Patents Assigned to S&P Global Inc.
  • Patent number: 11922469
    Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.
    Type: Grant
    Filed: April 1, 2022
    Date of Patent: March 5, 2024
    Assignee: S&P Global Inc.
    Inventors: Lisa Kim, Zhiqiang Ma, Grace Bang, Chong Wang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
  • Patent number: 11861713
    Abstract: A method, system, and computer program product for analyzing financial risk of a financial security. A video is displayed by the computer system on a mobile display system. Object detection is performed on the video to identify a fixed asset in the video. The computer system identifies a financial security supported by the fixed asset identified in the video. An overlay of financial data about the financial security is displayed in association with the fixed asset in the video. The financial data includes a financial model of the financial security and an assumption of the financial model. The assumption of the financial model is updated based on a status of the fixed asset in the video. The financial risk of the financial security is analyzed based on the financial model and the assumption that was updated.
    Type: Grant
    Filed: January 21, 2020
    Date of Patent: January 2, 2024
    Assignee: S&P Global Inc.
    Inventor: Cesar Romero
  • Patent number: 11853945
    Abstract: A method, apparatus, system, and computer program code for forecasting a data anomaly to a supply chain. A plurality of data records is identified for a plurality of entities. The data records include import records and export records. The data fields in the data records are categorized into generic field types. The generic field types include numeric fields, categorical fields, and date fields. For each of the plurality of entities, an entity-specific model is constructed for forecasting imports and exports based on the generic field types. The entity-specific model for each of the plurality of entities is combined into a global supply chain model. Based on the global supply chain model, a data anomaly is forecast to a supply chain that is associated with a particular entity.
    Type: Grant
    Filed: July 28, 2021
    Date of Patent: December 26, 2023
    Assignee: S&P Global Inc.
    Inventors: Brian Tsay, Jason Prentice, James Ryan Psota
  • Patent number: 11836794
    Abstract: A method is provided that comprises collecting financial data points and normalizing the data points into a time series. The time series is merged into aggregates according to sliding windows that comprise different time periods and a sliding step increment. A periodic change in an increasing and convex transformation is computed for each aggregate, and multi-dimensional time-delayed coordinate embedding is applied to each aggregate. The sliding windows are applied to the time-delayed aggregates, and time series of variances and point clouds are derived within each sliding window. Persistence homologies and time series norms are computed for the point clouds, and the time series norms are correlated with the time series of variances. A warning of an impending financial crisis is output if the correlation of the time series norms with the time series of variances exceeds a predefined threshold.
    Type: Grant
    Filed: July 24, 2020
    Date of Patent: December 5, 2023
    Assignee: S&P Global Inc.
    Inventors: Yuri Katz, Alain Biem
  • Patent number: 11809215
    Abstract: A method, apparatus, system, and computer program code for controlling a display of dynamic data updates is provided. A scroll position is determined for a viewport. The viewport chronologically displays a sequence of dynamic data within a graphical user interface. Responsive to determining that the scroll position is a top-of-page, a set of data updates is retrieved from a buffer. The sequence of dynamic data displayed in the viewport is updated with the set of data updates. The viewport is updated only when the scroll position is the top-of-page.
    Type: Grant
    Filed: December 16, 2021
    Date of Patent: November 7, 2023
    Assignee: S&P Global Inc.
    Inventor: Jamie Matlin
  • Patent number: 11790385
    Abstract: A method to forecast financial performance of companies is provided. The method comprises retrieving from a database news articles related to a number of companies published within a predefined time period. The news articles are classified as either ESG articles or non-ESG articles and then vectorized. A subset of relevant non-ESG articles are selected. The ESG and selected non-ESG articles are fed into a sentiment scoring model, which generates sentiment scores for the companies over the predefined time period. The sentiment scores are fed into an ESG forecast model along with historical market data and ESG data related to the companies. The ESG forecast model forecasts the financial performance of the companies in relation to ESG policies.
    Type: Grant
    Filed: April 13, 2021
    Date of Patent: October 17, 2023
    Assignee: S&P Global Inc.
    Inventor: Nadia Farooq
  • Patent number: 11789959
    Abstract: A method for data visualization is provided. The method comprises receiving an input comprising a number of search parameters and then creating a cache node for the number of search parameters in the database, wherein the cache node comprises a first reference associated with the number of search parameters. Then identifying a number of search results related to the number of search parameters and storing the number of search results related to the number of search parameters in the cache node. Further, identifying a number of visualization options related to the number of search results stored in the cache node, wherein each visualization option comprises a second reference associated with the cache node.
    Type: Grant
    Filed: October 6, 2021
    Date of Patent: October 17, 2023
    Assignee: S&P Global Inc.
    Inventors: Michael Albert Vezza, Jonathan Edward Hoyt Hayden, James Ryan Psota
  • Patent number: 11748435
    Abstract: A computer-implemented method of recommending information sources is provided. The method comprising collecting raw user log data of a browser user and transforming the raw user log data to remove data that is specific to the user, wherein the transformed user log data comprises only general pages visited. A number of key page mappings are appended to the transformed user log data. A machine learning model determines a user interaction function according to the transformed user log data and generates a number of web page recommendations, wherein each web page recommendation has a respective probability of engagement based on the user interaction function. The web page recommendations are then displayed to the user on an interface.
    Type: Grant
    Filed: April 23, 2021
    Date of Patent: September 5, 2023
    Assignee: S&P Global Inc.
    Inventors: Alka Dagar, Ratheen Chaturvedi
  • Patent number: 11709836
    Abstract: A method, apparatus, system, and computer program code for retrieving data records. A set of static configuration objects is provided, including: a set of resources that describe available data items, and a set of views that express a serialized transformation of resources objects into a response. In response to receiving a data request, a computer system generates a data fetch execution plan from the set of resources and the set of views. The data fetch execution plan is generated using an executor adapted to a particular data store and set of performance requirements. The computer system retrieves the data records according to the data fetch execution plan.
    Type: Grant
    Filed: October 21, 2021
    Date of Patent: July 25, 2023
    Assignee: S&P Global Inc.
    Inventors: Jason Prentice, Ian James, Leo Shapiro
  • Patent number: 11669898
    Abstract: A method, computer system, and computer program product are provided for assessing a credit risk of a set of companies. A computer system creates a training data set from distance-to-default values for a first set of companies. The computer system builds a set of predictive models based on the training data set, linking the observed distance-to-default to market capitalization and total liabilities. The computer system forecasts estimated new distance-to-default values for a second set of companies, based on their current distance-to-default (obtained from the Merton approach), and a future change in market capitalization and/or change in total liabilities, according to the set of predictive models.
    Type: Grant
    Filed: March 16, 2021
    Date of Patent: June 6, 2023
    Assignee: S&P Global Inc.
    Inventors: Giorgio Baldassarri Hoger von Hogersthal, Kam To Lui
  • Patent number: 11640230
    Abstract: A method for visualizing corporate hierarchies is provided. The method comprises receiving a selection of a first company stored in a database and retrieving, from the database, an ultimate parent company of the first company. All other known companies with the same ultimate parent company as the first company are then retrieved from the database. An interactive hierarchical tree diagram is displayed in an interface, wherein the first company, the ultimate parent company, and the other known companies with the same ultimate parent company are displayed as nodes according to parent/child relationships among the companies. Also displayed in the interface, adjacent to the tree diagram, is a collapsible nested tree list comprising the first company, the ultimate parent company, and the other known companies with the same ultimate parent company. The tree diagram and nested tree list have synchronized responses to user input.
    Type: Grant
    Filed: September 29, 2021
    Date of Patent: May 2, 2023
    Assignee: S&P Global Inc.
    Inventors: Robert George Christie, Jonathan Edward Hoyt Hayden, Michael Albert Vezza, James Ryan Psota
  • Patent number: D1005304
    Type: Grant
    Filed: October 26, 2021
    Date of Patent: November 21, 2023
    Assignee: S&P Global Inc.
    Inventors: Josephine Sajbel, Virginia Mason, Eklavya Gupte, Paul Hickin
  • Patent number: D1005322
    Type: Grant
    Filed: April 13, 2022
    Date of Patent: November 21, 2023
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1006048
    Type: Grant
    Filed: June 3, 2022
    Date of Patent: November 28, 2023
    Assignee: S & P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1008285
    Type: Grant
    Filed: January 11, 2022
    Date of Patent: December 19, 2023
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1008286
    Type: Grant
    Filed: January 11, 2022
    Date of Patent: December 19, 2023
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1008310
    Type: Grant
    Filed: January 11, 2022
    Date of Patent: December 19, 2023
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1009077
    Type: Grant
    Filed: February 2, 2022
    Date of Patent: December 26, 2023
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1016838
    Type: Grant
    Filed: January 11, 2022
    Date of Patent: March 5, 2024
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori
  • Patent number: D1021916
    Type: Grant
    Filed: January 11, 2022
    Date of Patent: April 9, 2024
    Assignee: S&P Global Inc.
    Inventors: Jamie Matlin, Adrian Benko, Priyanka Sara John, Ketan Kumar Dinesh Patel, Neha Bailoori