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.

Methods and systems for managing risk management information

A computer implemented sales transaction tool and associated method of use is disclosed. This includes at least one processor configured to receive sales transaction information and programmed to provide the following functionality: a series of control functions that can be selectively activated by input to the processor for creating at least one subset of the sales transaction information, a plurality of graphical representations that are generated based on the selected subset of sales transaction information, and displaying at least one graphical representation of the plurality of graphical representations on an electronic display associated with the processor. Graphical representations of sales transaction information may include a slope and scatter diagram of sales transaction information, a waterfall chart, waterfall transactional analysis, a time series chart, a price sensor, a margin sensor, a break-even analysis graph and a bubble chart. There are graphical representations to evaluate opportunity of moving low margin products to average margins of comparable products and determining value for products having a single customer.

Sales transaction analysis tool and associated method of use

Building a componentized workflow model via an application programming interface. Each step of the workflow is modeled as an activity that has metadata to describe design time aspects, compile time aspects, and runtime aspects of the workflow step. A user selects and arranges the activities to create the workflow via the application programming interfaces. The metadata associated with each of the activities in the workflow is collected to create a persistent representation of the workflow. Users extend the workflow model by authoring custom activities. Users also compile the workflow via the application programming interface.

Programming interface for a componentized and extensible workflow model

Modifying a componentized workflow model during execution of the workflow. Each step of the workflow is modeled as an activity that has metadata to describe design time aspects, compile time aspects, and runtime aspects of the workflow step. A user selects and arranges the activities to create the workflow via user interfaces or application programming interfaces. Metadata is associated with each of the activities in the workflow. During execution of the workflow, the user modifies the metadata to affect execution of the workflow without recompiling the workflow.

A framework for seamlessly authoring and editing workflows at design and runtime

A method is disclosed for determining and displaying risk information in response to a plurality of input data, the input data including a plurality of input data calculation results, comprising the steps of: comparing each calculation result of the plurality of input data calculation results of the input data with each logical expression of a plurality of logical expressions; ranking by the logical expression the calculation result; and generating a plurality of ranked individual risks in response to the ranking step, each of the plurality of ranked individual risks representing an input data calculation result that has been ranked by the logical expression as having either a high risk severity or a medium risk severity or a low risk severity; generating the risk information in response to the plurality of ranked individual risks; and displaying the risk information, the displaying step including displaying the risk information on a risk information display.

Method and apparatus and program storage device adapted for visualization of qualitative and quantitative risk assessment based on technical wellbore design and earth properties

A graphical and interactive interface system manages risk management information. A secure database stores risk management information that is accessible by authorized access through a network. A graphics interface generates graphic data of the risk management information in response to the authorized access. One or more workflow process terminals connect in network with the database to provide updates to the risk management information. Summary reporting and statistical processing functionalities facilitate predictive accuracy of the system by permitting a user to compare relevant system inputs when selecting data to provide recommendations to customers for adjustment of insurance policies in accordance with risk management practices.

Mark A. Tschiegg

Papers

Risk management information interface system and associated methods