Patent ID: 8417608
Filing Date: 2013-04-09
Classification: G06Q

Abstract:
1. A method for dynamically providing financial solution recommendations, the method comprising: providing for a financial solution recommendation application having a plurality of entry points, wherein each entry point is associated with a corresponding financial solution; receiving, via a computing device, a plurality of first inputs that each define criteria for recommending financial solutions; determining, via a computing device processor, one or more financial solution recommendations based on the plurality of first inputs received; providing, via a computing device display, a presentation of the one or more financial solution recommendations; receiving, via a computing device, one or more second inputs at one of the plurality of entry point points, wherein the entry point defines a specific financial solution; determining, via a computing device processor, each time a second input is received, whether to update the one or more financial solution recommendations based on both the plurality of first inputs and the second input, wherein update includes one of adding to the financial solution recommendations or deleting from the financial solution recommendations; updating, via the computer device display, the presentation of one or more financial solution recommendations based on receipt of one or more second inputs, wherein the update results in presentation of two or more financial solution recommendations that conflict and wherein the update occurs in real-time or near-real time to receiving a second input, such that the customer is capable of immediate comprehension of an impact that the second input has on the one or more financial solution recommendations; determining, via a computing device, a best fit financial solution recommendation from amongst the two or more financial solution recommendations that conflict; and updating, via the computing device display, the presentation to include a first notation that the two or more financial solution recommendations are conflicting and a second notation indicating the best fit financial solution recommendation from amongst the two or more financial solutions.