US 12,190,291 B2
Systems and methods for life plan generation and management
Tim G. Sanidas, Bloomington, IL (US)
Assigned to State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed by State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed on Jul. 26, 2023, as Appl. No. 18/359,630.
Application 18/359,630 is a continuation of application No. 17/743,247, filed on May 12, 2022.
Application 17/743,247 is a continuation of application No. 17/349,649, filed on Jun. 16, 2021, granted, now 11,436,563, issued on Sep. 6, 2022.
Application 17/349,649 is a continuation of application No. 17/122,630, filed on Dec. 15, 2020, granted, now 11,062,265, issued on Jul. 13, 2021.
Claims priority of provisional application 62/949,155, filed on Dec. 17, 2019.
Prior Publication US 2023/0368138 A1, Nov. 16, 2023
Int. Cl. H04L 67/02 (2022.01); G06Q 10/10 (2023.01); G06Q 30/02 (2023.01); G06Q 30/0601 (2023.01); H04L 67/00 (2022.01); H04L 67/01 (2022.01)
CPC G06Q 10/10 (2013.01) [G06Q 30/02 (2013.01); G06Q 30/0621 (2013.01); H04L 67/01 (2022.05); H04L 67/02 (2013.01); H04L 67/34 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A life plan management (LPM) client computing device that enables a user to dynamically generate and maintain user-selected life goals, the LPM client computing device comprising a communication interface for accessing the internet, a LPM application installed thereon and a user interface, the LPM client computing device further comprising at least one processor in communication with at least one memory device, the at least one processor programmed to:
enable a user to dynamically control and manage types of data specific to the user for displaying in a dashboard on the user interface based upon a preference of the user;
display on the user interface of the LPM client computing device an interactive graphical user interface of the LPM application that allows the user to select individual life goals for the user, the individual life goals capable of being user-selected are selectable from among several life goals including financial and non-financial life goals being displayed on the LPM client computing device within the interactive graphical user interface of the LPM application;
receive user input via the interactive graphical user interface of the LPM application displayed on the LPM client computing device, the user input received (i) specifying a plurality of user-selected life goals for the user, and (ii) assigning a ranking or other preference indicator for each of the plurality of user-selected life goals to assist the user in achieving higher priority goals instead of lower priority goals and allow the LPM application to function as a digital advisor to the user based upon the dashboard updated for the plurality of user-selected life goals for the user;
generate a dynamic digital, actionable life map personalized to the user for displaying one or more of the plurality of user-selected life goals specified by the user in the dashboard;
generate a notification that is displayed on the dashboard when one of the plurality of user-selected life goals specified by the user reaches fulfillment; and
allow the user to view insights shared by other users of a LPM platform communicatively coupled with the LPM application.