Patent №
US 9,105,062
Granted
2015-08-11
Filed 2012
Owner
ADDEPAR, INC.
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13714319
A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
AI classification
Ownership
ADDEPAR, INC.
assignment · 299460523
Assignors
POSCH, DANIEL, MIRRA, JASON, KUKLA, MIROSLAV
On an employer assignment, the assignors are typically the inventors.