Patent ID: 6026382
Filing Date: 2000-02-15
Classification: G06Q

Abstract:
A computer-implemented financial system, comprising:(a) a computer for storing a database describing operations of a financial institution, wherein the database comprises:(1) party data that identifies any individual or external organization,(2) product data that identifies any marketable product or service offered by the financial institution,(3) account data that identifies an ongoing arrangement between the financial institution and the party data,(4) internal organization data that identifies a unit of the financial institution,(5) contact/transaction event data that identifies any occurrence of an event that involves the account data or party data,(6) location data that identifies an address for the party data,(7) campaign data that identifies a marketing strategy or promotional event for the financial institution, and(8) channel data that identifies any vehicle by which any individual or external organization interacts with the financial institution; and(b) database management system means, performed by the computer, for accessing the stored database via relationships between various elements of the party data, product data, account data, internal organization data, contact/transaction event data, location data, campaign data, and channel data.