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:
May. 30, 2023
Filed:
Aug. 29, 2014
International Business Machines Corporation, Armonk, NY (US);
K. Anne-Rivers Forcke, Henrico, VA (US);
Dimitri Kanevsky, Ossining, NY (US);
Walter S. Kuhnel, Round Rock, TX (US);
Elizabeth V. Woodward, Cedar Park, TX (US);
Shunguo Yan, Austin, TX (US);
International Business Machines Corporation, Armonk, NY (US);
Abstract
Method, system and computer program product for transaction evaluation based on a potential impact of the potential transaction on defined plans. In one embodiment, the method comprises receiving at a financial analysis computer system specified interactions intercepted when a person uses a client computing device to identify a potential transaction, and the analysis computer system processing these interactions for determining a potential impact of said transaction on one or more defined goals of the person. Before the person commits to the transaction, the analysis computer system generates a client guidance signal based on this determining, and sends the client guidance signal to the client computing device to instruct that device to convey guidance to the specified about the transaction. The specified interactions received at the financial analysis computer system data may identify a transaction context and activity of the person.