发明名称 |
Computerized methods and apparatuses for guiding a user through a transaction to change a contribution configuration in a defined contribution plan |
摘要 |
Described are computer-based methods and apparatuses, including computer program products, for guiding a user through a transaction to change a contribution configuration in a defined contribution plan. A request is received by an application from a client device. The application processes the request and plan data associated with a user is retrieved. User interface data is generated by the application and the data is transmitted to the client device. A user interface is displayed which initiates, reviews and executes a transaction to change a current contribution configuration to a suggested contribution configuration without requiring the user to enter any additional information. |
申请公布号 |
US8301536(B2) |
申请公布日期 |
2012.10.30 |
申请号 |
US20080334435 |
申请日期 |
2008.12.12 |
申请人 |
FULSHAW SUSAN L.;LEO JODI VIVIAN;LUND JENNIFER ANN;TUCCINARD MICHAEL FRANK;BOROWICK STEVEN EDWARD;TRANQUADA FIONA J.;WEINERT JONATHAN DANIELS;PEDERSEN ELLEN BETH;FMR LLC |
发明人 |
FULSHAW SUSAN L.;LEO JODI VIVIAN;LUND JENNIFER ANN;TUCCINARD MICHAEL FRANK;BOROWICK STEVEN EDWARD;TRANQUADA FIONA J.;WEINERT JONATHAN DANIELS;PEDERSEN ELLEN BETH |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
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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