发明名称 SYSTEM AND METHOD FOR RECLASSIFYING SMALL BUSINESS CUSTOMERS
摘要 In certain embodiments, a system includes one or more memory modules operable to store business transaction data for a plurality of customers of an enterprise, the business transaction data including a size classification for each of the plurality of customers. The system further includes one or more processing modules operable to determine, based on the business transaction data, a first list of customers comprising one or more of the plurality of customers that have a particular size classification. The one or more processing modules are further operable to access publicly-available financial information (including revenue information) for each of the one or more customers of the determined first list of customers and determine, based on the accessed publicly-available financial information, a second list of customers comprising one or more customers of the first list of customers that have revenue exceeding a predetermined amount. The one or more processing modules are further operable to store, in the one or more memory modules, a new size classification for each of the one or more customers of the second list.
申请公布号 US2014278750(A1) 申请公布日期 2014.09.18
申请号 US201313938779 申请日期 2013.07.10
申请人 Bank of America Corporation 发明人 Vedabrata Arya Kumar;Tnvr Kiran;Jena Bibhudatta;Banerjee Sudeshna;Pawar Samir B.;Rudraraju Suresh Raju
分类号 G06Q30/02 主分类号 G06Q30/02
代理机构 代理人
主权项 1. A system, comprising: one or more memory modules operable to store business transaction data for a plurality of customers of an enterprise, the business transaction data including a size classification for each of the plurality of customers; and one or more processing modules communicatively coupled to the one or more memory modules, the one or more processing modules operable to: determine, based on the business transaction data, a first list of customers comprising one or more of the plurality of customers that have a particular size classification;access publicly-available financial information for each of the one or more customers of the determined first list of customers, the publicly-available financial information including revenue information for each of the one or more customers of the determined first list of customers;determine, based on the accessed publicly-available financial information, a second list of customers comprising one or more customers of the first list of customers that have revenue exceeding a predetermined amount;store, in the one or more memory modules, a new size classification for each of the one or more customers of the second list.
地址 Charlotte NC US