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1. (WO2018098581) TECHNOLOGIES FOR AUTOMATING ADAPTIVE FINANCIAL PLANS
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Pub. No.: WO/2018/098581 International Application No.: PCT/CA2017/051442
Publication Date: 07.06.2018 International Filing Date: 30.11.2017
IPC:
G06Q 40/00 (2012.01) ,G06F 3/048 (2013.01)
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
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
F
ELECTRIC DIGITAL DATA PROCESSING
3
Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
01
Input arrangements or combined input and output arrangements for interaction between user and computer
048
Interaction techniques based on graphical user interfaces [GUIs]
Applicants:
PLANSWELL HOLDINGS INC. [CA/CA]; 100 Lombard St., Suite 400 Toronto, Ontario M5C 1M3, CA
Inventors:
WETTON, Scott; CA
ARNOLD, Eric; CA
Agent:
WILSON, Jenna L.; CA
LUE, Henry; CA
WONG, Mee Ling; CA
HONSA, V., Graham; CA
KURYS, Thomas, W.; CA
Priority Data:
62/428,26730.11.2016US
Title (EN) TECHNOLOGIES FOR AUTOMATING ADAPTIVE FINANCIAL PLANS
(FR) TECHNOLOGIES D'AUTOMATISATION DE PLANS FINANCIERS ADAPTATIFS
Abstract:
(EN) A server connected to a user input device issues a first stream of questions to the user input device to obtain responses with inputs for a financial plan model. Some of the inputs define fixed financial objectives. The server executes a financial plan model using the inputs. If the outputs of the financial plan model do not represent a financial plan that is feasible for meeting the fixed objectives, the server issues a second stream of questions to obtain from the user an indication of which fixed objectives can become variable objectives. On receipt of responses defining one or more variable objectives corresponding to some or all of the fixed objectives, the server executes the financial plan model using the variable objectives and issues a most optimal subset of financial plan outputs from amongst any feasible sets of financial plan outputs for presentation on the user input device.
(FR) Selon la présente invention, un serveur connecté à un dispositif d'entrée utilisateur émet un premier flux de questions au dispositif d'entrée utilisateur pour obtenir des réponses ayant des entrées destinées à un modèle de plan financier. Certaines des entrées définissent des objectifs financiers fixes. Le serveur exécute un modèle de plan financier à l'aide des entrées. Si les sorties du modèle de plan financier ne représentent pas un plan financier qui est faisable pour répondre aux objectifs fixes, le serveur émet un second flux de questions pour obtenir de l'utilisateur une mention indiquant que les objectifs fixes peuvent devenir des objectifs variables. Lors de la réception de réponses définissant un ou plusieurs objectifs variables correspondant à certains ou tous les objectifs fixes, le serveur exécute le modèle de plan financier à l'aide des objectifs variables et émet un sous-ensemble très optimal de sorties de plan financier parmi des ensembles possibles de sorties de plan financier pour présentation sur le dispositif d'entrée utilisateur.
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)