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.
Patent No.:
Date of Patent:
Aug. 25, 2020
Filed:
Dec. 21, 2015
Applicant:
Massachusetts Mutual Life Insurance Company, Springfield, MA (US);
Inventors:
Gareth Ross, Amherst, MA (US);
Tricia Walker, East Hampton, MA (US);
Yaron Ben-Zvi, Hastings on Hudson, NY (US);
Assignee:
Massachusetts Mutual Life Insurance Company, Springfield, MA (US);
Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01);
Abstract
Systems and methods can present a financial plan that is based upon a customized selection of goals on a user interface, whereby a set of shapes representing goals can be configured along a timeline and data representing those goals can be edited, which dynamically adjusts a financial plan algorithm to provide a solution in a more dynamic and on demand approach than conventional solutions.