Customer exposure view & income statements (cevis)
AssigneeBank of America Corporation
InventorsMichael J. Leary, Brian David King, Jeffrey Roger Walls, Keith Carlascio, Scott D'Allaird, William Anthony Nobili, Diana L. Imrie
Life of this patent
Estimating the term…
Abstract
According to one embodiment of the present invention, a method comprises receiving a request to aggregate data associated with a customer. The method determines a first identifier associated with the customer that identifies the customer and a second identifier that identifies a household associated with the customer. Data associated with the second identifier is aggregated and communicated in response to the request.
Claims20
A method for aggregating data associated with a customer to facilitate a business transaction, comprising:
- receiving a request to aggregate data associated with a customer;
- determining, by a processor, a first identifier associated with the customer that identifies the customer;
- determining a second identifier according to the first identifier that identifies a household associated with the customer;
- aggregating data associated with the second identifier;
- and
- communicating the aggregated data in response to the request.
A non-transitory computer readable storage medium comprising logic, the logic, when executed by a processor, operable to:
- receive a request to aggregate data associated with a customer;
- determine a first identifier associated with the customer that identifies the customer;
- determine a second identifier according to the first identifier that identifies a household associated with the customer;
- aggregate data associated with the second identifier;
- and
- communicate the aggregated data in response to the request.
A system for aggregating data associated with a customer to facilitate a business transaction, comprising:
- an interface operable to:
- receive a request to aggregate data associated with a customer;
- and
- one or more processors operable to:
- determine a first identifier associated with the customer that identifies the customer;
- determine a second identifier according to the first identifier that identifies a household associated with the customer;
- and
- aggregate data associated with the second identifier;
- and
- the interface further operable to communicate the aggregated data in response to the request.
Dependencies are inferred from the claim text.