Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
1998-08-18
2008-05-20
Thomas, Joseph (Department: 3626)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S014270
Reexamination Certificate
active
07376603
ABSTRACT:
A computerized method and system for evaluating customers of a financial institution using customer relationship value tags and associated customer treatment actions includes automatically analyzing information about a customer from a database of the financial institution by a customer assessment engine using a predefined statistical model to assess the value of the customer to the financial institution. At least one customer treatment action associated with the assessed value is identified by the assessment engine, and the assessment engine marks a file associated with the customer with a mark representing the assessed value and the associated customer treatment action. The marked file is then accessed by other financial systems of the financial institution, or by customer representatives of the financial institution, and the associated customer treatment action is implemented by such systems or representatives in dealing with the customer.
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Coggeshall Stephen V.
Lin Yinghua
Mayr Mona
Walker Darcy
Wu Guowei
Fair Isaac Corporation
Glenn Michael A.
Glenn Patent Group
Porter Rachel L
Thomas Joseph
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