Customer information management system and method

US7428531B2 · kind B2 · utility

Assignee

• JPMORGAN CHASE BANK, N.A. · US

Inventors

• Lydia Barron · Somerville, US
• Mary Alexion · Chapel Hill, US
• Marina Zamalin · Ridgewood, US
• Shah Jahan · Mahwah, US
• Michael Berman · Scotts Valley, US
• Olutayo Ibikunle · Upper Montclair, US

Key dates

• Filing date: Feb 6, 2003
• Grant date: Sep 23, 2008
• Expiry date: May 16, 2024

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A customer information management system which enables integration of data across lines of business that classify data using distinct formats. In the system, a plurality of lines of business are in communication with one another and with a customer server. A customer information model produces a common classification format used by the customer server. Adapters at each line of business translate information between the format used by the customer server and the format used by the respective line of business. In use, the customer server may glean information from all of the lines of business and produce detailed data stores about customers. A first line of business may also obtain information from a second line of business by making a request through the customer server.