Taxonomy tool

• US 20090119312A1
• Filed: 11/01/2007
• Published: 05/07/2009
• Est. Priority Date: 11/01/2007
• Status: Abandoned Application

• Current Assignee: Morgan Stanley
• Original Assignee: Morgan Stanley
• Inventors: Murphy, Maureen, Nica, Monika, Engel, Walter Phillip, Doherty, Ryan, Pryde, Campbell
• Application Number:
  US11/982,269
• Publication Number:
  US 20090119312A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/907 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

In one general aspect, the present disclosure is directed to a system for describing information. This system may comprise at least one processor. The at least one processor may be configured to receive a taxonomy that may comprising a metric hierarchy and a plurality of entity hierarchies. The at least one processor may also be configured to display an indication of a metric selected from the metric hierarchy. In addition, the at least one processor may be configured to display a representation of at least a portion of a second hierarchy selected from the plurality of entity hierarchies. The representation may comprise an indication of a branch of the second hierarchy and an indication of a relationship between the branch of the second hierarchy and the metric.

Claims

1. A system for describing information, the system comprising at least one processor configured to:

receive a taxonomy, wherein the taxonomy comprises a metric hierarchy and a plurality of entity hierarchies;

display an indication of a metric selected from the metric hierarchy; and

display a representation of at least a portion of a second hierarchy selected from the plurality of entity hierarchies, wherein the representation comprises an indication of a branch of the second hierarchy and an indication of a relationship between the branch of the second hierarchy and the metric.

2. The system of claim 1, wherein the relationship between the branch of the second hierarchy indicates that each instance of the branch is required to be described by an instance of the metric concept.

3. The system of claim 1, wherein the relationship between the branch of the second hierarchy indicates that each instance of the branch is permitted to be described by an instance of the metric concept.

4. The system of claim 1, wherein the relationship between the branch of the second hierarchy indicates that no instance of the branch is permitted to be described by an instance of the metric concept.

5. The system of claim 1, wherein the branch of the second hierarchy comprises one entity concept.

6. The system of claim 1, wherein the at least one processor is further configured to display a representation of at least a portion of a third hierarchy selected from the plurality of entity hierarchies, wherein the representation comprises an indication of a branch of the third hierarchy and an indication of a relationship between the branch of the third hierarchy and the metric.

7. The system of claim 1, wherein the indication of the metric and the representation of at least the portion of the second hierarchy are displayed simultaneously.

8. The system of claim 1, wherein the at least one processor is further configured receive an instruction from a user indicating the relationship between the branch of the second hierarchy and the metric.

9. The system of claim 1, wherein the second hierarchy is a hierarchy of a class of entities selected from the group consisting of companies, countries, employees, industries, exchanges, indices, legal entities, securities, and regions.

10. The system of claim 1, wherein the at least one processor is further configured to modify the relationship between the branch of the second hierarchy and the metric.

11. The system of claim 10, wherein the modification is applied to all entities included in the branch of the second hierarchy.

12. A computer readable medium having instructions thereon that when executed by at least one processor cause the at least one processor to:

receive a taxonomy, wherein the taxonomy comprises a metric hierarchy and a plurality of entity hierarchies;

display an indication of a metric selected from the metric hierarchy; and

display a representation of at least a portion of a second hierarchy selected from the plurality of entity hierarchies, wherein the representation comprises an indication of a branch of the second hierarchy and an indication of a relationship between the branch of the second hierarchy and the metric.

13. A system for describing information, the system comprising at least one processor configured to:

receive a taxonomy, wherein the taxonomy comprises a plurality of hierarchies;

tie a first branch selected from a first hierarchy to a second branch selected from the second hierarchy, wherein the first and second hierarchies are selected from the plurality of hierarchies;

receive an instruction to modify a portion of the first branch;

modify the portion of the first branch in response to the instruction; and

modify a duplicate of the portion of the first branch within the second branch in response to the instruction.

14. The system of claim 13, wherein the first hierarchy consists of metrics.

15. The system of claim 13, wherein the first hierarchy consists of entities.

16. The system of claim 13, wherein the at least one processor is further configured to display a representation of the first branch, wherein the representation comprises an indication that the portion of the first branch is tied to another portion.

17. The system of claim 13, wherein the at least one processor is further configured to receive an instruction to tie the first branch to the second branch.

18. The system of claim 13, wherein the first branch comprises a single entity.

19. The system of claim 13, wherein the first branch comprises a single metric.

20. The system of claim 13, wherein tying the first branch to the second branch comprises tying the first hierarchy to the second hierarchy.

21. A computer readable medium having instructions thereon that when executed by at least one processor, cause the at least one processor to:

receive a taxonomy, wherein the taxonomy comprises a plurality of hierarchies;

tie a first branch selected from a first hierarchy to a second branch selected from the second hierarchy, wherein the first and second hierarchies are selected from the plurality of hierarchies;

receive an instruction to modify a portion of the first branch;

modify the portion of the first branch in response to the instruction; and

modify a duplicate of the portion of the first branch within the second branch in response to the instruction.

22. A system for describing information, the system comprising at least one processor configured to:

receive a taxonomy, wherein the taxonomy comprises a first hierarchy comprising concepts of a first concept type and a second hierarchy comprising concepts of a second concept type;

display an indication of a first concept selected from the first hierarchy; and

display a representation of at least a portion of a second hierarchy, wherein the representation comprises an indication of a branch of the second hierarchy and an indication of a relationship between the branch of the second hierarchy and the first concept.

23. The system of claim 22, wherein the branch of the second hierarchy comprises one concept.

24. The system of claim 22, wherein the at least one processor is further configured to display a representation of at least a portion of a third hierarchy, wherein the representation comprises an indication of a branch of the third hierarchy and an indication of a relationship between the branch of the third hierarchy and the first concept.

25. The system of claim 22, wherein the first concept type is selected from the group consisting of a metric concept type, an entity concept type, a source concept type, and a time concept type.