| 发明名称 |
Method and System for Generating Compliance Data |
| 摘要 |
A computer implemented method for generating financial compliance data including generating by a computer system a risk tolerance questionnaire receiving data inputted by a user and stored in a first database on a computer readable medium in communication with the computer system; the risk tolerance questionnaire including data fields representative of a user's financial risk tolerance; generating by the computer system a know-your-client user profile stored in a second database on a computer readable medium in communication with the computer system; and mapping one or more fields from the first database onto one or more fields from the second database, such that the know-your-client user profile is at least partially completed with data obtained from the risk tolerance questionnaire. |
| 申请公布号 |
US2015302524(A1) |
申请公布日期 |
2015.10.22 |
| 申请号 |
US201314648710 |
申请日期 |
2013.11.29 |
| 申请人 |
UNIVERIS CORPORATION |
发明人 |
ALLISON Craig;BINNENDYK Richard |
| 分类号 |
G06Q40/06 |
主分类号 |
G06Q40/06 |
| 代理机构 |
|
代理人 |
|
| 主权项 |
1. A computer implemented method for generating financial compliance data comprising:
generating by a computer system a risk tolerance questionnaire receiving data inputted by a user and stored in a first database on a computer readable medium in communication with the computer system; said risk tolerance questionnaire including data fields representative of a user's financial risk tolerance; generating by the computer system a know-your-client user profile stored in a second database on a computer readable medium in communication with the computer system; mapping one or more fields from said first database onto one or more fields from said second database, such that said know-your-client user profile is at least partially completed with data obtained from said risk tolerance questionnaire. |
| 地址 |
Toronto CA |
