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US 2014/0279313 A1Published application
System for and method for comprehensive sales and service metric reporting
AssigneeCapital One Financial Corporation
InventorsKenneth A. WINDBECK, Emil W. PHILLIPS, Corey J. BARRETT, Jason R. KARY, Sean J. WHITE, Paula EDWARDS-SEAL, Elizabeth HOFFMAN
Life of this patent
Estimating the term…
Abstract
A system and method in accordance with example embodiments for comprehensive sales and service data reporting. Sales and service events that take place at a front end branch of an enterprise may be input into a front end system and transmitted to a backend system where various modules then use the front end system data to generate various data and reports to display various data, such as, for example, sales incentive metrics and key performance indicators.
Claims20
A system comprising:
- a front end computer processor associated with a front end system that provides, via a network, front end system data from a front end system to a backend system, wherein front end system data includes sales and service data relevant to the front end system, wherein the backend system includes:
- a first data processor that categorizes the front end system data according to account specific data and non-account specific data, thereby generating first data;
- a second data processor that processes the first data according a set of second data processing rules thereby creating a second data, the second data processing rules including at least one of:
- aggregation of the first data according to a first selected variable;
- normalization of the first data;
- and standardization of the first data;
- and
- a third data processor that processes the second data according to a set of third data processing rules thereby creating a third data, the third data processing rules including aggregation of the second data according to a second selected variable, and
- wherein the front end system includes a user interface to display sales incentive metrics associated with the third data.
6 more elements
A method comprising:
- providing, via a network, data from a front end system to a backend system that:
- categorizes, using a first data processor, the data according to account data and non-account data, thereby creating a first data;
- processes, using a second data processor, the first data according to at least one first processing rule to generate a second data, the at least one first processing rule including at least one of:
- aggregation of the first data according to a first selected variable;
- normalization of the first data;
- and standardization of the first data;
- and
- processes, using a second data processor, the second data according to a second processing rules including aggregation of the second data according to a second selected variable to generate a third data;
- receiving at the front end system via the network, sales incentive metrics associated with the third data;
- and
- displaying sales incentive metrics associated with the third data via a user interface associated with the front end system.
8 more elements
Dependencies are inferred from the claim text.