EP2780876A4 - Financial management platform - Google Patents

Financial management platform

Info

Publication number
EP2780876A4
EP2780876A4 EP12850054.3A EP12850054A EP2780876A4 EP 2780876 A4 EP2780876 A4 EP 2780876A4 EP 12850054 A EP12850054 A EP 12850054A EP 2780876 A4 EP2780876 A4 EP 2780876A4
Authority
EP
European Patent Office
Prior art keywords
management platform
financial management
financial
platform
management
Prior art date
Legal status (The legal status 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 status listed.)
Withdrawn
Application number
EP12850054.3A
Other languages
German (de)
French (fr)
Other versions
EP2780876A1 (en
Inventor
Ramya Joseph
Joe Abraham
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
BROOKTRAIL TECHNOLOGIES LLC
Original Assignee
BROOKTRAIL TECHNOLOGIES LLC
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
Priority claimed from US13/677,559 external-priority patent/US20140136381A1/en
Application filed by BROOKTRAIL TECHNOLOGIES LLC filed Critical BROOKTRAIL TECHNOLOGIES LLC
Publication of EP2780876A1 publication Critical patent/EP2780876A1/en
Publication of EP2780876A4 publication Critical patent/EP2780876A4/en
Withdrawn legal-status Critical Current

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
    • G06Q40/06—Asset management; Financial planning or analysis
    • 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
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G06Q30/0601—Electronic shopping [e-shopping]
    • G06Q30/0631—Item recommendations
    • 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
    • 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
    • G06Q40/08—Insurance

Landscapes

  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
EP12850054.3A 2011-11-16 2012-11-16 Financial management platform Withdrawn EP2780876A4 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US201161560296P 2011-11-16 2011-11-16
US13/677,559 US20140136381A1 (en) 2012-11-15 2012-11-15 Financial Management Platform
PCT/US2012/065433 WO2013074876A1 (en) 2011-11-16 2012-11-16 Financial management platform

Publications (2)

Publication Number Publication Date
EP2780876A1 EP2780876A1 (en) 2014-09-24
EP2780876A4 true EP2780876A4 (en) 2015-07-01

Family

ID=48430174

Family Applications (1)

Application Number Title Priority Date Filing Date
EP12850054.3A Withdrawn EP2780876A4 (en) 2011-11-16 2012-11-16 Financial management platform

Country Status (2)

Country Link
EP (1) EP2780876A4 (en)
WO (1) WO2013074876A1 (en)

Families Citing this family (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US9519902B2 (en) 2013-06-25 2016-12-13 Quisk, Inc. Fraud monitoring system with distributed cache
US10997556B2 (en) 2013-04-08 2021-05-04 Oracle International Corporation Summarizing tabular data across multiple projects using user-defined attributes
CN108629679B (en) * 2018-04-02 2021-10-08 中国银行股份有限公司 Bank account interest counting method and system based on personal account interest counting system
CN109598597A (en) * 2018-10-16 2019-04-09 平安科技（深圳）有限公司 Business datum classifying method, device and storage medium, server
US11611516B2 (en) 2019-07-09 2023-03-21 The Toronto-Dominion Bank Systems and methods for resource allocation
CN113590488B (en) * 2021-08-03 2024-01-30 厦门至恒融兴信息技术股份有限公司 System test method and test platform for simulating financial data support

Family Cites Families (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
RU2246134C2 (en) * 2002-10-01 2005-02-10 Закрытое акционерное общество "Инвестиционная компания АВК" Automated information and analysis system for estimating financial risks
US7954698B1 (en) * 2004-06-02 2011-06-07 Pliha Robert K System and method for matching customers to financial products, services, and incentives based on bank account transaction activity
US20100274630A1 (en) * 2009-04-27 2010-10-28 Bank Of America Corporation Economic intelligence forecast

Non-Patent Citations (2)

* Cited by examiner, † Cited by third party
Title
No further relevant documents disclosed *
See also references of WO2013074876A1 *

Also Published As

Publication number Publication date
WO2013074876A1 (en) 2013-05-23
EP2780876A1 (en) 2014-09-24

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Legal Events

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PUAI Public reference made under article 153(3) epc to a published international application that has entered the european phase

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Effective date: 20140616

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DAX Request for extension of the european patent (deleted)
RA4 Supplementary search report drawn up and despatched (corrected)

Effective date: 20150601

RIC1 Information provided on ipc code assigned before grant

Ipc: G06Q 40/08 20120101ALI20150526BHEP

Ipc: G06Q 40/06 20120101ALI20150526BHEP

Ipc: G06Q 30/06 20120101AFI20150526BHEP

Ipc: G06Q 40/02 20120101ALI20150526BHEP

17Q First examination report despatched

Effective date: 20160316

STAA Information on the status of an ep patent application or granted ep patent

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18D Application deemed to be withdrawn

Effective date: 20160927