Network-based financial planning system and method

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United States of America Patent

PATENT NO 7542921
SERIAL NO

09677581

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Abstract

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A method and information processor are provided which allow a user of a user terminal to receive a list of credit financing opportunities based on the user's financing objectives in which credit data is received from the user terminal. The credit data includes the user's objective and a credit profile. Credit financing opportunities are determined based on the credit data and one or more predetermined decision rules. An output is generated and provided to the user terminal which includes a comparison of at least part of the credit profile with the determined credit financing opportunities.

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Patent Owner(s)

Patent OwnerAddress
JPMORGAN CHASE BANK N A383 MADISON AVENUE NEW YORK NY 10179

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Hildreth, Diana G Bethel, US 1 47

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