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 10):
The method of  claim 9 , wherein calculating the primary quantity of money comprises:\n if the metric only includes the percentage, assigning the primary quantity of money to the product of the percentage and all of the money within the source account that meets all of the selected money quantity parameters; if the metric only includes the static value, assigning the primary quantity of money to the static value; and if the metric includes both the static value and the percentage, assigning the primary quantity of money to a summation of the static value and the product of the percentage and all of the money within the source account that meets all of the selected money quantity parameters.

Metadata:
- Claim Count in Document: 170.0
- Percentile: 96.0
- Lexical Diversity: 1.38095
- Patent Class: 705.0
- Transitional Phrase Type: none
- Component Type: 0
- Foreign Priority: False
- Related Applications: ['14878857', '09903284', '12433272', '11554823', '14098844']

Analysis Scores:
- 35 USC 101 Eligibility (BERT): 0.1177511975921288
- 35 USC 102 Novelty (BERT): 0.6141080541899733
- Combined Prediction Score: 0.1673868832519132
- Mean Citation Score: 252.905778
- Max Citation Score: 534.49896
- Similarity Product: 528.0210192300511

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