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1. (WO1998038558) METHOD AND SYSTEM FOR USING INTELLIGENT AGENTS FOR FINANCIAL TRANSACTIONS, SERVICES, ACCOUNTING, AND ADVICE
Latest bibliographic data on file with the International Bureau   

Pub. No.: WO/1998/038558 International Application No.: PCT/US1998/002015
Publication Date: 03.09.1998 International Filing Date: 12.02.1998
Chapter 2 Demand Filed: 06.08.1998
IPC:
G06Q 20/00 (2012.01) ,G06Q 40/00 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
20
Payment architectures, schemes or protocols
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
Applicants:
CITIBANK, N.A. [US/US]; 399 Park Avenue New York, NY 10043, US
Inventors:
SCHUTZER, Daniel; US
FORSTER, William, Hull, Jr.; US
HU, Huanrui; US
LEE, Wenke; US
STOLFO, Salvatore, J.; US
FAN, Wei; US
Agent:
MARCOU, George, T.; Kilpatrick Stockton LLP Suite 800 700 13th Street, N.W. Washington, DC 20005, US
Priority Data:
09/010,67722.01.1998US
60/037,06912.02.1997US
Title (EN) METHOD AND SYSTEM FOR USING INTELLIGENT AGENTS FOR FINANCIAL TRANSACTIONS, SERVICES, ACCOUNTING, AND ADVICE
(FR) PROCEDE PERMETTANT D'UTILISER DES AGENTS INTELLIGENTS AUX FINS DE TRANSACTIONS, SERVICES, COMPATIBILITE ET CONSEILS FINANCIERS ET SYSTEME CORRESPONDANT
Abstract:
(EN) The present invention relates to the use of computerized intelligent agents (10) to facilitate the integration of networked performance of financial transactions with computerized methods of financial accounting. Incorporated into this combined financial transaction/financial accounting system are intelligent agents (10) that automatically analyze the system information to provide users with financial advice. This invention permits the automated performance on-line of a wide variety of financial transactions and integrates these transactions with computerized financial accounting. All of this information is collated and analyzed automatically by intelligent agents, which generate user-specific financial reports, profiles, and advice, and under appropriate conditions take action.
(FR) Cette invention a trait à l'utilisation d'agents intelligents informatisés afin de faciliter l'intégration de l'exécution en réseau de transactions financières aux techniques informatisées de compatibilité financière. Ces systèmes combinés transaction financière/comptabilité financière renferment des agents intelligents analysant automatiquement les informations du système afin d'offrir aux utilisateurs des conseils financiers. Cette invention permet d'exécuter de façon automatisée en ligne une large gamme de transactions financières et d'intégrer ces transactions à la comptabilité financière informatisée. Tous les éléments d'information sont réunis et automatiquement analysés par des agents intelligents produisant des rapports financiers, des profils et des conseils clients et, le cas échéant, prenant certaines mesures.
Designated States: AL, AM, AT, AU, AZ, BA, BB, BG, BR, BY, CA, CH, CN, CU, CZ, DE, DK, EE, ES, FI, GB, GE, GH, GM, GW, HU, ID, IL, IS, JP, KE, KG, KP, KR, KZ, LC, LK, LR, LS, LT, LU, LV, MD, MG, MK, MN, MW, MX, NO, NZ, PL, PT, RO, RU, SD, SE, SG, SI, SK, SL, TJ, TM, TR, TT, UA, UG, UZ, VN, YU, ZW
African Regional Intellectual Property Organization (ARIPO) (GH, GM, KE, LS, MW, SD, SZ, UG, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, MD, RU, TJ, TM)
European Patent Office (EPO) (AT, BE, CH, DE, DK, ES, FI, FR, GB, GR, IE, IT, LU, MC, NL, PT, SE)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)