Bank of America Corporation

James Rajeshvincent

Karolyn Currence

Jonathan Wilcox

Janaki Iyer

Joseph Matzerath

Umashankar Bandi

Brennan Jablonski

Andrew Roberts

Heather Klemmer

Jayakumar Chellaganapathysubramanian

John E Scully

Brian Dietrich

Vijayabhasker M Krishnamurthy

Mahalingam Joghee

Michael Downey

Eric F Wischhusen

Erik F Wischhusen

A client viewer computing system may be configured to scan a plurality of business application computing systems that correspond to products and/or services provided by a business organization. The client view computing system may receive a customer identifier from an employee and, in response to the customer identifier, obtain information corresponding to the customer's interactions with the plurality of products and/or services offered by the business organization. Based on one or more customer attributes, the client viewer computing system may identify one or more products and/or services the customer for which the customer qualifies and display the identified opportunities on a customer centric viewer user interface.

Client centric viewer

In some embodiments, a method for generating financial reports, includes selecting a first request from a plurality of pending requests. The first request requests a report on information regarding one or more accounts with a financial institution. The first request is separated into a plurality of content requests. The plurality of content requests represent requests for information to be incorporated into the requested report. A plurality of subreports are received in response to each of the plurality of content requests. The requested report is generated in response to the first request by binding each of the plurality of subreports.

Generating financial reports

Growing community of inventors

Kendall Park, NJ, United States of America

James Rajeshvincent