Risk view sharing platform
Abstract
A system includes a processing circuit. The processing circuit is configured to: receive security related data from a plurality of analyst computing devices; provide a graphical user interface to a manager device, the graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected, where each tile represents a specific security and includes at least one of an integrated security rating or an integrated index for the specific security and based on the received security related data, and where the size of each tile is proportionate to a value assigned to each security; monitor additional security related data; and in response to determining the additional security related data satisfies a received alert criteria, actively update the graphical user interface to comprise an alert associated with the security.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A system, comprising:
a network interface circuit configured to facilitate data transmission over a network; and a processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to:
receive security related data from a plurality of analyst computing devices;
provide a graphical user interface to a manager device, the graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected on the graphical user interface, wherein each tile represents a specific security from a plurality of securities and includes at least one of an integrated security rating of a plurality of integrated security ratings or an integrated index of a plurality of integrated indices for the specific security and based on the received security related data, and wherein the size of each tile of the plurality of tiles is proportionate to a value assigned to each security;
monitor, from the plurality of analyst computing devices, additional security related data; and
in response to determining the additional security related data satisfies a received alert criteria, actively update the graphical user interface to comprise an alert associated with the security of the plurality of securities.
2 . The system of claim 1 , wherein the processing circuit is further configured to provide a plurality of analyst applications to the plurality of analyst computing devices associated with a plurality of analysts, wherein each analyst application is configured to display a plurality of security related data fields.
3 . The system of claim 1 , wherein the processing circuit is further configured to integrate the security related data to (i) generate the plurality of integrated security ratings based on security ratings and (ii) generate the plurality of integrated indices based on risk indices for the specific security.
4 . The system of claim 3 , wherein the graphical user interface further includes the integrated security related data.
5 . The system of claim 1 , wherein the tile size filter includes at least one of an integrated security rating filter or an integrated security sub-rating filter.
6 . The system of claim 1 , wherein the processing circuit is configured to provide the graphical user interface, the graphical user interface further displaying a specific security summary window associated with each specific security in response to the tile associated with each specific security being selected.
7 . The system of claim 6 , wherein each specific security summary window is configured to display an identity of an analyst associated with an analyst computing device that provided the security related data regarding the specific security.
8 . The system of claim 7 , wherein the processing circuit is configured to provide the graphical user interface, the graphical user interface further providing a chat window in response to the identity of the analyst being selected, wherein the chat window is configured to receive a message.
9 . The system of claim 8 , wherein the processing circuit is further configured to provide the message to the analyst computing device that provided the security related data regarding the specific security in response to receiving the message in the chat window.
10 . The system of claim 1 , wherein the processing circuit is further configured to receive, from the manager device, an alert request comprising an alert criteria associated with a security of the plurality of securities.
11 . The system of claim 10 , wherein the alert criteria includes at least one of the integrated security rating being below a pre-determined threshold, an integrated security sub-rating being below a pre-determined threshold, or an integrated risk index being below a pre-determined threshold.
12 . A computing device, comprising:
a network interface circuit configured to enable data transmission over a network; and a processing circuit coupled to the network interface circuit, the processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to:
launch a graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected on the graphical user interface, wherein each tile represents a specific security or industry and includes at least one of an integrated security rating or an integrated index for the specific security or industry, and wherein the size of each tile of the plurality of tiles is proportionate to a value assigned to each security;
receive a user input selecting a specific tile on the graphical user interface; and
generate and provide a security summary window in the graphical user interface in response to receiving the user input, the security summary window displaying an identity of an analyst associated with an analyst computing device that provided security-related data.
13 . The computing device of claim 12 , wherein the processing circuit is further configured to:
receive an alert criteria associated with a security of a plurality of securities; monitor, from a plurality of analyst applications provided on a plurality of analyst computing devices, additional security related data; and in response to determining the additional security related data satisfies the alert criteria, actively update the graphical user interface to comprise an alert associated with the security of the plurality of securities.
14 . The computing device of claim 12 , wherein the security summary window identifies one or more research resources relating to the specific security, wherein the one or more research resources are received from the analyst computing device.
15 . The computing device of claim 14 , wherein the security summary window is configured to display the identity of the analyst associated with the analyst computing device that recommended the specific security.
16 . The computing device of claim 15 , wherein the graphical user interface is configured to generate a chat window in response to the identity of the analyst being selected, wherein the chat window is configured to receive a message.
17 . The computing device of claim 16 , wherein the processing circuit is further configured to provide the message to the analyst computing device that recommended the specific security in response to receiving the message in the chat window.
18 . A method comprising:
receiving, by a provider institution computing system, security related data from a plurality of analyst computing devices; generating, by the provider institution computing system, a graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected on the graphical user interface, wherein each tile represents a specific security from a plurality of securities and includes at least one of an integrated security rating of a plurality of integrated security ratings or an integrated index of a plurality of integrated indices for the specific security and based on the received security related data; monitoring, by the provider institution computing system from the plurality of analyst computing devices, additional security related data; and in response to determining the additional security related data satisfies an alert criteria, actively updating, by the provider institution computing system, the graphical user interface to comprise an alert associated with the security of the plurality of securities.
19 . The method of claim 18 , further comprising:
integrating, by the provider institution computing system, the security related data to generate the plurality of integrated security ratings based on security ratings and the plurality of integrated indices based on risk indices for the specific security.
20 . The method of claim 18 , further comprising:
receiving, by the provider institution computing system from a manager computing device, an alert request comprising the alert criteria associated with the security of the plurality of securities.Join the waitlist — get patent alerts
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