发明名称 Computer-implemented system for relationship management for financial institutions
摘要 An apparatus, method, and article of manufacture for implementing a financial system. The financial system comprises a computer for storing a database describing operations of a financial institution. The database comprises: (1) party data that identifies any individual or external organization, (2) product data that identifies any marketable product or service offered by the financial institution, (3) account data that identifies an ongoing arrangement between the financial institution and the party data, (4) internal organization data that identifies a unit of the financial institution, (5) contact/transaction event data that identifies any occurrence of an event that involves the account data or party data, (6) location data that identifies an address for the party data, (7) campaign data that identifies a marketing strategy or promotional event for the financial institution, and (8) channel data that identifies any vehicle by which any individual or external organization interacts with the financial institution. A database management system, performed by the computer, accesses the database stored in the computer via relationships between the party data, product data, account data, internal organization data, contact/transaction event data, location data, campaign data, and channel data.
申请公布号 US6026382(A) 申请公布日期 2000.02.15
申请号 US19970947137 申请日期 1997.10.08
申请人 NCR CORPORATION 发明人 KALTHOFF, NANCY YVONNE
分类号 G06Q30/00;(IPC1-7):G06F17/60 主分类号 G06Q30/00
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