First Data Corporation

Molly Plozay

Steve R Krajewski

Richard L Savage

Tod O Brockley

Keith A Rose

Stephen M Meyers

Rene′ Jeanne LaRose

Eric Franklin Van Beaumont

James Alan McCarthy

Rebecca J Cash

Jeffrey S Harden

Jerome A Bradley

Kerry Ann Miloni Thiele

Doug Frerichs

Kenneth Schwartz

Jeffery S Harden

Rebecca J Avsec

Methods and systems are provided for managing a financial account in which account information is maintained for the financial account on a host system. The account information includes a set of account parameter values and a specification of a base account processing strategy. An entry in a lookup table is maintained on a storage device in communication with the host system is accessed. The entry is defined by at least one of the account parameter values. An operation specified by the entry and inconsistent with operations specified by the base account processing strategy is implemented to override at least a portion of the base account processing strategy. The base account processing strategy is reverted to with the host system in response to satisfaction of a predetermined trigger condition.

Method and system for handling method level processing in connection with cardholder account processing

A method of providing bankcard services includes receiving at a host computer system information from a client defining an event. The method includes receiving at the host computer system information identifying a condition relating to at least one element associated with bankcard accounts. The method further includes receiving at the host computer system information defining an action to be taken based on the condition upon the occurrence of the event. The method also includes storing the event, the condition, and the action as a business rule at the host computer system.

Rules management systems and methods

A method and system are provided for automatically adjusting individual components of account processing for credit card accounts or other financial accounts based on characteristics and behavior of individual account holders. A first data store holds account data for financial accounts, including the account processing methods and associated method overrides applied to each financial account as well as account history information. A second data store holds decision rules for determining whether to apply a method override to the financial account based on the account history information. A decision engine retrieves the decision rules from the second data store and the account history information from the first data store, then determines, based on the decision rules and the account history information, whether a method override should be applied to the financial account. The decision engine then applies the method override to the financial account.

Method and systems for handling method level processing in connection with account pricing

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Omaha, NE, United States of America

Molly Plozay