WO2001022253A8 - Intelligent interfaces for integrating goals and finances in an intuitive manner - Google Patents

Intelligent interfaces for integrating goals and finances in an intuitive manner

Info

Publication number
WO2001022253A8
WO2001022253A8 PCT/IB2000/001421 IB0001421W WO0122253A8 WO 2001022253 A8 WO2001022253 A8 WO 2001022253A8 IB 0001421 W IB0001421 W IB 0001421W WO 0122253 A8 WO0122253 A8 WO 0122253A8
Authority
WO
WIPO (PCT)
Prior art keywords
user
objectives
database
financial
forecast
Prior art date
Application number
PCT/IB2000/001421
Other languages
French (fr)
Other versions
WO2001022253A2 (en
Inventor
Dan Ake
Federic X Adnot
Original Assignee
Dkg
Dan Ake
Federic X Adnot
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Dkg, Dan Ake, Federic X Adnot filed Critical Dkg
Priority to AU74398/00A priority Critical patent/AU7439800A/en
Publication of WO2001022253A2 publication Critical patent/WO2001022253A2/en
Publication of WO2001022253A8 publication Critical patent/WO2001022253A8/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

L'invention concerne un procédé novateur qui aide l'utilisateur à organiser, classer par ordre de priorité et atteindre des objectifs financiers ou autres. Une base de données financière de l'utilisateur mise au point présente la situation financière de l'utilisateur Une base de données des objectifs de l'utilisateur également mise au point définit au moins un objectif particulier de l'utilisateur. De préférence, la base de données des objectifs de l'utilisateur peut stocker plusieurs objectifs de nature différente, tels que des objectifs financiers, des objectifs non financiers, et des objectifs mixtes. Les données provenant de la base de données financière de l'utilisateur et de la base de données des objectifs de l'utilisateur sont ensuite intégrées pour déterminer une prévision de réalisation d'objectifs. De préférence, la prévision de réalisation d'objectifs inclut une prévision liée à au moins un objectif particulier figurant dans la base de données des objectifs de l'utilisateur. Une image est ensuite associée à un objectif particulier. Cette image comporte, de préférence, un attribut indiquant la prévision liée à l'objectif particulier associé à l'image. Enfin, l'image est présentée et fournit à l'utilisateur un retour de l'information intuitif lié audit objectif particulier.An innovative method is provided that assists the user in organizing, prioritizing and achieving financial or other goals. A developed user financial database presents the user's financial situation. A user objectives database also developed defines at least one specific user objective. Preferably, the user objectives database can store several objectives of different nature, such as financial objectives, non-financial objectives, and mixed objectives. Data from the user's financial database and the user's goals database are then integrated to determine a forecast of goal achievement. Preferably, the forecast for achieving objectives includes a forecast linked to at least one particular objective appearing in the database of the user's objectives. An image is then associated with a particular objective. This image preferably includes an attribute indicating the forecast linked to the particular objective associated with the image. Finally, the image is presented and provides the user with intuitive feedback related to said particular objective.

PCT/IB2000/001421 1999-09-24 2000-09-18 Intelligent interfaces for integrating goals and finances in an intuitive manner WO2001022253A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU74398/00A AU7439800A (en) 1999-09-24 2000-09-18 Intelligent interfaces for integrating goals and finances in an intuitive manner

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US40601299A 1999-09-24 1999-09-24
US09/406,012 1999-09-24

Publications (2)

Publication Number Publication Date
WO2001022253A2 WO2001022253A2 (en) 2001-03-29
WO2001022253A8 true WO2001022253A8 (en) 2001-11-01

Family

ID=23606172

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/IB2000/001421 WO2001022253A2 (en) 1999-09-24 2000-09-18 Intelligent interfaces for integrating goals and finances in an intuitive manner

Country Status (2)

Country Link
AU (1) AU7439800A (en)
WO (1) WO2001022253A2 (en)

Families Citing this family (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7831494B2 (en) 1999-11-01 2010-11-09 Accenture Global Services Gmbh Automated financial portfolio coaching and risk management system
US7783545B2 (en) 1999-11-01 2010-08-24 Accenture Global Services Gmbh Automated coaching for a financial modeling and counseling system
US8024213B1 (en) * 2000-03-08 2011-09-20 Accenture Global Services Limited System and method and article of manufacture for making financial decisions by balancing goals in a financial manager

Also Published As

Publication number Publication date
WO2001022253A2 (en) 2001-03-29
AU7439800A (en) 2001-04-24

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