SYSTEM AND METHOD FOR DELIVERING FINANCIAL SERVICES
First Claim
1. A method for managing a financial services delivery system component, comprising:
- monitoring at least one managed component in regard to at least one of an instrument variable aspect and an event aspect of the managed component;
generating an alarm relative to the managed component;
translating the alarm into a remote system management protocol format; and
providing the formatted alarm to an external system management component via an external interface.
1 Assignment
0 Petitions
Accused Products
Abstract
A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices, such as personal computers, personal data assistants, and screen phones. In addition to providing services to these remote devices, the system and method provide services to automatic teller machines (ATMs), external service providers, and internally within the financial institution to staff terminals and to the individual branches of the financial institution. The delivery of financial services is not limited to any particular network but rather may be provided through dial-in access, Internet access, on-line service provider access, or other types of delivery networks. The system is comprised of a set of re-usable global components which are modular and are organized into services sets. By separating the components of the system into independent components, the system and method can be developed and tested on a component level rather than the entire system level, thereby substantially reducing the development and maintenance cycle time. The system and method operate in sessions and, for instance, employ a dialog component for gathering information from a customer, a rule broker component for providing answers to the various legal and regulatory rules in a particular country, a language man component for selecting appropriate language, a transaction executor component for performing transactions, and a presentation manager component for formatting outputs to the customer. The system and method provide state-of-the art interfaces with interface components and support legacy applications with legacy app bridge components. A system management aspect of invention makes use of an agent set that provides a communication mechanism such that managed components of the system can be queried for their status, as well as the concept of instrumentation in which software monitors the hardware devices that are part of the system.
-
Citations
38 Claims
-
1. A method for managing a financial services delivery system component, comprising:
-
monitoring at least one managed component in regard to at least one of an instrument variable aspect and an event aspect of the managed component; generating an alarm relative to the managed component; translating the alarm into a remote system management protocol format; and providing the formatted alarm to an external system management component via an external interface. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
-
-
19. A system for managing a financial services delivery system component, comprising:
-
means for monitoring at least one managed component in regard to at least one of an instrument variable aspect and an event aspect of the managed component; means for generating an alarm relative to the managed component; means for translating the alarm into a remote system management protocol format; and means for providing the formatted alarm to an external system management component via an external interface. - View Dependent Claims (20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36)
-
-
37. A method for managing a financial services delivery system component, comprising:
-
monitoring at least one managed component by a status monitor agent in regard to at least one of an instrument variable aspect and an event aspect of the managed component; generating an alarm relative to the managed component by one of an instrument owned by the managed component and an event broker. translating the alarm by a management protocol agent into a remote system management protocol format for the external system management component; and providing the formatted alarm to an external system management component by the management protocol agent via an external interface.
-
-
38. A system for managing a financial services delivery system component, comprising:
-
a status monitor agent for monitoring at least one managed component in regard to at least one of an instrument variable aspect and an event aspect of the managed component; one of an instrument owned by the managed component and an event broker for generating an alarm relative to the managed component; and a management protocol agent for translating the alarm into a remote system management protocol format for the external system management component and providing the formatted alarm to an external system management component via an external interface.
-
Specification