US Patent Application No: 2004/0215,551
Number of patents in Portfolio can not be more than 2000
Value and risk management system for multi-enterprise organization
Stats
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Oct 28, 2004
Publication date -
Nov 28, 2001
filing date -
09/994,740
serial no -
ABAN
status
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Abstract
An automated method and system (100) for defining, measuring and continuously monitoring the matrix of value and the matrix of risk for a multi-enterprise commercial organization. A complete matrix of value is developed for each enterprise in the organization using predictive models and vector creation algorithms. The matrices of enterprise value are then used to support the creation of scenarios that contain all enterprise risk factors. A series of scenarios under both normal and extreme conditions are then developed in order to develop a complete matrix of risk for each enterprise in the organization and the organization as a whole. The information from these matrices is then used to calculate and display the matrix of value for the organization, the matrix of risk for the organization and the efficient frontier for organization financial performance. Forecast changes to the organization and its environment are then mapped to the matrices of value and risk for the organization and analyzed using probabilistic simulation models.
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First Claim
Related Publications
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- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
| Patent Owner | Address | Total Patents |
|---|---|---|
| ASSET TRUST, INC. | BOTHELL, WA | 13 |
International Classification(s)
- [Classification Symbol]
- [Patents Count]
Inventor(s)
| Inventor Name | Address | # of filed Patents | Total Citations |
|---|---|---|---|
| Eder, Jeff S | Mill Creek, WA | 3 | 83 |
Patent Citation Ranking
Forward Cites
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
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| 8,023,131 Method and system for combining separate digitized representations of documents for retransmission via computer network transfer protocols | 3 | 2006 | |
| 8,023,132 Method and system for transferring digitized representations of documents via computer network transfer protocols | 3 | 2006 | |
| 7,755,790 Method and system for transferring sponsored digitized representations of documents via computer network transfer protocols | 12 | 2006 | |
| 7,716,296 Fax-to-email and email-to-fax communication system and method | 12 | 2007 | |
| 8,035,834 Methods and apparatus for manipulating and providing facsimile transmissions to electronic storage destinations | 3 | 2007 | |
| 7,940,411 Method and system for entry of electronic data via fax-to-email communication | 2 | 2007 | |
| 7,817,295 Method and system for modified document transfer via computer network transfer protocols | 11 | 2007 | |
| 7,746,496 Method and system for pay per use document transfer via computer network transfer protocols | 12 | 2007 | |
| 8,184,318 Methods and apparatus for compositing facsimile transmissions to electronic storage destinations | 0 | 2007 | |
| 7,944,573 Methods and apparatus for authenticating facsimile transmissions to electronic storage destinations | 1 | 2007 | |
| 8,275,100 Methods and apparatus for billing of facsimile transmissions to electronic storage destinations | 0 | 2007 | |
| 8,045,203 Methods and apparatus for secure facsimile transmissions to electronic storage destinations | 4 | 2007 | |
| 8,045,204 Methods and apparatus for facsimile transmissions to electronic storage destinations including tracking data | 4 | 2007 | |
| 7,826,100 Methods and apparatus for facsimile transmissions to electronic storage destinations including embedded barcode fonts | 6 | 2007 | |
| 8,195,540 Sponsored facsimile to e-mail transmission methods and apparatus | 0 | 2009 | |
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| 7,970,687 Exchange trading of mutual funds or other portfolio basket products | 1 | 2001 | |
| 7,305,362 System for pricing financial instruments | 22 | 2002 | |
| 7,571,130 Hedging exchange traded mutual funds or other portfolio basket products | 19 | 2002 | |
| 8,170,934 Systems and methods for trading actively managed funds | 1 | 2004 | |
| 7,747,512 Exchange trading of mutual funds or other portfolio basket products | 2 | 2006 | |
| 7,574,399 Hedging exchange traded mutual funds or other portfolio basket products | 8 | 2007 | |
| 7,526,445 System for pricing financial instruments | 3 | 2007 | |
| 7,979,336 System for pricing financial instruments | 1 | 2008 | |
| 7,822,678 Systems and methods for trading actively managed funds | 3 | 2008 | |
| 7,814,001 Modeling portfolios for actively managed exchange traded funds | 2 | 2009 | |
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| 7,693,766 Financial activity based on natural events | 2 | 2005 | |
| 7,584,133 Financial activity based on tropical weather events | 4 | 2005 | |
| 7,593,883 Financial activity based on tropical weather events | 2 | 2007 | |
| 7,584,134 Graphical user interface for financial activity concerning tropical weather events | 2 | 2007 | |
| 7,783,542 Financial activity with graphical user interface based on natural peril events | 1 | 2007 | |
| 7,783,543 Financial activity based on natural peril events | 0 | 2007 | |
| 7,783,544 Financial activity concerning tropical weather events | 1 | 2007 | |
| 8,055,563 Financial activity based on natural weather events | 0 | 2009 | |
| 7,917,420 Graphical user interface for financial activity concerning tropical weather events | 0 | 2009 | |
| 8,214,274 Financial activity based on natural events | 0 | 2010 | |
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| 7,599,870 System, method and framework for generating scenarios | 6 | 2002 | |
| 7,283,982 Method and structure for transform regression | 9 | 2003 | |
| 8,204,813 System, method and framework for generating scenarios | 1 | 2009 | |
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| 8,010,387 Method, computer program product, and system for risk management | 0 | 2004 | |
| 8,050,951 Method, computer program product, and system for risk management | 0 | 2005 | |
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| 8,170,935 Systems and methods for evaluating the integrity of a model portfolio of a financial instrument | 0 | 2008 | |
| 7,917,429 Hedging exchange traded mutual fund or other portfolio basket products | 1 | 2010 | |
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| 7,398,232 Inventory early warning agent in a supply chain management system | 4 | 2002 | |
| 7,599,848 System and methods and risk evaluation using an object measure-value in strategic planning | 9 | 2003 | |
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| 8,069,127 Method and system for solving an optimization problem with dynamic constraints | 2 | 2007 | |
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| 8,170,903 System and method for weighting configuration item relationships supporting business critical impact analysis | 0 | 2008 | |
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| 7,213,007 Method for forecasting using a genetic algorithm | 24 | 2002 | |
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| 8,401,949 Method, system and apparatus for wealth management | 0 | 2010 | |
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| 7,783,500 Personnel risk management system and methods | 0 | 2005 | |
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| 8,090,600 Apparatuses, methods, and systems for building a risk evaluation product | 0 | 2007 | |
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| 7,631,085 Point-to-point delivery verification report mechanism for point-to-multipoint transmission systems | 0 | 2004 | |
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| 8,024,258 Exchange trading of mutual funds or other portfolio basket products | 9 | 2010 | |
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| 7,533,798 Data acquisition and processing system for risk assessment | 0 | 2006 | |
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| 7,624,054 Financial risk mitigation optimization systems and methods | 1 | 2005 | |
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| 7,512,543 Tools for decision-making in reservoir risk management | 10 | 2002 | |
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| 7,797,177 Integrated decision support framework for collaborative product development | 1 | 2002 | |
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| 7,974,641 Communication terminal apparatus and computer program | 0 | 2006 | |
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| 7,516,096 Fabrication facility major excursion event cost forecast model | 1 | 2002 | |
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| 7,571,138 Method, system and program for credit risk management utilizing credit limits | 1 | 2004 | |
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| 8,266,042 Financial activity based on natural peril events | 0 | 2008 | |
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| 7,917,421 Financial activity based on tropical weather events | 0 | 2009 | |
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| 8,458,073 Enterprise risk assessment manager system | 0 | 2003 | |
| 7,707,511 Interactive risk management system and method | 2 | 2004 | |
| 7,809,634 Enterprise-wide total cost of risk management using ARQ | 1 | 2005 | |
| 7,912,771 Financial planning document and process therefor | 0 | 2006 | |
| 7,925,581 System and method for dynamic path- and state-dependent stochastic control allocation | 0 | 2008 | |
| 8,463,687 Upside forward with early funding provision | 0 | 2010 | |
| 8,032,451 System and method for dynamic path- and state-dependent stochastic control allocation | 0 | 2011 | |
Maintenance Fees
| Fee | Large entity fee | small entity fee | micro entity fee | due date |
|---|---|---|---|---|
| 11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | Apr 28, 2016 |
| Fee | Large entity fee | small entity fee | micro entity fee |
|---|---|---|---|
| Surcharge - 11.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
| Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |