System and method for delivering financial services
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United States of America Patent
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Feb 7, 2012
Grant Date -
N/A
app pub date -
Sep 27, 2000
filing date -
Aug 7, 1997
priority date (Note) -
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status (Latency Note)
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Abstract
A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices and internally within the financial institution to staff terminals using a set of re-usable global components which are modular and are organized into services sets. The system and method operate in sessions and, for instance, employ a dialog component for gathering information from a customer, a rule broker component for providing answers to the various legal and regulatory rules in a particular country, a language man component for selecting appropriate language, a transaction executor component for performing transactions, and a presentation manager component for formatting outputs to the customer. The system and method provide interfaces which can be configured and delivered to the customer in a globally consistent format that is based on the customer's account profile, various languages, various currencies, different legal regulatory requirements, as well as, different sets of business products.
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