the EXPERIENCED-BASED NEXT GEN RETIREMENT ASSISTANT for empl
Shared Experiences & Knowledge
Shared Experiences & Knowledge
Shared Experiences & Knowledge
Experience-sharing, including similarity matching of retirement/401k plan participants to drive the ranking and injection of novel affordance recommendations
Assets
Shared Experiences & Knowledge
Shared Experiences & Knowledge
Assets are typically defined by savings, properties, investments, income, etc.
Retirement Needs
Shared Experiences & Knowledge
Retirement Needs
Needs (or desires) are reflected by spending but could include explicit budgets and short and long-term goals
Affordances
Anomaly Detection
Retirement Needs
Affordances are objects that can be used to satisfy needs and desires in retirement, subject to asset constraints
Similarities
Anomaly Detection
Anomaly Detection
With each individual participant at the center traditional financial rules-of-thumb can also be included as a hybrid AI of both rules and shared experiences
Anomaly Detection
Anomaly Detection
Anomaly Detection
Anomaly detection is used to note spending that is unusual for others with similar assets and needs
Feedback
Server-Side Infrastructure
Wireless Financial
Feedback may include status of good/bad normal/abnormal, better alternative affordances for this/next time
Wireless Financial
Server-Side Infrastructure
Wireless Financial
Near-Field Communications (NFC) based topologies and algorithms
Server-Side Infrastructure
Server-Side Infrastructure
Server-Side Infrastructure
Scalable AI knowledge store with very fine-grained, cell-level security
