METHOD AND COMPUTER NETWORK FOR CO-ORDINATING FINANCIAL SERVICES/PRODUCTS
First Claim
1. A computer-implemented method for coordinating a qualification form between a consumer and financial service providers comprising the steps of:
- receiving selection criteria from at least one of the financial service providers and a wholesale investor;
receiving data from a qualification form;
employing the selection criteria to filter the data and to automatically select one of a wholesale investor and a financial service provider; and
transmitting the qualification form data to a group comprising wholesale investors if a certain threshold of matches between the qualification form and number of wholesale investors is met.
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Accused Products
Abstract
The invention relates to a method and a computer for coordinating an electronic qualification form between a consumer and a plurality of financial service providers and wholesale investors. After receiving qualification form data, a special processing computer applies a filter to the data. The filter comprises selection criteria provided by financial service providers and wholesale investors which allows these organizations to filter out qualification forms that they do not want. After the data is filtered, the qualification form can be transmitted to those organizations who match the data in the qualification form based on the filtration. According to one exemplary aspect, a financial coordinator who runs a computer matching engine can be a single point of contact for a consumer with respect to several wholesale investors of the financial coordinator who may offer the consumer financial products or services.
61 Citations
20 Claims
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1. A computer-implemented method for coordinating a qualification form between a consumer and financial service providers comprising the steps of:
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receiving selection criteria from at least one of the financial service providers and a wholesale investor; receiving data from a qualification form; employing the selection criteria to filter the data and to automatically select one of a wholesale investor and a financial service provider; and transmitting the qualification form data to a group comprising wholesale investors if a certain threshold of matches between the qualification form and number of wholesale investors is met. - View Dependent Claims (2, 3, 5, 6, 15, 16)
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4. The method of claim 4, further comprising the step of assigning at least one of the financial service provider and wholesale investor a corresponding filter.
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7. A computer-implemented method for coordinating business between a consumer and at least one financial service provider and at least one wholesale investor, comprising the steps of:
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receiving selection criteria from at least one of the financial service provider and wholesale investor, receiving data sent from the consumer, employing the selection criteria to filter the data; automatically selecting at least one of the financial service provider and the wholesale investor based on the filtered data; and transmitting the data to at least one of the financial service provider and wholesale investor, whereby a selected financial service provider and a selected wholesale investor compete with each other for business with the consumer. - View Dependent Claims (8, 9, 10, 11, 12, 13, 14)
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17. A computer-implemented method for providing leads to a consumer from at least one of a financial service provider and a wholesale investor comprising the steps of:
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receiving data from the consumer; filtering the data based on electronic tables that are modifiable by each financial service provider and each wholesale investor; tracking one or more parts of the data that match one or more entries of a respective electronic table; and in response to a match between the data and one or more entries of a electronic table, sending a lead for a financial service product to the consumer from at least one of a financial service provider and a wholesale investor. - View Dependent Claims (18, 19, 20)
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Specification