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Financial evaluation process

  • US 8,533,092 B1
  • Filed: 03/30/2012
  • Issued: 09/10/2013
  • Est. Priority Date: 03/31/2011
  • Status: Active Grant
First Claim
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1. A method of quantitatively improving a financial evaluation, comprising:

  • determining a plurality of factor scores based on a plurality of factors;

    using a processor to calculate a total score based on the plurality of factor scores;

    identifying a plurality of actions that will influence at least a portion of the plurality of factor scores;

    ranking the actions based on their total impact on the plurality of factor scores; and

    determining a most important action of the plurality of actions to improve the total score;

    wherein at least one of the factor scores is determined by assigning a maximum score value to the at least one factor score if a subject of the total score has provided a requested information used to determine another factor score.

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