Method and system for performing a financial rewind

Method and system for performing a financial rewind

A computing device of a user, including a processor, a memory, an electronic organization application comprising software instructions stored in memory and executed on the processor to store a plurality of activities associated with the user, and a rewind application configured to interact with the...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: DINAMANI VIDYA, PREECE RICHARD N, TAYLOR DAVID D, GREENER KEITH A, TIFFORD ALAN
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A computing device of a user, including a processor, a memory, an electronic organization application comprising software instructions stored in memory and executed on the processor to store a plurality of activities associated with the user, and a rewind application configured to interact with the electronic organization application and including software instructions stored in memory and executed on the processor to present at least one question associated with each of the plurality of activities stored in the electronic organization application, receive a response to the at least one question, determine whether each of the plurality of activities is of a predetermined category based on the response received to obtain a subset of the plurality of activities, and store, in a repository, data associated with the subset of the plurality of activities for use in a financial application.