SYSTEM AND METHOD FOR MANAGING CREDIT RISK FOR INVESTMENT PORTFOLIOS

Patent №

US 8,219,487

Granted

2012-07-10

Filed 2003

Owner

BLACKROCK, INC.

Lab

AI components

2

kr · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

10685865

A system is disclosed for enabling a portfolio manager to obtain credit approval for an issuer of securities from a credit analyst. The system includes a relational database containing subjective and objective issuer information, a graphical user interface for permitting a portfolio manager to submit a credit approval request to a credit analyst, a graphical user interface for permitting a credit analyst to evaluate the credit approval request submitted by the portfolio manager based on the issuer information contained in the database, and a graphical user interface for permitting the credit analyst to resolve the credit approval request on behalf of the portfolio manager.

AI classification

Planning1.00
Knowledge representation0.89
Machine learning0.45
Natural language0.05
Evolutionary computation0.00
AI hardware0.00
Speech0.00
Vision0.00

Ownership

BLACKROCK, INC.

assignment · 146290169

Assignors

VILLACORTA, ROLAND E., CONDRON, SCOTT J., CHEW, CHEEWEE

On an employer assignment, the assignors are typically the inventors.

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