Patent №
US 7,783,545
Granted
2010-08-24
Filed 2001
Owner
ACCENTURE, LLP
Lab
—
AI components
6
ml · nlp · speech · kr · planning · hardware
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09976443
The present invention relates to an automated coaching system for financial modeling and counseling system. The automated coaching system enables the user to analyze the user's investment portfolio and dispense context sensitive automated advice to the user based on the user inputted financial data, preferences and financial goals. The automated coaching provides its advice to the user in syntactically correct natural language coaching strings and is able to configure and recommend solutions and financial products, specific to the user's situation. Furthermore, the automated coaching system can analyses the impact of the recommended product on the user's financial model.
AI classification
Ownership
ACCENTURE, LLP
assignment · 125370712
Assignors
SLUTSKY, STEPHEN B.
On an employer assignment, the assignors are typically the inventors.