PATENT CLAIM ANALYSIS

Application Number: 16059907
Application Type: Utility
Filing Date: 2018-08
Publication Date: 2018-12
Patent Classification: ["705", "034000"]

Abstract:
A dynamic personalizable automated finance management system that provides a financial management platform that enables users to easily generate a plurality of customized rules or conditions associated with one or more accounts thereby creating account plans that intelligently and passively execute the transfer of funds among accounts. The rules with a plan are able to define if, how much, when and where to transfer money to and from the accounts based on user entered criteria or triggers upon which the rules/conditions are based.

Claim (Index 14):
The method of  claim 13 , further comprising:\n receiving, at the financial management server, selection by the user of a starting condition and an ending condition of the account rule that define when the financial management server begins and ends enforcement of the account rule, wherein the starting condition and the ending condition of the account rule are dates.

Metadata:
- Claim Count in Document: 170.0
- Percentile: 96.0
- Lexical Diversity: 1.38095
- Patent Class: 705.0
- Transitional Phrase Type: open
- Component Type: 1
- Foreign Priority: False
- Related Applications: ['14878857', '09903284', '12433272', '11554823', '14098844']

Analysis Scores:
- 35 USC 101 Eligibility (BERT): 0.1079209753391925
- 35 USC 102 Novelty (BERT): 0.5996847204667547
- Combined Prediction Score: 0.1570973498519487
- Mean Citation Score: 252.905778
- Max Citation Score: 534.49896
- Similarity Product: 473.783087504983

Labels:
- Claim Label 101: 1
- Claim Label 102: 1
- Claim Label 103: 1
- Claim Label 112: 1
- Combined Label: 1
- Label 101 Adjusted: 1

Dataset: test