The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Apr. 02, 2019

Filed:

Mar. 19, 2018
Applicant:

Bank of America Corporation, Charlotte, NC (US);

Inventors:

Daralyn Marie Nicholson, Charlotte, NC (US);

Carrie Anne Hanson, Charlotte, NC (US);

Cameron Darnell Wadley, Waxhaw, NC (US);

Katherine Dintenfass, Charlotte, NC (US);

Assignee:

Bank of America Corporation, Charlotte, NC (US);

Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06Q 50/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06Q 50/01 (2013.01);
Abstract

Embodiments of the invention are directed to systems, methods, and computer program products for assessing retirement planning based on a retirement score. The system is configured to create a social network group, receive a request for the user to join the social network group, receive financial information of the user. Based on the financial information of the user, determine the projected retirement score of the user. This system may additionally determine a projected group retirement score range for the social network group, determine that the projected retirement score of the user is within the projected group retirement score range for the social network group, create a group membership for the user to join the social network group based on determining the projected retirement score of the user is within the projected group retirement score range for the social network group.


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