Augmented reality in a virtual tour through a financial portfolio

• US 10,114,451 B2
• Filed: 12/14/2011
• Issued: 10/30/2018
• Est. Priority Date: 03/22/2011
• Status: Active Grant

• Current Assignee: FMR LLC
• Original Assignee: FMR LLC
• Inventors: Martin, David
• Primary Examiner(s): Hoang, Peter
• Application Number:
  US13/325,358
• Publication Number:
  US 20120242696A1
• Time in Patent Office: 2,512 Days
• Field of Search: 345633
• CPC Class Codes: G06F 3/011 Arrangements for interaction with the human body, e.g. for user immersion in virtual reality blind teaching G09B21/00
• CPC Class Codes: G06F 3/04815 Interaction with a metaphor-based environment or interaction object displayed as three-dimensional, e.g. changing the user viewpoint with respect to the environment or object
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06T 19/003 Navigation within 3D models or images

Abstract

Disclosed are techniques for providing a presentation as a virtual tour through a user'"'"'s portfolio based on receiving signals that correspond to user movements in the physical world and processing the signals to select generated images associated with the user'"'"'s movements to generate an image that when rendered on a display device renders a visual representation of the portfolio in a virtual world.

Claims

1. A system comprising:

one or more computer systems configured to;

retrieve from a computer database system information;

analyze the retrieved information to generate private information of a user, with the generated private information pertaining to a customizable presentation that has plural fields for inserting private information;

add into the fields of the customizable presentation the generated private information according to tags associated with the fields in the customizable presentation to produce a customized presentation;

generate, an ordered collection of images of the customized presentation, at least some of the images including the generated private information of the user;

cause a display device to render a selected one or more of the generated images of the customized presentation in a virtual world, by the system configured to;

receive signals that correspond to ambulatory movements of the user in the physical world; and

process the signals that correspond to the ambulatory movements of the user in the physical world to cause a corresponding ambulatory movement of a virtual representation of the user through the virtual world with the ambulatory movement used to determine at least in part the selected one or more of the ordered generated images corresponding to the user'"'"'s ambulatory movements in the physical world.

2. The system of claim 1 wherein at least on image has a region, selection of which, in the image causes a next image in the ordered images to be displayed in the virtual world.

3. The system of claim 1, wherein the one or more computer systems are further configured to:

generate the image to also include public information;

select the private information that the user of the display device has been authenticated to view;

generate a pictorial representation of the private information; and

augment the image with the pictorial representation of the private information in accordance with public information.

4. The system of claim 1 wherein the information comprises financial information that is publically available and private financial information that is associated with the user.

5. The system of claim 1, wherein the display device is configured to receive the generated images.

6. The system of claim 1, wherein the display device configured to receive the generated images, the display device being physically remote from the one or more computer systems.

7. The system of claim 5, further comprising:

a set of eyeglasses comprising the display device, the eyeglasses configured to receive the generated images.

8. The system of claim 5, further comprising:

a set of eyeglasses comprising the display device, the eyeglasses configured to receive the generated images over a wireless connection.

9. The system of claim 1, further comprising:

a portable computing system including

a wireless connection configured to receive the generated images; and

a set of eyeglasses comprising the display device, the display device configured to receive the generated images over the wireless connection.

10. The system of claim 1, wherein the ordered images in the virtual world comprise a virtual tour through a financial portfolio.

11. The system of claim 10 wherein an image in the ordered images when rendered on the display device renders a visual representation of one or more investment information, retirement information, savings information, securities information, bond information, and mutual fund information.

12. The system of claim 1 wherein the images are ordered such that a first image is ordered before a second image, with the system configured to select the second image from a user movement when the user is viewing the first image.

13. A method comprising:

retrieving by one or more computer systems information from a computer database;

analyzing the retrieved information by the one or more computer systems to generate private information of a user pertaining to a customizable presentation that has plural fields for inserting private information;

adding by the one or more computers the generated private information into the fields of the customizable presentation according to tags associated with the fields in the customizable presentation to produce a customized presentation;

generating by the one or more computer systems an ordered collection of images of the customized presentation, at least some of the images including the generated private information of the user;

causing a display device to render a selected one or ones of the generated images of the customized presentation in a virtual world, by;

receiving by the one or more computer systems signals that correspond to ambulatory movements of the user in the physical world;

processing by the one or more computer systems the signals that correspond to the ambulatory movements of the user the physical world to cause a corresponding ambulatory movement of the user through the virtual world, with the ambulatory movement used to determine at least in part the selected one or more of the ordered generated images corresponding to the user'"'"'s ambulatory movements in the physical world.

14. The method of claim 13 wherein at least one image has a region, selection of which, in the image causes a next image in the ordered images to be displayed in the virtual world.

15. The method of claim 13 further comprising:

generating the image to also include public information;

selecting the private information that the user of the display device has been authenticated to view;

generating a pictorial representation of the private information; and

augmenting the image with the pictorial representation of the private information in accordance with public information.

16. The method of claim 13 wherein information includes financial information that is publically available and private financial information that is associated with the user.

17. The method of claim 13 wherein the images are ordered such that a first image is ordered before a second image, with the one or more computer systems configured to select the second image from the user movement when the user is viewing the first image.

18. A computer program product tangibly stored on a computer readable hardware storage device the computer program product comprising instructions executable by a processor to:

retrieve from a computer database system information;

analyze the retrieved information to generate private information of a user, with the generated private information pertaining to a customizable presentation that has plural fields for inserting private information;

add into the fields of the customizable presentation the generated private information according to tags associated with the fields in the customizable presentation to produce a customized presentation;

generate, an ordered collection of images of the customized presentation, at least some of the images including the generated private information of the user;

cause a display device to render a selected one or more of the generated images of the customized presentation in a virtual world, by the system configured to;

receive signals that correspond to ambulatory movements of the user in the physical world; and

process the signals that correspond to the ambulatory movements of the user in the physical world to cause a corresponding ambulatory movement of a virtual representation of the user through the virtual world with the ambulatory movement used to determine at least in part the selected one or more of the ordered generated images corresponding to the user'"'"'s ambulatory movements in the physical world.

19. The computer program product of claim 18, further comprising instructions to:

generate the image to also include public information;

select the private information that the user of the display device has been authenticated to view;

generate a pictorial representation of the private information; and

augment the image with the pictorial representation of the private information in accordance with public information.

20. The computer program product of claim 18, wherein the ordered images in the virtual world comprise a virtual tour through a financial portfolio.

21. The computer program product of claim 18, wherein an image in the ordered images when rendered on the display device renders a visual representation of one or more investment information, retirement information, savings information, securities information, bond information, and mutual fund information.

22. The computer program product of claim 18, wherein the images are ordered such that a first image is ordered before a second image, with the process configured to select the second image from movement when the user is viewing the first image.