David K Moffat

US Patent:

20100306128, Dec 2, 2010

Filed:

Mar 1, 2010

Appl. No.:

12/714701

Inventors:

David K. Moffat - Media PA, US
Kenneth J. Evola - Oakton VA, US
Greg W. Naviloff - Milton MA, US

Assignee:

HURON CONSULTING GROUP - CHICAGO IL

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

An illustrative embodiment of the present disclosure includes a computer-based method to enable users to comparatively monitor a fair value for a security. The method comprises the steps of: providing a computer configured to receive a data file of securities information wherein computer performs the steps of: uploading a data file of securities information; merging the data with corresponding data provided by other contributors relevant to the security; analyzing the merged data to create key performance indicators; creating a data table of securities from the data files uploaded to the computer; filtering out identities of names of contributors to keep source of securities pricing information anonymous; calculating percentage of contributors who have selected SFAS 157 Levels other than the SFAS 157 Level disclosed in the upload; selectively creating a report; and comparing user price paid to other valuations to gauge whether the particular valuation is a fair value.

US Patent:

20140229364, Aug 14, 2014

Filed:

Feb 10, 2014

Appl. No.:

14/176539

Inventors:

- Media PA, US
David K. Moffat - Media PA, US

Assignee:

Mortgage True View, Inc. - Media PA

International Classification:

G06Q 40/02

US Classification:

705 38

Abstract:

A mortgage system including a first module configured to support operating and compliance metrics, a data store configured to store a set of key performance indicators in the mortgage field, a second module configured for data validation and related visualization protocols, and a multi-tier user access authorization module configured to allow data contributors (e.g., mortgage companies) to provide information to clients, auditors, regulators, and/or authorized third parties. A method includes providing a standard set of key performance indicators in the mortgage field to a group of data contributors, receiving data from the group of data contributors, determining one or more performance metrics over a period of time on an absolute basis, determining one or more performance metrics either at a point in time or for a period of time on a relative basis, and displaying a comparison of the one or more determined performance metrics.