Patents by Inventor CHRIS SHERLOCK

CHRIS SHERLOCK has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20240037476
    Abstract: The disclosure may include an exemplary method comprising receiving risk metric data from a plurality of data sources; determining if the risk metric data passes quality control requirements; factoring the risk metric data; weighting the risk metric data by multiplying the weights at a sub-metric level; standardizing the risk metric data by scaling each risk value in the risk metric data to a range of values for each advisor to obtain standardized risk values; prioritizing the risk metric data by assigning a metric weight to the standardized risk values; further prioritizing the risk metric data by assigning a category weight to the standardized risk values; aggregating the risk metric data for an advisor to create advisor risk metric data; scoring a risk associated with the advisor based on the advisor risk metric data; and transferring the advisor risk data to a dashboard.
    Type: Application
    Filed: March 16, 2023
    Publication date: February 1, 2024
    Applicant: Ameriprise Financial, Inc.
    Inventors: VIPUL D. SAHNI, SAURABH KUMAR, CHRIS SHERLOCK, ROBERT MACKINNON