FINANCIAL SERVICES PRODUCT TRAINING APPARATUS AND METHOD RELATED THERETO

Patent №

US 6,062,862

Granted

2000-05-16

Filed 1997

Owner

INTELLISHARE, LLC

Lab

AI components

6

ml · nlp · speech · kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

08968931

The invention includes a user method and system for accessing mentor experience information in a knowledge based user educational guidance system accessing, storing, compiling and transferring mentor experience information directed to financial services. The method includes the steps of providing a graphical user interface for introducing and navigating throughout the knowledge based system, providing a set of alternative learning paths which require interactive user participation in accordance with the mentor experience information, providing means for the user to interactively select a desired learning path based on user interest and demonstrated performance, providing contextual case based explication and application of the mentor knowledge and experience directed to financial services, providing a set of interactive multi-tiered valid use simulations of application of the knowledge in accordance with the knowledge based system, providing interactive means for mentoring the user when, as, and if user learning guidance is required, and providing consequential feedback for the user based on user responses to the mentoring.

AI classification

Planning1.00
Knowledge representation1.00
Natural language1.00
Machine learning1.00
AI hardware0.97
Speech0.67
Vision0.02
Evolutionary computation0.00

Ownership

INTELLISHARE, LLC

assignment · 112380388

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