Patent · US Expired

Method for developing answer-options to issue-questions relating to personal finance and investment

US7014469B1 · kind B1 · utility

13Cited by
14References
27Claims
0Family size

Inventors

Key dates

Filing dateNov 28, 2000
Grant dateMar 21, 2006
Priority date
Expiry dateSep 9, 2021

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/04
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Information concerning personal investment and finance is developed and stored in first and second data sets containing topics and issue-questions related thereto. The information is accessed from these data sets by selectively combining an issue-question with at least one topic to produce a primary information product. A program means associated with the data sets modifies the primary information product by imposing thereon a plurality of answer-options to the selected issue-question. Each answer-options comprises at least one expert opinion and at least one prudent-investor opinion, stored in third and fourth data sets. The imposition of answer-options on the information product produces a polycentric information product, which is readily communicated by oral, written or electronic means. Advantageously, the method provides to a user a range of focused responses to an investor's questions in a time-efficient manner in order for investors to make prudent investments given their priorities and personal preferences.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.