Patent №
US 7,979,334
Granted
2011-07-12
Filed 2003
Owner
BLACKROCK, INC.
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
10657535
A system and method for determining the buying power of an investment portfolio are disclosed which involve providing a set of compliance rules for an investment portfolio, receiving a request to analyze a proposed transaction, and calculating a transaction limit for the proposed transaction based upon the set of compliance rules.
AI classification
Planning1.00
Knowledge representation1.00
Natural language0.06
AI hardware0.03
Machine learning0.02
Evolutionary computation0.00
Speech0.00
Vision0.00
Ownership
BLACKROCK, INC.
assignment · 144790972
Assignors
KOCHANSKY, JOSEPH
On an employer assignment, the assignors are typically the inventors.
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