发明名称 |
Personalised financial products and computer implemented management system |
摘要 |
A method and system for offering a personalised financial product to a user is described. Data is obtained from a user and used to determine profitability characteristics for the user. From the profitability characteristics, a plurality of inter-related cost-benefit parameters for the financial product are determined. The parameter settings are changeable by the user, a change to one parameter setting having a corresponding effect on one or more of the other parameter settings determined by the inter-relationship. Once the user is happy with the settings for the cost-benefit parameters, a financial product can be created having characteristics based on the parameter settings. Subsequent management of the product and changes to the parameter settings is also discussed.
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申请公布号 |
US2002077966(A1) |
申请公布日期 |
2002.06.20 |
申请号 |
US20010844350 |
申请日期 |
2001.04.27 |
申请人 |
HARYCKI EDWARD AIME;MOUNTAIN DAVID GARRETT;GUNN DAVID HUGH |
发明人 |
HARYCKI EDWARD AIME;MOUNTAIN DAVID GARRETT;GUNN DAVID HUGH |
分类号 |
G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06Q40/00 |
代理机构 |
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地址 |
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