发明名称 METHOD AND APPARATUS FOR ANALYZING FINANCIAL DATA
摘要 A system analyzes multiple financial accounts having a common account holder and identifies a particular attribute, such as interest rate, associated with each of the multiple financial accounts. The system then makes a determination regarding whether an adjustment of funds among the multiple financial accounts would benefit the account holder. If the adjustment of funds would benefit the account holder, then recommending the adjustment of funds to the account holder and offering to perform the recommended adjustment of funds. The system executes the adjustment of funds if the account holder accepts the offer to perform the recommended adjustment of funds.
申请公布号 WO0210959(A2) 申请公布日期 2002.02.07
申请号 WO2001US23327 申请日期 2001.07.24
申请人 CASHEDGE, INC. 发明人 DILIP, VENKATACHARI;DHEER, SANJEEV
分类号 G06Q20/10;G06Q40/00 主分类号 G06Q20/10
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