Financial information intermediary system
US5913202A · kind A · utility
Assignee
Inventor
Key dates
| Filing date | Jun 13, 1997 |
| Grant date | Jun 15, 1999 |
| Priority date | — |
| Expiry date | Jun 13, 2017 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A financial information intermediary system which extracts the most suitable product information from a wide variety of financial product information supplied by many financial institutions in the market, so that consumers (or clients) can easily reach the desired financial products. To provide information intermediary services, a financial delivery computer is placed between the clients and a plurality of financial institutions. The financial delivery computer comprises a service selection/execution unit, financial institution data files, and client data files. The financial institution data files are used to store information on various financial products collected from the financial institutions. The client data files store each client's preference information. Upon receipt of a product selection request from a client terminal, the service selection/execution unit retrieves the preference information relevant to the requesting client, and then searches the financial institution data files for appropriate product information based on the retrieved preference information. The system thus helps the client to make a right choice by referring to the qualified product information extr…
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.