Property investment rating system and method
First Claim
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1. A property investment management system comprising:
- machine-readable media having machine-executable instructions stored therein;
a machine including a processor that reads and executes the instructions stored in the machine-readable media, the machine and the machine-readable media in combination implementing;
user interface logic that provides a user interface accessible to a user, the user interface logic including risk profile configuration logic used by the user to define a plurality of different risk profiles related to property-related investments and risk factors associated with such investments;
an investment rating engine coupled to the user interface logic, the investment rating engine being configured to evaluate the property-related investments according to the plurality of different risk profiles;
wherein the investment rating engine retrieves data from one or more external sources, the external sources being at least one of (i) credit information and (ii) property valuation data;
wherein the investment rating engine triggers one or more trips based on the evaluation of the specific risk profile and risk factors related to a particular investment;
wherein the plurality of different risk profiles provide different weightings to the different categories of data, and wherein the risk profiles are configurable according to the nature of the risks associated with the different ones of the property-related investments; and
wherein the investment rating engine generates a rating for each investment, and wherein the investment rating engine outputs a list of tasks based on the rating to a workflow management tool.
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Abstract
A property investment management tool comprises user interface logic and an investment rating engine. The user interface logic is configured to provide a user interface accessible to a user and includes risk profile configuration interface logic configured to permit a user to define a plurality of different risk profiles for a plurality of different investments. The investment rating engine is coupled to the user interface logic and is configured to evaluate the plurality of different investments according to the plurality of different risk profiles.
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Citations
19 Claims
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1. A property investment management system comprising:
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machine-readable media having machine-executable instructions stored therein; a machine including a processor that reads and executes the instructions stored in the machine-readable media, the machine and the machine-readable media in combination implementing; user interface logic that provides a user interface accessible to a user, the user interface logic including risk profile configuration logic used by the user to define a plurality of different risk profiles related to property-related investments and risk factors associated with such investments; an investment rating engine coupled to the user interface logic, the investment rating engine being configured to evaluate the property-related investments according to the plurality of different risk profiles; wherein the investment rating engine retrieves data from one or more external sources, the external sources being at least one of (i) credit information and (ii) property valuation data; wherein the investment rating engine triggers one or more trips based on the evaluation of the specific risk profile and risk factors related to a particular investment; wherein the plurality of different risk profiles provide different weightings to the different categories of data, and wherein the risk profiles are configurable according to the nature of the risks associated with the different ones of the property-related investments; and wherein the investment rating engine generates a rating for each investment, and wherein the investment rating engine outputs a list of tasks based on the rating to a workflow management tool. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A computer-implemented method of providing risk information regarding property investments comprising:
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receiving, by user interface logic, investment information that relates to various characteristics of the property investments that are currently managed, the user interface logic being implemented by machine-readable media having machine-executable instructions stored therein and by a machine including a processor that reads and executes the instructions stored in the machine-readable media; generating, by an investment rating engine, a risk level determination for the property investments based on one of a plurality of different stored risk profiles, wherein the investment rating engine is implemented by the machine and the machine-readable media, and wherein the plurality of different risk profiles provide different weightings to the different categories of data; wherein the risk profiles are configurable according to the nature of the risks associated with the different ones of the plurality of investments; evaluating, by the investment rating engine, the property investments according to the plurality of risk profiles; displaying the risk level determination; triggering, by the investment rating engine, a trip using the investment rating engine based on the evaluation of the specific risk profile and risk factors related to a particular investment; and outputting the trip to the user interface logic to implement a workflow management tool, the trip flagging an issue for further review by the user. - View Dependent Claims (19)
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Specification