Invention Grant
- Patent Title: System and method for delivering financial services
- Patent Title (中): 提供金融服务的制度和方法
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Application No.: US13298420Application Date: 2011-11-17
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Publication No.: US08543506B2Publication Date: 2013-09-24
- Inventor: Michael L. Grandcolas , Nancy Bryant , Howard A. Schechtman , Dilip J. Parekh
- Applicant: Michael L. Grandcolas , Nancy Bryant , Howard A. Schechtman , Dilip J. Parekh
- Applicant Address: US CA Los Angeles
- Assignee: Citibank Development Center, Inc.
- Current Assignee: Citibank Development Center, Inc.
- Current Assignee Address: US CA Los Angeles
- Agency: Johnson, Marcou & Isaacs, LLC
- Agent John M. Harrington
- Main IPC: G06Q40/02
- IPC: G06Q40/02 ; G06Q40/00 ; G07F19/00

Abstract:
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.
Public/Granted literature
- US20120078794A1 System and Method for Delivering Financial Services Public/Granted day:2012-03-29
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