System and method for remote collection of data

Details System and method for remote collection of data System and method for remote collection of data

2004-07-30

2008-01-01

Hutton, Doug (Department: 2176)

Data processing: presentation processing of document, operator i

Presentation processing of document

Layout

C715S252000, C715S252000, C715S252000, C707S793000, C707S793000, C707S793000

Reexamination Certificate

active

07315978

ABSTRACT:
A system and method for managing electronic forms data, and financial advise applications is provided. Financial advisors may be equipped with portable computing devices, such as a laptop or tablet PC to provide customers in-field support through the use of financial advise applications, customer data and electronic forms. Further, the invention provides a means for applications, data and forms to be synchronized with the various computing systems of a financial services company's computing center. Such synchronization enables in-field financial advisors to work remotely yet have most of the tools and functionality provided for by the systems of the computing center.

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Product Guide for Microsoft Office InfoPath 2003, Microsoft Office Systems Beta 2 Kit 2003 (51 pp.).

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