Patent ID: 8086483
Filing Date: 2011-12-27
Classification: G06Q

Abstract:
1. A system to facilitate analysis of an investment profiling questionnaire, the questionnaire used to determine an assessment from a plurality of answers selectable in response to a plurality of questions included in the questionnaire, the system comprising: a memory; a display; an input device; and a processor in communication with the memory, the display, and the input device, the memory comprising computer code executable with the processor, wherein the computer code includes: computer code configured to receive a selection signal from the input device indicative of a user selection of a plurality of focus questions related to investment profiling and that are directed to a question category, the focus questions included in the questions; computer code configured to receive entry of a scenario type from the input device, wherein the scenario type is one a plurality of scenario types, and each one of the scenario types describes a respective set of scenarios having common characteristics; computer code configured to receive an identification of a set of predetermined answers to the focus questions that are applicable to the scenario type from the input device; computer code configured to receive a plurality of sample investment scenarios from the input device, each one of the sample investment scenarios comprising a respective one of a plurality of permutations of the set of predetermined answers applicable to the scenario type; computer code configured to determine a plurality of category scores, each of the category scores determined for a corresponding one of the sample investment scenarios based on the predetermined answers included in the corresponding one of the sample investment scenarios, wherein the computer code configured to determine the category scores is further configured to, for each corresponding one of the category scores: computer code configured to generate an image of a graph of the category scores versus the sample investment scenarios on the display; and computer code configured to adjust, in response to user input that indicates one of the category scores is not indicative of the corresponding one of the sample investment scenarios, at least one of the answer values associated with the predetermined answers included in the corresponding one of the sample investment scenarios, the one of the category scores determined from the answer values.