Patent ID: 9262779
Filing Date: 2016-02-16
CPC Classification: G06Q

Claim Text:
1. A data management system for member-centric reporting and analysis of data for credit unions, comprising: a non-transitory computer-readable medium for storing data and instructions; a processor for executing the instructions stored in the computer-readable medium; the data having a credit union data structure including: generating a data model containing a matrix defining the relationship between the member dimension table, branch dimension table and employee dimension table and logical connection to substantially all of the fact tables to enable member-centric, branch-centric and employee-centric reporting and analysis of the business-product related data; the instructions, when executed, causing the processor to perform the steps of: an interface, including a display and a user input device for permitting user interaction with the data management system, the interface, processor and data structure adapted to generate reporting and analysis of the credit union data according to different reporting perspectives, including at least two or more of an employee productivity perspective, risk and compliance perspective, cross-selling perspective, member growth and attrition perspective and loan risk and pricing perspective.