发明名称 FINANCIAL MANAGEMENT AND PLANNING SYSTEM
摘要 <p>A computer-implemented method for managing and planning a member's finances, comprising receiving a member's personal and financial information; updating the member's financial information to reflect changes in the member's credit score; storing the member's personal and financial information such that the information may be utilized by the member in preparing forms upon which the information, in whole or in part, is required in order for the member to seek at least one credit facility; processing the forms; comparing the member's financial information to credit facility approval information provided by at least one credit facility provider; offering at least one credit facility to the member when the member's financial information qualifies the member for the credit facility; advising the member when he qualifies for the credit facility; and advising the credit facility provider that the member, if the member previously did not qualify for a credit facility from the credit facility provider, when the member's financial information qualifies the member for a credit facility from the credit facility provider.</p>
申请公布号 WO2001065398(A2) 申请公布日期 2001.09.07
申请号 US2001006350 申请日期 2001.02.28
申请人 发明人
分类号 主分类号
代理机构 代理人
主权项
地址