Patent ID: 8346661
Filing Date: 2013-01-01
Classification: G06F,G06Q

Abstract:
1. A method for aggregating customer records to conduct due diligence to facilitate business transaction, comprising: receiving a request to aggregate customer transaction records, wherein the customer transaction records are stored in a transaction database when a customer conducts a transaction with a selected one of a first company and a second company; determining, at a processor, a first plurality of customer transaction records from a first enterprise; aggregating, by the processor, the first plurality of customer transaction records from the first enterprise, wherein the first plurality of customer transaction records from the first enterprise comprises records associated with the first company and records associated with the second company; determining a second plurality of customer transaction records from a second enterprise, wherein the second plurality of customer transaction records from the second enterprise comprises records associated with the first company and records associated with the second company; aggregating the second plurality of customer transaction records from the second enterprise with the first plurality of customer transaction records from the first enterprise; determining an overlap of customers between the first company and the second company; determining a third plurality of customer transaction records associated with the overlap of customers; processing, at a processor, the aggregated first and second pluralities of customer transaction records according to rules to determine a forecast of revenue associated with the business transaction, wherein the forecast of revenue consolidates the third plurality of customer transaction records to prevent duplicating revenue in the forecast of revenue; and communicating the aggregated first and second pluralities of customer transaction records for display in response to the request, wherein the display identifies revenue associated with the first company, revenue associated with the second company, and revenue associated with the overlap of customers.