Patent ID: 6968316

Claim:
A method of producing a financial analysis report for a business entity, the method comprising the following operations performed by a data processing system: receiving financial information about a business entity for a selected time period; calculating a set including a plurality of financial values using the received financial information for the selected time period, wherein each financial value in the set is calculated from a respective one of a plurality of different financial formulas; comparing at least two of the financial values in the set with two or more financial values associated with other business entities within a selected industry; assigning a score to each of the two or more of the financial values in the set, wherein each assigned score reflects an assessment of financial performance of the business entity relative to other business entities within the selected industry; combining the two or more scores to produce a combination of the two or more scores; selecting one or more portions of stored text corresponding to the combination of scores, wherein the one or more portions of stored text comprise narrative financial analysis information; and building a document from the one or more portions of selected text to produce a narrative financial analysis report for the business entity, the narrative financial analysis report including text explaining a meaning of the combination of scores in a narrative format.