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

Claim 0:
1. A computing system, 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:
receive a plurality of issuer ratings associated with issuers, including a first issuer, from a plurality of analyst devices, wherein the plurality of issuer ratings include qualitative ratings that provide an indication of an analyst's opinion of each issuer;
generate numerical quality ratings for the issuers based on the qualitative ratings of the issuers;
receive a plurality of investment parameters from a manager device that is separate and distinct from the plurality of analyst devices, the plurality of investment parameters defining characteristics of a custom investment strategy;
generate a dataset regarding securities issued by the issuers based on the numerical quality ratings of the issuers, the dataset including securities issued by the issuers having a numerical quality rating over a pre-determined value;
generate the custom investment strategy by selecting securities from the dataset based on the numerical quality ratings and the plurality of investment parameters;
provide the custom investment strategy to the manager device, the custom investment strategy including a security issued by the first issuer;
receive an updated issuer rating from a 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;
provide 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;
receive a selection from the manager device of the analyst identifier in the notification; and
launch 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.