System and method for delivering financial services
US8112330B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 27, 2000 |
| Grant date | Feb 7, 2012 |
| Priority date | — |
| Expiry date | May 11, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG07F19/203
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices and internally within the financial institution to staff terminals using 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 interfaces which 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.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.