DYNAMIC DATA SET PARSING FOR VALUE MODELING
Systems and methods for generation and use of intellectual-property (IP) analysis platform architectures are disclosed. A value modeling component may be utilized to generate financial metrics for IP assets using user seeded searches in varying areas of interest, such as, for example, target technical fields, targeted publications, targeted products, and/or target entity portfolios. The value modeling component may be further utilized to produce an interactive graphical element including a spatial representation of the financial metrics associated with the IP assets. The interactive graphical element may include various functionalities and/or information associated with the of IP assets. The value modeling component may utilize data from a coverage component, an opportunity component and/or an exposure component to assess a comprehensive score associated with a group of IP assets of a targeted entity.
1 . A method comprising:
generating at least one first financial metric associated with a first entity based at least in part on publicly available market data;
associating the at least one first financial metric with at least one first IP asset based at least in part on the first entity being associated with the at least one first IP asset;
identifying a technology area associated with the at least one first IP asset;
identifying at least one second IP asset associated with the technology area;
determining at least one second financial metric associated with the at least one second IP asset based at least in part on the at least one first financial metric and on the at least one second IP asset being associated with the technology area, wherein the at least one second financial metric is determined based at least in part on an average financial metric of multiple financial metrics of multiple other IP assets that have a similarity score with the at least second IP asset that is above a threshold value;
generating a graphical user interface (GUI) configured to display a visual representation of at least one of:
the at least one second financial metric; and
an entity associated with the at least one second IP asset; and
causing the GUI to be displayed via a display device of a computing device, wherein the at least one second financial metric is one of multiple financial metrics selectable via the GUI to screen multiple entities.
2 . The method of claim 1 , wherein at least one of the at least one first financial metric or the at least one second financial metric comprises:
option expiration;
historic volatility;
implied volatility;
moneyness;
open interest;
option price;
P/E ratio;
P/B ratio;
put/call ratio;
share price;
stock exchange;
strike price;
intrinsic value;
premium;
volume; or
research and development spending.
3 . The method of claim 1 , further comprising:
receiving the publicly available market data;
parsing, via one or more computer models, the publicly available market data to identify relevant market data;
inputting the relevant market data into a machine learning algorithm; and
receiving one or more outputs from the machine learning algorithm, the one or more outputs being associated with the at least one second financial metric.
4 . The method of claim 3 , further comprising receiving additional relevant market data identified by the machine learning algorithm based at least in part on the relevant market data used as the input to the machine learning algorithm.
5 . The method of claim 1 , wherein the multiple entities comprise private corporations in which publicly available financial information is not available.
6 . The method of claim 1 , further comprising:
determining a similarity score between the at least one first IP asset and the at least one second IP asset; and
determining the at least one second financial metric associated with the at least one second IP asset based at least in part on the similarity score being above a threshold value.
7 . The method of claim 1 , further comprising determining an investment score associated with at least one of the at least one second IP asset or the entity associated with the at least one second IP asset based at least in part on the at least one second financial metric, the investment score indicating an investment value associated with at least one of the at least one second IP asset or the entity associated with the at least one second IP asset.
8 . The method of claim 1 , wherein the at least one second IP asset comprises multiple IP assets, the method further comprising:
determining a first subcategory associated with a first subgroup of IP assets of the multiple IP assets;
identifying a first group of IP assets associated with the first subcategory;
identifying a third financial metric associated with the first group of IP assets;
determining a second subcategory associated with a second subgroup of IP assets of the multiple IP assets;
identifying a second group of IP assets associated with the second subcategory;
identifying a fourth financial metric associated with the first group of IP assets; and
determining the at least one second financial metric based at least in part on a first percentage associated with the third financial metric an a second percentage associated with the third financial metric, wherein at least one of the first percentage or the second are determined based at least in part on a first number of IP assets in the first subgroup of IP assets and a second number of IP assets in the second subgroup of IP assets.
9 . A method comprising:
generating multiple financial metrics associated with multiple entities based at least in part on publicly available market data;
identifying a technology area and an entity associated with individual IP assets of a list of IP assets;
associating individual financial metrics with the individual IP assets based at least in part on the entity associated with the individual IP assets;
receiving a user input indicating screening metrics associated with the multiple financial metrics;
identifying at least one target IP asset associated with the technology area;
determining at least one financial metric associated with the at least one target IP asset based at least in part on the individual financial metrics and on the at least one target IP asset being associated with the technology area; and
determining that the at least one financial metric associated with the at least one target IP asset is associated with the screening metrics.
10 . The method of claim 9 , further comprising:
generating a graphical user interface (GUI) configured to display a visual representation of at least one of:
the screening metrics;
an entity associated with the at least one target IP asset; and
metric data associated with the at least one target IP asset; and
causing the GUI to be displayed via a display device of a computing device.
11 . The method of claim 10 , wherein the metric data includes at least one of:
a coverage metric;
an opportunity metric;
an exposure metric;
an overall score metric;
a filing velocity metric; or
a diversity metric.
12 . The method of claim 9 , wherein the screening metrics include at least one of:
option expiration;
historic volatility;
implied volatility;
moneyness;
open interest;
option price;
P/E ratio;
P/B ratio;
put/call ratio;
share price;
stock exchange;
strike price;
intrinsic value;
premium;
volume; or
research and development spending.
13 . The method of claim 9 , wherein the at least one target IP asset is associated with a private corporations in which publicly available financial information is not available.
14 . The method of claim 9 , further comprising:
determining similarity scores between the individual IP assets of the list of IP assets and the at least one target IP asset; and
determining the at least one financial metric associated with the at least one target IP asset based at least in part on the similarity scores being above a threshold value.
15 . The method of claim 9 , further comprising determining an investment score associated with at least one of the at least one target IP asset or an entity associated with the at least one target IP asset based at least in part on the at least one financial metric, the investment score indicating an investment value associated with at least one of the at least one target IP asset or the entity associated with the at least one target IP asset.
16 . The method of claim 9 , wherein the at least one financial metric is determined based at least in part on an average of the individual financial metrics associated with the individual IP assets, the individual IP assets having a similarity score with the at least target IP asset that is above a threshold value.
17 . A system comprising:
one or more processors; and
one or more non-transitory computer-readable media comprising instructions that, when executed by the one or more processors, cause the one or more processors to perform operations comprising:
generating at least one first financial metric associated with a first entity based at least in part on publicly available market data;
identifying at least one first IP asset associated with a technology area;
associating the at least one first financial metric with the at least one first IP asset based at least in part on the first entity being associated with the at least one first IP asset;
identifying at least one second IP asset associated with the technology area;
determining at least one second financial metric associated with the at least one second IP asset based at least in part on the at least one first financial metric and on the at least one second IP asset being associated with the technology area.
18 . The system of claim 17 , wherein at least one of the at least one first financial metric or the at least one second financial metric comprises:
option expiration;
historic volatility;
implied volatility;
moneyness;
open interest;
option price;
P/E ratio;
P/B ratio;
put/call ratio;
share price;
stock exchange;
strike price;
intrinsic value;
premium;
volume; or
research and development spending.
19 . The system of claim 17 , further comprising:
generating a graphical user interface (GUI) configured to display a visual representation of at least one of:
the at least one second financial metric; and
an entity associated with the at least one second IP asset; and
causing the GUI to be displayed via a display device of a computing device, wherein the at least one second financial metric is one of multiple financial metrics selectable via the GUI to screen multiple entities.
20 . The system of claim 19 , wherein the multiple entities comprise private corporations in which publicly available financial information is not available.