Patent ID: 8635142
Filing Date: 2014-01-21
Classification: G06Q

Abstract:
1. A non-transitory computer-readable medium comprising instructions that, when executed by a computer, cause the computer to: receive a financial planning goal associated with a financial planning client, wherein the financial planning goal identifies a client objective and includes a goal status and one or more goal attributes; receive a financial planning recommendation associated with the financial planning goal, wherein the financial planning recommendation includes a recommendation status and one or more recommendation attributes; create a record in a database; translate the record from a first format to a second format compatible with a first application and update the record in the database based on a first modified record received from the first application; and translate the updated record from the first format to a third format compatible with a second application and further update the record in the database based on a second modified record received from the second application, wherein the record is accessible to the first application and to the second application that is different from the first application, wherein the record includes the financial planning goal, the financial planning recommendation, and one or more client attributes of the financial planning client, wherein at least a first portion of the record is modifiable by the first application and by the second application, wherein at least a second portion of the record is modifiable by the first application and not modifiable by the second application, and wherein at least a third portion of the record is not modifiable by any application and remains constant after the record is created.