Customer access solutions architecture
First Claim
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1. A method for providing services over a network from a host to an access location, comprising:
- providing a plurality of services, the plurality of services accessible by the host;
receiving a request for access to the plurality of services from the access location via the network;
installing a local access application at the access location; and
determining whether the local access application at the access location needs to be upgraded;
wherein the plurality of services are accessible at the access location via the local access application and via the host, and the local access application comprises a plurality of tiers of service access.
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Abstract
The present invention provides systems and methods for electronically delivering banking services to end clients and, more particularly, using Internet based technologies as a means of exposing those services. The solution to this problem set forth in this invention is the creation of a common electronic delivery infrastructure and application deployment environment, exposing an institution'"'"'s entire portfolio of corporate banking services to its clients at a number of different locations at any time.
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Citations
23 Claims
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1. A method for providing services over a network from a host to an access location, comprising:
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providing a plurality of services, the plurality of services accessible by the host;
receiving a request for access to the plurality of services from the access location via the network;
installing a local access application at the access location; and
determining whether the local access application at the access location needs to be upgraded;
wherein the plurality of services are accessible at the access location via the local access application and via the host, and the local access application comprises a plurality of tiers of service access. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
identifying a service access tier associated with the local access location;
determining at least one service associated with the local access location and the service access tier of the local access location; and
providing access for the local access location to the at least one service associated with the local access location.
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13. The method of claim 12, wherein a plurality of users are associated with the local access location, further comprising:
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identifying a user from the plurality of users at the local access location;
identifying a user service access tier associated with the user;
determining at least one service associated with the user; and
providing access for the user to the at least one service.
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14. The method of claim 1, further comprising interfacing at least one local client application at the local access location with the local access application.
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15. A method for providing services over a network from a host to an access location, comprising:
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providing a plurality of services, the plurality of services accessible by the host;
receiving a request for access to the plurality of services from the access location via the network;
installing a local access application at the access location, wherein installing the local access application comprises running an applet at the local access location; and
determining whether the local access application at the access location needs to be upgraded;
wherein the plurality of services are accessible at the access location via the local access application and via the host;
wherein the applet comprises a customizable navigation shell.
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16. A system for providing services over a network, comprising:
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a host server coupled to the network;
a processor accessible by the server, the processor providing a plurality of services;
an access program operable over the network;
a local access location coupled to the network;
an application framework for providing an application for each of the plurality of services over the network;
wherein the application framework comprises a navigation shell for providing navigation of available services in the system and an applications object for controlling applications of the available services;
an entitlements manager for determining whether the service application should be provided by the application framework over the network; and
a session manager for managing a session of providing the service application over a network;
wherein the plurality of services are accessible at the access location via a local access application at the local access location and via the host; and
wherein the host server determines whether the local access application needs to be upgraded.- View Dependent Claims (17, 18, 19, 20, 21)
an event logging manager for processing any error message associated with providing the service application for the network.
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18. The system of claim 16, further comprising:
at least one application utility for assisting the application framework in providing the service application over the network.
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19. The system of claim 16, further comprising:
a reporting framework for providing a report over the network on the provided service application.
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20. The system of claim 16, further comprising:
a security manager for securing the service application over the network.
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21. The system of claim 16, further comprising:
a packaging feature manager for providing an update of the system over the network.
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22. A method for providing services over a network from a host to an access location, comprising:
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providing a plurality of services, the plurality of services accessible by the host;
receiving a request for access to the plurality of services from the access location via the network;
installing a local access application at the access location;
determining whether the local access application at the access location needs to be upgraded;
interfacing at least one local client application at the local access location with the local access application, wherein interfacing comprises translating data from the local access application into a format compatible with at least one service;
wherein the plurality of services are accessible at the access location via the local access application and via the host.
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23. A method for providing services over a network, comprising:
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receiving a request for a service;
receiving a commitment for the requested service;
obtaining information relating to the request for the service;
generating an origination definition function based on the obtained information;
assigning accessing information to the request for the service;
creating a profile containing the obtained information;
providing a software installation package over the network;
authenticating via the software installation package the request for the service;
generating a solution package for the requested service; and
providing the requested service over the network based on the generated solution package.
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Specification