Patent ID: 11875375
Assignee: THE TORONTO-DOMINION BANK
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 18:
19. The computerized method of claim 17, wherein identifying the at least one potential partner-related financial product to be offered to the first customer comprises:
identifying a particular trigger event rule triggered in response to monitoring the events and a detected occurrence of a partner-specific event;
determining, from the plurality of partner-related financial products, at least one partner-related financial product associated with the partner-specific event;
identifying a set of customer requirements associated with each of the at least one partner-related financial products;
determining, for each of the at least one partner-related financial product associated with the partner-specific event, whether the identified set of customer requirements are met by the first customer based on the account information associated with the first customer; and
in response to determining that the identified set of customer requirements are met by the first customer for a particular partner-related financial product, including the particular partner-related financial product in the at least one potential partner-related financial product to be offered to the first customer.