Patent №
US 11,475,524
Granted
2022-10-18
Filed 2010
Owner
THE PNC FINANCIAL SERVICES GROUP, INC.
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
12803705
A method for providing investing services is provided. Through a first computer device user interface, a computer system receives first data from the user indicating the user's expected retirement spend in a plurality of spending categories at a first level of detail and stores the data at a data location. Through a second computer device user interface, the computer system receives identifier data indicating the user and retrieves the first data from the data location. The first data is supplemented by second data indicating the user's expected retirement spend in the plurality of spending categories at a more detailed second level of detail. A target asset level necessary for the user to fund a retirement considering expected retirement spend for the plurality of spending categories is determined considering the first and second data. The target asset level is displayed to the user.
AI classification
Ownership
THE PNC FINANCIAL SERVICES GROUP, INC.
assignment · 250290778
Assignors
MACKRELL, BRYAN L., FORD, ISABEL, KOCH, ERIN, RANDALL, JONATHAN
On an employer assignment, the assignors are typically the inventors.