Method and system for compiling a multi-source database of composite investor-specific data records with no disclosure of investor identity
First Claim
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1. A method of compiling a computerized database of anonymized investor-specific financial data received from a plurality of data providers, the method comprising:
- inputting, using a computer and from each data provider, a set of data comprising;
investor-specific financial data maintained by the data provider pertaining to a plurality of investors, andwith respect to each investor, a surrogate investor code that is associated with the investor-specific financial data pertaining to that investor,wherein the surrogate investor code corresponds to a single value of an investor identifier maintained by the data provider in association with that investor-specific financial data,wherein the surrogate investor codes inputted from all data providers correspond to values of the same investor identifier,wherein each distinct value of the investor identifier represents a distinct investor,wherein the set of data from each data provider does not disclose the values of the investor identifier, andwherein the surrogate investor code inputted from a data provider that corresponds to a particular value of the investor identifier is different from the surrogate investor codes inputted from other data providers that correspond to that value of the investor identifier;
determining, using a computer and based upon a data-matching mechanism, which surrogate investor codes correspond to the same value of the investor identifier,wherein the data-matching mechanism does not disclose the values of the investor identifier; and
linking in the database, using a computer, investor-specific financial data inputted in association with surrogate investor codes that correspond to the same value of the investor identifier.
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Abstract
A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
21 Citations
29 Claims
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1. A method of compiling a computerized database of anonymized investor-specific financial data received from a plurality of data providers, the method comprising:
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inputting, using a computer and from each data provider, a set of data comprising; investor-specific financial data maintained by the data provider pertaining to a plurality of investors, and with respect to each investor, a surrogate investor code that is associated with the investor-specific financial data pertaining to that investor, wherein the surrogate investor code corresponds to a single value of an investor identifier maintained by the data provider in association with that investor-specific financial data, wherein the surrogate investor codes inputted from all data providers correspond to values of the same investor identifier, wherein each distinct value of the investor identifier represents a distinct investor, wherein the set of data from each data provider does not disclose the values of the investor identifier, and wherein the surrogate investor code inputted from a data provider that corresponds to a particular value of the investor identifier is different from the surrogate investor codes inputted from other data providers that correspond to that value of the investor identifier; determining, using a computer and based upon a data-matching mechanism, which surrogate investor codes correspond to the same value of the investor identifier, wherein the data-matching mechanism does not disclose the values of the investor identifier; and linking in the database, using a computer, investor-specific financial data inputted in association with surrogate investor codes that correspond to the same value of the investor identifier. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29)
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Specification