Economic opportunity pursuit management and presentation generation

• US 8,346,583 B2
• Filed: 09/26/2007
• Issued: 01/01/2013
• Est. Priority Date: 09/26/2007
• Status: Active Grant

• Current Assignee: Wells Fargo Bank NA (Wells Fargo & Company)
• Original Assignee: Wells Fargo Bank NA (Wells Fargo & Company)
• Inventors: Ortega, Robert J.
• Primary Examiner(s): RANKINS, WILLIAM E
• Application Number:
  US11/861,990
• Publication Number:
  US 20090083113A1
• Time in Patent Office: 1,924 Days
• Field of Search: 715/730
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A common manner for disclosing information is through a presentation. A presentation is generated automatically to pursue a financial opportunity, such as to disclose to a potential client rationale to purchase a product. In addition, auxiliary tasks that relate to the presentation can be handled automatically, such as sending notices and assigning individuals to disclose the presentation.

Claims

1. A system comprising:

at least one processor coupled to a memory, the processor executing;

a gather component that obtains information that relates to an investment banking opportunity;

a decision component that resolves a subset of the obtained information for use in generation of a presentation;

a generation component that creates the presentation that relates to the investment banking opportunity based upon the subset of the obtained information, wherein the presentation relates to one or more products or services associated with the investment banking opportunity and conveys at least one rationale for utilization of the one or more products or services; and

a match component that selects the one or more products or services based at least in part on an analysis of the investment banking opportunity in conjunction with a set of rules.

2. The system of claim 1, further comprising a schedule component that organizes time of at least one person as a function of the investment banking opportunity, wherein the schedule component modifies at least one schedule associated with the at least one person to allocate time associated with the presentation.

3. The system of claim 2, wherein the schedule component organizes time with regards to the person'"'"'s experience, availability, interest, locality, contact, performance evaluation, or a combination thereof.

4. The system of claim 2, further comprising a prioritization component that provides precedence data to the schedule component, wherein the schedule component bases organization of time at least in part off precedence data.

5. The system of claim 1, further comprising an evaluation component that analyzes obtained information, wherein at least one result of the analysis is used in selection of an appropriate presentation medium.

6. The system of claim 1, further comprising an administration component that schedules a time for the presentation.

7. The system of claim 1, further comprising a parameter component that evaluates characteristics taken into account in creation of the presentation.

8. The system of claim 1, further comprising a team component that organizes a cooperative to operate in conjunction with the created presentation.

9. The system of claim 1, wherein the presentation comprises at least one of a digital slide show, a word processing document, an audio speech, a brochure, a spreadsheet, or a pitchbook.

10. The system of claim 1, wherein the obtained information is obtained from at least one of a user submission, communication traffic monitoring, scanned images, statistical information, and network searches.

11. The system of claim 1, wherein the gather component obtains information from at least a first source of the obtained information based at least in part on a historical reliability of the first source;

and wherein the gather component does not obtain information from at least a second source of the obtained information based at least in part on a historical reliability of the second source.

12. The system of claim 1, further comprising a recommendation component that refers the investment banking opportunity to an auxiliary provider.

13. The system of claim 1, further comprising a filter component that screens a portion of the obtained information that is immaterial to the presentation.

14. The system of claim 1, further comprising a configuration component that sets one or more terms of the investment banking opportunity.

15. The system of claim 1, further comprising a manage component that creates a task list related to the presentation.

16. The system of claim 15, wherein the task list includes at least one of scheduling a time for the presentation, conducting a follow-up related to the presentation, and a reminder to contact a party related to the presentation.