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:
Jul. 27, 2021
Filed:
Dec. 06, 2013
The Pnc Financial Services Group, Inc., Pittsburgh, PA (US);
Thomas Kunz, Pittsburgh, PA (US);
Michael Golden, Pittsburgh, PA (US);
Michael Kirch, Venetia, PA (US);
Darcel Steber, Erie, PA (US);
Janet Hoyt, McMurray, PA (US);
Peter Bird, Pittsburgh, PA (US);
Francisca Barros, Brookline, MA (US);
Daniel DeRuntz, Somerville, MA (US);
Islam Elsedoudi, Cambridge, MA (US);
Anna Engström, Brookline, MA (US);
Michelle Kwasny, Cambridge, MA (US);
Scott Mackie, Somerville, MA (US);
Stacey McCullough, Arlington, MA (US);
Pierre-Alexandre Poirier, Boston, MA (US);
Todd Vanderlin, Cambridge, MA (US);
Colin Raney, Lexington, MA (US);
The PNC Financial Services Group, Inc., Pittsburgh, PA (US);
Abstract
Systems and methods are disclosed for financial planning based on actual cash positions for financial accounts associated with an entity and planned cash out and cash in amounts for the entity. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface ('GUI') on a display device. The GUI has a plurality of selectable, actionable user interface elements such as tabs. In an embodiment, the GUI comprises a first tab selectable to display actual and planned net amount information of a cash position and actual and planned net amount graphs, the net amount information being cash out amounts subtracted from cash in amounts. The GUI comprises a second tab operable to display actual and planned cash in amount information and actual and cash in amount graphs. In an embodiment, the GUI comprises a third tab operable to display actual and planned cash out amount information and actual and planned cash out amount graphs.