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SYSTEM AND METHOD FOR ASSESSING AND MANAGING FINANCIAL TRANSACTIONS

  • US 20130211865A1
  • Filed: 03/14/2013
  • Published: 08/15/2013
  • Est. Priority Date: 11/25/2003
  • Status: Abandoned Application
First Claim
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1. A method comprising:

  • by a computer system comprising computer hardware;

    retrieving customer information, current financial terms that a customer has for a current vehicle, and current vehicle information;

    determining a replacement vehicle that is comparable to the current vehicle;

    retrieving replacement vehicle information and new financial terms available to the customer for the replacement vehicle;

    calculating a new payment based on each of the following;

    the current financial terms;

    the new financial terms;

    the current vehicle information; and

    the replacement vehicle information;

    determining if the new payment satisfies a deal parameter based on at least one of the current financial terms, the new financial terms, and an amount of the new payment;

    retrieving vehicle service information comprising a service date;

    using at least some of the customer information and service information to contact the customer, if the service date is within a predefined range and the new payment satisfies the deal parameter.

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