首页> 外国专利> SYSTEM AND METHODOLOGY FOR ACCOUNT ADJUSTMENTS IN DYNAMIC LIGHTWEIGHT PERSONALIZED ANALYTICS

SYSTEM AND METHODOLOGY FOR ACCOUNT ADJUSTMENTS IN DYNAMIC LIGHTWEIGHT PERSONALIZED ANALYTICS

机译:用于动态轻量级分析中的帐户调整的系统和方法

摘要

This invention details a feedback-based system and methodology for adjusting customer accounts in dynamic lightweight personalized analytics (DLPA). Disclosed embodiments include a process for identifying, minimizing, and leveraging the behavioral information that optimize customer financial planning results in conjunction with the key performance indicators (KPIs) used in quantifying success. It includes dynamically creating financial accounts associated with customers, as well as the real-time adjustments on the amount of funds deposited in such accounts. Furthermore, it facilitates a small memory footprint and optimal computation when making smart, customized suggestions to customers regarding their associated accounts.
机译:本发明详述了一种基于反馈的系统和方法,用于调整动态轻量级个性化分析(DLPA)中的客户账户。 所公开的实施例包括用于识别,最小化和利用的行为信息的过程,该行为信息优化客户财务规划导致与量化成功的关键性能指标(KPI)结合使用。 它包括动态创建与客户相关的财务账户,以及对此类账户中存放的资金金额的实时调整。 此外,它有助于在为客户提供智能,定制的建议时,促进了一个小的内存占用和最佳计算。

著录项

  • 公开/公告号US2022004963A1

    专利类型

  • 公开/公告日2022-01-06

    原文格式PDF

  • 申请/专利权人 SANDRA K. JOHNSON;

    申请/专利号US202117365080

  • 发明设计人 SANDRA K. JOHNSON;

    申请日2021-07-01

  • 分类号G06Q10/06;G06Q20/40;G06Q20/10;G06Q20/38;

  • 国家 US

  • 入库时间 2022-08-24 23:14:51

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