US 12,443,998 B2
Generating performance composites
Shanti Sharma, McKinney, TX (US); Shahriar Taj, New York, NY (US); Glyn Welch, Ascot (GB); Fatih Onalan, Vetraz-Monthoux (FR); Brandon Davin, Brooklyn, NY (US); Sujit Kumar, Bengaluru (IN); and Hamza Alwani, Euless, TX (US)
Assigned to JPMORGAN CHASE BANK, N.A., New York, NY (US)
Filed by JPMorgan Chase Bank, N.A., New York, NY (US)
Filed on May 12, 2023, as Appl. No. 18/196,973.
Prior Publication US 2024/0378672 A1, Nov. 14, 2024
Int. Cl. G06Q 40/06 (2012.01)
CPC G06Q 40/06 (2013.01) 19 Claims
OG exemplary drawing
 
1. A server system for generating performance composites, the server system comprising:
a network communications interface; and
a storage medium with instructions executed by a plurality of processors to:
access, over a network via the network communication interface, designated-value account information, wherein the designated-value account information is account information associated with a plurality of designated-value accounts, each with a respective rate of return, and each respective rate of return being based on one or more account manager transactions for the designated-value accounts;
parse, via a strategy engine, the designated-value account information into a plurality of sets of strategy-based designated-value accounts including a first set of strategy-based designated-value accounts and a second set of strategy-based designated-value accounts, wherein each set of the plurality of sets is a subset of the designated-value account information;
concurrently parse by a first processor, via a logical ruleset engine, the first set of strategy-based designated-value accounts and by a second processor, the second set of strategy-based designated-value accounts by applying a plurality of logical rulesets determining membership eligibility in the first set of strategy-based designated-value accounts and the second set of strategy-based designated-value accounts, wherein the parsing by the first processor and the parsing by the second processor are performed in parallel, and wherein the first processor and the second processor utilize a vector-based, multiple-processing model;
for each one of the first set and the second set of strategy-based designated-value accounts, generate, via a composite engine, a respective account performance composite by applying statistical analysis to the first set and the second set of strategy-based designated-value accounts based on the respective rate of return for each designated-value account; and
output the respective account performance composite to indicate performance of the first set and the second set of strategy-based designated-value accounts.