Patent ID: 8019644
Filing Date: 2011-09-13
Classification: G06Q

Abstract:
1. A method for controlling processing operations relating to a financial product or service by one or more computing systems associated with one or more databases, comprising the steps of: automatically receiving sales related data for financial products or services for one or more clients from a system user and operating data; creating a client record associated with a specific client of the one or more clients in one or more databases; generating task lists comprising task data including requirements determined by the system for fulfillment including at least submission materials for a specific client toward obtaining the financial product or service; monitoring completion of at least certain of the task lists by the one or more computing systems; executing the task lists to obtain the necessary data to be incorporated in or with the submission materials for each specific client; providing that data in or with the submission materials to a provider of the financial product or service; qualifying the submission materials for a financial product or service by the specific client; generating a manifestation of the financial product or service specific to each client; and delivering the financial product or service to the specific client.