Method and System for Customer Evaluation and Development/Provision of Multiple Types of Varied and Pre-Approved Customized Product Offers to Evaluated Customers for On-Demand Acceptance and Fulfillment

Method and System for Customer Evaluation and Development/Provision of Multiple Types of Varied and Pre-Approved Customized Product Offers to Evaluated Customers for On-Demand Acceptance and Fulfillment

This invention relates to a system that generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-pro...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: CHONG DARIN L, BUERGER DAVID A, REICH JOHN
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:This invention relates to a system that generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-product offers from the suite of products a user institution has available in addition to a default offer.