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:
Mar. 08, 2022
Filed:
Oct. 31, 2017
James Jennings, San Diego, CA (US);
Danielle D'agostino, San Diego, CA (US);
Ellery Addington-white, San Diego, CA (US);
Evan Francis, San Diego, CA (US);
Dorian Kersch, San Diego, CA (US);
James Jennings, San Diego, CA (US);
Danielle D'Agostino, San Diego, CA (US);
Ellery Addington-White, San Diego, CA (US);
Evan Francis, San Diego, CA (US);
Dorian Kersch, San Diego, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method for measuring financial health involves aggregating financial data from different data sources into a single financial data warehouse; extracting multiple customer financial characteristics from the financial data warehouse to build multiple financial profiles for a plurality of known customers; training a predictive machine learning model using the multiple financial profiles of multiple known customers to obtain a trained model; generating a grade mapping table using the trained model and a pre-defined business rule; applying the trained model to the financial data of a user to obtain a financial health score set; applying the grade mapping table to the financial data of the user to obtain a financial health grade set; and presenting the financial health grade set and the financial health score set to the user via a multimedia user interface.