{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-11288748","patent":{"patent_number":"US-11288748","title":"Systems and methods for providing customized financial advice","assignee":null,"inventors":[],"filing_date":"2020-02-17T00:00:00.000Z","publication_date":"2022-03-29T00:00:00.000Z","cpc_codes":["G06Q","G06Q"],"num_claims":20,"abstract":"A system includes one or more memory devices storing instructions, and one or more processors configured to execute the instructions to perform steps of a method for providing customized financial advice. The system may receive transaction data for a transaction associated with a customer and satisfaction data associated with the transaction. Based on the received transaction data and satisfaction data, the system may update a financial state of the customer and a financial policy for determining one or more actions to take in order to maximize a cumulative reward associated with the customer. The system may determine and output a recommended action based on the updated financial policy and customer financial state."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Systems and methods for providing customized financial advice","description":"A system includes one or more memory devices storing instructions, and one or more processors configured to execute the instructions to perform steps of a method for providing customized financial adv","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-11288748","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-11288748","citation_suggestion":"Patentable. \"Systems and methods for providing customized financial advice\" (US-11288748). https://patentable.app/patents/US-11288748","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-11288748","json":"https://patentable.app/api/llm-context/US-11288748","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T07:33:55.270Z"}