SG10201703865QA - A computerized method, computer system and computer program product for providing a user with personalized financial information - Google Patents

A computerized method, computer system and computer program product for providing a user with personalized financial information

Info

Publication number
SG10201703865QA
SG10201703865QA SG10201703865QA SG10201703865QA SG10201703865QA SG 10201703865Q A SG10201703865Q A SG 10201703865QA SG 10201703865Q A SG10201703865Q A SG 10201703865QA SG 10201703865Q A SG10201703865Q A SG 10201703865QA SG 10201703865Q A SG10201703865Q A SG 10201703865QA
Authority
SG
Singapore
Prior art keywords
user
financial
providing
program product
financial information
Prior art date
Application number
SG10201703865QA
Inventor
Dubey Shivendra
Sinha Ajay
Parekh Pravin
Dase Neeraj
Suresh Sonawane Sagar
Original Assignee
Mastercard International Inc
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 Mastercard International Inc filed Critical Mastercard International Inc
Priority to SG10201703865QA priority Critical patent/SG10201703865QA/en
Priority to US15/976,446 priority patent/US20180330434A1/en
Publication of SG10201703865QA publication Critical patent/SG10201703865QA/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
    • 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
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/067—Enterprise or organisation modelling
    • 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

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Strategic Management (AREA)
  • Economics (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Human Resources & Organizations (AREA)
  • Marketing (AREA)
  • General Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • General Physics & Mathematics (AREA)
  • Physics & Mathematics (AREA)
  • Technology Law (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Educational Administration (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Computer And Data Communications (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

A COMPUTERIZED METHOD, COMPUTER SYSTEM AND COMPUTER PROGRAM PRODUCT FOR PROVIDING A USER WITH PERSONALIZED FINANCIAL INFORMATION A method is proposed for providing a user with financial information. Financial data describing actual financial transactions made by a user is used to define a fictional scenario describing the financial situation of a character associated with at least one financial account. The fictional scenario is allowed to evolve, with input from the user to control actions taken by the character, and it is determined whether the final state of the fictional scenario complies with goal criteria. Thus, the user is presented with an enjoyable, partially fictionalized version of his or her own financial situation, and can learn appropriate behaviors to achieve financial goals. Advice may be generated to the user as to how to do this. [Figure to print with the abstract: Fig. ] 22
SG10201703865QA 2017-05-11 2017-05-11 A computerized method, computer system and computer program product for providing a user with personalized financial information SG10201703865QA (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
SG10201703865QA SG10201703865QA (en) 2017-05-11 2017-05-11 A computerized method, computer system and computer program product for providing a user with personalized financial information
US15/976,446 US20180330434A1 (en) 2017-05-11 2018-05-10 Computerized Method, Computer System and Computer Program Product for Providing a User With Personalized Financial Information

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
SG10201703865QA SG10201703865QA (en) 2017-05-11 2017-05-11 A computerized method, computer system and computer program product for providing a user with personalized financial information

Publications (1)

Publication Number Publication Date
SG10201703865QA true SG10201703865QA (en) 2018-12-28

Family

ID=64095777

Family Applications (1)

Application Number Title Priority Date Filing Date
SG10201703865QA SG10201703865QA (en) 2017-05-11 2017-05-11 A computerized method, computer system and computer program product for providing a user with personalized financial information

Country Status (2)

Country Link
US (1) US20180330434A1 (en)
SG (1) SG10201703865QA (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US11443380B2 (en) 2020-02-20 2022-09-13 Mark Cummings System and method of providing and recording personalized context-specific advice in the form of an artificial intelligence view of a hierarchical portfolio
CN119719505A (en) * 2024-10-16 2025-03-28 昆明勇慕善科技有限公司 Financial data display method and system based on big data processing

Family Cites Families (9)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6321205B1 (en) * 1995-10-03 2001-11-20 Value Miner, Inc. Method of and system for modeling and analyzing business improvement programs
US20020138412A1 (en) * 2001-03-23 2002-09-26 Englert Joseph G. System for risk and cost analysis in financing export transactions
US7904846B2 (en) * 2007-07-31 2011-03-08 Synopsys, Inc. Method for automatically extracting a functional coverage model from a constraint specification
WO2009082382A1 (en) * 2007-12-20 2009-07-02 Hewlett-Packard Development Company, L.P. Automated model generation for computer based business process
GB2484892A (en) * 2010-10-15 2012-05-02 Baldernock Developments Ltd A method for determining a user bonus payment amount associated with an annuity fund
US20160019536A1 (en) * 2012-10-17 2016-01-21 Royal Bank Of Canada Secure processing of data
US20140351166A1 (en) * 2013-05-24 2014-11-27 Assured Concepts Group Ltd. Streamlined portfolio allocation method, apparatus, and computer-readable medium
US11227335B2 (en) * 2014-10-19 2022-01-18 Robert M. Hayden Direct-to-consumer financial analysis and advisor comparison system
US20170132706A1 (en) * 2015-05-13 2017-05-11 Capital Preferences, Ltd. Preference Based Financial Tool System and Method

Also Published As

Publication number Publication date
US20180330434A1 (en) 2018-11-15

Similar Documents

Publication Publication Date Title
Vaughan et al. An overview of self-adaptive technologies within virtual reality training
Mokhtarian The bot legal code: developing a legally compliant artificial intelligence
Kowatsch et al. Hybrid ubiquitous coaching with a novel combination of mobile and holographic conversational agents targeting adherence to home exercises: four design and evaluation studies
Halász Designing and implementing teacher policies using competence frameworks as an integrative policy tool
Merel et al. Encoder-decoder optimization for brain-computer interfaces
Wortley The future of serious games and immersive technologies and their impact on society
GB2576660A (en) Computationally derived assessment in childhood education systems
Meng et al. Robots learn to dance through interaction with humans
TW202030659A (en) System, information processing device, and program
SG10201703865QA (en) A computerized method, computer system and computer program product for providing a user with personalized financial information
Chen et al. Exploring a behavioral model of “positive friction” in human-AI interaction
Shafik Human-computer interaction (HCI) technologies in socially-enabled artificial intelligence
JP2017117226A (en) Artificial intelligence training system, artificial intelligence training method, and program
Ryum et al. Between-session homework in clinical training and practice: A transtheoretical perspective
IN2015DE00730A (en)
LaFrance et al. A case study on the use of auditory integration training as a treatment for stereotypy
Lieder Can machine-learning methods predict the outcome of an nba game?
JP2017170947A (en) Simulation control device and simulation control method
Leins et al. AI for better or for worse, or AI at all
el Hassouni et al. pH-RL: A personalization architecture to bring reinforcement learning to health practice
Motte et al. The cognitive aspects of the engineering design activity–A literature survey
Raygoza-L et al. Human Development and Quality of Life: The Synergy of NLP, Coaching, and Technology
ARM Evidence-Based Safety
Plecher et al. Human-Computer Interaction Generating Intrinsic Motivation in Educational Applications
WO2018029533A3 (en) Life performance management system and method thereof