Product Optimizer

摘要

A system and method for automating a corporate transaction. The system can create one or more forms for exchanging information among a customer, a financial institution, and, optionally, a vendor or other third-party who performs one or more sub-transactions related to the transaction. The system and method of the present invention provide for customizing each form to include one or more data elements associated with the financial transaction. The selected data elements can define logical relationships for automating order placement of sub-transactions. The logical relationships are triggered by one or more predetermined events. Once triggered, the logical relationships are applied, and the result or outcome is used to automatically perform other tasks associated with the transaction.

主权项

1. A method for automating corporate transaction fulfillment, the method implemented on a suitably programmed computer comprising a processor, a data repository, and a graphical user interface, the method comprising:
providing the graphical user interface to an end-user; receiving, via the graphical user interface, a selection of a corporate transaction to be automated; based on the selection, receiving, via the processor, a plurality of pre-defined data elements in the data repository relating to the corporate transaction to be automated; displaying the one or more plurality of pre-defined data elements to the end-user via the graphical user interface; receiving, via the graphical user interface, a selection of at least one of the plurality of pre-defined data elements relating to the corporate transaction; in response to the selection of at least one of the pre-defined data elements, automatically creating, via the processor, a form defined for the corporate transaction, where the form is pre-filled with information corresponding to the selection of at least one of the plurality of pre-defined data elements relating to the corporate transaction; presenting the form to the end-user via the graphical user interface; transmitting the form, via the processor, to a corporate entity relating to the corporate transaction; in response to the selection of at least one of the pre-defined data elements, automatically determining, via the processor, whether sub-transactions should be performed based on the based on the selection of the at least one of the pre-defined plurality of data elements; triggering, via the processor, one or more sub-transactions to be performed based on the determination that sub-transactions should be performed.