Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
Type:
Grant
Filed:
May 15, 2013
Date of Patent:
May 10, 2016
Assignee:
Plutopian Corporation
Inventors:
Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
Type:
Grant
Filed:
December 29, 2009
Date of Patent:
July 2, 2013
Assignee:
Plutopian Corporation
Inventors:
Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser