Abstract: Various embodiments provide, to a user, an interactive user interface for investigation and analysis of a financial instrument of an enterprise in the context of a suite of financial instruments. A display in an interactive graphical environment presents, in a first frame, a nomenclature set of universal terms in an interactive manner facilitating investigation and analysis on a comparative basis. The interactive graphical environment is configured so that graphical selection of a given universal term causes, in a second frame, a graphical indication of a constituent portion of a first source document pertinent to the financial instrument of the enterprise, and, in a third frame, a graphical indication of a constituent portion of a second source document pertinent to one of the suite of financial instruments.
Type:
Grant
Filed:
November 6, 2019
Date of Patent:
October 12, 2021
Assignee:
Street Diligence, Inc.
Inventors:
Stephen G. Hazelton, Jarvis Sill, Derek Petillo, Duo Ai
Abstract: Various embodiments provide, to a user, a representation of a debt capital structure of an enterprise that graphically identifies corporate relationships of companies within the enterprise, financial instruments issued by a company within the enterprise, and for a user-selected financial instrument, of a set of companies that are guarantors of financial obligations associated with the user-selected financial instrument, or for a user-selected company, a set of financial instruments the financial obligations of which are guaranteed by the user-selected company.
Type:
Grant
Filed:
November 30, 2017
Date of Patent:
November 12, 2019
Assignee:
Street Diligence, Inc.
Inventors:
Stephen G. Hazelton, Jarvis Sill, Derek Petillo