Rolling Feedback System For Financial And Risk Analysis Using Disparate Data Sources

• Main Authors: ALTFEST, Andrew, QUIROZ, Luis
• Format: Patent
• Language: English
• Published: 25.03.2021
• Subjects: CALCULATING; COMPUTER SYSTEMS BASED ON SPECIFIC COMPUTATIONAL MODELS; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; ELECTRIC DIGITAL DATA PROCESSING; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

This computerized rolling feedback system is for financial and risk analysis using disparate data sources comprising: a ruleset stored on a first computer readable media having a sub-ruleset associated with a subject matter wherein the subject matter is taken from the group consisting of income, tax, insurance, debt, risk, health care, estate planning, education, or any combination thereof; a target database having a set of target records with each target record having target attributes; and a recommendation engine including recommendation computer readable instructions for receiving target input associated with a new target and subject matter, generating a recommendation according to target input and the subject matter, displaying the recommendation wherein the recommendation includes an action and a deadline, and receiving an action input representing if the action was taken or not taken.