Company Evaluation Apparatus Using Multi-Dimensional Indicator Grouping

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Solution Overview

Problem

Conventional company evaluation techniques rely on conventional methods and indicators, which may not provide a comprehensive or innovative approach to assessing financial stability and growth over time.

Innovation Solution

A processing apparatus and method that groups companies based on financial indicators, technical indicators related to changes over a temporal axis, and expert indicators generated by processing financial data, using clustering and ensemble learning to identify similar patterns across multiple fiscal years.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If conventional company evaluation techniques are used, then the evaluation process is simple, but the evaluation comprehensiveness and accuracy deteriorate

Engineering Contradiction:
Improveevaluation accuracyVSAvoidevaluation complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent combines multiple evaluation dimensions (financial indicators, technical indicators, expert indicators) into a unified company evaluation system. This merging of diverse indicators resolves the contradiction by achieving comprehensive evaluation accuracy while maintaining systematic simplicity through integrated processing.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent creates a composite evaluation framework that integrates different types of indicators (financial, technical, expert) similar to how composite materials combine different substances. This composite approach improves evaluation comprehensiveness while the structured integration maintains system manageability.

Inventive Principle:
Principle #40Composite materials

2Adaptability or versatility

If conventional evaluation indicators are used, then the evaluation method is easy to implement, but the evaluation innovativeness deteriorates

Engineering Contradiction:
Improveevaluation innovativenessVSAvoidimplementation ease
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent segments the evaluation system into distinct indicator categories (financial, technical, expert) that can be independently developed and updated. This segmentation enables innovativeness in each segment while the modular structure maintains overall implementation ease through standardized integration processes.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces dynamic elements by allowing the evaluation system to adapt and evolve with new indicator types and methodologies. The dynamic framework enables innovativeness while automated processing maintains ease of operation despite increasing complexity.

Inventive Principle:
Principle #15Dynamics

3Duration of action of stationary object

If short-term financial indicators only are used, then the evaluation speed is fast, but the financial stability assessment deteriorates

Engineering Contradiction:
Improveevaluation time spanVSAvoidevaluation efficiency
Core Design Contradiction:
Duration of action of stationary objectVSProductivity

Solution Approach 1:

The patent applies preliminary action by pre-processing and organizing financial indicator data across multiple time periods before evaluation. This preparation enables comprehensive long-term stability assessment while maintaining evaluation efficiency through pre-structured data ready for analysis.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent ensures continuity of useful action by continuously collecting and analyzing financial indicators over extended time periods. This continuous evaluation approach assesses long-term financial stability while automated continuous processing maintains evaluation efficiency.

Inventive Principle:
Principle #20Continuity of useful action

Data Source

PatentEP4220528A1Processing apparatus, processing method, and program
Publication Date: 2023.08.02 NEC CORP
  • EP4220528A1 patent drawingFigure 1
  • EP4220528A1 patent drawingFigure 2
  • EP4220528A1 patent drawingFigure 3

AI summary

To provide a technique for performing company evaluation with a nonconventional new approach, the present invention provides a processing apparatus 10 including a grouping unit 11 that groups a plurality of reference targets, based on a financial indicator for a target period, a technical indicator relating to a change on a temporal axis of a financial indicator for the target period and earlier, and an expert indicator generated by processing a financial indicator for the target period according to a predetermined rule.