Patent №
US 9,105,064
Granted
2015-08-11
Filed 2013
Owner
ADDEPAR, INC.
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13918381
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 representing a plurality of financial transaction events; identifying a financial transaction type represented by one or more of the plurality of financial transaction events; generating, based on the identified financial transaction type, 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 · 393870948