METHOD AND SYSTEM FOR PROVIDING ELECTRONIC FINANCIAL ASSISTANCE

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United States of America Patent

APP PUB NO 20160027102A1
SERIAL NO

14339865

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Abstract

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A method for providing real-time monitoring of and advice relative to user's personal finances is provided. One or more financial goals are received from a user. Financial data associated with the user and stored in one or more financial information data sources is accessed. The accessed financial data is analyzed based upon the one or more financial goals. One or more financial recommendations are provided based on the analyzed financial data and responsive to an occurrence of a user event related to an expenditure of user's funds.

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Patent Owner(s)

Patent OwnerAddress
UNITED SERVICES AUTOMOBILE ASSOCIATION9800 FREDERICKSBURG ROAD SAN ANTONIO TX 78288-2038

International Classification(s)

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  • 2014 Application Filing Year
  • G06Q Class
  • 12561 Applications Filed
  • 8002 Patents Issued To-Date
  • 63.71 % Issued To-Date
Click to zoom InYear of Issuance% of Matters IssuedCumulative IssuancesYearly Issuances201420152016201720182019202020212022202320240255075100

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Bueche,, JR Michael P San Antonio, US 24 359
Hudson, Neff San Antonio, US 1 24
Leggett, Justin Bulverde, US 10 84
Lewis, Olvin B New Braunfels, US 1 24
Lotts, Gary San Antonio, US 1 24
Smith, Eric Helotes, US 253 3725
Williams, Josh San Antonio, US 30 194

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  • 24 Citation Count
  • G06Q Class
  • 50 % this patent is cited more than
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Citation count rangeNumber of patents cited in rangeNumber of patents cited in various citation count ranges1111201 - 1011 - 2021 - 3031 - 4000.10.20.30.40.50.60.70.80.911.11.21.31.41.51.61.71.81.922.1

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