Readership information delivery system for electronically distributed investment research

• US 6,651,056 B2
• Filed: 03/10/1999
• Issued: 11/18/2003
• Est. Priority Date: 03/10/1999
• Status: Expired due to Term

• Current Assignee: Refinitiv US Organization, LLC (Refinitiv US Holdings, Inc.)
• Original Assignee: Thomason Information Services Incorporated
• Inventors: Delehey, P. Brent, Green, Geoffrey D., Price, Eric S., Berube, David J.
• Primary Examiner(s): Alam, Shahid Al
• Assistant Examiner(s): TRUONG, CAM Y T
• Application Number:
  US09/265,733
• Publication Number:
  US 20020040365A1
• Time in Patent Office: 1,714 Days
• Field of Search: 705/35-36, 705/7, 705/10, 707/10, 707/3, 707/5, 707/6, 707/1, 207/1, 207/5, 215/513, 715/513
• US Class Current: 707/727
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: Y10S 707/95 Financial
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99933 Query processing, i.e. searching
• CPC Class Codes: Y10S 707/99935 Query augmenting and refining, e.g. inexact access
• CPC Class Codes: Y10S 707/99936 Pattern matching access

Abstract

A system for delivering rankings information on readership of investment research reports is provided, which comprises the use of a plurality of readership information reports each including at least an article identification, a computer having a software program executing on it for analyzing said plurality of readership information reports such that for each unique article identification, the program counts the number of occurrences of that article identification in the readership information reports, then sorts the counts into a ranked list, a database electrically connected to the computer for receiving and storing the ranked list, and an electronic data interface for receiving requests for and transmitting the ranked list. The system can further comprise a readership information database for storing the plurality of readership reports. A method for using the same is also provided.

Claims

1. A system for compiling and distributing information for investment research reports, comprising:

a plurality of readership information reports;

a computer for receiving said plurality of readership information reports, each report including an article identification and a plurality of subset values of a reader;

a program executing on said computer for analyzing said plurality of readership information reports such that for each unique article identification, said program counts the number of occurrences of that article identification in said readership information reports;

said program executing on said computer for analyzing said plurality of subset values such that for each unique subset value, said program counts the number of occurrences of that subset value in said plurality of subset values;

a list of unique article identifications sorted and ranked by the number of occurrences of each unique article Identification and each unique subset value of the reader in said plurality of readership information reports;

a database electrically connected to the computer for receiving and storing the ranked list; and

an electronic data interface for receiving requests for the ranked list from said database for reply.

2. The system for compiling and distributing readership information according to claim 1, further comprising an article database for storing category information about the investment research reports and for providing the category information to the computer.

3. The system for compiling and distributing readership information according to claim 1, wherein each readership information report further includes a reader identification and a time an investment research report was read.

4. The system for compiling and distributing readership information according to claim 1, wherein said program counts the number of occurrences of the article identification in said readership information reports over a predetermined time period.

5. The system for delivering detailed rankings information according to claim 1, further comprising an investment research delivery system, which comprises:

an author station at brokers'"'"' locations for rendering investment the research reports;

a host for receiving the investment research reports;

a transmitter at the host location for broadcasting the investment research reports; and

a view station at an institutional investor'"'"'s location for receiving the investment research reports.

6. A method for compiling and distributing readership information on readership of investment research reports delivered from an investment research delivery system, the steps comprising:

obtaining readership information reports each having an article identification and subset value of a reader from the investment research delivery system;

counting a number of occurrences of each unique article identification and each unique subset value of the reader that appears in said readership information reports;

sorting the number of occurrences for each unique article identification into a list of unique article identifications sorted and ranked by the number of occurrences of each unique article identification in the plurality of readership information reports;

sorting the number of occurrences of each subset value;

generating statistical information and incorporating the information into the ranked list;

storing the list onto a database;

accepting a request for the list; and

transmitting a copy of the list.

7. The method for compiling and distributing readership information on readership according to claim 6, wherein the step of transmitting the ranked list is done through an internet web server.

8. The method for compiling and distributing readership information on readership according to claim 6, wherein the step of obtaining readership information reports comprises polling for readership information reports, each having an article identification, from an investment research web server.

9. The method for compiling and distributing readership information on readership according to claim 6, wherein the step of obtaining readership information reports comprises polling for readership information reports, each having an article identification, from an investment research site server.

10. The method for compiling and distributing readership information on readership according to claim 6, wherein a second identification exists for each readership information report, further comprising:

obtaining for each readership information report the second identification;

counting a number of occurrences of each unique second identification obtained for the readership information reports;

sorting the number of occurrences for each unique second identification into a second ranked list;

storing the second ranked list onto a database;

accepting a request for the second ranked list; and

transmitting a copy of the second ranked list.

11. The method for compiling and distributing readership information on readership according to claim 10, wherein the second identification is an author identification.

12. The method for compiling and distributing readership information on readership according to claim 10, wherein the second identification is an industry identification.

13. The method for compiling and distributing readership information on readership according to claim 10, wherein the second identification is a firm identification.

14. The method for compiling and distributing readership information on readership according to claim 9, wherein the second identification is a ticker identification.