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System and method for generating transaction based recommendations

  • US 20040153389A1
  • Filed: 01/23/2004
  • Published: 08/05/2004
  • Est. Priority Date: 01/23/2003
  • Status: Active Grant
First Claim
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1. A system for generating investment recommendation data, comprising:

  • an assessment unit configured to receive transaction data for a plurality of transactions, said transaction data including at least object data of the transaction, entity making the transaction, and at least one or more object characteristics, for each transaction, and to assess each transaction of said plurality and generate assessment data based on said transaction data;

    an evaluation unit coupled with said assessment unit and configured to receive a proposed transaction data and generate recommendation data including a certainty indicator which indicates a level of confidence that said proposed transaction will meet predetermined criteria, said proposed transaction data including at least proposed object data of the transaction, entity making the transaction, and at least one or more object characteristics, said recommendation data being based on said assessment data.

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