Patent ID: 11954099
Assignee: MAGNIFI LLC
Field: Computer technology (Electrical engineering)
Classification: CPC G | IPC G

Claim 0:
1. A method of processing a natural language query using a computer system that implements a multi-factor financial ontology framework comprising:
receiving, at a computer system comprising one or more computers, from a user device, a natural language query;
parsing, by the computer system, the natural language query to determine a set of natural language terms within the query associated with a set of financial product criteria;
accessing, by the computer system, one or more databases containing a multi-factor financial ontology framework comprising:
a plurality of data items, each data item associated with one of a plurality of data categories, each data category associated with a corresponding one of a plurality of financial product factors, the plurality of financial product factors comprising strategy, preference, attribute, exposure, asset type, sponsor, vehicle, legal structure, objective and listing country; and
a plurality of data nodes, each of the plurality of data items having associated with it corresponding one or more data nodes of the plurality of data nodes;

mapping, by the computer system, the determined set of natural language terms to a set of one or more first data items;
identifying, by the computer system, one or more financial products that satisfy the set of financial product criteria, the step of identifying comprising:
targeting, by the computer system, the set of one or more first data items and one or more data nodes associated with the set of first data items as sources within the multi-factor financial ontology framework for retrieval of data associated with the response to the natural language query so that multiple interpretations of words are resolved based on context provided in the natural language query;
retrieving, by the computer system, from the plurality of first data nodes each associated with the one or more first data items, wherein each first data item is associated with one of the plurality of data categories, a first data node containing a first set of data items that correspond to the set of one or more first data items; and
identifying, by the computer system, one or more financial products within the first data node;

ranking, by the computer system, the identified one or more financial products based on a set of rules; and
sending, by the computer system, in response to the natural language query, the identified financial products for display at the user device as ranked in accordance with the set of rules.