Patent ID: 9691072
Date: 2017-06-27
CPC Classifications: G06Q

Claim:
1. A computer-implemented method that includes generating a set of electronic forms to effect a purchase of at least one financial product, the method implemented by a server operably connected to a database, the method comprising the steps of: providing a web-based application, by the server, enabling a user to provide a financial product to a client; enabling the user, by the server, to establish a connection between the server and the web-based application; gathering, by the server, pre-interview data from the user; generating, by the server, a plurality of transaction templates based on the pre-interview data to facilitate client data entry by the user; presenting, by the server, the transaction templates to the user to enable the user, working remotely and disconnected from the server, to gather interview data from a remote client; disconnecting, by the server, from the web-based application; enabling the user, by the server, to again establish a connection to the web-based application; inputting, by the server, the interview data; generating a set of electronic forms, by the server, in conjunction with the purchase of the at least one financial product, and