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Automated Financing Workflow

机译:自动融资工作流程

摘要

A computer-based system processes applications for financing, such as applications for equipment financing. The system represents each financing application process using a collection of data structures, referred to as “navigable items.” Each person involved in a financing application process, such as the applicant, sales representative, and sales manager, may be assigned a corresponding role. The user experience that the system provides to each user in connection with the financing application process, such as the information that the system does and does not present to the user in connection with the financing application process, varies depending on the content of the navigable items within the process and the role of the user in the process. In this way, embodiments of the present invention provide a flexible system that adapts its behavior both to different financing products and to the roles of different users within financing application processes.
机译:基于计算机的系统处理融资申请,例如设备融资申请。该系统使用称为“可导航项目”的数据结构集合表示每个融资申请过程。可以为参与财务申请过程的每个人(例如申请人,销售代表和销售经理)分配相应的角色。系统结合融资申请过程向每个用户提供的用户体验(例如系统结合融资申请过程向用户提供或不向用户提供的信息)取决于可导航项的内容在流程中以及用户在流程中的角色。以此方式,本发明的实施例提供了一种灵活的系统,其使其行为既适应于不同的融资产品又适应于融资申请过程中不同用户的角色。

著录项

  • 公开/公告号US2019385226A1

    专利类型

  • 公开/公告日2019-12-19

    原文格式PDF

  • 申请/专利权人 CIT BANK N.A.;

    申请/专利号US201916552804

  • 发明设计人 JAMES BROOM;STEPHEN LANKLER;

    申请日2019-08-27

  • 分类号G06Q40/02;H04L29/08;G06Q10/10;G06Q40;

  • 国家 US

  • 入库时间 2022-08-21 11:23:46

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