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Method and apparatus for recording results of marketing activity in a database of a bank, and for searching the recorded results

DC
  • US 5,721,831 A
  • Filed: 06/03/1994
  • Issued: 02/24/1998
  • Est. Priority Date: 06/03/1994
  • Status: Expired due to Term
First 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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