Invention Grant
- Patent Title: Automated coaching for a financial modeling and counseling system
- Patent Title (中): 财务建模和咨询系统的自动辅导
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Application No.: US09976443Application Date: 2001-10-12
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Publication No.: US07783545B2Publication Date: 2010-08-24
- Inventor: Ronald E. Sloan , Stephen B. Slutsky
- Applicant: Ronald E. Sloan , Stephen B. Slutsky
- Applicant Address: CH Schaffhausen
- Assignee: Accenture Global Services GmbH
- Current Assignee: Accenture Global Services GmbH
- Current Assignee Address: CH Schaffhausen
- Agency: Finnegan, Henderson, Farabow, Garrett & Dunner LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
The present invention relates to an automated coaching system for financial modeling and counseling system. The automated coaching system enables the user to analyze the user's investment portfolio and dispense context sensitive automated advice to the user based on the user inputted financial data, preferences and financial goals. The automated coaching provides its advice to the user in syntactically correct natural language coaching strings and is able to configure and recommend solutions and financial products, specific to the user's situation. Furthermore, the automated coaching system can analyses the impact of the recommended product on the user's financial model.
Public/Granted literature
- US20030144936A1 Automated coaching for a financial modeling and counseling system Public/Granted day:2003-07-31
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