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US007844523B2 (12) United States Patent (10) Patent N0.: (45) Date of Patent: Tore et a . (54) AUTOMATIC MAPPING AND ALLOCATION OF BENEFICIAL INTERESTS IN TRUSTS FOR PORTFOLIO ANALYSIS (56) Nov. 30,

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What is automatic mapping and allocation?

Automatic mapping and allocation is a process in which resources, such as funds or assets, are automatically assigned or distributed based on predetermined rules or criteria without requiring manual intervention.

Who is required to file automatic mapping and allocation?

The individuals or organizations responsible for managing the allocation of resources are required to file automatic mapping and allocation. This may include financial managers, asset managers, or administrators.

How to fill out automatic mapping and allocation?

To fill out automatic mapping and allocation, you need to identify the resources to be allocated, establish the rules or criteria for allocation, and set up a system or software that can automatically execute the allocation process based on the established rules.

What is the purpose of automatic mapping and allocation?

The purpose of automatic mapping and allocation is to streamline and automate the resource allocation process, ensuring fairness, efficiency, and consistency in the distribution of resources.

What information must be reported on automatic mapping and allocation?

The information that must be reported on automatic mapping and allocation includes the type and quantity of resources being allocated, the rules or criteria for allocation, the entities or individuals receiving the resources, and any relevant performance metrics or tracking information.

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