Method of Implementing a Financial Wellness Programme and a System Therefor
First Claim
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1. A method of implementing a financial management programme, the method including:
- defining, with a computer, a plurality of financial management programme areas;
receiving, with a computer, data relating to the financial compliance of an individual or organisation in each of the financial management programme areas;
storing, with a computer, the data in a database; and
processing, with a computer, the data to determine an award for the individual or organisation based on their financial compliance,
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Abstract
A system and method of implementing a financial management programme includes defining a plurality of financial management programme areas and receiving data relating to the financial compliance of an individual or organisation in each of the financial management programme areas. The data is stored in a database and then processing the data to determine an award for the individual or organisation based on their financial compliance.
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Citations
14 Claims
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1. A method of implementing a financial management programme, the method including:
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defining, with a computer, a plurality of financial management programme areas; receiving, with a computer, data relating to the financial compliance of an individual or organisation in each of the financial management programme areas; storing, with a computer, the data in a database; and processing, with a computer, the data to determine an award for the individual or organisation based on their financial compliance, - View Dependent Claims (2, 3, 4, 5, 6)
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7. An electronic system for implementing a financial management programme, the system including:
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a controller for defining a plurality of financial management programme areas; a communications module for receiving data relating to the financial compliance of an individual or organisation in each of the financial management programme areas; a database for storing the data; and a calculation module for processing the data to determine an award for the individual or organisation based on their financial compliance. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A method of implementing a financial management programme, the method including:
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defining, with a computer, a plurality of financial management programme areas; receiving, with a computer, data relating to the financial compliance of an individual or organisation in each of the financial management programme areas; storing, with a computer, the data in a database; and processing, with a computer, the data to determine the pricing of credit for the individual or organisation based on their financial compliance.
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14. An electronic system for implementing a financial management programme, the system including:
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a controller for defining a plurality of financial management programme areas; a communications module for receiving data relating to the financial compliance of an individual or organisation in each of the financial management programme areas; a database for storing the data; and a calculation module for processing the data to determine the pricing of credit for the individual or organisation based on their financial compliance.
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Specification