WO2001037175A8 - Systems and methods for creating financial advice applications - Google Patents

Systems and methods for creating financial advice applications

Info

Publication number: WO2001037175A8
Authority: WO; WIPO (PCT)
Prior art keywords: systems; methods; financial advice; creating financial; advice applications
Prior art date: 1999-11-16

Application number

PCT/US2000/031396

Other languages

French (fr)

Other versions

WO2001037175A2 (en

Inventor

Roberta L Patnode

James Richard Geppert

David Hoyt

Original Assignee

American Express Travel Relate

Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)

1999-11-16

Filing date

2000-11-15

Publication date

2002-12-27

2000-11-15 Application filed by American Express Travel Relate filed Critical American Express Travel Relate

2000-11-15 Priority to CA002391557A priority Critical patent/CA2391557A1/en

2000-11-15 Priority to MXPA02004887A priority patent/MXPA02004887A/en

2000-11-15 Priority to BR0015629-9A priority patent/BR0015629A/en

2000-11-15 Priority to KR1020027006281A priority patent/KR20020076233A/en

2000-11-15 Priority to EP00986219A priority patent/EP1287459A2/en

2000-11-15 Priority to AU22498/01A priority patent/AU776956B2/en

2000-11-15 Priority to JP2001539195A priority patent/JP2003527678A/en

2001-05-25 Publication of WO2001037175A2 publication Critical patent/WO2001037175A2/en

2002-12-27 Publication of WO2001037175A8 publication Critical patent/WO2001037175A8/en

Links

Classifications

- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis

PCT/US2000/031396 1999-11-16 2000-11-15 Systems and methods for creating financial advice applications WO2001037175A2 (en)

Priority Applications (7)

Application Number	Priority Date	Filing Date	Title
CA002391557A CA2391557A1 (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications
MXPA02004887A MXPA02004887A (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications.
BR0015629-9A BR0015629A (en)	1999-11-16	2000-11-15	system and apparatus for creating financial advisory applications, and computer-readable storage media
KR1020027006281A KR20020076233A (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications
EP00986219A EP1287459A2 (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications
AU22498/01A AU776956B2 (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications
JP2001539195A JP2003527678A (en)	1999-11-16	2000-11-15	System and method for creating a financial advice application

Applications Claiming Priority (2)

Application Number	Priority Date	Filing Date	Title
US16569399P	1999-11-16	1999-11-16
US60/165,693		1999-11-16

Publications (2)

Publication Number	Publication Date
WO2001037175A2 WO2001037175A2 (en)	2001-05-25
WO2001037175A8 true WO2001037175A8 (en)	2002-12-27

Family

ID=22600045

Family Applications (1)

Application Number	Title	Priority Date	Filing Date
PCT/US2000/031396 WO2001037175A2 (en)	1999-11-16	2000-11-15	Systems and methods for creating financial advice applications

Country Status (12)

Country	Link
US (1)	US7475032B1 (en)
EP (1)	EP1287459A2 (en)
JP (2)	JP2003527678A (en)
KR (1)	KR20020076233A (en)
CN (1)	CN1533542A (en)
AR (1)	AR026476A1 (en)
AU (1)	AU776956B2 (en)
BR (1)	BR0015629A (en)
CA (1)	CA2391557A1 (en)
MX (1)	MXPA02004887A (en)
WO (1)	WO2001037175A2 (en)
ZA (1)	ZA200203922B (en)

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2000
- 2000-11-14 US US09/712,743 patent/US7475032B1/en not_active Expired - Lifetime
- 2000-11-15 CA CA002391557A patent/CA2391557A1/en not_active Abandoned
- 2000-11-15 AR ARP000106017A patent/AR026476A1/en not_active Application Discontinuation
- 2000-11-15 MX MXPA02004887A patent/MXPA02004887A/en unknown
- 2000-11-15 EP EP00986219A patent/EP1287459A2/en not_active Ceased
- 2000-11-15 KR KR1020027006281A patent/KR20020076233A/en not_active Application Discontinuation
- 2000-11-15 AU AU22498/01A patent/AU776956B2/en not_active Ceased
- 2000-11-15 BR BR0015629-9A patent/BR0015629A/en not_active IP Right Cessation
- 2000-11-15 JP JP2001539195A patent/JP2003527678A/en active Pending
- 2000-11-15 WO PCT/US2000/031396 patent/WO2001037175A2/en not_active Application Discontinuation
- 2000-11-15 CN CNA008183872A patent/CN1533542A/en active Pending
2002
- 2002-05-16 ZA ZA200203922A patent/ZA200203922B/en unknown
2005
- 2005-08-25 JP JP2005245009A patent/JP2006079604A/en active Pending

Also Published As

Publication number	Publication date
AR026476A1 (en)	2003-02-12
MXPA02004887A (en)	2003-05-23
ZA200203922B (en)	2003-08-18
WO2001037175A2 (en)	2001-05-25
EP1287459A2 (en)	2003-03-05
US7475032B1 (en)	2009-01-06
AU2249801A (en)	2001-05-30
JP2006079604A (en)	2006-03-23
KR20020076233A (en)	2002-10-09
BR0015629A (en)	2003-06-17
JP2003527678A (en)	2003-09-16
AU776956B2 (en)	2004-09-30
CN1533542A (en)	2004-09-29
CA2391557A1 (en)	2001-05-25

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