Method and system for selecting qualification forms for financial services and financial products
First Claim
1. A method for selecting a qualification form from a group of qualification forms that address at least one of a financial service and product, comprising:
- filtering qualification forms automatically with first selection criteria; and
filtering qualification forms remaining after automatic filtering with second selection criteria.
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Accused Products
Abstract
According to a first aspect of the invention, a method for coordinating an electronic credit qualification form between an Internet user and a plurality of lending institutions via the Internet is provided. This method of the first aspect of the invention involves a special loan processing computer that automatically applies a first filter to the data. According to a second aspect of the invention, a second filter can be applied to qualification form data that remains after the first filter. This second filter can by customized by a financial service provider who can also control the process of applying the second filter in a semi-manual manner.
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Citations
25 Claims
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1. A method for selecting a qualification form from a group of qualification forms that address at least one of a financial service and product, comprising:
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filtering qualification forms automatically with first selection criteria; and
filtering qualification forms remaining after automatic filtering with second selection criteria. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 20)
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9. A method for selecting qualification forms for providing one of a financial service and product, comprising:
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receiving selection criteria comprising parameters pertaining to information fields contained within qualification forums stored in a database;
filtering the qualification forums with the selection criteria;
displaying a list of qualification forms matching the selection criteria and organized based in accordance with the selection criteria; and
receiving a selection of one or more individual qualification forms that are displayed. - View Dependent Claims (10, 11, 12, 13, 14, 15)
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16. A method for selling qualification forms over a computer network comprising:
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receiving parameters for customizing a search on a plurality of qualification forms stored in a database;
conducting the search on the plurality of qualification forms stored in the database based on the received parameters;
organizing qualification forms matching the parameters based on the parameters;
displaying the qualification forms matching the customized search; and
receiving data for marking one or more qualification forums for purchase. - View Dependent Claims (17, 18, 19)
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21. A method for identifying a financial service provider for a business transaction, comprising:
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receiving selection criteria from a financial service provider;
receiving qualification form data from one of a qualification form applicant and financial service provider; and
automatically applying the selection criteria to determine if the qualification form data falls within the selection criteria. - View Dependent Claims (22, 23, 24, 25)
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Specification