System and Method for Automated Multi-Stakeholder Coordination and Privacy-Enhanced Collaborative Financial Planning
개요
발명자
David J. La Placa
IPC 분류
CPC 분류
A system and method for automated multi-stakeholder coordination and privacy-enhanced collaborative financial planning, comprising a smart scheduling application, task management engine, data fusion suite with automated document processing, machine learning engine utilizing recurrent neural networks, and stakeholder management engine. The system coordinates activities among financial advisors, attorneys, certified public accountants, and family members through role-based access controls and compartmentalized project workspaces. Key features include automated data extraction from unstructured communications, real-time transcription services, client oversight mechanisms, comprehensive audit trails, and end-to-end encryption ensuring regulatory compliance with GDPR, CPRA, and financial industry privacy standards for professional firms and family offices worldwide.
원문 (중국어)
A system and method for automated multi-stakeholder coordination and privacy-enhanced collaborative financial planning, comprising a smart scheduling application, task management engine, data fusion suite with automated document processing, machine learning engine utilizing recurrent neural networks, and stakeholder management engine. The system coordinates activities among financial advisors, attorneys, certified public accountants, and family members through role-based access controls and compartmentalized project workspaces. Key features include automated data extraction from unstructured communications, real-time transcription services, client oversight mechanisms, comprehensive audit trails, and end-to-end encryption ensuring regulatory compliance with GDPR, CPRA, and financial industry privacy standards for professional firms and family offices worldwide.