Patent №
US 8,090,594
Granted
2012-01-03
Filed 2003
Owner
FIRST DATA CORPORATION
+1 more
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
10373578
The present invention provides systems and methods for implementing variable financial plans. The methods can include identifying an account, and accessing an account planning tool. Characteristics associated with the account are presented to the account planning tool, and an account plan is developed using the planning tool. Based at least in part on the account plan, a funds transfer is facilitated from a source of funds to the account. Activity in the account is monitored, and the account plan is modified in response to activity detected in the account plan.
AI classification
Ownership
FIRST DATA CORPORATION
assignment · 142590600
THE WESTERN UNION COMPANY
assignment · 189960427
Assignors
GRANT, WILLIAM R., ROGERS, MICHAEL W., CORRIGAN, MARY LOU, GALLAGHER, MICHAEL F., MUNIZ, TONY A.
On an employer assignment, the assignors are typically the inventors.