The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Dec. 03, 2013
Filed:
Apr. 29, 2008
Mona Mayr, Naperville, IL (US);
Darcy Walker, Buffalo Grove, IL (US);
Yinghua Lin, Los Alamos, NM (US);
Guowei Wu, Charlotte, NC (US);
Stephen V. Coggeshall, Los Alamos, NM (US);
Mona Mayr, Naperville, IL (US);
Darcy Walker, Buffalo Grove, IL (US);
Yinghua Lin, Los Alamos, NM (US);
Guowei Wu, Charlotte, NC (US);
Stephen V. Coggeshall, Los Alamos, NM (US);
Fair Isaac Corporation, San Jose, CA (US);
Abstract
A computerized method and system for evaluating customers of a financial institution using customer relationship value tags associated customer treatment actions includes automatically analyzing information about a customer from a database of the financial institution by a customer assessment engine using a predefined statistical model to assess the value of the customer to the financial institution. At least one customer treatment action associated with the assessed value is identified by the assessment engine, and the assessment engine marks a file associated with the customer with a mark representing the assessed value and the associated customer treatment action. The marked file is then accessed by other financial systems of the financial institution, or by customer representatives of the financial institution, and the associated customer treatment action is implemented by such systems or representatives in dealing with the customer.