VISUALIZATIONS AND PREDICTIONS OF ONE OR MORE METRICS ASSOCIATED WITH FINANCIAL HEALTH

Disclosed herein is a system and method for determining one or more metrics indicative of a user's financial health. The system may present information using a financial oculus, including one or more visualizations. The visualization(s) may present financial information in a simple, but compreh...

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Hauptverfasser: VICENTE, Maria Teresita, DURHAM, Brooke M, NOLAN, Patrick J, PETERSON, James F, KOTHAGUNDU, Madhavi Sruthi, KUMAR, Anand, CURRAN, Kenneth Davidson, RAGHURAMAN, Harish, ADAMS, Steven T, KATAMREDDY, Sateeshasatya Anvesh Reddy, SHAH, Anal R, CHAPMAN, Simon T
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creator VICENTE, Maria Teresita
DURHAM, Brooke M
NOLAN, Patrick J
PETERSON, James F
KOTHAGUNDU, Madhavi Sruthi
KUMAR, Anand
CURRAN, Kenneth Davidson
RAGHURAMAN, Harish
ADAMS, Steven T
KATAMREDDY, Sateeshasatya Anvesh Reddy
SHAH, Anal R
CHAPMAN, Simon T
description Disclosed herein is a system and method for determining one or more metrics indicative of a user's financial health. The system may present information using a financial oculus, including one or more visualizations. The visualization(s) may present financial information in a simple, but comprehensive format and may allow adjustments to one or more financial goals. The user may interact with the app and receive information regarding the impact certain changes may have. The system may also provide suggestion(s) associated with relationship(s). In some embodiments, the suggestion(s) may be determined based on the user's interaction with the financial oculus. Embodiments of the disclosure may include an interactive app that allows a user to explore the impacts of different financial goals by adjusting the properties of the visualization(s).
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recordid cdi_epo_espacenet_US2023351516A1
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subjects CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
title VISUALIZATIONS AND PREDICTIONS OF ONE OR MORE METRICS ASSOCIATED WITH FINANCIAL HEALTH
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