Computer-implemented system for relationship management for fina

Details Computer-implemented system for relationship management for fina Computer-implemented system for relationship management for fina

1997-10-08

2000-02-15

MacDonald, Allen R.

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

G06F 1760

Patent

active

060263822

ABSTRACT:
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.

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Hellauer, Brian. "Relational data base technology reveals fresh potential." Computers in Banking, vol. 7, No. 8, p. 22, Aug., 1990.

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