Computerized method and system for creating a new brokerage...

Details Computerized method and system for creating a new brokerage... Computerized method and system for creating a new brokerage...

2011-04-26

2011-04-26

Borlinghaus, Jason M (Department: 3693)

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

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

07933819

ABSTRACT:
A computerized system for creating a new brokerage account is disclosed. A new account wizard software component guides a user through a series of data collection procedures using a rules based engine to facilitate data collection processing according to a plurality of data collection rules that are stored in a database. A workflow management software component manages data transfers and delegates task assignments during creation of the new brokerage account. There is also an application programming interface layer software component for interfacing data transfers between the workflow management software component and external software components.

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