Patent ID: 7159040

Claim:
A process for transmitting electronic data between at least one agent terminal to one of a plurality of terminals of financial services firms by means of a data network, wherein the agent terminals in each case arrange services of different financial services firms with end customers and wherein the process comprises: inputting data relevant to a financial service at the agent terminal; identifying from the input data amendment data that has changed; automatically converting the amendment data at the agent terminal into a standardized form; transmitting the amendment data in the standardized form to a portal which is independent of the agent terminal and of the financial service firm terminal; translating the amendment data at the portal into a format compatible with a management program of the financial service firm terminal; transmitting the translated amendment data from the portal to the management program of the financial service firm terminal; receiving amendment data from the management program of the financial service firm terminal at the portal; translating the received amendment data at the portal into a format compatible with the agent terminal; and transmitting the received amendment data from the portal to the agent terminal, wherein only amendment data is sent to conserve network resources.