31 results about "Project portfolio management" patented technology

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance / monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and / or hypothetical performance, historical and / or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and / or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.

The present invention provides a tool to depict the relative impact to the losses of a insurer's portfolio from catastrophic events, such as a hurricanes or earthquakes, at a specific risk level by geographic area using a grid level database and a spatial database to generate maps. The maps developed using this tool help visualize the potentially dangerous areas for writing new business and / or identify preferential places for growth. The tool also creates a list of zip codes with incremental losses at a particular risk level representing the relative attractiveness of writing new policies (or eliminating existing policies) in one zip code versus another. The spatial database provides rich spatial geometry features in the form of raster images available in the spatial database and the invention provides the corresponding spatial algebra to create relativity maps with gradient features and zip code loss information.

An Enterprise Management Portfolio Hub allows a user to perform enterprise portfolio management activities from a single point of control. EPMH relates information, analysis, display and control based on the organizing concept of the business components that comprise the CBM map of the enterprise by collecting portfolio information from existing portfolio management tools and generating a portfolio model. It allows the user to interact with or access information from various Portfolio Management applications and services through the portfolio model. EPMH supports evaluative techniques that can be used to identify areas for business transformation and to generate transition plans.

A system and method for managing a portfolio or projects is disclosed wherein the relationships between the goals of an organization are determined and a weight is applied to each goal. These weights are indicative of the importance of each goal in achieving another goal. Each project in the organization is assigned a contribution value that indicates the importance of that project in achieving one or more of the organizational goals and strategic impacts of that project to those goals is calculated as a function of the contribution value of the project. This strategic impact is compared to objective criteria, such as the budget allocated to that project, and a determination is made whether the resources allocated to that project should be adjusted as a function of the relationship between this strategic impact and the objective criteria.

The Portfolio Management System of the present invention is a sophisticated means of automating the management of client's investment portfolios. The Portfolio Management System of present invention creates a system that sets a plurality of floor levels with variable liquidation percentages. Additionally, a plurality of dynamic proportional stop loss settings that may have variable liquidation percentages may be incorporated. The combination of these creates a preferred embodiment of the present invention that is effective at protecting an investor's principle and allowing it to grow. The Portfolio Management System of the present invention may be comprised of several distinct modules in a variety of configurations. The overall system provides for the use of financial planning and time value of money calculations to determine the growth rate needed for a client. The client can then decide that they want a higher or lower rate. The client's target growth rate (TGR) is then used to develop a target asset allocation designed to achieve the client's TGR. A buy and / or sell risk tolerance is also assigned at the security, account and / or client level. The system then continuously monitors any existing investments, the balances of the accounts, and the variance between the actual and target portfolios and generates buy or sell alerts based on market movements.

The invention provides a project progress management system, comprising: an information input unit, with the information input unit comprising a user terminal and a applet being embedded in the user terminal, wherein the applet acts as an entry end of a project progress management system; a node data acquisition and auditing unitused for integrating and analyzing the information acquired on the project site and sending a result to the display unit; and a display unit used for displaying the project progress situation, and giving an early warning if violation of the operation process, progressdelay, personnel change, quality problem and supply and demand satisfaction change occurs. According to the invention, the whole project progress is monitored in real time, the data is linked with themobile phone, and the functions of project progress management, quality management and team building are realized through the combination of the Internet and hardware and by adopting the Internet ofThings communication technology.

The invention relates to a project completion management system based on a block chain and an implementation method thereof. The system comprises an open interface module, a plan management module, awork package management module, a document management module, a block chain network module, and a database. The open interface module is a channel for interaction between the system and an external application, and the external application accesses the system through the open interface module. A project owner, a contractor and a construction party digitally sign project plan information through the plan management module, and the digital signatures are stored in the block chain network module. The work package management module is used for dividing and assigning work packages to different construction parties, and updates of work package states are stored in the block chain network module. The document management module is used for saving and tracking design documents of system components,and after the design documents are performed by hash calculation, eigenvalues are sent to the block chain network module. The block chain network module adopts a trusted authorization access federation chain system, and is used for storing of a project plan, work package states and design document change information. The information is stored in the database. The system effectively shares projectcompletion information, records changes, and records a completion status.

Device, system, and method to perform analysis of asset values and factors, predict the future prices of assets, provide recommendations, and preform actions. A method may include analyzing and forecasting the performance of at least one asset against one or more impacting factors. A financial asset includes, but not limited to a company stock price and asset factors include revenue, sales, EBITDA etc. The impacting factors include, but not limited to a comprehensive set of structured and un-structured data such as SEC filings, company reports, business graphs, news and social media, and economic and non-economic indicators. The method includes causation factors identified through a business or enterprise graph, wherein the nodes of the graph represent businesses / enterprises / companies, and the edges represent various relationships between the nodes including, but not limited to, supply-chain, partners, cash flow, and competition. System supports method to provide recommendations based on the analysis and forecast and subsequently take actions based on the recommendations. The method employs self-learning deep machine learning techniques that eliminate human bias, emotions, and conflicts of interest.

A project cost management system comprises a data entry module, a storage module and a cost analyzing and accounting module. The data entry module is used by a system user to input business data to guarantee that the business data has uniform and standard data flow directions and formats. The storage module is used for storing the business data input through the data entry module. The cost analyzing and accounting module is used for comprehensively accounting the business data according to cost calculation flows and calculation formulas so as to reflect and output cost conditions. The project cost management system uses information technology, combines principles and modes such as cost classification and accounting of budget, manpower and materials in project cost management, is based on an information-based system, provides a comprehensive application and analyzing platform for project cost accounting and management, and improves convenience and rapidity of project cost management.

The invention discloses a fixed asset project management system based on a geographic information system. The fixed asset project management system is characterized by including project repository management which is the core of the whole system; system building: management and monitoring are performed according to years and stages surrounding project information; system comprehensive setting and management performed by system managers by aid of the system management function; user authorization management for meeting safe system operation requirements; and different use authorization setting according to different users by aid of the user management, role management and authorization management functions needed to be provided by the system, traditional functional menu authorization control and authorization management of users for projects, and accordingly related personnel only can inquire and manage the projects which are taken charge by their departments. The fixed asset project management system is used for fixed asset project progress filling and supervising, project information inquiring and maintaining, report form guiding out and fixed asset supervising.

The invention discloses a project cost management system. The system comprises a project collection module, a project contract module, a project registration module, a project implementation module and a project archiving module. According to the system of the invention, on the basis of a series of processes such as project collection, contract management, project registration, project implementation and data archiving, paperless network office and reasonable and balanced task scheduling are realized, relatively reasonable performance allocation results can be obtained, processes can be standardized, the sharing of resources within companies can be realized, and synergy between departments can be improved.

The invention discloses a project cost management system based on big data. The project cost management system comprises a distributed database, a construction decision analysis module, a project screening and matching module, a resource scheduling module, a management server and a service statistics module, wherein the management server is respectively connected with the construction decision analysis module, the project screening and matching module, the distributed database and the resource scheduling module, and the resource scheduling module is respectively connected with the project screening and matching module and the service statistics module. According to the invention, the construction decision analysis module, the project screening and matching module, the resource scheduling module and the service analysis module are combined with the management server, the completed engineering project with the maximum coincidence degree coefficient with the inputted project engineering is screened, and the process prediction difficulty coefficient and the prediction comprehensive engineering difficulty coefficient corresponding to each construction process in the inputted project engineering are counted to obtain the engineering cost corresponding to the engineering project, so that the accuracy of the engineering cost statistics is improved, and the stable and high-speed development of the building industry is promoted.

In the algorithmically optimized project portfolio management, a uniquely comprehensive and holistic approach to data gathering with purpose directed hard and soft data feeds along with a complex and extensible algorithm is used to create and manage a portfolio of projects on an ongoing basis. The method includes broader data gathering capabilities from both people and other systems of record that contain hard data than other approaches. It also uses the functions of an integrated automated project office and a resource utilization planner to provide input to manage the portfolio on an ongoing basis.

The invention discloses a project construction management and control method, device and system. The method comprises steps: a data input instruction inputted by a user is received in real time, and the data input instruction is sent to a server; a preset template found by the server and matched with the data input instruction is received; the preset template is analyzed to obtain a correspondingdata form; operation on the data form by the user is received to obtain engineering data; and the engineering data are transmitted to the server, wherein the engineering data are a basis for generating a real-time project progress by the server according to a preset algorithm. Thus, as the user can input data in real time according to the needed preset template through a mobile terminal, the server can generate the real-time project progress, a management and control department at a higher level can thus know the current actual progress in real time, and as the data do not need to be recordedmanually, the workload of an input personnel is lessened, and the working efficiency is improved.

A computer executable method for producing a feedback metric for use in Project Portfolio Management (“PPM”). The method includes collecting data about a plurality of project proposals and collecting data about a plurality of completed projects, such that some of the data about proposals and completed projects pertain to the same project. The collected data is then used to estimate the parameters of a model by using a maximum likelihood technique, executed as an algorithm in the computer, that overcomes a Missing Data Problem (“MDP”). The method uses the estimated parameters generated by the algorithm to create feedback metrics for use in PPM and that are output from the computer.

A method and system is disclosed for creating and using programmable financial instruments. The method and system addresses the problems caused by limiting the scope of financial instruments to inert objects, whether considered as abstract data or in a physical embodiment such as a paper certificate. Applications of the method and system include trading, portfolio management, collateralization, securitization, securities lending, securities borrowing, and credit enhancement.

The invention is applicable to the technical field of computers, and provides a project expense management system, which comprises a server, a project processing person terminal, a project responsibility person terminal and a leader audit terminal. The project processing person terminal obtains project cost information input by a user; the server forwards the project expense information to the project responsibility person terminal; the project responsibility person terminal displays the project expense information and obtains primary review information of the project responsibility person forthe project expense information; the server forwards the primary review information to the leader review terminal; the leader audit terminal displays the primary audit information, obtains the replication information of the leader to the primary audit information, and sends the replication information to the server; and the server is also used for sending the approval information to the project processor terminal. According to the invention, through the project cost management system, the electronic office process of project cost management is realized, so that the cost management process isstandard and transparent, and the efficiency of project cost management is greatly improved.

An Enterprise Management Portfolio Hub allows a user to perform enterprise portfolio management activities from a single point of control. EPMH relates information, analysis, display and control based on the organizing concept of the business components that comprise the CBM map of the enterprise by collecting portfolio information from existing portfolio management tools and generating a portfolio model. It allows the user to interact with or access information from various Portfolio Management applications and services through the portfolio model. EPMH supports evaluative techniques that can be used to identify areas for business transformation and to generate transition plans.

The invention discloses a project management system. The project management system comprises: a project management unit; the project management system comprises an electronic mail processing system, an electronic project management system, a project management module, a project data transmission module, a data storage module and a project model management module. The project management system andmethod are lapped to the electronic mail processing system and the electronic project management system, and project management content is set and transmitted through a project management mechanism and a project data transmission mechanism, the project management content transmitted by the project data transmission mechanism is received by means of a data storage mechanism and the project management content at a corresponding position is stored in a database. In addition, corresponding project management content is retrieved from the database through a project model management mechanism according to retrieval conditions, and the project management content is processed. By means of the project management system and method, the work flow of a project principal and a project administrator canbe simplified, and meanwhile the efficiency of project management work is improved.

The invention belongs to the technical field of construction site digital management, and specifically relates to a construction site digital management system and its application method. The management system includes five subsystems: personnel positioning system, access control system, material management system, shield operating system and segment tracking system, each of the subsystems is connected to a remote database server, and five sub-databases corresponding to the five subsystems are built in the remote database server. Each of the subsystems uses RFID wireless radio frequency technology to manage the main The object performs read and write operations, and uploads the read data to the corresponding major sub-databases in real time, and passes the data cross-validation between the major sub-databases to obtain the operation authority of the handheld RFID reading head and the shield machine operating authority. The invention has the advantages of improving the current traditional extensive management, clarifying the management responsibility, improving the management level, and realizing engineering information management, digital management and visual management.

The invention relates to an application information terminal management method, which belongs to information field. The application information terminal management method comprises project plan management, project supervising and controlling, configuration management, project purchase and project contract management, project risk management, demand development management, technology decision, design development management, coding management, test management, quality management, metric analysis and quantification sub-module. With the system, the comprehensive management of the application information terminal development process can be achieved, and the aim of quantification management of the application information terminal development process can be achieved.

A project portfolio management system creating virtual interrelationships between projects. Aspects of the system include creating virtual relationships at the Work Breakdown Structure (“WBS”) level with appropriate offsets using interpretations of logic relationships in detailed project schedules using various calculation approaches. The system models the linkages between detailed project schedules in a virtual relationship usable in alternate scenario planning analysis at a summary or working level. The virtual relationships are accurate enough for high level planning by users (e.g., program managers and analysts) with limited familiarity of project details (e.g., which non-workdays are in which project calendars) and reduce the computation times when altering a project planning scenario. Using the virtual relationships allows scenarios to be quickly evaluated to gauge the effects of changing constraints before committing to recalculating the detailed schedules of a project.

The invention relates to a medical institution online and offline integrated ecological management system. The system includes a medical institution management system, a medical institution online business system, and an operation ecological management system; the medical institution online business system includes a medical institution cloud server and a first client; and the medical institutioncloud server is connected with the medical institution management system through a data encryption channel. According to the medical institution online and offline integrated ecological management system of the invention, efficiency and interaction between the system and customer groups can be improved through the platform operation ecological management system, and problems in project offline management, project online management, online payment, and customer service extension of medical institutions can be solved; online and offline advantages can be comprehensively utilized, so that fast, convenient and efficient services of the medical institutions can be realized; and the platform operation ecological management system is fully utilized to improve the rigid viscosity of customers, realize quick connection between products, services, third-party products and the like and the customers, and the transactions of the products, services, third-party products and the like, and ensure thecontinuity of medical service.