公开(公告)号：US10810660B1

公开(公告)日：2020-10-20

申请号：US13612720

申请日：2012-09-12

申请人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

发明人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

IPC分类号： G06Q40/00 ,  G06Q20/00 ,  G06Q20/08 ,  G06Q20/10

摘要： A computer-implemented data processing system includes a data storage system, and a processor and program logic stored in memory and executable by the processor. The program logic includes logic configured to manage accounts respectively associated with a plurality of users, process transactions for the accounts and store account data related to the accounts in the data storage device, access the account data stored in the storage device and determine projected retirement spending amounts for a user based on account data associated with the user, determine a projected required savings amount based on the projected retirement spending amounts, and establish a connection with one of the users and provide the user with a user interface, the user interface including retirement planning data, the retirement planning data including an indication of the user's progress in accumulating the projected required savings amount.

公开(公告)号：US10460379B1

公开(公告)日：2019-10-29

申请号：US13612673

申请日：2012-09-12

申请人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

发明人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

IPC分类号： G06Q40/00 ,  G06Q20/00 ,  G06Q20/08 ,  G06Q20/10 ,  G06Q40/02 ,  G06Q20/14

摘要： A computer-implemented data processing system includes a data storage device and a processor and program logic stored in memory and executable by the processor. The program logic may include account management logic coupled to the data storage device to manage accounts respectively associated with a plurality of users, and interface logic coupled to the account management logic and the data storage device to connect the data processing system to computing systems associated with the plurality of users by way of the Internet, the interface logic providing the users with web access to an on-line banking area of a website of a financial institution, the interface logic further configured to establish a connection with one of the users and provide the user with a user interface. The user interface may be customizable based on inputs received from the user to provide selected ones of display modules.

公开(公告)号：US08719132B1

公开(公告)日：2014-05-06

申请号：US13612703

申请日：2012-09-12

申请人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

发明人： Andrew J. Diggdon ,  John Maher ,  Karen Lynne Moore ,  Yon Wing Lee ,  Brian Paul McMahon

IPC分类号： G06Q40/00 ,  G06Q20/00 ,  G06Q20/10 ,  G06Q20/14 ,  G06Q20/08 ,  G06Q40/02

CPC分类号： G06Q20/00 ,  G06Q20/085 ,  G06Q20/10 ,  G06Q20/102 ,  G06Q20/14 ,  G06Q20/227 ,  G06Q20/405 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025

摘要： A computer-implemented data processing system includes a data storage device and a processor and program logic stored in memory and executable by the processor. The program logic may include account management logic coupled to the data storage device to manage accounts respectively associated with a plurality of users, and interface logic coupled to the account management logic and the data storage device to connect the data processing system to computing systems associated with the plurality of users by way of the Internet, the interface logic providing the users with web access to an on-line banking area of a website of a financial institution, the interface logic further configured to establish a connection with one of the users and provide the user with a user interface. The user interface may be customizable based on inputs received from the user to provide selected ones of display modules.

摘要翻译： 计算机实现的数据处理系统包括存储在存储器中并可由处理器执行的数据存储设备以及处理器和程序逻辑。 程序逻辑可以包括耦合到数据存储设备的帐户管理逻辑以管理分别与多个用户相关联的帐户，以及耦合到帐户管理逻辑和数据存储设备的接口逻辑，以将数据处理系统连接到与 多个用户通过因特网，接口逻辑为用户提供对金融机构的网站的在线银行区域的web访问，该接口逻辑还被配置为建立与一个用户的连接并提供 用户具有用户界面。 可以基于从用户接收的输入来提供用户界面以提供所选择的显示模块。