Abstract: The present invention is directed toward a system and method that facilitates investment account transfers where the time standard for reliably accomplishing a transfer may be decreased. A system for facilitating investment account transfers includes an administrator, a rules engine, a service case manager, and a messaging engine. The administrator is configured to receive a transfer request and to initiate a transfer case. The administrator is also configured to cooperate with a rules engine to facilitate management of the transfer case in accordance with a set of business rules. Cooperating with the rules engine, the administrator is configured to initiate service cases comprising business process instructions which, when executed, advance the progress of the transfer case. A service case manager is configured to receive service cases from the administrator, and to perform the specific business processes specified therein.

Abstract: An automated transaction machine (20) with a cross-vender software and hardware platform architecture. The machine includes a computer (22) and a plurality of transaction function devices (32) in operative connection with the computer. The machine further includes a plurality of device driver components (38) that generally correspond to each of the transaction function devices. The device drivers are operative responsive to communication from an XFS layer (28) to control the operation of the transaction function devices. The machine further includes a terminal application (22) and an ODS layer (26). The ODS layer includes a plurality of ODS components (36) that generally correspond to the device drivers and/or transaction function devices. The ODS components responsive to the terminal application are operative to have the device drivers control the operation of the transaction function devices through communication with the XFS layer.