Custom Model Platform Using Transformations and Constraints

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing platforms generate models based on general data sources without considering user-specific or customized model criteria, resulting in models that do not cater to individual user needs.

Innovation Solution

A custom model platform that receives user-specific data and model criteria to generate customized models by applying a sequence of transformations and constraints, using a user interface to select platform model groups, risk profiles, and transformations, and constraints to create personalized models.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If general data sources are used to generate models, then model generation is simple and efficient, but the models do not reflect user-specific preferences and behaviors

Engineering Contradiction:
Improvemodel accuracyVSAvoidplatform complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The platform segments the model generation process into distinct components: data sources, transformations, constraints, and model criteria. This allows users to customize models by selecting and combining specific segments rather than working with a monolithic complex system, thereby improving accuracy without proportionally increasing perceived complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system enables parameter changes by allowing users to modify model criteria, select different transformations, and adjust constraints. These parameter changes enable the platform to generate user-specific models from general data sources, improving measurement precision while maintaining operational simplicity through standardized interfaces.

Inventive Principle:
Principle #35Parameter changes

2Adaptability or versatility

If user-specific data and model criteria are collected and processed, then customized models reflecting individual preferences are generated, but the platform complexity increases

Engineering Contradiction:
Improvemodel customizationVSAvoidplatform complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The platform achieves universality by providing a single interface that handles multiple customization needs through standardized transformations and constraints. Users can generate various types of customized models (financial, investment, portfolio) using the same platform architecture, thereby improving adaptability without linearly increasing complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

Transformations act as intermediaries between raw data and final customized models. These standardized transformation layers abstract the complexity of data processing, allowing users to specify high-level criteria while the system handles the complex intermediate processing automatically.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Manufacturing precision

If a sequence of transformations and constraints is applied to generate custom models, then user-specific models are created, but the model generation process becomes more complex

Engineering Contradiction:
Improvemodel precisionVSAvoidprocessing complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The system prepares transformations and constraints as pre-defined templates before model generation. Users select from pre-configured options rather than creating transformations from scratch, which maintains manufacturing precision while reducing the perceived and actual complexity of the generation process.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The platform dynamically selects and applies the appropriate sequence of transformations and constraints based on user inputs and data availability. This dynamic adaptation allows the system to maintain high precision by applying only necessary processing steps, avoiding fixed complex workflows that would increase processing complexity regardless of specific model requirements.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS12487738B1Platform for constructing custom models
Publication Date: 2025.12.02 BLACKROCK FINANCE INC
  • US12487738B1 patent drawing
  • US12487738B1 patent drawing
  • US12487738B1 patent drawing

AI summary

A system, method, and a computer program product for generating custom models are provided. A custom model platform includes a user interface that receives selections for model criteria, including a platform model group, a risk profile, a sequence of transformations, and a sequence of constraints. A platform model is retrieved based on the platform model group and the risk profile. The platform model is transformed into a custom model using the sequence of transformations. The custom model is constrained using the sequence of constraints. The custom model and the platform model are displayed on the user interface.