Derivative relationship news event reporting

• US 20070174167A1
• Filed: 09/12/2005
• Published: 07/26/2007
• Est. Priority Date: 05/20/2005
• Status: Abandoned Application

• Current Assignee: Credit Suisse Securities USA LLC (Credit Suisse)
• Original Assignee: Credit Suisse Securities USA LLC (Credit Suisse)
• Inventors: Martin, Andrew, Natella, Stefano, Waag, Ashley
• Application Number:
  US11/224,431
• Publication Number:
  US 20070174167A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Presenting news events relevant to derivative entities of a main subject by associating derivative entities with the main subject based on a direct relationship with the main subject, filtering news events to identify main news events relevant to the main subject, identifying the derivative entities associated with the main subject, filtering news events to identify derivative news events relevant to the derivative entities, and presenting the main news events and the derivative news events. The direct relationship between the derivative entities and the main subject comprises one of supplier, customer, competitor, partner, joint venturer, and equity investor. Presenting the news events also can comprise filtering the derivative news events to identify filtered derivative news events based on specified criteria, where the presented derivative news events comprise only the filtered derivative news events. An investment opportunity can be identified based on the presented main news events and/or derivative news events.

Claims

1. A computer-implemented method for presenting derivative news events relevant to derivative entities of a main subject, comprising the steps of:

associating at least one derivative entity with the main subject based on a direct relationship between the at least one derivative entity and the main subject;

identifying the at least one derivative entity associated with the main subject;

filtering news events to identify one or more derivative news events relevant to the at least one derivative entity; and

presenting the derivative news events.

2. The method of claim 1, wherein the direct relationship between the at least one derivative entity and the main subject comprises one of supplier, customer, competitor, partner, joint venturer, and equity investor.

3. The method of claim 1, further comprising the step of filtering the derivative news events to identify filtered derivative news events based on one of the relationship between the at least one derivative entity and the main subject, an importance of the relationship between the at least one derivative entity and the main subject, and a percentage of the main subject'"'"'s sales that is attributable to the at least one derivative entity,

wherein the derivative news events presented in said presenting step comprise only the filtered derivative news events.

4. The method of claim 1, further comprising the step of identifying an investment opportunity based on the presented derivative news events.

5. The method of claim 1, further comprising the steps of:

associating a second level derivative entity with the at least one derivative entity based on a direct relationship between the second level derivative entity and the at least one derivative entity; and

filtering news events to identify second level news events relevant to the second level derivative entity,

wherein said presenting step further comprises presenting the second level news events.

6. The method of claim 1, further comprising the step of receiving a query to present main news events relevant to the main subject, and

wherein said identifying and filtering steps are performed in response to receiving the query.

7. The method of claim 1, further comprising the step of filtering news events to identify main news events relevant to the main subject,

wherein said presenting step comprises presenting the main news events and the derivative news events.

8. The method of claim 7, wherein said presenting step further comprises simultaneously presenting the main news events and the derivative news events.

9. A computer-readable medium having computer-executable instructions for performing the computer-implemented method of claim 1.

10. A computer-implemented method for presenting derivative news events relevant to derivative entities of a main subject, comprising the steps of:

associating at least one derivative entity with the main subject based on a direct relationship between the at least one derivative entity and the main subject;

identifying the at least one derivative entity associated with the main subject;

receiving derivative news events relevant to the at least one derivative entity; and

presenting the derivative news events.

11. The method of claim 10, wherein the direct relationship between the at least one derivative entity and the main subject comprises one of supplier, customer, competitor, partner, joint venturer, and equity investor.

12. The method of claim 10, further comprising the step of filtering the derivative news events to identify filtered derivative news events based on one of the relationship between the at least one derivative entity and the main subject, an importance of the relationship between the at least one derivative entity and the main subject, and a percentage of the main subject'"'"'s sales that is attributable to the at least one derivative entity,

wherein the derivative news events presented in said presenting step comprise only the filtered derivative news events.

13. The method of claim 10, further comprising the step of identifying an investment opportunity based on the presented derivative news events.

14. The method of claim 10, further comprising the steps of:

associating a second level derivative entity with the at least one derivative entity based on a direct relationship between the second level derivative entity and the at least one derivative entity; and

receiving second level news events relevant to the second level derivative entity,

wherein said presenting step further comprises presenting the second level news events.

15. The method of claim 10, further comprising the step of initiating a query to present main news events relevant to the main subject,

wherein said identifying and receiving steps are performed in response to initiating the query.

16. The method of claim 10, further comprising the step of receiving main news events relevant to the main subject,

wherein said presenting step comprises presenting the main news events and the derivative news events.

17. The method of claim 16, wherein said presenting step further comprises simultaneously presenting the main news events and the derivative news events.

18. The method of claim 16, further comprising the step of filtering non-specific news events to identify the main news events and the derivative news events.

19. A computer-readable medium having computer-executable instructions for performing the computer-implemented method of claim 10.

20. A system for presenting derivative news events relevant to derivative entities of a main subject, comprising:

a relationship database that associates a plurality of first level derivative entities with the main subject based on a direct relationship between each of the first level derivative entities and the main subject;

a workstation operable to communicate a query to receive main news events relevant to the main subject and to receive the main news events communicated in response to the query; and

a server operable to identify the first level derivative entities associated with the main subject in said relationship database,

wherein said workstation is further operable to receive derivative news events relevant to the first level derivative entities identified by said server and to present the received derivative news events simultaneously with the received main news events.

21. The system of claim 20, wherein the direct relationship between each of the first level derivative entities and the main subject comprises one of supplier, customer, competitor, partner, joint venturer, and equity investor.

22. The system of claim 20, wherein said workstation is further operable to filter the received derivative news events based on a particular type of the direct relationship between the first level derivative entities and the main subject and to present only the derivative news events for first level derivative entities having the particular type of relationship with the main subject with the presented main news events.

23. The system of claim 20, wherein said database further associates an importance of the relationship between the first level derivative entities and the main subject with respective ones of the first level derivative entities and a percentage of the main subject'"'"'s sales that is attributable to the first level derivative entities with respective ones of the first level derivative entities,

wherein said workstation is further operable to filter the received derivative news events to identify filtered derivative news events based on at least one of the particular type of relationship between the first level derivative entities and the main subject, the importance of the relationship between the first level derivative entities and the main subject, and the percentage of the main subject'"'"'s sales that is attributable to the first level derivative entities, and

wherein the workstation presents only the filtered derivative news events with the main subject news events.

24. The system of claim 20, further comprising a news service provider that receives the query from said workstation, filters non-specific news events to identify the main subject news events in response to receiving the query, and communicates the main subject news events to said workstation.

25. The system of claim 24, wherein said news service provider further communicates an identity of the main subject to said server,

wherein said server identifies the derivative entities associated with the main subject in said relationship database in response to receiving the identity of the main subject communicated by said news service provider and is further operable to communicate an identification of the derivative entities to said news service provider, and

wherein said news service provider filters the non-specific news events to identify the derivative news events in response to receiving the identification of the derivative entities communicated by said server and communicates the derivative news events to said workstation.

26. The system of claim 20, wherein said relationship database further associates respective ones of a plurality of second level derivative entities with corresponding first level derivative entities based on a direct relationship between the respective ones of the second level derivative entities and the corresponding first level derivative entities, and

wherein said workstation is further operable to receive and present second level derivative news events relevant to the second level derivative entities.