System and method for proactively managing alerts
US10915968B1 · kind B1 · utility
4Cited by
2References
40Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Nov 26, 2014 |
| Grant date | Feb 9, 2021 |
| Priority date | — |
| Expiry date | Aug 19, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q10/109
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system and method for managing alerts analyzes financial data received from multiple sources according to financial rules associated with a client consumer. Financial data not meeting one or more conditions of the financial rules is organized and presented to a financial professional managing the financial data on behalf of the client consumer. Some conditions of some financial rules are learned, based on events relating to the financial data. Some financial rules are performed for more than one client, while others are specific to a particular client.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.