Invention Grant
- Patent Title: System and method for creating on-demand user-customized deposit strategies using data extracted from one or more independent systems
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Application No.: US16889921Application Date: 2020-06-02
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Publication No.: US11113762B2Publication Date: 2021-09-07
- Inventor: Daniel J. Smith , Iñigo San Martín , Emilio Fernández
- Applicant: Choice Financial Solutions, S.L.
- Applicant Address: ES Madrid
- Assignee: Choice Financial Solutions, S.L.
- Current Assignee: Choice Financial Solutions, S.L.
- Current Assignee Address: ES Madrid
- Agency: DLA Piper LLP (US)
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06F3/0482

Abstract:
Interactive graphical user interfaces (GUI) are provided. An interactive GUI is generated on a display of a user device, comprising one or more screens to display baseline portfolios and user adjustment tools for customizing variables of the baseline portfolios. The portfolios comprise a combination of data structures, with each data structure defined by a combination of components and/or parameters. The variables comprise a portfolio strategy and/or a customizable parameter. An adjustment indication is received from the user device via the interactive GUI via the user adjustment tools. A variable is adjusted responsive to the adjustment indication. The interactive GUI dynamically updates and displays the adjusting and an impact of the adjusting on at least one other variable as the adjusting occurs. A confirmation indication is received from the user device via the interactive GUI. A user-customized portfolio of data structures is created and issued responsive to the confirmation indication.
Public/Granted literature
Information query