Jennifer Ann Lund

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.