IP Library Patent Application 15736726
Patent Application
App. No. 15/736,726

A METHOD AND SYSTEM FOR PROVIDING BUSINESS INTELLIGENCE

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Quick Facts
Patent No.
US None
App. No.
15/736,726
Abstract

The present invention relates to a computer-implemented method of providing business intelligence. The method including the steps of a processor obtaining data from a plurality of sources for each of a plurality of organisations; a processor processing the data using an ontological method to generate a profile for each organisation; and a processor using the profiles of the organisations to generate analysis. A system is also disclosed.

Claims (30)

1 . A computer-implemented method of providing business intelligence, including:

a processor obtaining data from a plurality of sources for each of a plurality of organisations;

a processor processing the data using an ontological method to generate a report for each organisation; and

a processor using the reports of the organisations to generate analysis.

2 . A method as claimed in claim 1 , wherein the analysis relates to Financial, Economic, Environmental, Social and/or Governance (ESG) issues.

3 . A method as claimed in claim 1 , wherein the analysis includes analysing a profiled organisation against one or more of the plurality of organisations.

4 . A method as claimed in claim 3 , wherein the one or more of the plurality of organisations are selected based upon an overlap between the report of the one or more organisations and a profile of the profiled organisation.

5 . A method as claimed in claim 4 , wherein the overlap relates to sector and/or geographic overlap.

6 . A method as claimed in claim 4 , wherein the analysis is a comparison based upon topic.

7 . A method as claimed in claim 4 , further including:

generating a visualisation for a user interface of the analysis.

8 . A method as claimed in claim 4 , further including:

Creating the profile.

9 . A method as claimed in claim 8 , wherein the profile includes a plurality of weighted relevant topics.

10 . A method as claimed in claim 9 , wherein the plurality of weighted relevant topics are created via the ontological method.

11 . A method as claimed in claim 1 , wherein the ontological method includes analysis of the data to identify relevant topics.

12 . A method as claimed in claim 11 , wherein the relevant topics are weighted by importance.

13 . A method as claimed in claim 1 , wherein the ontological method includes:

at least one processor tokenising text within at least one part of the data; and

at least one processor matching tokenised text against an ontological framework using a plurality of rules to identify relevant topics within the data.

14 . A method as claimed in claim 1 , wherein the plurality of sources include one or more selected from the set of sustainability reports, SEC filings, financial annual report and integrated reports.

15 . A method as claimed in claim 4 , further including:

Locating relevant regulatory information for the profiled organisation using the profile.

16 . A method as claimed in claim 1 , wherein the analysis includes benchmarking.

17 . A method as claimed in claim 1 , wherein the analysis includes locating relevant organisations by searching within the reports using a user-specified topic.

18 . A system for providing business intelligence for an organisation, including:

A communication module configured to obtain data from a plurality of sources about a plurality of organisations;

At least one processor configured to process data from a plurality of sources using an ontological method to form a report for each organisation and using the reports of the organisations to generate analysis; and

A user device configured to display data related to the analysis to a user.

19 . (canceled)

Assignments (3)
CHANGE OF NAME Recorded Nov 28, 2018
From: EREVALUE LIMITED
To: DATAMARAN LIMITED
Reel/Frame 047603/0747 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE ADDRESS PREVIOUSLY RECORDED AT REEL: 044402 FRAME: 0502. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT . Recorded Dec 21, 2017
From: LECOURT, JEAN-PHILIPPE; LECOURT-ALMA, JELTJE; BASDEVANT, JEROME
To: EREVALUE LIMITED
Reel/Frame 044936/0569 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 14, 2017
From: LECOURT, JEAN-PHILIPPE; LECOURT-ALMA, JELTJE; BASDEVANT, JEROME
To: EREVALUE LIMITED
Reel/Frame 044402/0502 →