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FINANCIAL PRODUCT FREQUENT IDENTIFICATION AND COMPARISON SERVICE

机译:金融产品频率识别和比较服务

摘要

Systems and methods for identifying and comparing financial products on a regular basis are disclosed. Client information is collected, validated, and stored in a data warehouse and kept up to date. Client information is periodically transmitted to decisionmaking components and information about financial products for which the client is eligible is received. The system comprehensively compares the received financial products and determines which of them, if any, is best for the client. The system transmits the chosen financial products to the client. If the client decides to obtain one of the financial products, the system facilitates the process of obtaining the financial product.
机译:公开了用于定期识别和比较金融产品的系统和方法。客户信息被收集,验证并存储在数据仓库中并保持最新。客户信息会定期传输到决策组件,并接收有关客户符合资格的金融产品的信息。该系统对接收到的金融产品进行全面比较,并确定其中哪一种最适合客户。系统将选择的金融产品发送给客户。如果客户决定获取金融产品之一,则系统会简化获取金融产品的过程。

著录项

  • 公开/公告号WO2008045967A2

    专利类型

  • 公开/公告日2008-04-17

    原文格式PDF

  • 申请/专利权人 PAPADIMITRIOU ODISEAS;

    申请/专利号WO2007US80995

  • 发明设计人 PAPADIMITRIOU ODISEAS;

    申请日2007-10-10

  • 分类号G06Q40/00;

  • 国家 WO

  • 入库时间 2022-08-21 19:59:55

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