Susan L Fulshaw

age ~59

from Melbourne, FL

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Computerized Methods And Apparatuses For Guiding A User Through A Transaction To Change A Contribution Configuration In A Defined Contribution Plan
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US Patent:

8301536, Oct 30, 2012
Filed:

Dec 12, 2008
Appl. No.:

12/334435
Inventors:

Susan L. Fulshaw - Concord MA, US
Jodi Vivian Leo - Wakefield RI, US
Jennifer Ann Lund - Mansfield MA, US
Michael Frank Tuccinard - Shrewsbury MA, US
Steven Edward Borowick - Gloucester MA, US
Fiona J. Tranquada - Somerville MA, US
Jonathan Daniels Weinert - Concord MA, US
Ellen Beth Pedersen - Medfield MA, US
Assignee:

FMR LLC - Boston MA
International Classification:

G06Q 40/00
US Classification:

705 36R, 705 35, 705 7, 705 1
Abstract:

Described are computer-based methods and apparatuses, including computer program products, for guiding a user through a transaction to change a contribution configuration in a defined contribution plan. A request is received by an application from a client device. The application processes the request and plan data associated with a user is retrieved. User interface data is generated by the application and the data is transmitted to the client device. A user interface is displayed which initiates, reviews and executes a transaction to change a current contribution configuration to a suggested contribution configuration without requiring the user to enter any additional information.