Patents Assigned to ADDEPAR, INC.
-
Patent number: 11776058Abstract: 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.Type: GrantFiled: September 10, 2021Date of Patent: October 3, 2023Assignee: Addepar, Inc.Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
-
Patent number: 11501374Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes and time-series data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: June 25, 2020Date of Patent: November 15, 2022Assignee: Addepar, Inc.Inventors: Benjamin J. Cohen, Michael Lee Greenbaum, Ian Gillis
-
Patent number: 11443390Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: November 4, 2016Date of Patent: September 13, 2022Assignee: Addepar, Inc.Inventors: Maurizio Caló Caligaris, Ian Gillis, Benjamin J. Cohen
-
Patent number: 11163945Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: June 7, 2019Date of Patent: November 2, 2021Assignee: Addepar, Inc.Inventor: Michael Lee Greenbaum
-
Patent number: 11120502Abstract: 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.Type: GrantFiled: June 1, 2018Date of Patent: September 14, 2021Assignee: Addepar, Inc.Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
-
Patent number: 11055478Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically edit and generate detailed reports. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals, displays the calculated complex data to the user, and/or enters the calculated complex data into the reports. The reports may be automatically updated based on a context selected by the user, and the system may automatically publish reports in multiple contexts.Type: GrantFiled: January 6, 2020Date of Patent: July 6, 2021Assignee: Addepar, Inc.Inventors: Christopher Thomas Bisignani, Justin D. Ross, Yueyang Alice Li, Alexander Daniel Zirbel, Jason Mirra, Michael Lee Greenbaum
-
Patent number: 10956665Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: June 20, 2019Date of Patent: March 23, 2021Assignee: Addepar, Inc.Inventors: Michael Lee Greenbaum, Duc Ngo, Hao Wu
-
Patent number: 10732810Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes and time-series data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: November 4, 2016Date of Patent: August 4, 2020Assignee: Addepar, Inc.Inventors: Benjamin J. Cohen, Michael Lee Greenbaum, Ian Gillis
-
Patent number: 10686840Abstract: An electronic permissions and security system are disclosed which may be used to determine permissions and policies for resources in a complex multi-dimensional data system. Analysis of resource data hierarchies and/or accessor data hierarchies using the permissions computing systems and methods discussed herein may provide efficient and flexible permissions analysis, determination, and management. The electronic permissions system may include for example, a permissions analysis module or component configured to access, traverse and/or analyze a resource hierarchy and/or an accessor hierarchy to determine permissions with respect to a resource. Permissions may be defined according to various policies which may include specific actions allowed or disallowed for the policy. Specific actions within a policy may also be organized hierarchically such that one particular grant of one permission may imply granting of another permission.Type: GrantFiled: February 20, 2018Date of Patent: June 16, 2020Assignee: Addepar, Inc.Inventors: Matthew Andreas Doermann, Alan Tracey Wootton, Louise Elizabeth Briguglio
-
Patent number: 10565298Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically edit and generate detailed reports. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals, displays the calculated complex data to the user, and/or enters the calculated complex data into the reports. The reports may be automatically updated based on a context selected by the user, and the system may automatically publish reports in multiple contexts.Type: GrantFiled: July 19, 2016Date of Patent: February 18, 2020Assignee: Addepar, Inc.Inventors: Christopher Thomas Bisignani, Justin D. Ross, Yueyang Alice Li, Alexander Daniel Zirbel, Jason Mirra, Michael Lee Greenbaum
-
Patent number: 10430498Abstract: A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.Type: GrantFiled: July 28, 2017Date of Patent: October 1, 2019Assignee: Addepar, Inc.Inventors: Jason Mirra, Justin D. Ross, Michael Lee Greenbaum
-
Patent number: 10372807Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: November 11, 2016Date of Patent: August 6, 2019Assignee: Addepar, Inc.Inventors: Michael Lee Greenbaum, Duc Ngo, Hao Wu
-
Patent number: 10331778Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: January 26, 2018Date of Patent: June 25, 2019Assignee: ADDEPAR, INC.Inventor: Michael Lee Greenbaum
-
Patent number: 10181158Abstract: Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product.Type: GrantFiled: December 16, 2014Date of Patent: January 15, 2019Assignee: ADDEPAR, INC.Inventors: Thomas Johannes Oberlechner, Edward Casteel Milner, Julia Pitters
-
Patent number: 10013717Abstract: 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.Type: GrantFiled: August 5, 2015Date of Patent: July 3, 2018Assignee: Addepar, Inc.Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
-
Patent number: 9935983Abstract: An electronic permissions and security system are disclosed which may be used to determine permissions and policies for resources in a complex multi-dimensional data system. Analysis of resource data hierarchies and/or accessor data hierarchies using the permissions computing systems and methods discussed herein may provide efficient and flexible permissions analysis, determination, and management. The electronic permissions system may include for example, a permissions analysis module or component configured to access, traverse and/or analyze a resource hierarchy and/or an accessor hierarchy to determine permissions with respect to a resource. Permissions may be defined according to various policies which may include specific actions allowed or disallowed for the policy. Specific actions within a policy may also be organized hierarchically such that one particular grant of one permission may imply granting of another permission.Type: GrantFiled: September 29, 2016Date of Patent: April 3, 2018Assignee: ADDEPAR, INC.Inventors: Matthew Andreas Doermann, Alan Tracey Wootton, Louise Elizabeth Briguglio
-
Patent number: 9916297Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically generate detailed reports (including tables, charts, and/or the like) of complex data including time varying attributes. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically calculates applicable time intervals, accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals and the calculated time intervals, displays the calculated complex data to the user, and/or enters the calculated complex data into the tables, charts, and/or the like. The user interfaces may be automatically updated based on a context selected by the user.Type: GrantFiled: December 8, 2015Date of Patent: March 13, 2018Assignee: ADDEPAR, INC.Inventor: Michael Lee Greenbaum
-
Patent number: 9760544Abstract: A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.Type: GrantFiled: March 10, 2015Date of Patent: September 12, 2017Assignee: ADDEPAR, INC.Inventors: Jason Mirra, Justin D. Ross, Michael Lee Greenbaum
-
Patent number: 9485259Abstract: An electronic permissions and security system are disclosed which may be used to determine permissions and policies for resources in a complex multi-dimensional data system. Analysis of resource data hierarchies and/or accessor data hierarchies using the permissions computing systems and methods discussed herein may provide efficient and flexible permissions analysis, determination, and management. The electronic permissions system may include for example, a permissions analysis module or component configured to access, traverse and/or analyze a resource hierarchy and/or an accessor hierarchy to determine permissions with respect to a resource. Permissions may be defined according to various policies which may include specific actions allowed or disallowed for the policy. Specific actions within a policy may also be organized hierarchically such that one particular grant of one permission may imply granting of another permission.Type: GrantFiled: November 17, 2015Date of Patent: November 1, 2016Assignee: ADDEPAR, INC.Inventors: Matthew Andreas Doermann, Alan Tracey Wootton, Louise Elizabeth Briguglio
-
Patent number: 9424333Abstract: Various systems and methods are provided for accessing and traversing one or more complex data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically edit and generate detailed reports. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses complex data structures (including, for example, a mathematical graph having nodes and edges), calculates complex data based on the traversals, displays the calculated complex data to the user, and/or enters the calculated complex data into the reports. The reports may be automatically updated based on a context selected by the user, and the system may automatically publish reports in multiple contexts.Type: GrantFiled: March 10, 2015Date of Patent: August 23, 2016Assignee: ADDEPAR, INC.Inventors: Christopher Thomas Bisignani, Justin D. Ross, Yueyang Alice Li, Alexander Daniel Zirbel, Jason Mirra, Michael Lee Greenbaum