Patent ID: 8095457
Filing Date: 2012-01-10
Classification: G06Q

Abstract:
1. A computerized method for use of a computerized system comprising: using software programming instructions stored on a tangible computer readable medium and operating on at least one processor used by the computerized system to perform the following programmed steps: a) creating in an electronic database in the computerized system the following database records: b) creating associations in the electronic database by creating database relationships linking: c) assigning in the electronic database a hierarchy level to a first portion of lender records linked to the one lender institution record and not assigning the hierarchy level to a second portion lender records linked to the one lender institution record; d) receiving a business plan for the hierarchy level into the computerized system, the business plan including: e) creating within the electronic database a plurality of new seller records and new strategic business source records, and creating database relationships linking the new seller and strategic business source records to lender records assigned to the hierarchy level; f) tracking within the electronic database the number of new seller records and new strategic business source records that are linked to lender records assigned to the hierarchy level; and g) indicating through the computerized system how the number of tracked new seller records and new strategic business source records compares with the business plan.