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User interface for a financial advisory system

  • US 5,918,217 A
  • Filed: 12/10/1997
  • Issued: 06/29/1999
  • Est. Priority Date: 12/10/1997
  • Status: Expired due to Term
First Claim
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1. In a financial analysis system, a method of allowing a user to interactively explore how changes in one or more input decisions affect one or more output values, the method comprising the steps of:

  • concurrently displayinga first visual indication depicting input mechanism for receiving one or more input decisions, anda second visual indication depicting a set of output values, the set of output values based upon the one or more input decisions and a recommended set of financial products;

    receiving updated values for the one or more input decisions via one or more depicted input mechanisms;

    determining a new recommended set of financial products and a new set of output values based upon the updated values;

    updating the second visual indication to reflect the new set of output values; and

    displaying a third visual indication depicting the recommended set of financial products, the recommended set of financial products conditional on the one or more input decisions.

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