US 12,487,738 B1
Platform for constructing custom models
Michael Hardisty, San Francisco, CA (US); Suzanne Ly, San Francisco, CA (US); Troy Wu, Belmont, CA (US); Venu Jadcherla, Fremont, CA (US); Namratha Peddi, New York, NY (US); Bryan Xian, Boston, MA (US); and Peter Huddleston, Hong Kong (HK)
Assigned to BlackRock Finance, Inc., New York, NY (US)
Filed by BLACKROCK FINANCE, INC., New York, NY (US)
Filed on Apr. 12, 2023, as Appl. No. 18/299,336.
Int. Cl. G06F 3/0482 (2013.01); G06F 3/04847 (2022.01)
CPC G06F 3/04847 (2013.01) [G06F 3/0482 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system, comprising: a memory configured to store a custom model platform; and a processor coupled to the memory and configured to cause the custom model platform to perform operations comprising:
integrating the custom model platform as a plug-in into a model platform, wherein the custom model platform generates a custom model, the custom model comprising custom data unavailable in the model platform when generating platform models, and the custom data comprising data received from a user;
receiving, from a user interface of the custom model platform, a selection of at least one platform model group comprising a plurality of platform models in a first data structure, wherein the plurality of platform models are associated with the model platform;
receiving, from the user interface, a selection of at least one risk profile from a plurality of risk profiles associated with the at least one platform model group in a second data structure;
receiving, from the user interface, a selection of custom transformations associated with the custom model platform, wherein the selected custom transformations modify asset allocations in the plurality of platform models in a third data structure;
receiving, from the user interface, a selection of constraints in a fourth data structure;
retrieving, from a memory storage, at least one platform model from the plurality of platform models based on the selection of the at least one platform model group in the first data structure and the selection of the at least one risk profile in the second data structure;
applying the selected custom transformations in the third data structure to assets in the at least one platform model to generate at least one custom model having custom assets, wherein the custom assets comprise the assets of the at least one platform model modified according to the asset allocations in the selected custom transformations;
applying the selected constraints in the fourth data structure to the custom assets in the at least one custom model; and
generating in the user interface a display comparing the assets of the retrieved at least one platform model to the custom assets in the at least one custom model.