SYSTEM FOR RESOURCE ALLOCATION ASSESSMENT AND ELECTRONIC COMMUNICATION

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United States of America Patent

SERIAL NO

15048374

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Embodiments of the invention provide for systems, computer program products, and methods for a resource usage and allocation wellness tool that provides an overview of the well-being of resource allocation plan participants based on whether or not they are exhibiting behaviors in the resource allocation plan that may lead to success. The resource usage and allocation wellness tool creates a wellness score for plan participants based on the behaviors of the participants. The resource allocation plan wellness tool provides a report to an institution that shows aggregated wellness scores and aggregated metrics illustrating the well-being of plan participants based on the participants that utilize an advice service, trends of the plan participates over time, and comparisons against plan participants of other institutions.

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Patent Owner(s)

Patent OwnerAddress
BANK OF AMERICA CORPORATION214 N TRYON STREET MAILCODE NC1-027-20-05 CHARLOTTE NC 28255

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Brown,, III William E Morganville, US 5 31

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