Automated financial scenario modeling and analysis tool having an intelligent graphical user interface
First Claim
1. A financial scenario model creation and analysis tool that provides computer-aided design for financial transactions, comprising:
- a graphical user interface which enables a user of said tool to create a diagram of a financial scenario conceived by the user on a display screen, wherein said graphical user interface enables creation of said financial scenario diagram by enabling said user to;
define parties involved in the financial scenario and add the parties to the diagram on the display in the form of graphical party objects; and
define financial instruments involved in the financial scenario and add the financial instruments to the diagram in the form of graphical financial objects that each show a physical connection on the diagram between pairs of said graphical party objects in the diagram, wherein the user interface further enables the user to indicate a flow direction on the diagram between the pairs of said graphical party objects for an obligation related to the financial instrument connecting said pairs;
a software engine operable, in response to creation of the diagram of the financial scenario, to create a mathematical model for said financial scenario using data collected by said engine during the creation of said diagram by said user, wherein creation of said mathematical model includes creating variables and mathematical relationships between variables based on content of the diagram;
wherein said diagram and said mathematical model are linked within said tool, and said user interface enables the user to make changes to said graphical party objects and said graphical financial objects in said diagram, wherein when changes are made by the user to said diagram corresponding changes are made by said software engine to the mathematical model; and
further wherein said user interface enables said user to perform an analysis of the financial scenario using the created mathematical model by changing values for the created variables within the mathematical model and viewing a result determined by the mathematical model.
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Abstract
A financial scenario modeling and analysis tool, including a graphical user interface which enables a user of the tool to create a graphical model of a financial scenario, generally including at least one financial transaction, on a display screen, and an engine operable, in response to creation of the graphical model, to automatically generate information, such as financial or mathematical information, which at least partially models at leat a part of the financial scenario using information collected by the engine during creation of the graphical model. The graphical user interface enables the user to create party graphics respectively representing parties to the financial deal, and to generate financial instrument graphics representing financial instruments, wherein each financial instrument graphic connects two of the party graphics. The engine generates, in response to the creation of a graphical model, an instrument information, such as an object or template, for each of the instruments in the graphical model. The tool includes a natural date language and a formula language for use in modeling a scenario. The tool enables optimization of optimizable parameters defined in the scenario, and includes a user-friendly, book-like and CAD-like user interface.
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Citations
18 Claims
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1. A financial scenario model creation and analysis tool that provides computer-aided design for financial transactions, comprising:
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a graphical user interface which enables a user of said tool to create a diagram of a financial scenario conceived by the user on a display screen, wherein said graphical user interface enables creation of said financial scenario diagram by enabling said user to;
define parties involved in the financial scenario and add the parties to the diagram on the display in the form of graphical party objects; and
define financial instruments involved in the financial scenario and add the financial instruments to the diagram in the form of graphical financial objects that each show a physical connection on the diagram between pairs of said graphical party objects in the diagram, wherein the user interface further enables the user to indicate a flow direction on the diagram between the pairs of said graphical party objects for an obligation related to the financial instrument connecting said pairs;
a software engine operable, in response to creation of the diagram of the financial scenario, to create a mathematical model for said financial scenario using data collected by said engine during the creation of said diagram by said user, wherein creation of said mathematical model includes creating variables and mathematical relationships between variables based on content of the diagram;
wherein said diagram and said mathematical model are linked within said tool, and said user interface enables the user to make changes to said graphical party objects and said graphical financial objects in said diagram, wherein when changes are made by the user to said diagram corresponding changes are made by said software engine to the mathematical model; and
further wherein said user interface enables said user to perform an analysis of the financial scenario using the created mathematical model by changing values for the created variables within the mathematical model and viewing a result determined by the mathematical model. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
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Specification