The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 04, 2025

Filed:

Apr. 01, 2024
Applicant:

Massachusetts Mutual Life Insurance Company, Springfield, MA (US);

Inventors:

David Lipke, Springfield, MA (US);

Nailong Zhang, Springfiled, MA (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06F 16/951 (2019.01); G06F 17/18 (2006.01); G06F 18/214 (2023.01); G06F 18/2413 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06F 16/951 (2019.01); G06F 17/18 (2013.01); G06F 18/2148 (2023.01); G06F 18/24147 (2023.01);
Abstract

Disclosed are method and systems to program a server to identify the value of a fund comprising shares of multiple private entities. The server receives transaction data associated with a fund where the transaction data identifies a proportion of shares within the fund associated with each private entity, price per share of each private entity, and other relevant data. The server then executes multiple artificial intelligence models to identify comparable public entities to each private entity. The server then retrieves stock price data for each public entity and calculates a value for each private entity in real time. The server also displays a value of the fund in real time where identification of each private entity is anonymized.


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