Abstract: This a computerized rolling feedback system for financial and risk analysis comprising a database of recommendation information representing financial risk information of a set for past participants; a set of financial situational information for a target participant taken from the group consisting of mortgage, financial or debt statement, loan document, tax return, insurance policy, will, trust, a financial plan and a debt-to-income ratio analysis; a computer system adapted to receive an additional information, determine an information type according to a similarity engine included in the computer system using a similarity analysis and modifying the financial risk information according to the additional information, apply a digital ruleset stored on the computer system to provide a recommendation for financial risk information modifications according to a comparison of the financial risk information with the financial situational information.

Abstract: This computerized rolling feedback system is for financial and risk analysis using disparate data sources comprising: a ruleset stored on a first computer readable media having a sub-ruleset associated with a subject matter wherein the subject matter is taken from the group consisting of income, tax, insurance, debt, risk, health care, estate planning, education, or any combination thereof; a target database having a set of target records with each target record having target attributes; and a recommendation engine including recommendation computer readable instructions for receiving target input associated with a new target and subject matter, generating a recommendation according to target input and the subject matter, displaying the recommendation wherein the recommendation includes an action and a deadline, and receiving an action input representing if the action was taken or not taken.