公开(公告)号：US20060100944A1

公开(公告)日：2006-05-11

申请号：US11046545

申请日：2005-01-28

申请人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

发明人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

IPC分类号： G06Q40/00 ,  G06F7/00 ,  G06F17/00

CPC分类号： G06Q40/00 ,  G06Q40/02 ,  G06Q40/025

摘要： The invention relates to a method and a computer for coordinating an electronic qualification form between a consumer and a plurality of financial service providers and wholesale investors. After receiving qualification form data, a special processing computer applies a filter to the data. The filter comprises selection criteria provided by financial service providers and wholesale investors which allows these organizations to filter out qualification forms that they do not want. After the data is filtered, the qualification form can be transmitted to those organizations who match the data in the qualification form based on the filtration. According to one exemplary aspect, a financial coordinator who runs a computer matching engine can be a single point of contact for a consumer with respect to several wholesale investors of the financial coordinator who may offer the consumer financial products or services.

摘要翻译： 本发明涉及一种用于协调消费者与多个金融服务提供商和批发投资者之间的电子资格表格的方法和计算机。 在收到资格表格数据后，特殊处理计算机对数据应用过滤器。 过滤器包括由金融服务提供商和批发投资者提供的选择标准，允许这些组织过滤不希望的资格表格。 数据过滤后，可以根据过滤将资格表格发送给符合资格表格的数据的组织。 根据一个示例性方面，运行计算机匹配引擎的财务协调员可以是与可能提供消费者金融产品或服务的金融协调员的几个批发投资者的消费者的单一联系点。

公开(公告)号：US20120054092A1

公开(公告)日：2012-03-01

申请号：US13292343

申请日：2011-11-09

申请人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

发明人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

IPC分类号： G06Q40/02

CPC分类号： G06Q40/00 ,  G06Q40/02 ,  G06Q40/025

摘要： The invention relates to a method and a computer for coordinating an electronic qualification form between a consumer and a plurality of financial service providers and wholesale investors. After receiving qualification form data, a special processing computer applies a filter to the data. The filter comprises selection criteria provided by financial service providers and wholesale investors which allows these organizations to filter out qualification forms that they do not want. After the data is filtered, the qualification form can be transmitted to those organizations who match the data in the qualification form based on the filtration. According to one exemplary aspect, a financial coordinator who runs a computer matching engine can be a single point of contact for a consumer with respect to several wholesale investors of the financial coordinator who may offer the consumer financial products or services.

摘要翻译： 本发明涉及一种用于协调消费者与多个金融服务提供商和批发投资者之间的电子资格表格的方法和计算机。 在收到资格表格数据后，特殊处理计算机对数据应用过滤器。 过滤器包括由金融服务提供商和批发投资者提供的选择标准，允许这些组织过滤不希望的资格表格。 数据过滤后，可以根据过滤将资格表格发送给符合资格表格的数据的组织。 根据一个示例性方面，运行计算机匹配引擎的财务协调员可以是与可能提供消费者金融产品或服务的金融协调员的几个批发投资者的消费者的单一联系点。

公开(公告)号：US20090259586A1

公开(公告)日：2009-10-15

申请号：US12366340

申请日：2009-02-05

申请人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

发明人： Tom Reddin ,  David Anderson ,  Douglas Lebda ,  Ken Eckert ,  Kamelia Dianati ,  Joel Clark ,  Jason Dahlin

IPC分类号： G06Q40/00

CPC分类号： G06Q40/00 ,  G06Q40/02 ,  G06Q40/025

摘要： The invention relates to a method and a computer for coordinating an electronic qualification form between a consumer and a plurality of financial service providers and wholesale investors. After receiving qualification form data, a special processing computer applies a filter to the data. The filter comprises selection criteria provided by financial service providers and wholesale investors which allows these organizations to filter out qualification forms that they do not want. After the data is filtered, the qualification form can be transmitted to those organizations who match the data in the qualification form based on the filtration. According to one exemplary aspect, a financial coordinator who runs a computer matching engine can be a single point of contact for a consumer with respect to several wholesale investors of the financial coordinator who may offer the consumer financial products or services.

摘要翻译： 本发明涉及一种用于协调消费者与多个金融服务提供商和批发投资者之间的电子资格表格的方法和计算机。 在收到资格表格数据后，特殊处理计算机对数据应用过滤器。 过滤器包括由金融服务提供商和批发投资者提供的选择标准，允许这些组织过滤不希望的资格表格。 数据过滤后，可以根据过滤将资格表格发送给符合资格表格的数据的组织。 根据一个示例性方面，运行计算机匹配引擎的财务协调员可以是与可能提供消费者金融产品或服务的金融协调员的几个批发投资者的消费者的单一联系点。