发明名称 Systems for Obtaining, Analyzing, and Adjusting User Provided Economic Priority Parameters to Anticipate and Adjust Future Results
摘要 A method for analyzing inputs from a user to modify a financial plan with a computer system is disclosed. The method may also include displaying a plurality of images to the user, where each of the plurality of images is associated with a different query, and receiving an instruction to randomly select a subset of the plurality of images. The method may additionally include selecting, randomly, a subset of the plurality of images for presentation to the user and displaying the subset of the plurality of images in a different manner from a remainder of the plurality of images. The method may moreover include repeating, for every image of the subset: receiving a selection of one of the images; displaying to the user a query; and receiving an answer. The method may also include determining from the answers, a classification of the user's attitude toward financial resources and storing the classification.
申请公布号 US2014372946(A1) 申请公布日期 2014.12.18
申请号 US201414472846 申请日期 2014.08.29
申请人 United Capital Financial Advisers, LLC 发明人 Duran Joseph;Duncan Michael;Ciucci Mark;Dunham Leslie;Del Col Jason;Gage Brandon
分类号 G06F3/0484;G06Q10/06 主分类号 G06F3/0484
代理机构 代理人
主权项 1. A method for receiving and analyzing inputs from at least one user to modify a financial plan of the at least one user with a computer system, wherein the method comprises: receiving, at the computer system, biographical information from a first user; displaying, by the computer system, a plurality of images to the first user, wherein each of the plurality of images is associated with a different query for the first user; receiving, at the computer system, an instruction from the first user to randomly select a subset of the plurality of images; selecting, randomly, by the computer system, a subset of the plurality of images for presentation to the first user; displaying, by the computer system, to the first user the subset of the plurality of images in a different manner from a remainder of the plurality of images; repeating, for each and every image of the subset of images: receiving, at the computer system, from the first user a selection of one of the subset of the plurality of images;displaying, by the computer system, to the first user a query associated with the selection; andreceiving, at the computer system, an answer from the first user to the query associated with the selection; determining, by the computer system, from the answers for the queries associated with the images, a classification of the first user's attitude toward financial resources; and storing, by the computer system, the classification in association with the first user's biographical information.
地址 Newport Beach CA US