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United States of America Patent
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Issued Date -
Feb 1, 2024
app pub date -
Mar 16, 2023
filing date -
Jul 30, 2022
priority date (Note) -
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status (Latency Note)
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Abstract
The disclosure may include an exemplary method comprising receiving risk metric data from a plurality of data sources; determining if the risk metric data passes quality control requirements; factoring the risk metric data; weighting the risk metric data by multiplying the weights at a sub-metric level; standardizing the risk metric data by scaling each risk value in the risk metric data to a range of values for each advisor to obtain standardized risk values; prioritizing the risk metric data by assigning a metric weight to the standardized risk values; further prioritizing the risk metric data by assigning a category weight to the standardized risk values; aggregating the risk metric data for an advisor to create advisor risk metric data; scoring a risk associated with the advisor based on the advisor risk metric data; and transferring the advisor risk data to a dashboard.
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