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US Patent 11321781 System and a method for facilitating financial planning

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Is a
Patent
Patent

Patent attributes

Patent Applicant
Bottomline Technologies
Bottomline Technologies
Current Assignee
Bottomline Technologies
Bottomline Technologies
Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent Number
11321781
Date of Patent
May 3, 2022
Patent Application Number
17199128
Date Filed
March 11, 2021
Patent Citations
‌
US Patent 10810660 Financial management system and method with retirement planning
Patent Primary Examiner
‌
William L Bashore

Disclosed is a system for facilitating financial planning of an objective. The system includes a storage unit for storing computer program instructions, a display unit for displaying processed computer program instructions, a processing unit is coupled to the storage unit and the display unit for processing the computer program instructions. The computer program instructions includes a data input computer program instruction, a data category display computer program instruction, a threshold computer program instruction, a slide computer program instruction and a heat map computer program instruction. The heat map computer program instruction with a color computer program instruction to display the degree of difference with the intensity of the color. A red color to display the degree of difference for a negative value and a green color to display the degree of difference for a positive value. The color computer program instruction displays variation in the intensity of the red or green color based on the degree of difference between the two financial data sets.

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