Method and apparatus for analyzing financial data
US7797207B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jul 24, 2000 |
| Grant date | Sep 14, 2010 |
| Priority date | — |
| Expiry date | Jul 22, 2021 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q99/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
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.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.