The patent's assignee is
News editors obtained the following quote from the background information supplied by the inventors: "Companies fund operations from capital obtained from investors. If a company fails to satisfy its investors, the company becomes at risk of having investors withdraw their investments, the company losing valuation, and the company not having enough capital to fund operations.
"Investor relations is the practice of managing all aspects of a relationship with investors including, but not limited to communications with investors via activities and events, measuring the effect of those communications by monitoring investor holding positions, evaluating the measured results and planning future activities and events. An investor relations officer ('IRO') is an individual who performs investor relations.
"In large companies and publicly traded companies, the number of investors, and the complexity of the relationships with investors, in particular with institutional investors, have given rise to the need of bringing modern project management and customer relations management ('CRM') techniques to bear in investor relations, as well as advanced analysis techniques made possible with present advances in computing. Accordingly, those techniques are reliant on automation."
As a supplement to the background information on this patent application, VerticalNews correspondents also obtained the inventors' summary information for this patent application: "Disclosed herein are techniques for automating investor relations operations. The disclosed techniques include, but are not limited to, providing: (1) a query language specific to the semantics of investor relations, (2) tools to obtain investor relations reports and perform analysis on investor relations data, and (3) services specific to investor relations.
"While queries against data stores are presently performed using a non-vertical domain specific data retrieval language, disclosed herein is a query language that incorporates terms and semantics of investor relations. This investor relations query language is then converted to a general data retrieval language such as structured query language ('SQL'). Accordingly, non-technical IROs may perform queries in terms of investment relations without learning a general data retrieval language. Furthermore, because the investor relations query language incorporates semantics of investor relations, the generated general data retrieval language query may be expanded via soft expressions. For example, a query for investors that are 'like' a particular investor, or a query for stocks that are 'like' a particular stock may be precisely generated because knowledge that a query is an investor relations query can import the identity of filters and parameters that could not have been inferred otherwise.
"Also disclosed herein is a client side toolset to support investor relations. The toolset includes, but is not limited to a workbench that generates queries against a data store utilizing the investor relations query language. Also included is a report generator that allows an IRO to review investor relations data including, but not limited to, targeted investor data, investor communications event data and investor holdings data. Regarding investor communications event data, disclosed herein are novel reports that illustrate and measure the impact of those investor communications events.
"Corresponding to the client side toolset, disclosed herein is a set of investor relations services. For example, disclosed herein is an investor invitation management system. Specifically, where an investor communications event is planned, individual representatives of investors are contacted and an RSVP system where investors may designate substitute representatives is provided.
BRIEF DESCRIPTION OF THE DRAWINGS
"Non-limiting and non-exhaustive examples are described with reference to the following figures. In the figures, the left-most digit(s) of a reference number identifies the Figure in which the reference number first appears. The use of the same reference numbers in different figures indicates similar or identical items or features.
"FIG. 1 is a top level diagram of an exemplary operation of an investor relations system.
"FIG. 2 is an exemplary schema of the data managed by an investor relations system.
"FIG. 3 is a block diagram of an exemplary operation of a query using a domain specific intermediate language.
"FIG. 4 is a flow chart of an exemplary operation of a query using a domain specific intermediate language.
"FIG. 5 illustrates an exemplary user interface for a workbench.
"FIG. 6 illustrates an exemplary user interface for a query builder
"FIG. 7 illustrates a sample weighting report.
"FIG. 8 illustrates a sample location report.
"FIG. 9 illustrates a sample holdings summary report.
"FIG. 10 is a flow chart of an exemplary operation of a soft query.
"FIG. 11 illustrates an exemplary user interface for a home page
"FIG. 12 illustrates a sample target summary page.
"FIG. 13 illustrates a sample event summary page.
"FIG. 14 illustrates an exemplary contacts search form.
"FIG. 15 illustrates an exemplary activity search form.
"FIG. 16 is a flow chart of an exemplary investor relations invitation service."
For additional information on this patent application, see: McLOUGHLIN,
Keywords for this news article include:
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