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1. 发明申请

US20090106136A1 Apparatus and method for a financial planning faith-based rules database 有权
标题翻译：基于财务规划信仰的规则数据库的设备和方法
公开(公告)号：US20090106136A1
公开(公告)日：2009-04-23
申请号：US12219386
申请日：2008-07-21
申请人： Daphne A. Wright
发明人： Daphne A. Wright
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/06
摘要： A method for providing financial management and planning in an electronic device according to various exemplary embodiments can include using a faith-based rules database to determine a financial and life purposed plan for a user; draft a vision statement for the user based on the financial and life purposed plan; establish personal goals and priorities based on the vision statement for the user; compile financial statement and reports for the user based on financial data of the user; generate a stewardship evaluation report that provides an analysis of management of finances by the user based on faith-based financial management rules and the purposed plan; develop financial plans for the user based on results of the stewardship evaluation report; prepare a spending and savings plan for the user to facilitate the financial plans; and iteratively monitoring and revising the steps of determining, drafting, establishing, compiling, generating, developing and preparing financial plans.
摘要翻译：根据各种示例性实施例的用于在电子设备中提供财务管理和规划的方法可以包括使用基于信仰的规则数据库来确定用户的财务和生活方案的计划; 根据财务和生活计划为用户起草愿景声明; 根据用户的愿景声明建立个人目标和优先事项; 根据用户的财务数据编制财务报表和用户报告; 制定管理评估报告，根据基于信仰的财务管理规则和目标方案，对用户的财务管理进行分析; 根据管理评估报告的结果制定用户财务计划; 为用户制定支出和储蓄计划，促进财务计划; 并反复监测和修改确定，起草，建立，编制，生成，制定和编制财务计划的步骤。

2. 发明申请

US20140136383A1 APPARATUS AND METHOD FOR A FINANCIAL PLANNING FAITH-BASED RULES DATABASE 审中-公开
标题翻译：基于财务规划信息的规则数据库的设备和方法
公开(公告)号：US20140136383A1
公开(公告)日：2014-05-15
申请号：US14159312
申请日：2014-01-20
申请人： Daphne A. WRIGHT
发明人： Daphne A. WRIGHT
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/06
摘要： A method for providing financial management and planning in an electronic device according to various exemplary embodiments can include using a faith-based rules database to determine a financial and life purposed plan for a user; draft a vision statement for the user based on the financial and life purposed plan; establish personal goals and priorities based on the vision statement for the user; compile financial statement and reports for the user based on financial data of the user; generate a stewardship evaluation report that provides an analysis of management of finances by the user based on faith-based financial management rules and the purposed plan; develop financial plans for the user based on results of the stewardship evaluation report; prepare a spending and savings plan for the user to facilitate the financial plans; and iteratively monitoring and revising the steps of determining, drafting, establishing, compiling, generating, developing and preparing financial plans.
摘要翻译：根据各种示例性实施例的用于在电子设备中提供财务管理和规划的方法可以包括使用基于信仰的规则数据库来确定用户的财务和生活方案的计划; 根据财务和生活计划为用户起草愿景声明; 根据用户的愿景声明建立个人目标和优先事项; 根据用户的财务数据编制财务报表和用户报告; 制定管理评估报告，根据基于信仰的财务管理规则和目标方案，对用户的财务管理进行分析; 根据管理评估报告的结果制定用户财务计划; 为用户制定支出和储蓄计划，促进财务计划; 并反复监测和修改确定，起草，建立，编制，生成，制定和编制财务计划的步骤。

3. 发明授权

US08635101B2 Apparatus and method for a financial planning faith-based rules database 有权
标题翻译：基于财务规划信仰的规则数据库的设备和方法
公开(公告)号：US08635101B2
公开(公告)日：2014-01-21
申请号：US12219386
申请日：2008-07-21
申请人： Daphne A. Wright
发明人： Daphne A. Wright
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00 , G06Q40/06
摘要： A method for providing financial management and planning in an electronic device according to various exemplary embodiments can include using a faith-based rules database to determine a financial and life purposed plan for a user; draft a vision statement for the user based on the financial and life purposed plan; establish personal goals and priorities based on the vision statement for the user; compile financial statement and reports for the user based on financial data of the user; generate a stewardship evaluation report that provides an analysis of management of finances by the user based on faith-based financial management rules and the purposed plan; develop financial plans for the user based on results of the stewardship evaluation report; prepare a spending and savings plan for the user to facilitate the financial plans; and iteratively monitoring and revising the steps of determining, drafting, establishing, compiling, generating, developing and preparing financial plans.
摘要翻译：根据各种示例性实施例的用于在电子设备中提供财务管理和规划的方法可以包括使用基于信仰的规则数据库来确定用户的财务和生活方案的计划; 根据财务和生活计划为用户起草愿景声明; 根据用户的愿景声明建立个人目标和优先事项; 根据用户的财务数据编制财务报表和用户报告; 制定管理评估报告，根据基于信仰的财务管理规则和目标方案，对用户的财务管理进行分析; 根据管理评估报告的结果制定用户财务计划; 为用户制定支出和储蓄计划，促进财务计划; 并反复监测和修改确定，起草，建立，编制，生成，制定和编制财务计划的步骤。

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