| 发明名称 |
NEEDS-BASED SUGGESTION ENGINE |
| 摘要 |
A system for generating needs-based suggestions which includes a computing device. The computing device is configured to gather key financial data for at least one user, analyze the key financial data to perform at least one of generating questions directed at identifying additional key financial data and selecting at least one suggestion based on the key financial data, and generate an electronic message including the at least one suggestion and a detailed explanation of reasons the at least one suggestion was selected based on the key financial data. |
| 申请公布号 |
US2014164287(A1) |
申请公布日期 |
2014.06.12 |
| 申请号 |
US201313951097 |
申请日期 |
2013.07.25 |
| 申请人 |
CapitalRock LLC |
发明人 |
HYDE John C.;HENDRICKS Brian L. |
| 分类号 |
G06Q40/06 |
主分类号 |
G06Q40/06 |
| 代理机构 |
|
代理人 |
|
| 主权项 |
1. A system for generating needs-based suggestions, comprising:
a computing device configured to perform operations comprising:
gathering key financial data for at least one user;analyzing the key financial data to perform at least one of generating questions directed at identifying additional key financial data and selecting at least one suggestion based on the key financial data; andgenerating an electronic message including the at least one suggestion and a detailed explanation of reasons the at least one suggestion was selected based on the key financial data.
|
| 地址 |
North Salt Lake UT US |
