US Patent:
20210073905, Mar 11, 2021
Inventors:
- New York NY, US
Robert A. Lindenberg - Newton MA, US
Laura Shragowitz - Cambridge MA, US
Charles Reitzel - Arlington MA, US
International Classification:
G06Q 40/02
G06F 16/242
G06F 16/248
Abstract:
Systems and methods for providing a search-directed user interface for online banking applications. An example method may comprise: receiving, via a graphical user interface (GUI) session associated with an authenticated user, a search argument comprising a character string; executing, by a processing device, a search query by matching the character string to account data of one or more accounts that the authenticated user is authorized to access, the account data comprising a plurality of data items representing at least one of: financial product types, financial product identifiers, financial transaction types, financial transaction descriptions, financial transaction amounts, portfolio types, accounts, and aggregated financial indicators; and causing a data set produced by executing the search query to be visually represented via the GUI session.