Debra C Servidio

US Patent:

20100290603, Nov 18, 2010

Filed:

May 15, 2009

Appl. No.:

12/466990

Inventors:

Ziad Gemayel - New York NY, US
Debra Servidio - New York NY, US
Sam Smiljanic - New York NY, US

Assignee:

Morgan Stanley (a Delaware coporation) - New York NY

International Classification:

H04M 11/00
G06F 17/30

US Classification:

379 9325, 707E17014, 707E17044

Abstract:

A method of determining and an apparatus for displaying, for an organization, a relationship rank between a first party and a second party. A customer relationship management score, a telephone call score, and an e-mail score for the first party relative to the second party may be calculated using a computer system. The customer relationship management score, the telephone call score, and the e-mail score may be calculated using data for the first party and the second party stored in databases. A relationship score for the first party relative to the second party may be calculated using the customer relationship management score, the telephone call score, and the e-mail score. A relationship rank may be calculated for the first party relative to the second party using a computer system. The relationship rank for the first party relative to the second party may be an indication of the strength of the first party's relationship to the second party. The relationship rank may be based on the relationship score.