公开(公告)号：US07753258B1

公开(公告)日：2010-07-13

申请号：US11396034

申请日：2006-03-31

申请人： Chris Quinn ,  Anthony Creed ,  Elizabeth Nelson ,  Shuang Li ,  David Bernat ,  Greg Miller ,  Joseph Elwell ,  Jennifer Keenan ,  Sue Tritt ,  Joel Kopelioff ,  Qwan T. Pham ,  Jason Char ,  Rodney Sitton

发明人： Chris Quinn ,  Anthony Creed ,  Elizabeth Nelson ,  Shuang Li ,  David Bernat ,  Greg Miller ,  Joseph Elwell ,  Jennifer Keenan ,  Sue Tritt ,  Joel Kopelioff ,  Qwan T. Pham ,  Jason Char ,  Rodney Sitton

IPC分类号： G07F19/00

CPC分类号： G06Q20/00 ,  G06Q40/02

摘要： A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.

摘要翻译： 一种用于完成财务表单的系统和方法，包括通过选择多个金融事件来生成导航路径，其中导航路径用作完成财务表单的框架，从导航中的多个金融事件中选择网络研讨会事件 所述网络研讨会活动是与至少一个与所述多个金融事件中的一个相关的至少一个在线讲座相关联的多个金融事件之一，以及使用所述至少一个在线讲座完成所述金融表单的至少一部分。

公开(公告)号：US08019664B1

公开(公告)日：2011-09-13

申请号：US12251288

申请日：2008-10-14

申请人： Alan Tifford ,  Bennett R. Blank ,  Anthony Creed ,  Karla Julietta Uribe ,  Joel Kopelioff ,  Jason Casseday ,  Dave Curtis Barrett ,  Michelle M. Makowski

发明人： Alan Tifford ,  Bennett R. Blank ,  Anthony Creed ,  Karla Julietta Uribe ,  Joel Kopelioff ,  Jason Casseday ,  Dave Curtis Barrett ,  Michelle M. Makowski

IPC分类号： G06F17/22

CPC分类号： G06Q10/10 ,  G06Q40/12 ,  G06Q40/123

摘要： A method for completing a financial form by a user, including: generating a plurality of panels associated with a plurality of financial events reported by the financial form; obtaining a visual data item associated with the user and a financial event of the plurality of financial events; applying the visual data item to a panel of the plurality of panels, where the panel is associated with the financial event; capturing a financial value associated with the financial event using the panel; populating at least a portion of the financial form based on the financial value; extracting a key from a previously populated financial form associated with the user; and searching a visual data source based on the key, where the visual data item is located in the visual data source.

摘要翻译： 一种用户完成财务表单的方法，包括：生成与由财务表单报告的多个金融事件相关联的多个面板; 获得与所述用户相关联的视觉数据项和所述多个金融事件的金融事件; 将所述视觉数据项应用于所述面板与所述金融事件相关联的所述多个面板中的面板; 使用小组获取与金融事件相关的财务价值; 基于财务价值填充至少一部分财务表格; 从与用户相关联的先前填充的财务表单提取密钥; 以及基于可视数据项目位于视觉数据源中的密钥搜索视觉数据源。