Automated coaching for a financial modeling and counseling...

Details Automated coaching for a financial modeling and counseling... Automated coaching for a financial modeling and counseling...

G - Physics

06

F

G06F 1/00 (2006.01)

Patent

CA 2457445

An automated coaching system (114) for financial modeling and counseling (112). The automated coaching system enables a 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 system provides advice to the user in syntactically correct natural language coaching strings and is able to configure and recommend solution and financial products specific to the user~s situation. The automated coaching system can analyze an impact of a recommended product on a user~s financial model.

L'invention concerne un système d'accompagnement automatisé destiné à un système de modélisation et de conseil financiers. Ce système d'accompagnement automatisé permet à un utilisateur d'analyser son portefeuille d'investissement et fournit à l'utilisateur un conseil automatisé sensible au contexte sur la base des données financières, des préférences et des objectifs financiers entrés par cet utilisateur. Ledit système d'accompagnement automatisé fournit un conseil à l'utilisateur sous la forme de séquences d'accompagnement d'un langage naturel syntaxiquement correct, et peut définir et recommander des solutions et des produits financiers spécifiques à la situation de l'utilisateur. En outre, ce système d'accompagnement automatisé peut analyser l'influence du produit recommandé sur le modèle financier de l'utilisateur.

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