Patent ID: 8239256

Claim:
A method for processing a list of customers to receive targeted content, the method comprising: receiving financial records for customers of at least one financial institution; associating the received financial records of each customer with an anonymous identification code, each anonymous identification code being representative of a respective customer; storing the anonymous identification codes and the financial records in a database; receiving a request for a list of customers who meet at least one criteria; querying the database to identify customers based on the at least one criteria and the stored financial records; generating 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; receiving unique identifiers, each unique identifier representative of a customer of the at least one financial institution; determining whether the received unique identifiers personally identify the customer associated with the respective unique identifier; and where the received unique identifiers personally identify the customer: encrypting the received unique identifiers to create an anonymous unique encrypted identification code, and releasing 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.