantifying performance of a group, comprising:

receiving, at a computer system with one or more processors and memory, a request to quantify factor timing performance associated with a respective group;
obtaining, at the computer system, historical performance data for a plurality of predefined factors;
obtaining, at the computer system, historical group factor exposure data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group factor exposure data represents a relationship between a respective entry in historical performance data of the respective group and a respective entry in historical performance data of a respective factor of the plurality of predefined factors for a respective time period;
generating, at the computer system, historical group factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group static factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and one or more representative values of the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group static factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group dynamic factor performance data for the plurality of predefined factors for the respective group in accordance with the historical group factor performance data for the plurality of predefined factors for the respective group and the historical group static factor performance data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group dynamic factor performance data represents the factor timing performance associated with the respective group for a respective factor for a respective time period;
storing, at the computer system, the historical group dynamic factor performance data for the plurality of predefined factors for the respective group;
and
providing one or more values that represent the historical group dynamic factor performance data.

8 more elements

A non-transitory computer readable storage medium, storing one or more programs for execution by one or more processors of a computer system, the one or more programs including instructions for:

receiving, at a computer system with one or more processors and memory, a request to quantify factor timing performance associated with a respective group;
obtaining, at the computer system, historical performance data for a plurality of predefined factors;
obtaining, at the computer system, historical group factor exposure data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group factor exposure data represents a relationship between a respective entry in historical performance data of the respective group and a respective entry in historical performance data of a respective factor of the plurality of predefined factors for a respective time period;
generating, at the computer system, historical group factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group static factor performance data for the plurality of predefined factors for the respective group in accordance with the historical performance data for the plurality of predefined factors and one or more representative values of the historical group factor exposure data for the plurality of predefined factors for the respective group;
storing, at the computer system, the historical group static factor performance data for the plurality of predefined factors for the respective group;
generating, at the computer system, historical group dynamic factor performance data for the plurality of predefined factors for the respective group in accordance with the historical group factor performance data for the plurality of predefined factors for the respective group and the historical group static factor performance data for the plurality of predefined factors for the respective group, wherein a respective entry in the historical group dynamic factor performance data represents the factor timing performance associated with the respective group for a respective factor for a respective time period;
storing, at the computer system, the historical group dynamic factor performance data for the plurality of predefined factors for the respective group;
and
providing one or more values that represent the historical group dynamic factor performance data.

8 more elements

Dependencies are inferred from the claim text.

Facts

Application: 14/449,870Filed 1 Aug 2014 · us provisional application
Priority: 1 Aug 2013
Published: US 2015/0039652 A15 Feb 2015
Granted: 11 Sep 2018
Term ends: Not estimatedThe source records don’t support an estimate.

Classification5 codes

G06Q 10/20
Administration; Management: administration of product repair or maintenance
G06F 16/2448
Query languages: for particular applications; for extensibility, e.g. user defined types
G06Q 10/0631
Operations research, analysis or management: resource planning, allocation, distributing or scheduling for enterprises or organisations
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Family

Application61/861,236Us provisional application · filed 1 Aug 2013
Application61/884,950Us provisional application · filed 30 Sep 2013
US 2015/0039652 A1Pre-grant publication · published 5 Feb 2015
US 10,074,079 B2This patent

From the US filing history. Foreign family members aren’t listed.

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