Interactive calculation and presentation of financial data results through a single interface on a data-packet-network

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20010023414A1
SERIAL NO

09758880

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Abstract

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An interactive user-interface for ordering specific calculated and solution-oriented results related to finance is provided within a software suite for enabling viewing and manipulation of multiple categories of aggregated data compiled from a plurality of data sources and accessible through a single interfacing node operated on a data-packet-network. The interactive user interface comprises, an interactive drop-down menu containing a plurality of questions, the questions relating to various aspects of financial planning, an interactive inputs section containing a plurality of input data fields and selection boxes, the inputs section for configuring a calculative order, a submission function for submitting the calculative order upon completion thereof and a results window for displaying the data results derived from the calculations ordered. A user operating within the user-interface selects an issue from the drop-down menu, populates any vacant data fields and or selection boxes displayed in the inputs section as a result of selecting an issue, and submits the data for server-side calculation and subsequent display of the calculated results.

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Patent Owner(s)

Patent OwnerAddress
YODLEE INC999 BAKER WAY SUITE 100 SAN MATEO CA 94404

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Desai, Satyen San Bruno, CA 16 2017
Hayward, Blake Earl Redwood Shores, CA 17 2091
Kelley, John Palo Alto, CA 93 3673
Kumar, Srihari Santa Clara, CA 22 2955
Pandurangan, Senthil Kumar San Jose, CA 19 1998
Scott, Jennifer Green San Francisco, CA 9 1046

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