Jpmorgan Chase Bank, N.a.

Colin McKinney

Bret Goldsmith

Harshavardhan Reddy Mukkera

Bendangrenla Aier

Mahendrapratap Singh

Ked Fisseha

Eric Ngo Nguyen

Kevin Abrego

Ricky P Chandnani

Manoj Manoharan

A method and a system for providing source evidence in support of information to be used for conducting a transaction, such as a fairness opinion to be used for a mergers and acquisitions (M&A) transaction, is provided. The method includes displaying, on a screen, a plurality of fields that relate to the transaction; receiving first user inputs that correspond to some of the fields; prompting the user to provide source evidence that relates to the received first user inputs; receiving a second user input that activates a button for accessing a document library; displaying a list of documents included in the document library; receiving third user inputs that correspond to respective documents selected by the user; displaying a content of each selected document; receiving fourth user inputs that correspond to screenshots of respective portions of the displayed content; and automatically linking the screenshots to the corresponding fields.

Method and system for linking source evidence to valuation information

Growing community of inventors

Bishopton, United Kingdom

Colin McKinney