发明名称 Network-based financial planning system and method
摘要 A method and information processor are provided which allow a user of a user terminal to receive a list of credit financing opportunities based on the user's financing objectives in which credit data is received from the user terminal. The credit data includes the user's objective and a credit profile. Credit financing opportunities are determined based on the credit data and one or more predetermined decision rules. An output is generated and provided to the user terminal which includes a comparison of at least part of the credit profile with the determined credit financing opportunities.
申请公布号 US7542921(B1) 申请公布日期 2009.06.02
申请号 US20000677581 申请日期 2000.09.29
申请人 JPMORGAN CHASE BANK, N.A. 发明人 HILDRETH DIANA G.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址