Interactive calculation and presentation of financial data results through a single interface on a data-packet-network
First Claim
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.
2 Assignments
0 Petitions
Accused Products
Abstract
An interactive user-interface for ordering specific calculated and solution-oriented results related to finance is provided within 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. The interactive user interface comprises, 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. 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.
328 Citations
22 Claims
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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:
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. An interactive method for ordering calculated and solution-oriented advice related to financial accounts managed for a user by a service providing data procurement, aggregation, and summary services accessible through a data-packet-network, comprising steps of:
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(a) invoking an interactive user-interface 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;
(b) choosing from the interactive drop-down menu a question related to a specific aspect of financial planning;
(c) entering the appropriate data into vacant ones of the input data fields and selecting appropriate ones of the selection boxes; and
(d) submitting the data for calculation. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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Specification