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Interactive calculation and presentation of financial data results through a single interface on a data-packet-network

  • US 20010023414A1
  • Filed: 01/10/2001
  • Published: 09/20/2001
  • Est. Priority Date: 12/08/1998
  • Status: Abandoned Application
First Claim
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1. In a software suite for enabling viewing and manipulation of multiple categories of aggregated data compiled from a plurality of data sources and accessible through a single interfacing node operated on a data-packet-network, an interactive user-interface for ordering specific calculated and solution-oriented results related to finance, comprising:

  • an interactive drop-down menu containing a plurality of questions, the questions relating to various aspects of financial planning;

    an interactive inputs section containing a plurality of input data fields and selection boxes, the inputs section for configuring a calculative order;

    a submission function for submitting the calculative order upon completion thereof; and

    a results window for displaying the data results derived from the calculations ordered, characterized in that a user operating within the user-interface selects an issue from the drop-down menu, populates any vacant data fields and or selection boxes displayed in the inputs section as a result of selecting an issue, and submits the data for server-side calculation and subsequent display of the calculated results.

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