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US 2019/0378207 A1Published application
Financial health tool
AssigneeIntuit Inc.
InventorsAaron DIBNER-DUNLAP, Kevin FURBISH, Kymm KAUSE, Swathi NIMMAGADDA, Nirmala RANGANATHAN
Life of this patent
Estimating the term…
Abstract
A processor may obtain data indicating a user's financial health. The data may include personality data not directly related to finances. The processor may analyze the data to identify a change applicable to a financial account of the user. The change may be configured to improve the user's financial health. The processor may automatically cause the change to be implemented by a network-accessible financial service.
Claims30
A method of identifying and implementing an account change comprising:
- obtaining, at a processor, data indicating a user's financial health, the data including personality data not directly related to finances;
- analyzing, by the processor, the data to identify a change applicable to a financial account of the user, the change configured to improve the user's financial health;
- and
- automatically causing, by the processor, the change to be implemented by a network-accessible financial service.
1 more element
A system for identifying and implementing an account change comprising:
- a non-volatile memory;
- and
- a processor coupled to the memory, the processor configured to:
- obtain data indicating a user's financial health, the data including personality data not directly related to finances;
- store the data in the memory;
- analyze the stored data to identify a change applicable to a financial account of the user, the change configured to improve the user's financial health;
- and
- automatically cause the change to be implemented by a network-accessible financial service in communication with the processor through a network.
5 more elements
Dependencies are inferred from the claim text.