Systems and methods for financial planning using animation

• US 8,462,162 B2
• Filed: 02/15/2012
• Issued: 06/11/2013
• Est. Priority Date: 02/16/2011
• Status: Active Grant

• Current Assignee: Cifico LLC
• Original Assignee: Enrico Indelicato III
• Inventors: Indelicato, Enrico III, Careri, Christopher Franklin
• Primary Examiner(s): Tung, Kee M
• Assistant Examiner(s): McCulley, Ryan D
• Application Number:
  US13/396,778
• Publication Number:
  US 20130021347A1
• Time in Patent Office: 482 Days
• Field of Search: None
• US Class Current: 345/473
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 13/00 Animation

Abstract

A methodology of presenting an entity'"'"'s financial information is presented. The methodology, in one aspect, can receive input data associated with the entity'"'"'s financial information, and generate an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data, and can also display the animated representation.

Claims

1. A method of presenting an entity'"'"'s financial information, comprising:

receiving input data associated with the entity'"'"'s financial information;

generating, by a computer, an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data; and

displaying the animated representation,

wherein the generating comprises generating moving images of the plurality of graphical characters changing to represent changes in the entity'"'"'s financial information,

wherein the graphical characters represent assets and liabilities, and the graphical characters changing comprises the graphical characters expanding, contracting, exploding, melting into one another, dividing, changing texture, changing permeability, or changing color, or combinations thereof, to represent changes in the assets and liabilities over time, and

wherein the graphical characters further comprise a visual membrane representing tax that the graphical characters that represent assets pass through at a specified time.

2. The method of claim 1, wherein the one or more timelines comprises a timeline that represents the entity'"'"'s lifespan.

3. The method of claim 2, wherein the one or more timelines further comprises a generational timeline representing a lifespan of earlier or later generation to the entity'"'"'s lifespan.

4. The method of claim 2, wherein the graphical characters further comprise a meridian line that travels through the center of the graphical characters that represent assets, and wherein the meridian line together with the graphical characters that represent assets move along the timeline to represent passage of time.

5. The method of claim 2, wherein the graphical characters further comprise a barrier membrane that represents how well protected the graphical characters that represent assets are from a wealth eroding factor attack, a level of protection represented graphically by a degree of thickness of the barrier membrane.

6. The method of claim 2, wherein the graphical characters further comprise an income river and a feeder tube connecting the income river to the graphical characters that represent assets, to animate income flow.

7. The method of claim 2, wherein the graphical characters that represent assets further contain sub-characters to represent different types of assets.

8. The method of claim 2, wherein the graphical characters that represent assets further contain a visual representation associated with a secondary value of a corresponding asset.

9. The method of claim 2, wherein the graphical characters further comprise visual tax bubble characters that represent taxes and visual money bubble characters that represent sums of money.

10. The method of claim 2, wherein the graphical characters further comprise one or more pools that represent respective one or more sums of values.

11. The method of claim 2, further including:

providing a movie control panel to enable controlling the displaying of the animated representation, including pausing, rewinding, fast-forwarding, zooming-in and zooming-out.

12. The method of claim 1, wherein the animated representation demonstrates an impact associated with asset accumulation, distribution, taxes, insurance, investments, or intergenerational transfers, or combinations thereof over a specified period of time.

13. A method of presenting an entity'"'"'s financial information, comprising:

receiving input data associated with the entity'"'"'s financial information;

generating, by a computer, an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data; and

displaying the animated representation,

wherein the generating comprises generating moving images of the plurality of graphical characters changing to represent changes in the entity'"'"'s financial information,

wherein the graphical characters represent assets and liabilities, and the graphical characters changing comprises the graphical characters expanding, contracting, exploding, melting into one another, dividing, changing texture, changing permeability, or changing color, or combinations thereof to represent changes in the assets and liabilities over time, and

wherein the graphical characters further comprise a traveling membrane that appears or disappears according to its defensive quality to a wealth eroding factor attack.

14. A method of presenting an entity'"'"'s financial information, comprising:

receiving input data associated with the entity'"'"'s financial information;

generating, by a computer, an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data; and

displaying the animated representation,

wherein the generating comprises generating moving images of the plurality of graphical characters changing to represent changes in the entity'"'"'s financial information,

wherein the graphical characters represent assets and liabilities, and the graphical characters changing comprises the graphical characters expanding, contracting, exploding, melting into one another, dividing, changing texture, changing permeability, or changing color, or combinations thereof, to represent changes in the assets and liabilities over time, and

wherein the graphical characters further comprise a character representing a wealth eroding factor, the character representing the wealth eroding factor animated to attack the graphical characters that represent assets.

15. The method of claim 14, wherein the graphical characters further comprise a drain tube connecting the character representing the wealth eroding factor and one or more of the graphical characters that represent assets, to animate draining of an asset.

16. A non-transitory computer storage medium comprising computer instructions for performing a method of presenting an entity'"'"'s financial information, the method comprising:

receiving input data associated with the entity'"'"'s financial information;

generating, by a computer, an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data; and

displaying the animated representation,

wherein the generating comprises generating moving images of the plurality of graphical characters changing to represent changes in the entity'"'"'s financial information,

wherein the graphical characters represent assets and liabilities, and the graphical characters changing comprises the graphical characters expanding, contracting, exploding, melting into one another, dividing, changing texture, changing permeability, or changing color, or combinations thereof, to represent changes in the assets and liabilities over time, and

wherein the graphical characters further comprise a visual membrane representing tax that the graphical characters that represent assets pass through at a specified time.

17. The non-transitory computer storage medium of claim 16, wherein the animated representation demonstrates an impact associated with asset accumulation, distribution, taxes, insurance investments or intergenerational transfers or combinations thereof over a specified period of time.

18. The non-transitory computer storage medium of claim 16, wherein the graphical characters further comprise a character representing a wealth eroding factor, the character representing the wealth eroding factor animated to attack the graphical characters that represent assets.

19. The non-transitory computer storage medium of claim 18, wherein the graphical characters further comprise a drain tube connecting the character representing the wealth eroding factor and one or more of the graphical characters that represent assets, to animate draining of an asset.

20. A system for presenting an entity'"'"'s financial information, comprising:

a processor;

a module operable to execute on the processor and further operable to receive input data associated with the entity'"'"'s financial information, the module further operable to generate an animated representation of the entity'"'"'s financial information along one or more determined timelines employing a plurality of graphical characters based on the input data, the module further operable to display the animated representation,

wherein the generating comprises generating moving images of the plurality of graphical characters changing to represent changes in the entity'"'"'s financial information,

wherein the graphical characters represent assets and liabilities, and the graphical characters changing comprises the graphical characters expanding, contracting, exploding, melting into one another, dividing, changing texture, changing permeability, or changing color, or combinations thereof, to represent changes in the assets and liabilities over time, and

wherein the graphical characters further comprise a visual membrane representing tax that the graphical characters that represent assets pass through at a specified time.