Abstract: A networked system includes a processing system and a tracking system. The processing system includes applications for processing business events and between which the business events may be transferred. The tracking system monitors a status of each business event as the business event flows through the processing system. Each application of the processing system generates an event message at a predetermined stage and sends the event message to the tracking system. The event message includes correlation information generated by the application based on predetermined rules. The tracking system matches the event message to a previous event message based on the correlation information and assigns a tracking identifier of the previous event message to the current event message.

Abstract: A common manner for disclosing information is through a presentation. A presentation is generated automatically to pursue a financial opportunity, such as to disclose to a potential client rationale to purchase a product. In addition, auxiliary tasks that relate to the presentation can be handled automatically, such as sending notices and assigning individuals to disclose the presentation.

Abstract: When pursing a financial opportunity, certain products and/or services can be used in helping different parties to achieve a related benefit. Since a number of different products and/or services can be available, selection is made to improve a likelihood of success with the financial opportunity. Once there has been an appropriate selection, the products and/or services can be configured to increate a likelihood of success.

Abstract: Often times, smaller financial opportunities are not pursued due to their size. Information concerning financial opportunities is collected automatically and analyzed to determine opportunities that should be pursued. In addition, entities that relate to financial opportunities can make requests to be pursued by a particular body. A decision is made if an analyzing body should pursue the financial opportunity or if it should be referred to another body.

Abstract: A common manner for disclosing information is through a presentation. A presentation is generated automatically to pursue a financial opportunity, such as to disclose to a potential client rationale to purchase a product. In addition, auxiliary tasks that relate to the presentation can be handled automatically, such as sending notices and assigning individuals to disclose the presentation.

Abstract: A system that facilitates an identification of potential investment banking opportunities and matches those identified potential banking investment opportunities to investment banking products is disclosed. More opportunities are acted on and more deals are closed than without the subject innovation. Additionally, a user interface facilitates product match and product configuration. After a product is configured and matched to an opportunity, a presentation is generated to ‘pitch’ to a customer.