Patent ID: 7788120

Claim:
A method of exchanging information between a client and at least one of a plurality of service providers, comprising: identifying a relationship management system, defining a plurality of client objectives, defining a plurality of permissioning rules associated with each of the plurality of service providers, the permissioning rules defining, for the client and for the service provider, variable levels of access between individuals to different data fields associated with different clients, the data fields being associated with at least one of wallet data, account objectives, client related data, client service team data, deal data and call report data, the permissioning rules enabling two-way access of work flow related relationship management functionality between the client and at least one of the plurality of service providers, the step of defining a plurality of permissioning rules occurring after the step of identifying a relationship management system, organizing information exchanged between the client and at least one of the plurality of service providers in accordance with the permissioning rules, and displaying information exchanged between the client and at least one of the plurality of service providers in accordance with the permissioning rules, wherein at least one of the steps of organizing information and displaying information is implemented using a computer, whereby information exchanged between the client and the service provider is organized in accordance with permissioning rules which affect the work flow.