Automated method of generating a decision grid for communicating financial information to clients
AssigneeInternational Planning Alliance, LLC
InventorDavid R. ALTER
Life of this patent
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AssigneeInternational Planning Alliance, LLC
InventorDavid R. ALTER
Estimating the term…
A decision grid is generated for communicating financial information to clients. The decision grid includes one or more rows and respective columns. A graphical user interface (GUI) display is provided for building and displaying the decision grid. The one or more rows of the decision grid are electronically populated with outcome boxes. Each of the outcome boxes represents and texturally communicates a different outcome scenario. The respective columns of the decision grid are electronically populated with different financial related plans. An icon is electronically entered for at least some of each row/column pair in the decision grid. The icon represents whether the financial related plan represented by the column will work for the outcome scenario represented by the corresponding row. The decision grid and the entered icons provide a visual matrix of financial information for clients.
An automated method of generating a decision grid for communicating financial information to clients, the decision grid including one or more rows and respective columns, the method comprising:
An automated method of generating a decision grid for communicating financial information to clients, the decision grid including one or more rows and respective columns, the method comprising:
An automated method of generating a decision grid for communicating financial information to clients, the decision grid including one or more rows and respective columns, the method comprising:
Dependencies are inferred from the claim text.