System and Method for Automated Multi-Stakeholder Coordination and Privacy-Enhanced Collaborative Financial Planning
卷宗概要
发明人
David J. La Placa
IPC 分类
CPC 分类
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.
原文（中文）
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.