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User interface for a financial modeling system

  • US 7,818,233 B1
  • Filed: 11/01/2000
  • Issued: 10/19/2010
  • Est. Priority Date: 11/01/1999
  • Status: Expired due to Fees
First Claim
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1. A method for providing both live advice and automated coaching from a financial modeling system, comprising:

  • receiving a user selection of one of a plurality of service levels, the service levels specifying combinations of portfolio modeling and automated coaching available to the user, the service levels including a selected amount of dialogue and instructions between the user and a live advisor;

    receiving a user selection of an icon specifying at least one of a plurality of methods for communication with a live advisor over a network, based on the selected service level;

    receiving a user specification of goals, the goals including revenue and expense goals;

    displaying, in a first window, an image of a live advisor providing live coaching determined by the selected service level and the specified goals;

    displaying, in a second window, context-sensitive automated coaching determined by the selected service level and the specified goals, the automated coaching being generated by a financial coaching system that comprises one or more coaching engines;

    receiving a user selection of a level of risk, by;

    receiving a user selection of one or more risk events from a list of risk events;

    based on actuarial data from at least one external database, displaying estimates of a probability and effect of an occurrence of the selected one or more risk events; and

    for a risk event among the selected one or more risk events, receiving a user specification of acceptance or rejection of an estimate associated with the risk event, and, if the user rejects the displayed estimate, receiving a user specification of a different estimate; and

    receiving user responses to the portfolio modeling, the automated coaching, and the live coaching of the selected service level,wherein the automated coaching incorporates the selected risk events, andwherein the received responses comprise modifications to the specified goals.

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