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1. (WO2017019995) SYSTEMS AND METHODS FOR FINANCIAL PLANNING

Pub. No.:    WO/2017/019995    International Application No.:    PCT/US2016/044823
Publication Date: Fri Feb 03 00:59:59 CET 2017 International Filing Date: Sat Jul 30 01:59:59 CEST 2016
IPC: G06Q 40/00
Applicants: GOLDMAN SACHS & CO. LLC
Inventors: KAMINSKI, Raymond, John
HURLEY, William, Walter
BUNNELL, Anthony, Edward
CARDONA, David, Campos
Title: SYSTEMS AND METHODS FOR FINANCIAL PLANNING
Abstract:
A method for receiving information via a short message service (SMS) type interface (1200) includes determining (1102) an input variable and generating (1102) an SMS-type prompt including a query for an input of a value corresponding to the input variable. The method also includes transmitting (1102) the generated SMS-type prompt to a remote device (30, 310, 315, 401), receiving (1106) a value responsive to the requested input variable, and storing (1106) the received value in a memory (31, 84). The input variable could be bounded and could be presented in an unbounded structure or context in the SMS-type prompt. Generating the SMS-type prompt could include generating (902) a text paragraph having multiple variable fields, where each of the variable fields is configured to receive a value and display an output variable at different times and the variable fields are linked with each other through one or more calculations.