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US 2003/0195780 A1Published application
Computer-based optimization system for financial performance management
AssigneeLiquid Engines, Inc.
InventorsArti Arora, Edward Lazear
Life of this patent
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AssigneeLiquid Engines, Inc.
InventorsArti Arora, Edward Lazear
Estimating the term…
A system for analyzing and optimizing allocation of factors among different business entities. The analysis, or optimization, can be targeted to a specific business financials measurement, or metric. Many different types of factors can be considered regardless of their initial definition, description or form. For example, along with revenues, profit, inventory size, etc., human characteristics such as incentive and performance can be measured and optimized. A preferred embodiment of the invention concerns analyzing factor allocation to reduce overall taxes for a company with subsidiaries in regions with different tax laws. The system includes consideration of local, state, federal and international taxes, transfer pricing, tax credit limitations, inter-state allocations in unitary and non unitary environments, carry-overs, and others. The system preferably uses a versatile matching engine, described herein, to automate the analysis and optimization. The matching engine is capable of discrete and continuous attribute value weighting, and of performing substitution of attributes, or other variables.
A method for assigning a financial factor to one of a plurality of business entities, the method comprising
A method for analyzing a business operation, the method comprising
A method for analyzing a business operation, the method comprising
A method for analyzing a business operation, the method comprising
A method for optimizing taxes for a multi-jurisdiction entity, the method comprising:
A system for providing strategic business units, finance, treasury, and tax departments in a global company visibility on its forecasted cash flow, including forecasted revenues, forecasted expense and forecasted capital decisions, where said business units are located in a plurality of jurisdictions such that said cash flow is allocated to selected ones of said strategic business units in view of the tax laws for each jurisdiction and generally accepted accounting principles (GAAP), said system comprising:
Dependencies are inferred from the claim text.