US 12,354,173 B1
Dynamic valuation systems and methods
Jia Geng, Springfield, MA (US); Zizhen Wu, Springfield, MA (US); Owen Galvin, Springfield, MA (US); and Yi Wang, Springfield, MA (US)
Assigned to Massachusetts Mutual Life Insurance Company, Springfield, MA (US)
Filed by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, Springfield, MA (US)
Filed on Oct. 30, 2023, as Appl. No. 18/497,910.
Application 18/497,910 is a continuation of application No. 17/064,210, filed on Oct. 6, 2020, granted, now 11,803,917.
Claims priority of provisional application 62/916,125, filed on Oct. 16, 2019.
Int. Cl. G06Q 40/12 (2023.01); G06F 3/04847 (2022.01); G06F 16/2457 (2019.01); G06N 3/08 (2023.01); G06N 7/02 (2006.01); G06Q 10/105 (2023.01); G06Q 40/06 (2012.01); G06Q 40/02 (2023.01); G06Q 50/00 (2012.01)
CPC G06Q 40/12 (2013.12) [G06F 3/04847 (2013.01); G06F 16/24578 (2019.01); G06N 3/08 (2013.01); G06N 7/02 (2013.01); G06Q 10/105 (2013.01); G06Q 40/06 (2013.01); G06Q 40/02 (2013.01); G06Q 50/01 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A server-implemented method comprising:
retrieving, by a server, attributes associated with a set of entities;
displaying, by the server, a graphical user interface having a first selectable graphical component corresponding to a minimum threshold value and a maximum threshold value of a first attribute and a second selectable graphical component corresponding to a threshold value of a second attribute;
in response to a user interacting with the first selectable graphical component and the second selectable graphical component:
dynamically populating, by the server, a sub-interface of the graphical user interface with a subset list of the set of entities having the first attribute within the minimum threshold value and the maximum threshold value and satisfying the threshold value of the second attribute;
iteratively executing, by the server, an artificial intelligence model, trained by analyzing at least the first attribute and the second attribute of each entity within the subset list of the set of entities, to generate a valuation report of each entity within the subset list of the set of entities;
iteratively re-training, by the server, the artificial intelligence model using at least the valuation report of each entity within the subset list of the set of entities to improve server run-time; and
dynamically populating, by the server, an indicator for each entity within the subset list of the set of entities to update the sub-interface, wherein the indicator corresponds to the valuation report of each entity within the subset list of the set of entities;
displaying, by the server, the sub-interface having a third selectable graphical component corresponding to a target investor element; and
in response to the user interacting with the third selectable graphical component:
generating, by the server, a second sub-interface of the sub-interface; and
dynamically populating, by the server, the second sub-interface with a second subset list of the subset list corresponding to an input received via the third selectable graphical component.