Zoom interface component for integrated rating system
AssigneeThomson Reuters Global Resources
InventorsPeter Ohnemus, Henrik Steffensen, David Leason, Dominique Habegger
Life of this patent
Estimating the term…
Abstract
A zoom in/out interface to a ratings system provides navigation to users for inspection and interaction with prescribed indicators underlying an integrated rating of a company's performance. The interface presents at various different depths in a hierarchy of the prescribed indicators the multivariate relationships that exist among the indicators, expressed as variable values, as well as the basis for the underlying values of each indicator down to the source of the data.
Claims19
A ratings system having an accompanying interface, comprising:
- a processor;
- a storage medium accessible by the processor;
- one or more software modules encoded on the storage medium (i) which execute in the processor to define the interface and (ii) which, when executed by the processor, cause the ratings system and accompanying interface to provide:
- an interactive presentation of a first rating value of a company within the interface, the first rating value being computed based on a first formula using a first organization of user-inspectable data presented within the interface in accordance with economic, environmental, social, and corporate governance (“EESG”) pillars;
- a value driver tool that enables a presentation of a second rating value within the interface together with the first rating value, the second rating value being different than the first rating value and being computed using a second organization of at least some of the same user-inspectable data used in the first formula for the first rating value of the company, and presented within the interface, wherein the second organization comprises value drivers including risks, opportunities and intangibles of the company;
- a first button responsive to interaction with the interface;
- a hierarchy of parameters associated with the first and second organizations of the user-inspectable data used to compute the rating values, at least a first parameter in the hierarchy of parameters being selectively displayable in association with a respective rating value upon interaction with the first button to present in the interface data underlying said rating value of the company in relation to a corresponding, underlying rating value of an industry that includes the company, a sector that includes the company, or both;
- and
- a control for displaying a source and content of information obtained from third-parties from which the data underlying the rating values of the company is derived,
- wherein the interface of the ratings system is configured to further present a dynamic transparency value that is modifiable based on public accessibility and relevance of the user-inspectable data used in at least one of the rating values, wherein:
- the dynamic transparency value is presented within the interface together with at least one of the first rating value and the second rating value;
- the transparency value increases as a function of public reporting of a datum;
- the transparency value decreases as a function of no public reporting of a relevant datum;
- the transparency remains unchanged as a function of no public reporting of a non-relevant datum:
- and
- the dynamic transparency value reflects a public reporting of at least a portion of the user-inspectable data and to respond to interaction with the control so as to make the source for the data underlying the rating values used by the rating system publicly inspectable and to reveal the user-inspectable data.
A ratings system having an accompanying interface that provides users with a first integrated rating having a first integrated rating value, together with a second integrated rating having a second integrated rating value, concerning both a company's financial and non-financial performance, the integrated rating values being computed based on a formula, the rating system utilizing indicators maintained in a database, wherein the indicators are arranged in a hierarchy of levels to include the integrated ratings, and below the first integrated rating a first organization of user inspectable data comprising at least four pillars, and below the second integrated rating a second organization of the same user inspectable data comprising at least three pillars, and below the at least four and at least three pillars plural categories, and below the plural categories raw data, the rating system and an accompanying interface comprising:
- a processor;
- a storage medium accessible by the processor;
- one or more software modules encoded on the storage medium (i) which execute in the processor to define the interface and (ii) which, when executed by the processor, cause the rating system and accompanying interface to provide:
- a first displayable region in the interface including at least one of the first integrated rating value, a value computed for at least one of said at least four pillars, a value computed for at least one of said plural categories, and a value of a raw data used by the rating system;
- a button proximate the first displayable region;
- a software component responsive to a user selection of the button to expose a successive level within the hierarchy and to present in the first displayable region at least one of any of said values in the successive level of the hierarchy down to the raw data in relation to a corresponding, underlying rating value of an industry that includes the company, a sector that includes the company, or both;
- a control for displaying a source and for displaying the raw data from which at least one of the values underlying the first integrated rating value is derived;
- a value driver tool that enables a presentation of the second integrated rating value within the interface, the second integrated rating value being different than the first integrated rating and being computed based on a portion of the indicators in the second organization, the second organization comprising value drivers including risks, opportunities and intangibles of the company and computed using at least some of the same user inspectable data used in the formula for the first rating value of the company;
- and
- wherein the interface of the ratings system is configured to further present a dynamic transparency value that is modifiable based on public accessibility and relevance of the user-inspectable data used in at least one of the rating values, wherein:
- the dynamic transparency value is presented within the interface together with at least one of the first rating value and the second rating value;
- the transparency value increases as a function of public reporting of a datum;
- the transparency value decreases as a function of no public reporting of a relevant datum;
- the transparency remains unchanged as a function of no public reporting of a non-relevant datum;
- and
- the dynamic transparency value is presented interface face together with at least one of the first rating value and the second rating value, wherein the dynamic transparency value reflects a public reporting of at least a portion of the user-inspectable data and to respond to interaction with the control so as to make the source for the raw data underlying the first and second integrated rating values used by the rating system publicly inspectable and to reveal the user-inspectable data;
- wherein the indicators are derived by the ratings system based on at least one of (a) the raw data, and (b) an incomplete status of the raw data.
A ratings system having an accompanying interface, comprising:
- a processor;
- a storage medium accessible by the processor;
- one or more software modules encoded on the storage medium (i) which execute in the processor to define the interface and (ii) which, when executed by the processor, cause the ratings system and accompanying interface to provide:
- an interactive presentation of a first rating value of a company within the interface, the first rating value being computed based on a first formula using a first organization of user-inspectable data presented within the interface in accordance with economic, environmental, social, and corporate governance (“EESG”) pillars;
- a value driver tool that enables a presentation of a second rating value within the interface together with the first rating value, the second rating value being different than the first rating value and being computed using a second organization of at least some of the same user-inspectable data used in the first formula for the first rating value of the company, and presented within the interface, wherein the second organization comprises value drivers including risks, opportunities and intangibles of the company;
- a first button responsive to interaction with the interface;
- a hierarchy of parameters associated with the first and second organizations of the user-inspectable data used to compute the rating values, at least a first parameter in the hierarchy of parameters being selectively displayable in association with a respective rating value upon interaction with the first button to present in the interface data underlying said rating value of the company in relation to a corresponding, underlying rating value of an industry that includes the company, a sector that includes the company, or both;
- a control for displaying a source and content of information obtained from third-parties from which the data underlying the rating values of the company is derived;
- an interface component configured to receive a second formula, the second formula being provided by a registered user of the ratings system for use in computing at least one of the rating values in lieu of the first formula;
- and
- a user-selectable control operative to permit the registered user to provide an alteration to quantified data underlying the rating values of the company to thereby present revised rating values of the company, the quantified data comprising at least one of (a) a numeric value and (b) a yes/no value, and being derived from at least one of (a) raw data, and (b) an incomplete status of the raw data,
- wherein the interface of the ratings system is configured to further present a dynamic transparency value that is modifiable based on public accessibility and relevance of the user-inspectable data used in at least one of the rating values, wherein:
- the dynamic transparency value is presented within the interface together with at least one of the first rating value and the second rating value;
- the transparency value increases as a function of public reporting of a datum;
- the transparency value decreases as a function of no public reporting of a relevant datum;
- the transparency remains unchanged as a function of no public reporting of a non-relevant datum;
- and
- the dynamic transparency value is presented within the interface together with at least one of the first rating value and the second rating value, wherein the dynamic transparency value reflects a public reporting of at least a portion of the user-inspectable data and to respond to interaction with the control so as to make the source for the data underlying the rating values used by the rating system publicly inspectable and to reveal the user-inspectable data.
Dependencies are inferred from the claim text.