发明名称 |
Financial Goal Management |
摘要 |
A financial goal management system for managing client financial goals is provided. The financial goal management system receives financial goal information indicative of a financial goal and account information indicative of an account associated with the financial goal. The financial goal management system determines savings recommendation information indicative of a recommended savings value based on the financial goal information and the account information. Subsequently, the financial goal management system determines progress-to-goal information based on the financial goal information, the account information, and the savings recommendation information. In some arrangements, the financial goal management system may further determine action step information indicative of action steps to be performed while progressing towards completion of the financial goal. |
申请公布号 |
US2014067712(A1) |
申请公布日期 |
2014.03.06 |
申请号 |
US201213599767 |
申请日期 |
2012.08.30 |
申请人 |
PRASAD ALOK;SETHI KABIR;MASCO JAMES;SKRILETZ FORREST DAVID;NANNINI, III MICHAEL F.;STEINMEIER RICHARD;BANK OF AMERICA |
发明人 |
PRASAD ALOK;SETHI KABIR;MASCO JAMES;SKRILETZ FORREST DAVID;NANNINI, III MICHAEL F.;STEINMEIER RICHARD |
分类号 |
G06Q40/06 |
主分类号 |
G06Q40/06 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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