Patent ID: 8874465

Claim:
A system that facilitates processing a list of customers to receive targeted content, the system comprising: a database that stores anonymous identification codes associated with customers' financial records; and a processor configured to: receive financial records for customers of at least one financial institution; associate the received financial records of each customer with an anonymous identification code, each anonymous identification code being representative of a respective customer; store the anonymous identification codes and the financial records in the database; receive a request for a list of customers who meet at least one criteria; query the database to identify customers based on the at least one criteria and the stored financial records; generate a targeted list of customers based on the customers identified when querying the database, wherein the targeted list of customers identifies each customer using an anonymous identifier that is representative of a customer of the at least one financial institution but does not personally identify the customer; receive unique identifiers, each unique identifier representative of a customer of the at least one financial institution; and determine whether the received unique identifiers personally identify the customer associated with the respective unique identifier; wherein when the received unique identifiers personally identify the customer, the processor is further configured to: encrypt the received unique identifiers to create an anonymous unique encrypted identification code; and release the received unique identifiers that personally identify the customer; wherein associating the received financial records includes associating the received financial records of customers with the respective anonymous unique encrypted identification code for the respective customer.