Kathleen M Chomienne

US Patent:

20040122756, Jun 24, 2004

Filed:

Dec 23, 2002

Appl. No.:

10/329309

Inventors:

Denis Creeden - Sandy Hook CT, US
Jesse Glionna - Stamford CT, US
Martha Poulter - Newtown CT, US
John Kaptinski - Stamford CT, US
James Persico - Stamford CT, US
William Doolittle - Trumbull CT, US
Ryan Cascade - Scarsdale NY, US
Amanda Heyst - Norwalk CT, US
David Ernst - Alpharetta GA, US
Kathleen Chomienne - Alpharetta GA, US
Robert Bellish - Ossining NY, US
Robert Crowley - Armonk NY, US

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

A method for managing business information by a first business entity using a server system is provided. The server system is coupled to a centralized database and at least one client system. The method includes receiving at the server system business information relating to at least one second business entity from the client system, storing the business information received at the server system in the centralized database, tracking the business information stored in the centralized database, updating the centralized database periodically with newly received business information to maintain the business information, and providing the business information in response to an inquiry.

US Patent:

20050080701, Apr 14, 2005

Filed:

Dec 7, 2004

Appl. No.:

11/005748

Inventors:

Joseph Tunney - Weston CT, US
James Ungari - Westport CT, US
Stephen Papalas - Evanston IL, US
Kathleen Chomienne - Alpharetta GA, US
Paul Vitti - Danbury CT, US

International Classification:

G06F017/60

US Classification:

705035000, 705030000

Abstract:

A method for managing business information and account strategy by a business entity is provided. The method uses a computer system coupled to a database. The method includes receiving at the computer system information including historical financial data relating to at least one customer of the business entity, and entering into the computer at least one risk factor including at least one of a deal driver, a tracking source, a tracking frequency, a target metric, a trigger level, an impact of factor, and corresponding action plan wherein the risk factor indicating a risk associated with the business entity providing financing to the customer. The method further includes updating the database periodically with newly received information, and monitoring the at least one deal driver to determine whether to alter a current account strategy being applied by the business entity to the customer including updating a buy/hold/sell plan.