$\require{mediawiki-texvc}$

연합인증

연합인증 가입 기관의 연구자들은 소속기관의 인증정보(ID와 암호)를 이용해 다른 대학, 연구기관, 서비스 공급자의 다양한 온라인 자원과 연구 데이터를 이용할 수 있습니다.

이는 여행자가 자국에서 발행 받은 여권으로 세계 각국을 자유롭게 여행할 수 있는 것과 같습니다.

연합인증으로 이용이 가능한 서비스는 NTIS, DataON, Edison, Kafe, Webinar 등이 있습니다.

한번의 인증절차만으로 연합인증 가입 서비스에 추가 로그인 없이 이용이 가능합니다.

다만, 연합인증을 위해서는 최초 1회만 인증 절차가 필요합니다. (회원이 아닐 경우 회원 가입이 필요합니다.)

연합인증 절차는 다음과 같습니다.

최초이용시에는
ScienceON에 로그인 → 연합인증 서비스 접속 → 로그인 (본인 확인 또는 회원가입) → 서비스 이용

그 이후에는
ScienceON 로그인 → 연합인증 서비스 접속 → 서비스 이용

연합인증을 활용하시면 KISTI가 제공하는 다양한 서비스를 편리하게 이용하실 수 있습니다.

System and method and article of manufacture for making financial decisions by balancing goals in a financial manager 원문보기

IPC분류정보
국가/구분 United States(US) Patent 등록
국제특허분류(IPC7판)
  • G06Q-010/00
출원번호 US-0520943 (2000-03-08)
발명자 / 주소
  • Fano, Andrew E
  • Kurth, Scott
출원인 / 주소
  • Accenture Global Services Limited
대리인 / 주소
    Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
인용정보 피인용 횟수 : 18  인용 특허 : 127

초록

A system, method and article of manufacture are provided for balancing attainment of goals. First, a plurality of goals are presented to a user. The goals may be previously selected by the user or may include a default set of goals, for example. The user is permitted to adjust preferences related to

대표청구항

What is claimed is: 1. A computer-implemented method for enabling users to make decisions by modeling tradeoffs between a plurality of personal goals, comprising:providing a system comprising at least one memory storing data and instructions, a display device, a user interface, at least one processo

이 특허에 인용된 특허 (127)

  1. Silverman David L. (Nesconset NY) Keller Norman (Mt. Sinai NY), Anonymous matching system.
  2. Tengel Cary G. ; Farin Thomas A. ; Kowal Michael L. ; Mataya L. Darryl, Apparatus and method for automatically matching a best available loan to a potential borrower via global telecommunicati.
  3. Libman Richard Marc, Apparatus and method for transacting marketing and sales of financial products.
  4. Windig Willem (Rochester NY), Apparatus for interactive self-modeling mixture analysis.
  5. Inamura Kiyonari (Tokyo JPX) Ueda Yasuo (Tokyo JPX) Furushima Nobumasa (Tokyo JPX) Shigaki Keisuke (Tokyo JPX), Apparatus for realtime fast reconstruction and display of dose distribution.
  6. Fishman, Bradley S.; Vagle, Wade J., Audio financial data system.
  7. O'Shaughnessy James P., Automated strategies for investment management.
  8. O'Shaughnessy James P., Automated strategies for investment management.
  9. Edward Horowitz ; Mark Ambrose ; Michael Fetta ; Steve Hakim ; Michael Kaufman ; David Robinson, Automated system and method for customized and personalized presentation of products and services of a financial institution.
  10. Craig Ceretta ; Burr Warne ; David Stirling ; Scott Bain, Blended learning educational system and method.
  11. Nozaki Hiroyoshi (Saitama JPX) Aida Zenichi (Saitama JPX) Hara Hirofumi (Tokyo JPX) Satake Toshihiko (Saitama JPX) Mitsuyoshi Hiroshi (Saitama JPX) Arakawa Masayasu (Saitama JPX) Hatanaka Koji (Saita, Coating agent to coating robot, including a method and arrangement for protecting the apparatus from damage due to impro.
  12. Sloan,Ronald E.; Slutsky,Stephen B., Communication interface for a financial modeling and counseling system.
  13. Masch Vladimir A., Computer aided risk management in multiple-parameter physical systems.
  14. Edelman Fredric M., Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program.
  15. Andrew R. Young ; Evan Tick ; Robert C. Towse, Jr. ; Yoon Chang ; Roy Edwin Campbell, II ; Joan Ka-Wai Tse ; Stephen David Reddy ; Young-Sup Lee ; John Scowcroft, Computer method and apparatus for optimizing portfolios of multiple participants.
  16. Ferstenberg Robert A. ; Karchmer Mauricio ; Hilai Ran, Computer method and system for intermediated exchange of commodities.
  17. Cullen Terence David,GBX ; Neill James Patrick,GBX, Computer method for delivery of financial services.
  18. Schirripa Felix, Computer system and methods for allocation of the returns of a portfolio among a plurality of investors with different risk tolerance levels and allocation of returns from an efficient portfolio.
  19. Schirripa Felix, Computer system and methods for management, and control of annuities and distribution of annuity payments.
  20. Reddy, Visveshwar N, Computer-implemented method for performance measurement consistent with an investment strategy.
  21. William J. Moran, Computer-implemented program for financial planning and advice system.
  22. Keiser Timothy Maxwell ; Burns Michael R., Computer-implemented securities trading system with a virtual specialist function.
  23. Kalthoff Nancy Yvonne, Computer-implemented system for relationship management for financial institutions.
  24. Albright William R. ; Weller Timothy W. ; Easley Matthew S. ; Szolosi Karen E. ; Wunderlich Philip S., Computerized system and method used in financial planning.
  25. Petruzzi Christopher R., Data processing system for global assessment of investment opportunity and cost.
  26. Boes R. Todd (Boston MA), Data processing system for hub and spoke financial services configuration.
  27. Mottola Anthony J. ; Cherny Julius ; Chapman Roy C., Data storage medium for funding education by acquiring shares of students' f.
  28. Huang Ying ; Desiraju Ramakrishna ; Begue Christophe ; Bakkalbasi Omer ; Chan Lap Mui Ann ; Bhaskaran Krishnakumar ; Federgruen Awi ; Aviv Yossi ; Krasinski Raymond J. ; Boey Peter, Decision support system for the management of an agile supply chain.
  29. Helmut Ortmeier DE; Dietrich Engelhardt DE, Device and method for balancing the weight on a robot arm.
  30. Hu Yi ; Hart David G. ; Benco Joseph P. ; Stoupis James D., Digital peak detector.
  31. Silverman David L. (Nesconset NY) Scholldorf Alfred H. (Port Jefferson Station NY) Keller Norman (Mt. Sinai NY), Distributed matching system.
  32. Clark Barry Alan ; D'Onofrio John, Electronic delivery system and method for integrating global financial services.
  33. Berent Thomas Gerard ; Hurst Dennis Wayne ; Patton Thomas Edward ; Warpool Julie Elizabeth ; Reig Donald C. ; Whittle William Howard, Electronic on-line motor vehicle auction and information system.
  34. Kolling Ray ; Occhino Michael ; Roughgarden Jeffrey D. ; Hayward James T.,CAX, Electronic statement presentment system.
  35. Ullman Craig ; Hidary Jack D. ; Spivack Nova T., Enhanced video programming system and method for incorporating and displaying retrieved integrated internet information segments.
  36. Abato, Michael R.; Ullman, Craig D.; Harrington, Jeffrey M.; Duda, Carl R., Enhanced video programming system and method for providing a distributed community network.
  37. Scott Jason S. ; Jones Christopher L. ; Shearer James W. ; Watson John G., Enhancing utility and diversifying model risk in a portfolio optimization framework.
  38. Jones Christopher L. ; Sharpe William F. ; Scott Jason S. ; Watson John G. ; Maggioncalda Jeff N. ; Bekaert Geert ; Grenadier Steven R. ; Park Ronald T., Financial advisory system.
  39. Yoshino Hiroyuki (Fussa JPX) Tomidokoro Yoshinori (Higashimurayama JPX), Financial calculator capable of displaying graphic representation.
  40. Yoshino Hiroyuki (Tokyo JPX) Tomidokoro Yoshinori (Tokyo JPX), Financial calculator capable of displaying graphic representation.
  41. Motoyama Takeshi,JPX, Financial information intermediary system.
  42. Fano,Andrew E.; Kurth,Scott W., Financial manager user interface as filed.
  43. Sloan,Ronald E.; Slutsky,Stephen B., Financial modeling and counseling system.
  44. Bromley John W. ; Brounley David A. ; Hallin Howard R., Financial planning system incorporating relationship and group management.
  45. Basch Catherine A. ; Bruesewitz Belva J. ; Siegel Kevin ; Faith Patrick, Financial risk prediction systems and methods therefor.
  46. Ginsberg Philip Myron, Fixed income portfolio data processor.
  47. Ginsberg Philip Myron, Fixed income portfolio index processor.
  48. Champion Robert R. (San Francisco CA) Twist ; Jr. Basil R. (San Francisco CA), Goal-directed financial asset management system.
  49. Wolfberg Larry (Honolulu HI) Rhoads Jan E. (Virginia Beach VA) Wolfberg Brent A. (Los Angeles CA), Goal-oriented investment indexing, tracking and monitoring data processing system.
  50. Rodica Schileru-Key, Graph-based visual navigation through spatial environments.
  51. Ferguson Mark G. H. ; Epple Gary E. ; Broadway Michael D. ; Erwin-Grotsky George P. ; Reynolds John T., Graphical user interface for a computer-implemented financial planning tool.
  52. Raz Uri, Information transfer systems and method with dynamic distribution of data, control and management of information.
  53. Killeen ; Jr. John J. ; Stamler Gilbert H. ; Banford Cynthia K. ; Carney Patrick M. ; Batavia Donna G. ; Gill-Fagan Hollie A. ; Bennett James G., Integrated client relationship management processor.
  54. Williams James Benjamin ; Lyness Stanley W. ; Gadenne Francois G. ; Fox William J., Interactive color confidence indicators for statistical data.
  55. Christopher Clemmett Macleod Beck ; Jonathan Michael Berke ; Joel A. Johnstone ; Robin Marie Mitchell ; James Karl Powers ; Mark Franklin Sidell ; Charles Dazler Knuff, Interface engine for managing business processes within a multimedia communication-center.
  56. Donald L. Luskin ; Lawrence G. Tint, Investment fund management method and system.
  57. Giansante Joseph E. ; Dragun Brian C., Investment portfolio selection system and method.
  58. Wallman, Steven M. H., Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis.
  59. Shkedy Gary, Method and apparatus for facilitating transactions on a commercial network system.
  60. Mottola Anthony J. ; Cherny Julius ; Chapman Roy C., Method and apparatus for funding education by acquiring shares of students future earnings.
  61. Dembo Ron S.,CAX ITX MCJ 1C9, Method and apparatus for optimal portfolio replication.
  62. Beck Christopher Clemmett Macleod ; Berke Jonathan Michael ; Johnstone Joel A ; Mitchell Robin Marie ; Powers James Karl ; Sidell Mark Franklin ; Knuff Charles Dazler, Method and apparatus for providing media-independent self-help modules within a multimedia communication-center customer interface.
  63. Beck, Christopher Clemmett Macleod; Berke, Jonathan Michael; Johnstone, Joel A; Mitchell, Robin Marie; Powers, James Karl; Sidell, Mark Franklin; Knuff, Charles Dazler, Method and apparatus for providing media-independent self-help modules within a multimedia communication-center customer interface.
  64. Beck Christopher Clemmentt Macleod ; Berke Jonathan Michael ; Johnstone Joel A ; Mitchell Robin Marie ; Powers James Karl ; Sidell Mark Franklin ; Knuff Charles Dazler, Method and apparatus for rules-based storage and retrieval of multimedia interactions within a communication center.
  65. Chennault William C., Method and computer program for evaluating mutual fund portfolios.
  66. Adrian S. Leemhuis CA, Method and data processing system for managing a mutual fund brokerage.
  67. Farry Mohsen ; Huxford Teresa D., Method and means for navigating user interfaces which support a plurality of executing applications.
  68. Bauchner Renee ; Weinberger Henry ; Wright Wilbur E. ; Newman Al, Method and system for analyzing and handling the customer files of a financial institution.
  69. Deaton David W. ; Gabriel Rodney G., Method and system for building a database for use with selective incentive marketing in response to customer shopping histories.
  70. Crapo Andrew Walter, Method and system for developing a time horizon based investment strategy.
  71. Steven M. H. Wallman, Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities.
  72. Sandretto Michael J., Method and system for jointly estimating cash flows, simulated returns, risk measures and present values for a plurality.
  73. Schutzer Daniel ; Forster ; Jr. William Hull,NLX ; Hu Huanrui ; Lee Wenke ; Stolfo Salvatore J. ; Fan Wei, Method and system for using intelligent agents for financial transactions, services, accounting, and advice.
  74. Peter Deep, Method for allowing users to purchase professional services in a private chat room through a service brokerage via the internet.
  75. Atkins Charles Agee, Method for managing financial accounts by a preferred allocation of funds among accounts.
  76. Kawecki Michael Anthony ; Lees Thomas Andrew ; Scott Michael Anthony ; West ; Jr. Lawrence S., Method for providing called service provider control of caller access to pay services.
  77. Andersen Lloyd R. ; Smith Gregory P., Method for selecting a seller's most profitable financing program.
  78. Milan Juranovic HR, Method for teaching economics, management and accounting.
  79. Eder Jeff (15422 SE. 7th Pl. Bellevue WA 98007), Method of and system for generating feasible, profit maximizing requisition sets.
  80. Friend Edward H. ; McCrory Robert T., Method of determining optimal asset allocation utilizing asset cash flow simulation.
  81. Mitchell Clark Alan, Method of managing a loan for funding a pension.
  82. Corlett John Broughton,ZAX ; Corlett Peter Garth,ZAX ; Maree Johann Wilhelm,ZAX ; MacDougall Basil Hugh,ZAX, Method of personal financial planning.
  83. Walker Jay S. ; Jorasch James A., Method, apparatus, and program for customizing credit accounts.
  84. Melnikoff Meyer, Methods and apparatus for evaluating portfolios based on investment risk.
  85. Melnikoff Meyer, Methods and apparatus for facilitating execution of asset trades based on nonnegative investment risk, using overlappin.
  86. Chi-Fa Lin TW, Methods to generate numerical pressure distribution data for developing pressure related components.
  87. Halbrook W. Bracey, Obligated investment system.
  88. Kiron Kenneth ; Bander Kevin S., Open end mutual fund securitization process.
  89. Randle William M. ; Voss John, Personal banker customer management system providing interactive video communication in real time concerning banking in.
  90. Atkins Charles Agee, Personal financial management system for creation of a client portfolio of investment and credit facilities where funds.
  91. Michaud Richard O. ; Michaud Robert, Portfolio optimization by means of resampled efficient frontiers.
  92. Barr Dean S. ; Mani Ganesh, Predictive neural network means and method for selecting a portfolio of securities wherein each network has been trained.
  93. Bekaert Geert ; Grenadier Steven R. ; Jones Christopher L. ; Scott Jason S. ; Watson John G., Pricing module for financial advisory system.
  94. Brubaker Randall E., Process to convert cost and location of a number of actual contingent events within a region into a three dimensional surface over a map that provides for every location within the region its own est.
  95. Kosaka Michitaka (Sagamihara JPX) Sasaki Toshiro (Tokyo JPX) Matsumoto Kuniaki (Tokyo JPX) Akashi Kichizo (Ebina JPX) Suemitsu Satoru (Kawasaki JPX), Real time status monitoring system.
  96. Rebane George J., Risk direct asset allocation and risk resolved CAPM for optimally allocating investment assets in an investment portfolio.
  97. Trefler Alan, Rules bases and methods of access thereof.
  98. Ray Kenneth S. ; Koelsch George Richard ; Ray Carol Andrews, S.E.C. registered individual account investment advisor expert system.
  99. Musmanno Thomas E. (Brooklyn NY) Bilbao Carlos F. (Brooklyn NY), Securities brokerage-cash management system obviating float costs by anticipatory liquidation of short term assets.
  100. Black T. Keith ; Jennings John R. ; Laska Andrew, Security analysis system.
  101. Fox Philip J. (116 Palm Ave. San Francisco CA 94118), Stock and cash portfolio development system.
  102. George J. Rebane, System and method for data collection, evaluation, information generation, and presentation.
  103. Garman Mark B., System and method for determination of incremental value at risk for securities trading.
  104. Gugel Leon G. ; Tsigutkin Alexander, System and method for determining value at risk of a financial portfolio.
  105. Edesess Michael, System and method for generating and displaying risk and return in an investment portfolio.
  106. Yost, Kyle N.; Wilding, Peter G.; Trenkamp, Robert G., System and method for management of an automatic OLAP report broadcast system.
  107. Boe Barbara J. ; Hamrick Julia M. ; Aarant Marjorie L., System and method for profiling customers for targeted marketing.
  108. Atkins Charles Agee, System for managing financial accounts by a priority allocation of funds among accounts.
  109. Wren Stephen Corey, System for marketing foods and services utilizing computerized centraland remote facilities.
  110. Atkins Charles Agee, System for prioritized operation of a personal financial account comprising liabilities and investment assets.
  111. Cwenar Daniel, System for receiving, processing, creating, storing, and disseminating investment information.
  112. Atkins Charles Agee, System for the operation and management of one or more financial accounts through the use of a digital communication a.
  113. Atkins Charles A. (Amelia Island FL), System for the operation of a financial account.
  114. Kisiel Kenneth W., System method and computer program product to automate the management and analysis of heterogeneous data.
  115. Bowman-Amuah Michel K., System, method and article of manufacture for configuration management in a development architecture framework.
  116. Bowman-Amuah Michel K., System, method and article of manufacture for providing a customer interface in a hybrid network.
  117. Levine David A. ; Levine Monica L. ; Minton Gabriel D. ; Poletti Jon ; Sondregger Dean, System, method and computer program product for online financial products trading.
  118. Paul M. Corby ; Frederic D. Fox, System, method, and computer program product for valuating weather-based financial instruments.
  119. Shear Victor H. ; Van Wie David M. ; Weber Robert P., Systems and methods for matching, selecting, narrowcasting, and/or classifying based on rights management and/or other information.
  120. Starr, Barry, Systems and methods for performing integrated financial transaction.
  121. Sullivan, Francis X.; Bereiter, Thomas William; Vetter, Brian Jay, Technical support chain automation with guided self-help capability and option to escalate to live help.
  122. Geiger Michael B., Torch mounted gas scavaging system for manual and robotic welding and cutting torches.
  123. Maggioncalda Jeff N. ; Jones Christopher L. ; Sharpe William F. ; Fine Ken ; Tauber Ellen, User interface for a financial advisory system.
  124. Maggioncalda Jeff N. ; Jones Christopher L. ; Sharpe William F. ; Fine Ken ; Tauber Ellen, User interface for a financial advisory system.
  125. Gest Stephen B. (Austin TX) Wymore Farrell W. (Austin TX), Valuator menu for use as a graphical user interface tool.
  126. Marshall Paul Steven, Virtual reality generator for use with financial information.
  127. Wesinger ; Jr. Ralph E. ; Coley Christopher D., Web server employing multi-homed, moldular framework.

이 특허를 인용한 특허 (18)

  1. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, Application connectivity for aggregation.
  2. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, Application connectivity for aggregation and for use in data filtering.
  3. Vincent, Brent Allen; Edson, III, Ralph Howard; Scott, Sean M., Community-based shopping profiles.
  4. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, Display screen with a transitional graphical user interface.
  5. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, Display screen with a transitional graphical user interface.
  6. Wilson, David B.; Buffum, Frederick C., Method and apparatus for managing financial accounts.
  7. Jones-McFadden, Alicia C.; Hsieh, Matthew, Resource assignment system with allocation assist.
  8. Abuelsaad, Kelly; Jang, Soobaek; Krook, Daniel C.; Trim, Craig M., Socially generated and shared graphical representations.
  9. Dixon, Deborah A, System and method for asset accumulation and risk management.
  10. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, System for active configuration of devices based on user selection.
  11. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, System for configuration and device connectivity based on user selection.
  12. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, System for configuration, device connectivity and device control based on user selection.
  13. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, System for discovery of devices and connections associated with a device.
  14. Jones-McFadden, Alicia C.; Bullock, Caitlin Chrisman; Hsieh, Matthew; Kumar, Jaydev Ajit; Lyubetsky, Yaakov; Paik, Yun Suk; Xu, Heng; Zheng, Jimin, System for discovery of software operable on a device.
  15. Dintenfass, Katherine; Missouri, Damon C.; Wadley, Cameron Darnell; Wittkowski, Alexander C.; Jones-McFadden, Alicia C.; Thompson, Angela Fritz, System for dynamic visualization of individualized consumption across shared resource allocation structure.
  16. Dintenfass, Katherine; Missouri, Damon C.; Wadley, Cameron Darnell; Wittkowski, Alexander C.; Jones-McFadden, Alicia C.; Thompson, Angela Fritz, System for modeling and implementing event-responsive resource allocation structures.
  17. Jones-McFadden, Alicia C.; Hsieh, Matthew; Enscoe, Scott R.; Anand, Raghav; Anderson, Michael; Miller, Elizabeth Ann; Shilov, Daniel; Salvino, Alicia Anli, System for prediction of future circumstances and generation of real-time interactive virtual reality user experience.
  18. Dintenfass, Katherine; Missouri, Damon C.; Wadley, Cameron Darnell; Wittkowski, Alexander C.; Jones-McFadden, Alicia C.; Thompson, Angela Fritz, System for simulation and implementation of dynamic state-dependent resource reconfiguration.
섹션별 컨텐츠 바로가기

AI-Helper ※ AI-Helper는 오픈소스 모델을 사용합니다.

AI-Helper 아이콘
AI-Helper
안녕하세요, AI-Helper입니다. 좌측 "선택된 텍스트"에서 텍스트를 선택하여 요약, 번역, 용어설명을 실행하세요.
※ AI-Helper는 부적절한 답변을 할 수 있습니다.

선택된 텍스트

맨위로