METHOD AND SYSTEMS FOR COLLATERAL PROCESSING
First Claim
Patent Images
1. A processor-implemented method comprising:
- receiving qualifying criteria from a client, the qualifying criteria defining assignments of one or more collaterals;
generating an assignment tool based on the qualifying criteria, the assignment tool including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction; and
assigning a collateral to a customer using the assignment tool.
1 Assignment
0 Petitions
Accused Products
Abstract
Methods and systems for processing collaterals are described. A method may include receiving qualifying criteria from a client. The qualifying criteria may define assignments of one or more collaterals. An assignment tool may be generated based on the qualifying criteria. The assignment tool may include a number of stored attributes and one or more interaction attribute to be determined based on a customer interaction. The assignment tool may be used to assign a collateral to a customer. Additional methods and systems are disclosed.
47 Citations
21 Claims
-
1. A processor-implemented method comprising:
-
receiving qualifying criteria from a client, the qualifying criteria defining assignments of one or more collaterals; generating an assignment tool based on the qualifying criteria, the assignment tool including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction; and assigning a collateral to a customer using the assignment tool. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
-
-
12. A processor-implemented method comprising:
-
defining a plurality of qualifying criteria; and using an assignment tool to assign a collateral to a customer, the assignment tool being based on the qualifying criteria, and including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction. - View Dependent Claims (13, 14)
-
-
15. A system comprising:
-
memory to retain a database and a number of modules; and one or more processors coupled to the memory to execute the modules including; a communication module to receive qualifying criteria from a client, the qualifying criteria defining assignments of one or more collaterals; a tool generator module to generate an assignment tool based on the qualifying criteria, the assignment tool including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction; and a service module to assign a collateral to a customer using the assignment tool. - View Dependent Claims (16, 17, 18, 19)
-
-
20. A machine-readable medium comprising instructions, which when executed by one or more processors, perform a method comprising:
-
receiving qualifying criteria from a client, the qualifying criteria defining assignments of one or more collaterals; generating an assignment tool based on the qualifying criteria, the assignment tool including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction; and assigning a collateral to a customer using the assignment tool.
-
-
21. A machine-readable medium comprising instructions, which when executed by one or more processors, perform a method comprising:
-
defining a plurality of qualifying criteria; and using an assignment tool to assign a collateral to a customer, the assignment tool being based on the qualifying criteria, and including at least one stored attribute and at least one interaction attribute to be determined based on a customer interaction.
-
Specification