MOBILE MEETING PROCESSING

• US 20140114878A1
• Filed: 10/18/2012
• Published: 04/24/2014
• Est. Priority Date: 10/18/2012
• Status: Abandoned Application

• Current Assignee: SunGard Data Systems Inc. (Fidelity National Information Services Incorporated)
• Original Assignee: SunGard Data Systems Inc. (Fidelity National Information Services Incorporated)
• Inventors: Bluth, Jon S., Anneswamy, Rajesh S., Van Scoy, Eileen
• Application Number:
  US13/654,965
• Publication Number:
  US 20140114878A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06F 40/00 Handling natural language data speech analysis or synthesis, speech recognition G10L
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A system aggregates data that may be used during the course of a scheduled meeting and allows for the customization of the data for presentation during the scheduled meeting. The system communicates the customized data to meeting participants for discussion and review. The system also accepts inputs during the meeting that define additional meeting information such as bookmarked pages and views that were reviewed during the meeting. The inputs may further define notes reflecting discussions held during the meeting. The system stores information reflecting the bookmarks and notes that were made during the meeting. After the meeting has concluded, the data that was presented during the meeting as well as the bookmarks and notes that were presented during the meeting may be reviewed and selected for inclusion in an electronic document. The document may then be electronically communicated to the participants in the meeting for reference at a later time.

Claims

1. A computer-implemented method for managing meeting materials, comprising:

receiving content that may be presented during a meeting;

receiving inputs prior to the meeting specifying meeting information from the content for presentation during the meeting;

storing data identifying the specified meeting information from the content for presentation during the meeting;

communicating the specified meeting information for use in the meeting;

receiving inputs during the meeting creating additional meeting information;

storing data identifying the created additional meeting information;

receiving inputs specifying at least portions of the specified meeting information and the created additional meeting information for incorporation into a document file; and

generating a document file consistent with the inputs specifying at least portions of the specified meeting information and the created additional meeting information for incorporation into a document file.

2. The method of claim 1, wherein receiving content that may be presented during a meeting comprises receiving data from a computing application for managing investment portfolios.

3. The method of claim 1, wherein receiving content that may be presented during a meeting comprises receiving data relating to finances of one or more individuals.

4. The method of claim 1, wherein receiving inputs prior to the meeting specifying meeting information from the content for presentation during the meeting comprises:

receiving inputs specifying particular pages from a plurality of pages of information for presentation during the meeting.

5. The method of claim 1, further comprising prior to the meeting receiving inputs specifying additional information for presentation during the meeting.

6. The method of claim 5, wherein receiving inputs specifying additional information for presentation during the meeting comprises receiving inputs specifying at least one note for presentation during the meeting.

7. The method of claim 6, further comprising storing in a database an association between the specified at least one note for presentation during the meeting and an identifier corresponding to the meeting.

8. The method of claim 5, wherein receiving inputs specifying additional information for presentation during the meeting comprises receiving inputs specifying at least one bookmark identifying data for presentation during the meeting.

9. The method of claim 8, further comprising storing in a database an association between the specified at least one bookmark and an identifier corresponding to the meeting.

10. The method of claim 1, wherein storing data identifying the specified meeting information from the content for presentation during the meeting, comprises storing in a database an association between the specified meeting information and an identifier corresponding to the meeting.

11. The method of claim 1, wherein communicating the specified meeting information for use in the meeting comprises communicating the specified meeting information for receipt at a mobile device.

12. The method of claim 1, wherein receiving inputs during the meeting creating additional meeting information comprises receiving inputs during the meeting specifying at least one note.

13. The method of claim 12, wherein storing data identifying the created additional meeting information comprises storing in a database an association between the specified at least one note and an identifier corresponding to the meeting.

14. The method of claim 12, wherein storing data identifying the created additional meeting information further comprises storing in a database an association between the specified at least one note and at least one identifier corresponding to a page.

15. The method of claim 1, wherein receiving inputs during the meeting creating additional meeting information comprises receiving inputs during the meeting specifying at least one bookmark.

16. The method of claim 15, wherein storing data identifying the created additional meeting information comprises storing in a database an association between the specified at least one bookmark and an identifier corresponding to the meeting.

17. The method of claim 15, wherein storing data identifying the created additional meeting information further comprises storing in a database an association between the specified at least one bookmark and at least one identifier corresponding to a page.

18. The method of claim 1, wherein receiving inputs specifying at least portions of the specified meeting information and the created additional meeting information for incorporation into a document file comprises receiving inputs identifying particular pages for incorporation into a document file.

19. The method of claim 18, wherein receiving inputs identifying particular pages for incorporation into a document file comprises receiving inputs identifying particular pages associated with at least one of a note and a bookmark.

20. The method of claim 1, wherein generating a document file consistent with the inputs specifying at least portions of the specified meeting information and the created additional meeting information for incorporation into a document file comprises accessing a database to identifying at least portions of the specified meeting and the created additional meeting information.

21. A computer-implemented method for financial planning, comprising:

identifying an investment portfolio;

receiving input specifying a financial goal, the goal including a financial outflow;

calculating an impact on the investment portfolio of implementing the specified goal; and

communicating an output depicting the impact on the investment portfolio of implementing the specified goal.

22. The method of claim 21, wherein identifying an investment portfolio comprises identifying an existing portfolio.

23. The method of claim 21, wherein identifying an investment portfolio comprises receiving inputs defining an investment portfolio.

24. The method of claim 23, wherein receiving inputs defining an investment portfolio comprises receiving inputs identifying values for an existing value of a portfolio and at least one of current income;

household expenses;

rate of return;

tax rate; and

anticipated inflation rate.

25. The method of claim 24, wherein receiving inputs defining an investment portfolio further comprises receiving inputs defining one or more of the following:

year of retirement;

anticipated retirement goal;

income during retirement; and

length of retirement.

26. The method of claim 21, wherein receiving input specifying a financial goal, the goal including a financial outflow, comprises:

receiving input defining a financial outflow amount;

receiving input defining a periodicity of the outflow; and

receiving input defining a time period at which the outflow is to take place.

27. The method of claim 26, wherein receiving input defining a financial outflow amount comprises receiving an input defining one or more of an outflow for use in retirement, an outflow relating to a purchase, an outflow relating to donations to charity.

28. The method of claim 26, wherein receiving input defining a periodicity of the outflow comprises receiving an input identifying the periodicity as a single year.

29. The method of claim 21, wherein calculating the impact on the investment portfolio of implementing the specified goal comprises calculating an estimated value of the portfolio at one or more future times in view of the financial outflow.

30. The method of claim 21, wherein communicating an output depicting the impact on the investment portfolio of implementing the specified goal comprises communicating one or more charts identifying values at one or more points in time of the investment portfolio.

31. The method of claim 21, further comprising receiving input specifying at least a second financial goal, each of the at least a second financial goal including a financial outflow,

wherein calculating an impact on the investment portfolio of implementing the specified goal comprises calculating an impact on the investment portfolio of implementing the at least a second financial goal, and

wherein communicating an output depicting the impact on the investment portfolio of implementing the specified goal comprises communicating an output depicting the impact on the investment portfolio of implementing the at least a second financial goal.

32. The method of claim 31, further comprising receiving an input selecting a goal for removal from consideration,

wherein calculating an impact on the investment portfolio of implementing the specified goal comprises calculating an impact on the investment portfolio absent the selected goal for removal from consideration.

33. The method of claim 21, further comprising receiving inputs specifying at least one note for presentation during a meeting.

34. The method of claim 33, further comprising storing in a database an association between the specified at least one note and an identifier corresponding to the meeting.

35. The method of claim 33, further comprising receiving inputs specifying at least one bookmark identifying data for presentation during a meeting.

36. The method of claim 35, further comprising storing in a database an association between the specified at least one bookmark and an identifier corresponding to the meeting.

37. A computer-implemented method for communicating a document, comprising:

receiving a request for a document, the document stored as a portable document format file;

analyzing the document;

converting pages in the document into image files;

communicating the image files.

38. The method of claim 37, wherein analyzing the document comprises analyzing the portable document format file and identifying the number of pages in the document.

39. The method of claim 37, wherein:

converting pages in the document into image files comprises converting a first five pages of the document into five image files, and communicating the image files comprises communicating the five image files.

40. The method of claim 37, further comprising communicating references to all pages in the document.

41. The method of claim 40, further comprising creating thumbnail images for all pages in the document and communicating all thumbnails

42. The method of claim 41, further comprising receiving a request for additional pages of the document, and in response to the request for additional pages, generating image files for the requested additional pages and communicating the generated images files.

43. The method of claim 41, wherein converting pages in the document into image files comprises converting pages in the document into portable network graphic format files.