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.
Patent No.:
Date of Patent:
Oct. 22, 2013
Filed:
May. 10, 2012
Barry S. Hurewitz, New York, NY (US);
Scott Solomon, New York, NY (US);
Thami Rachidi, Bayonne, NJ (US);
Lauren Fleming, New York, NY (US);
Omar Moustafa, Brooklyn, NY (US);
Robert Treder, New York, NY (US);
Vaughn S. Harvey, New York, NY (US);
Barry S. Hurewitz, New York, NY (US);
Scott Solomon, New York, NY (US);
Thami Rachidi, Bayonne, NJ (US);
Lauren Fleming, New York, NY (US);
Omar Moustafa, Brooklyn, NY (US);
Robert Treder, New York, NY (US);
Vaughn S. Harvey, New York, NY (US);
Morgan Stanley & Co. LLC, New York, NY (US);
Abstract
Computer-based systems and methods for computing a score (a 'target score') for the contacts of a research department. The target score may be computed for each contact for each analyst team of the research department. The target score indicates how resources should be deployed by the research department to maximize revenue for the research department. The target score is computed based on a number of metrics. These metrics can include both analyst-team-specific contact metrics that relate to the contact-analyst team combination, as well as account metrics that pertain to the investment accounts associated with each of the contacts. Weights for the metrics may be determined using an optimization algorithm.