Granted Patent B1

US 12,361,220 · App. 18/963,041 · Granted Jul 15, 2025

Inventors: Brandon Krull (Santa Ana, CA); Syed M. Amir Husain (Georgetown, TX); Steven Lau (Westport, CT); Thiam Hui Lee (New York, NY); Aldo Marini Macouzet (Alameda, CA)

Assignee: ALPHA DEAL LLC

G06F40/295G06F40/284G06Q10/0635

Abstract

Claims (61)

1. A method for customized Artificial Intelligence (AI)-powered analysis of an entity, the method comprising:

creating, by a controller, a custom attribute for analyzing the entity;

processing, by the controller, a first set of external data related to the created custom attribute and the entity including structured data and unstructured data retrieved from a first set of structured data sources and unstructured data sources;

configuring and augmenting, by the controller, an AI model to focus on analyzing data sets relevant to the processed first set of external data by performing retrieval-augmented generation based on the processed first set of external data to generate input for the augmented AI model;

generating, by the controller using the augmented AI model, one or more metrics for assessing the created custom attribute in relation to the entity; and

presenting to a user, by the controller, the generated one or more metrics for assessing the created custom attribute in relation to the entity.

2. The method of claim 1 further comprising:

receiving from the user, by the controller, user interest information for the entity analysis;

wherein creating, by the controller, a custom attribute for a user to analyze an entity includes creating the custom attribute based on the received user interest information.

3. The method of claim 2 , wherein, receiving from the user, by the controller, the user interest information includes:

receiving, by the controller, one or more emails belonging to the user; and

based on text within the one or more emails, identifying, by the controller, the received user interest information.

4. The method of claim 1 further comprising:

processing, by the controller, a second set of external data related to the one or more metrics for the entity including structured data and unstructured data retrieved from a second set of structured data sources and unstructured data sources; and

modifying, by the controller, an entity profile for the entity based on the second set of external data, wherein the entity profile is included among a plurality of entity profiles in an entity database.

5. The method of claim 4 , wherein modifying, by the controller, the entity profile for the entity based on the second set of external data includes:

transforming the second set of external data entity profile data based on an entity profile structure.

6. The method of claim 4 further comprising:

generating, by the controller using the augmented AI model, a list of URLs for one or more data sources of the second set of data sources.

7. The method of claim 4 further comprising:

further augmenting, by the controller, the augmented AI model using information in the entity database;

generating, by the controller using the further augmented AI model, one or more ratings for the entity in relation to the created custom attribute based on an AI-driven analysis of the plurality of entity profiles in the entity database; and

updating, by the controller, the entity profile with the one or more ratings.

8. The method of claim 7 , wherein generating, by the controller using the further augmented AI model, one or more ratings for the entity in relation to the created custom attribute based on the AI-driven analysis of the plurality of entity profiles in the entity database includes:

determining a prompt based on the one or more metrics of the created custom attribute; and

prompting the augmented AI model to generate a score based on the one or more metrics using the prompt.

9. The method of claim 7 , wherein the one or more ratings include a score indicating a strength of the entity in relation to the created custom attribute.

10. The method of claim 7 , wherein the one or more ratings includes a risk assessment indicating a relative risk associated with the entity.

11. The method of claim 7 , wherein generating, by the controller using the further augmented AI model, one or more ratings for the entity in relation to the created custom attribute based on the AI-driven analysis of the plurality of entity profiles in the entity database includes:

generating, by the controller using the further augmented AI model, one or more ratings for the entity in relation to the created custom attribute and one or more additional attributes based on an AI-driven analysis of the plurality of entity profiles in the entity database.

12. The method of claim 11 , wherein the entity is a company and the one or more attributes includes one or more of a financial health attribute, a personnel attribute, a marketing attribute, a team attribute, and a product attribute.

13. The method of claim 1 further comprising:

adjusting, by the controller, activation weights of the AI model based on user information indicating one or more of user preferences and historical user activity.

14. The method of claim 13 , wherein the activation weights are adjusted by fine tuning the AI model.

15. The method of claim 1 , wherein the entity is one of a company, a person, a fund, an asset, and a deal.

16. An apparatus for customized Artificial Intelligence (AI)-powered analysis of an entity, the apparatus comprising:

a processor;

one or more computer-readable storage media coupled to the processor; and

program instructions stored on the one or more storage media to cause the processor to perform operations comprising:

creating, by a controller, a custom attribute for analyzing the entity;

processing, by the controller, a first set of external data related to the created custom attribute and the entity including structured data and unstructured data retrieved from a first set of structured data sources and unstructured data sources;

configuring and augmenting, by the controller, an AI model to focus on analyzing data sets relevant to the processed first set of external data by performing retrieval-augmented generation based on the processed first set of external data to generate input for the augmented AI model;

generating, by the controller using the augmented AI model, one or more metrics for assessing the created custom attribute in relation to the entity; and

presenting to a user, by the controller, the generated one or more metrics for assessing the created custom attribute in relation to the entity.

17. The apparatus of claim 16 further comprising program instructions stored on the one or more storage media to cause the processor to perform operations comprising:

receiving from the user, by the controller, user interest information for the entity analysis;

wherein creating, by the controller, the custom attribute includes creating the custom attribute based on the received user interest information.

18. The apparatus of claim 17 , wherein, receiving from the user, by the controller, user interest information includes:

receiving, by the controller, one or more emails belonging to the user; and

based on text within the one or more emails, identifying, by the controller, the received user interest information.

19. The apparatus of claim 16 further comprising program instructions stored on the one or more storage media to cause the processor to perform operations comprising:

processing, by the controller, a second set of external data related to the one or more metrics for the entity including the structured data and the unstructured data retrieved from a second set of structured data sources and unstructured data sources; and

modifying, by the controller, the entity profile for the entity based on the second set of external data, wherein the entity profile is included among a plurality of entity profiles in an entity database.

20. A computer program product for customized Artificial Intelligence (AI)-powered analysis of an entity, the computer program product comprising:

a non-transitory computer-readable medium; and

computer program instructions, collectively stored in the non-transitory computer-readable medium, that when executed, cause a processor to perform computer operations comprising:

creating, by a controller, a custom attribute for analyzing the entity;

processing, by the controller, a first set of external data related to the created custom attribute and the entity including structured data and unstructured data retrieved from a first set of structured data sources and unstructured data sources;

configuring and augmenting, by the controller, an AI model to focus on analyzing data sets relevant to the processed first set of external data by performing retrieval-augmented generation based on the processed first set of external data to generate input for the augmented AI model;

generating, by the controller using the augmented AI model, one or more metrics for assessing the created custom attribute in relation to the entity; and

presenting to a user, by the controller, the generated one or more metrics for assessing a connection between the created custom attribute and the entity.

Assignments (1)

References Cited (163)

Cited By (2)

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