Patent ID: 7801758
Filing Date: 2010-09-21
Classification: G06Q

Abstract:
1. A computer-implemented method of compiling a customer information set that complies with regulatory criteria in the minimum number of sequenced questions, the method comprising: providing an overall question set having a plurality of questions; determining from the overall question set a basic question set asked of all users, wherein each question of the basic question set is associated with an expected answer and wherein the basic question set comprises the minimum number of sequenced questions the answers to which would be sufficient to meet the regulatory criteria if no unexpected answers are given; providing predetermined sequenced criteria for supplementing the basic question set with supplemental additional questions from the overall question set within the sequence of the basic question set, wherein the criteria are structured to minimize the number of remaining questions that must be answered in order to comply with the regulatory criteria; conducting an optimized interactive customer survey, comprising: wherein the preceding steps are implemented by a computer, comprising at least a computer processor.