Patent · US Active

System and method for using an analogy in the management of personal finances

US8595105B2 · kind B2 · utility

9Cited by
2References
22Claims
0Family size

Assignee

Inventor

Key dates

Filing dateJul 6, 2011
Grant dateNov 26, 2013
Priority date
Expiry dateJul 28, 2031

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/02
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A system for presenting a user's financial status captures a user's financial, demographic and goal information and calculates the user's financial status based upon their goals. The system then translates the user's financial status into an analogy that the user is apt to understand better than financial terms. The user is presented with their financial status in terms of the analogy such as a score. One such analogy is a football game, in which the user's financial status is translated and portrayed/displayed in terms of a football game, winning (attaining his or her goals) or losing (not doing well at attaining the goals), etc.

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