发明名称 System and method for delivering financial services
摘要 A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices. The system is comprised of a set of re-usable global components which are modular and are organized into services sets. The system and method operate in sessions and, for instance, employ a dialog component for gathering information from a customer, a rule broker component for providing answers to the various legal and regulatory rules in a particular country, a language man component for selecting appropriate language, a transaction executor component for performing transactions, and a presentation manager component for formatting outputs to the customer. The system and method provide state-of-the art interfaces that can be configured and delivered to the customer in a globally consistent format that is based on the customer's account profile, various languages, various currencies, different legal regulatory requirements, as well as, different sets of business products.
申请公布号 US8543506(B2) 申请公布日期 2013.09.24
申请号 US201113298420 申请日期 2011.11.17
申请人 GRANDCOLAS MICHAEL L.;BRYANT NANCY;SCHECHTMAN HOWARD A.;PAREKH DILIP J.;CITIBANK DEVELOPMENT CENTER, INC. 发明人 GRANDCOLAS MICHAEL L.;BRYANT NANCY;SCHECHTMAN HOWARD A.;PAREKH DILIP J.
分类号 G06Q40/02;G06Q40/00;G07F19/00 主分类号 G06Q40/02
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