首页> 外国专利> Method and System for Customer Evaluation and Development/Provision of Multiple Types of Varied and Pre-Approved Customized Product Offers to Evaluated Customers for On-Demand Acceptance and Fulfillment

Method and System for Customer Evaluation and Development/Provision of Multiple Types of Varied and Pre-Approved Customized Product Offers to Evaluated Customers for On-Demand Acceptance and Fulfillment

机译:评估和开发/提供多种类型和不同类型的预批准定制产品优惠给被评估客户按需接受和履行的方法和系统

摘要

This invention relates to a system that generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-product offers from the suite of products a user institution has available in addition to a default offer.
机译:本发明涉及一种系统,该系统在评估从包含客户信息的内部和/或外部数据库中检索到的信息之后,生成预先批准的金融产品报价,例如信贷报价。该系统特别适合从用户机构除了默认报价之外的产品套件中生成预先批准的多产品报价。

著录项

  • 公开/公告号US2016171555A1

    专利类型

  • 公开/公告日2016-06-16

    原文格式PDF

  • 申请/专利权人 CUNEXUS SOLUTIONS;

    申请/专利号US201514968824

  • 申请日2015-12-14

  • 分类号G06Q30/02;G06Q40/02;

  • 国家 US

  • 入库时间 2022-08-21 14:37:54

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