公开(公告)号：US20150066722A1

公开(公告)日：2015-03-05

申请号：US14537492

申请日：2014-11-10

Applicant: Bank of America Corporation

Inventor： Matthew A. Calman ,  Carrie Anne Hanson ,  John Rees ,  Nancy Talarico ,  Greg Leonard Hertz ,  Sven David Newman

IPC: G06Q40/00

CPC classification number: G06Q40/10 ,  G06Q20/3223 ,  G06Q40/02

Abstract: According to an embodiment, a contribution for a goal is managed. A monetary target associated with a goal is determined. A current savings level toward the monetary target is determined. A rule associated with a maximum contribution amount toward the monetary target is accessed. An amount for a contribution is calculated according to the monetary target, the current savings level, and the rule. The amount calculated for the contribution is transferred to an account associated with the goal.

Abstract translation: 根据实施例，管理对目标的贡献。 确定与目标相关联的货币目标。 确定货币目标的当前储蓄水平。 访问与货币目标的最大贡献金额相关联的规则。 根据货币目标，当前储蓄水平和规则计算缴款金额。 为捐款计算的金额转入与目标相关的帐户。

公开(公告)号：US20140101072A1

公开(公告)日：2014-04-10

申请号：US13647769

申请日：2012-10-09

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Carrie Anne Hanson ,  Scott R. Enscoe ,  John Rees ,  Nancy Talarico ,  Sven David Newman ,  Greg Leonard Hertz

IPC: G06Q40/06

CPC classification number: G06Q40/06

Abstract: According to some embodiments, a system comprises an interface and one or more processors. The interface receives a request to display a giving plan associated with a donor. The processors determine beneficiaries and assets of the donor. The processors also determine an allocation plan that associates one or more of the assets with one or more of the beneficiaries. The interface displays the giving plan comprising a graphical representation of the beneficiaries and a relative value of the assets associated with each beneficiary based on the allocation plan. The giving plan also comprises interactive features that facilitate modifying the graphical representation in order to visualize a potential change to the allocation plan.

Abstract translation: 根据一些实施例，系统包括接口和一个或多个处理器。 接口接收到显示与捐赠者相关联的给予计划的请求。 处理者确定捐助者的受益人和资产。 处理者还确定将一个或多个资产与一个或多个受益人相关联的分配计划。 该界面显示给出计划，包括受益人的图形表示以及基于分配计划的与每个受益人相关联的资产的相对价值。 赠送计划还包括促进修改图形表示以便可视化分配计划的潜在变化的交互功能。

公开(公告)号：US20140101031A1

公开(公告)日：2014-04-10

申请号：US13647948

申请日：2012-10-09

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Carrie Anne Hanson ,  John Rees ,  Nancy Talarico ,  Greg Leonard Hertz ,  Sven David Newman

IPC: G06Q20/22

CPC classification number: G06Q40/10 ,  G06Q20/3223 ,  G06Q40/02

Abstract: According to an embodiment, a contribution for a goal is managed. A monetary target associated with a goal is determined. A current savings level toward the monetary target is determined. A rule associated with a maximum contribution amount toward the monetary target is accessed. An amount for a contribution is calculated according to the monetary target, the current savings level, and the rule. The amount calculated for the contribution is transferred to an account associated with the goal.

Abstract translation: 根据实施例，管理对目标的贡献。 确定与目标相关联的货币目标。 确定货币目标的当前储蓄水平。 访问与货币目标的最大贡献金额相关联的规则。 根据货币目标，当前储蓄水平和规则计算缴款金额。 为捐款计算的金额转入与目标相关的帐户。