Method and apparatus for recording results of marketing activity in a database of a bank, and for searching the recorded results
DCFirst Claim
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1. For a bank'"'"'s database, containing information about customers, the improvement comprising:
- a) means for generating a first display whichi) lists selected goals of the bank, said goals termed PROJECTs, and allows a user to select a PROJECT; and
ii) displays buttons which activate options which operate on data associated with the selected PROJECT, includingA) an OPEN button, which generates a second display containing a list of market SEGMENTs, comprising subsets of customers to whom the bank markets products, and to which the selected PROJECT is directed; and
B) a DESCRIPTION button, which generates a description of the selected PROJECT.
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Abstract
The invention concerns a graphical user interface for a bank'"'"'s customer database. The interface allows a user to choose from several pre-defined operations upon the database, and eliminates the need for the user to use a command-line format to execute the operations.
The invention allows the user to divide the database into demographic segments, and to perform computations upon the segments, as well as to export results of the computations to files, and to other programs.
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5 Claims
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1. For a bank'"'"'s database, containing information about customers, the improvement comprising:
a) means for generating a first display which i) lists selected goals of the bank, said goals termed PROJECTs, and allows a user to select a PROJECT; and ii) displays buttons which activate options which operate on data associated with the selected PROJECT, including A) an OPEN button, which generates a second display containing a list of market SEGMENTs, comprising subsets of customers to whom the bank markets products, and to which the selected PROJECT is directed; and B) a DESCRIPTION button, which generates a description of the selected PROJECT. - View Dependent Claims (2, 3, 4, 5)
Specification