INFORMATION GATHERING AND MANAGEMENT

An information gathering and management system generates a user interface configured to receive a process initiation, such as a loan application, from a customer. Customer information required for the initiated process is determined, and a first portion of the required customer information that is a...

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Bibliographische Detailangaben
Hauptverfasser:	Boggs, Michael J, Drucker, Abraham, Williams, Jacob A, Maganti, Ravi K, Blatter, Allen R, Moro, Giovanni A
Format:	Patent
Sprache:	eng
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ELECTRIC DIGITAL DATA PROCESSING PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:	An information gathering and management system generates a user interface configured to receive a process initiation, such as a loan application, from a customer. Customer information required for the initiated process is determined, and a first portion of the required customer information that is available from a first data source is identified and displayed on the user interface. A second portion of the required customer information that is not available from the first data source is identified and displayed on the user interface. The second portion of the required customer information is received from the customer via the user interface.