Customer exposure view and income statements (cevis)

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;
• wherein the request comprises a customer identifier;
• determine a first identifier associated with the customer that identifies the customer, wherein determining the first identifier comprises determining a party identifier associated with the customer identifier, the party identifier identifies all accounts associated with the customer;
• determine a second identifier according to the party identifier that identifies individual members of a household associated with the customer;
• aggregate data associated with the second identifier, wherein the data associated with the second identifier includes exposure data and cash flow data of each individual member of the household;
• 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;
• wherein the the request comprises a customer identifier;
• and
• one or more processors operable to:
• determine a first identifier associated with the customer that identifies the customer, wherein determining the first identifier comprises determining a party identifier associated with the customer identifier, the party identifier identifies all accounts associated with the customer;
• determine a second identifier according to the party identifier that identifies individual members of a household associated with the customer;
• and
• aggregate data associated with the second identifier, wherein the data associated with the second identifier includes exposure data and cash flow data of each individual member of the household;
• and
• the interface further operable to communicate the aggregated data in response to the request.