Patent ID: 11954733
Assignee: WELLS FARGO BANK, N.A.
Field: IT methods for management (Electrical engineering)
Classification: CPC G  H | IPC G  H

Claim 11:
12. A method, comprising:
providing, by a provider institution computing system, a plurality of analyst applications to a plurality of analyst computing devices, including a first analyst device, associated with a plurality of analysts, wherein each analyst application is configured to display a plurality of issuer rating fields;
receiving, by the provider institution computing system, issuer ratings associated with issuers from the plurality of analyst computing devices, wherein the issuer ratings include qualitative ratings that provide an indication of an analyst's opinion of the issuers;
integrating, by the provider institution computing system, the issuer ratings from the plurality of analyst computing devices to generate numerical quality ratings based on the issuer ratings;
receiving, by the provider institution computing system, a plurality of investment parameters from a manager device, the plurality of investment parameters defining characteristics of a custom investment strategy;
accessing, by the provider institution computing system, a security database including information regarding a plurality of securities issued by the issuers, wherein the security database further includes credit ratings for the plurality of securities;
generating, by the provider institution computing system, a dataset based on the credit ratings and the numerical quality ratings;
generating, by the provider institution computing system, the custom investment strategy by selecting securities from the dataset based on the numerical quality ratings and the plurality of investment parameters;
providing, by the provider institution computing system, the custom investment strategy to the manager device, the custom investment strategy including a security issued by a first issuer;
receiving, by the provider institution computing system, an updated issuer rating from the first analyst device, the updated issuer rating including a qualitative rating for the first issuer and an analyst identifier associated with the first analyst device;
providing, by the provider institution computing system, a notification to the manager device in response to receiving the updated issuer rating from the first analyst device, the notification including the analyst identifier associated with the first analyst device;
receiving, by the provider institution computing system, a selection from the manager device of the analyst identifier in the notification; and
launching, by the provider institution computing system, at least one of an instant message, a chat box, an email, or a phone call based on the selection of the analyst identifier to cause a communication between the manager device and the first analyst device regarding the updated issuer rating from the first analyst device.