System and method for locating a document containing a selected number and displaying the number as it appears in the document

• US 7,761,482 B2
• Filed: 04/21/2006
• Issued: 07/20/2010
• Est. Priority Date: 05/29/2002
• Status: Expired due to Fees

• Current Assignee: Capital IQ (Standard & Poor's Investment Advisory Services LLC)
• Original Assignee: Capital IQ (Standard & Poor's Investment Advisory Services LLC)
• Inventors: Goldman, Neal D., Murphy, William
• Primary Examiner(s): Lu; Kuen S
• Application Number:
  US11/407,999
• Publication Number:
  US 20060190451A1
• Time in Patent Office: 1,551 Days
• Field of Search: 707/3, 707/104.1, 705/1
• US Class Current: 707/804
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: Y10S 707/99933 Query processing, i.e. searching
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing

Abstract

A system and method locates a number in a source document by presenting and manipulating data on private and public companies. A central database of financial information is established. A target entity is entered within the central database by a user, and financial information of the target entity from the central database is displayed. Once a number within the display of financial information is selected, the system and method determines which document is the source document containing the numbers, searches through the source document for the number, identifies the location of the number in the source document and highlights and displays the number as it appears in the source document to the user.

Claims

1. A method for locating a number in a source document comprising the steps of:

a. establishing a database of financial information;

b. enabling a user to enter a target entity within said database;

c. displaying financial information of said target entity from said database;

d. enabling the user to select a number within said financial information;

e. locating a source document containing said selected number; and

f. displaying a portion of the source document containing the selected number.

4. The method of any of claims 1-3, wherein the step of locating a source document containing the selected number comprises:

a. searching through the database for a source document containing the selected number;

b. if no source document is found containing the selected number, then creating one or more alternative number representations for the selected number;

c. searching through the database for a source document containing a one of said alternative number representations;

d. stopping the search when a source document containing a one of said alternative number representations is located.

5. The A method according to any of claims 1-3, wherein the step of locating the source document comprises searching for the source document that has a date that is closest to the end of the 3-month quarter in which the selected number is reported by said target entity.

6. The method according to any of claims 1-3, wherein the step of locating the source document comprises searching for the source document that has a date that falls within a predetermined specified date range.

7. The method according to any of claims 1-3, wherein the step of locating the source document comprises searching for the source document that has a date that falls within at least one of the following date ranges:

a. a time period extending before and after the target entity'"'"'s filing date for the source document containing the selected number,

b. a time period extending before the target entity'"'"'s filing date for the source document containing the selected number; and

c. a time period extending after the target entity'"'"'s filing date for the source document containing the selected number.

8. The method according to claim 7, wherein if two or more documents are located having a date that falls within the date range, the step of locating the source document further comprises determining which of the two or more documents has the most recent date.

9. The method according to any of claims 1-3, wherein the financial information comprises financial numbers including dollar values, ratios and multiples.

10. The method according to any of claims 1-3 wherein the financial information comprises financial numbers including Net Debt, Revenue, EBIDTA, EBIT, EPS and Book Value.

11. The method according to claim 4:

a. wherein the alternative number representations comprise numerical digits representing units of money;

b. wherein at least one of the alternative number representations includes a unit of money symbol;

c. wherein at least one of the alternative number representations includes at least one comma between digits;

d. wherein at least one of the alternative number representations includes at least one period between digits; and

e. wherein at least one of the alternative number representations includes at least one space between digits.

2. A method for locating a number in a source document comprising the steps of:

a. establishing a database of financial information;

b. enabling a user to enter a target entity within said database;

c. displaying financial information of said target entity from said database;

d. enabling the user to select a number within said financial information;

e. displaying one or more component numbers used to calculate said selected number;

f. enabling the user to select one of the component numbers;

g. repeating steps e and f until the number selected by the user is a number contained in a source document and not calculated from two or more component numbers;

h. locating a source document containing the selected number; and

i. displaying a portion of the source document containing the selected number.

3. A method for locating a number in a document comprising the steps of:

a. establishing a database of financial information;

b. enabling a user to enter a target entity within said database;

c. displaying financial information of said target entity from said database;

d. enabling the user to select a number within said financial information;

e. displaying a window containing at least one target number relating to the selected number;

f. enabling the user to select a target number;

g. locating a source document containing the selected target number; and

h. displaying a portion of the source document containing the selected target number.