Jpmorgan Chase Bank, N.a.

Kevin Abrego

Bret Goldsmith

Harshavardhan Reddy Mukkera

Mahendrapratap Singh

Colin McKinney

Ked Fisseha

Eric Ngo Nguyen

Bendangrenla Aier

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

Houston, TX, United States of America

Kevin Abrego