Personal financial assistant computer method
August 14, 2010. Estimated Expiration Date is calculated based on simple USPTO term provisions. It does not account for terminal disclaimers, term adjustments, failure to pay maintenance fees, or other factors which might affect the term of a patent.Patent References 3622995 3876864 Computer automated information system Telephone system for audio demonstration and marketing of goods or services Interactive enquiry system Fire prevention and cooling system Securities brokerage-cash management system Self-service terminal Method for operating a transaction execution system having improved verification of personal identification Audio-enhanced videotex system InventorAssigneeApplicationNo. 567306 filed on 08/14/1990US Classes:705/36R, Portfolio selection, planning or analysis705/26Electronic shopping (e.g., remote ordering)ExaminersPrimary: Envall, Roy N. Jr.Assistant: Huntley, David Attorney, Agent or FirmForeign Patent References
International ClassG06F 015/21AbstractA personal financial assistant computer method includes customer terminals at financial institution branch offices or other locations. Each customer terminal stores financial information for the particular financial services (such as insurance, annuities, bonds, mortgages or loans) sold at that terminal. A display is also provided at each terminal for displaying selected information. At least one representative terminal is provided at a central location and includes a display and keyboard. A telephone link is also provided between the customer terminals and the representative terminals for voice communication. According to the invention, a representative at the representative terminal controls the customer terminal in response to commands initiated from the input device, thereby displaying financial service information at the customer terminal under control of the representative terminal. All display of information at the customer terminal is controlled by the representative in response to one-on-one conversations between the representative and a customer over the telephone line.Other References
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