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.

Date of Patent:
Mar. 16, 2010

Filed:

Feb. 28, 2007
Applicant:

George Hansen, Danville, CA (US);

Inventor:

George Hansen, Danville, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A system and method for making life cycle plans includes a planning engine, an input/output module, a user interface, and financial planning software. The planning engine maintains a plurality of items associated with one or more life cycle plans. Each item has one or more variables, which store data. Each item additionally maintains information about its status within each plan. For each plan, the individual item may be active, inactive, or not present in the plan. When a second or subsequent plan is created, only those items having new or changed variable values are recreated. Instead of each item being copied to the second plan, the item instead maintains state information indicating its state within each plan.


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