US 11,710,178 B2
Graphical user interface for presenting incremental opportunities in a financial planning system
Daryl Probetts, Highlands Ranch, CO (US); Sean Hough, Thornton, CO (US); and Paul O'Connell, Wilmington, MA (US)
Assigned to EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, Greenwood Village, CO (US)
Filed by Empower Annuity Insurance Company of America, Greenwood Village, CO (US)
Filed on May 21, 2019, as Appl. No. 16/418,388.
Claims priority of provisional application 62/674,407, filed on May 21, 2018.
Prior Publication US 2019/0354248 A1, Nov. 21, 2019
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/02 (2023.01); G06Q 40/06 (2012.01); G06F 3/04847 (2022.01); G06F 3/0483 (2013.01); G06F 3/0482 (2013.01); G06F 16/904 (2019.01); G06F 16/9035 (2019.01); G06F 40/174 (2020.01); G06F 16/955 (2019.01)
CPC G06Q 40/02 (2013.01) [G06F 3/0482 (2013.01); G06F 3/0483 (2013.01); G06F 3/04847 (2013.01); G06F 16/904 (2019.01); G06F 16/9035 (2019.01); G06F 40/174 (2020.01); G06Q 40/06 (2013.01); G06F 16/9558 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method for providing recommended modifications to user profiles of a service, the method comprising:
presenting a comparison between a projection for a user and a user goal corresponding to the projection on a first page of a graphical user interface (GUI), wherein the projection is generated by a first engine based on values maintained in a user profile of the user, the first engine in communication with the GUI via a first API, and
presenting a candidate modification for the user profile on the first page of the GUI, wherein:
the candidate modification is identified from an ordered list of candidate modifications for user profiles by a second engine executed separately from the first engine and in communication with the GUI via a second API different from the first API, and
the second engine identifies the candidate modification as a highest ordered candidate modification in the ordered list of candidate modifications not implemented in the user profile of the user; and
updating a jump link on the first page of the GUI to point to a second page of the GUI including controls for applying the candidate modification to the user profile,
wherein the GUI further includes an interactive control configured to be manipulated by the user to provide modified values for the user profile and the GUI is configured to transmit the modified values through an API to update the user profile.