IP Library › Patent Application 18796675
Patent Application
App. No. 18/796,675

GOAL AND PERSONAL PLANNING MANAGEMENT APPLICATION

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Quick Facts
Patent No.
US None
App. No.
18/796,675
Filed
Aug 7, 2024
Art Unit
3693
USPC
705/35
Abstract

A goal management system, may include a memory configured to maintain a database of user inputted goal data, the goal data being acquired from users of a goal planning application, the goal planning application configured to provide inquiries to be responded to by the users in furtherance of goals of the users, and a controller configured to receive the user inputted goal data, present at least one admin screen including a plurality of selectable attributes and at least one user in a list of users associated with the user inputted goal data, receive selection of the at least one of the attributes, and update the list of users based on the selected at least one attribute to include users identified as requiring the at least one service provided by the third party service provider.

Claims (7)

1 . A goal management system, comprising:

a memory configured to maintain a database of user inputted goal data, the goal data being acquired from users of a goal planning application, the goal planning application configured to provide inquiries to be responded to by the users in furtherance of goals of the users; and

a controller configured to

receive the user inputted goal data,

present at least one admin screen including a plurality of selectable attributes and at least one user in a list of users associated with the user inputted goal data, wherein at least one of the selectable attributes is associated with at least a portion of the user inputted goal data and corresponds to at least one service provided by a third party service provider,

receive selection of the at least one of the attributes, and

update the list of users based on the selected at least one attribute to include users identified as requiring the at least one service provided by the third party service provider.