System and method for delivering financial services

System and method for delivering financial services

A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices. The system is comprised of a set of re-usable global components which are modular and are organized into services sets. The system and method operate in sessions and, for instan...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: PAREKH DILIP J, GRANDCOLAS MICHAEL L, SCHECHTMAN HOWARD A, BRYANT NANCY
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
CHECKING-DEVICES
COIN-FREED OR LIKE APPARATUS
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:A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices. The system is comprised of a set of re-usable global components which are modular and are organized into services sets. The system and method operate in sessions and, for instance, employ a dialog component for gathering information from a customer, a rule broker component for providing answers to the various legal and regulatory rules in a particular country, a language man component for selecting appropriate language, a transaction executor component for performing transactions, and a presentation manager component for formatting outputs to the customer. The system and method provide state-of-the art interfaces that can be configured and delivered to the customer in a globally consistent format that is based on the customer's account profile, various languages, various currencies, different legal regulatory requirements, as well as, different sets of business products.