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. 12, 2025
Filed:
Jul. 21, 2022
United Services Automobile Association (Usaa), San Antonio, TX (US);
Elizabeth Guerrero, San Antonio, TX (US);
Chase Nicholas Borden, Helotes, TX (US);
Randal Lane Schnedler, San Antonio, TX (US);
Nitin Obhrai, San Antonio, TX (US);
Natalya Lohinova Jeffords, San Antonio, TX (US);
William H. Bloom, Boerne, TX (US);
United Services Automobile Association (USAA), San Antonio, TX (US);
Abstract
Methods and systems described in this disclosure are directed at developing a life planner for a user based on data collected from various data sources. The life plan is displayed using a timeline that includes events generated from the collected data. As additional data is received, the timeline is updated to reflect the changes or additions to the data. In some embodiments, the life plan includes recommendations and predictions pertaining to a financial plan for the user based on his or her expenses and income.