Patent ID: 8121915

Claim:
A method for generating financial plans for an individual using a computer, the method comprising: requesting, by the computer, authorization to receive one or more data feeds from a personal information aggregator associated with the individual, wherein the data feeds are comprised of financial data corresponding to the individual and at least one of healthcare data corresponding to the individual and employment data corresponding to the individual, and wherein the personal information aggregator is under the control of the individual; receiving, by the computer, authorization to receive at least one of the data feeds for which authorization was requested, wherein the authorization includes a condition requiring deletion of the at least one data feeds by the computer after a single use; requesting, by the computer, to receive at least one of the authorized data feeds; receiving, by the computer, the requested data feeds; determining, by the computer, a personal identifier associated with the individual based on the received data feeds; requesting, by the computer, a search of a public computer network for documents which include an indicia corresponding to the personal identifier; receiving, by the computer, an indication of a document in response to the search; automatically retrieving, by the computer, the document from a remote location in response to receiving the indication; and generating, by the computer, one or more financial plans for the individual based at least on a portion of the data in the received data feeds and the retrieved document.