Self-Service Asset Sweep Simulation Interface
Find Innovative SolutionsGenerate Solutions
Solution Overview
Problem
Existing methods for setting up asset sweeps in large organizations are inefficient, requiring manual intervention and taking significant time, and lack intuitive user interfaces for managing complex asset transfer relationships across multiple accounts.
Innovation Solution
A sweep management system generates a graphical user interface that allows users to define and simulate asset transfers between entities within an organization, enabling self-service automation by improving communication between different display routines to facilitate intuitive user interactions.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If manual setup of sweeps is used, then personalized service and complex asset transfer relationships can be established, but it requires significant time and manual intervention
Solution Approach 1:
The system enables users to independently set up, configure, and manage asset sweeps through an automated interface without requiring manual intervention from financial institution personnel. Users can define sweep parameters, select accounts, and execute transfers autonomously through the graphical interface, transforming a previously service-dependent process into a self-service capability.
Solution Approach 2:
The patent replaces the manual mechanical process of sweep setup (phone calls, forms, human configuration) with an automated electronic system. The graphical interface with drag-and-drop functionality substitutes human operators with automated software routines that can process multiple sweeps simultaneously, eliminating the time-consuming manual configuration steps while maintaining the ability to handle complex asset transfer relationships.
2Loss of information
If multiple collections of display routines are used to render different portions of the interface, then more information can be displayed in organized ways, but communication between collections becomes limited
Solution Approach 1:
The system merges multiple independent display routine collections into a unified interface architecture. Rather than having isolated rendering collections that cannot communicate, the patent integrates them into a cohesive system where data flows freely between components. This allows the interface to display comprehensive asset management information across multiple organized sections while maintaining seamless interaction between them through shared data models and event propagation.
3Reliability
If manual tracking of asset transfers is used, then detailed control over each transfer can be maintained, but it becomes hard to track assets across multiple accounts
Solution Approach 1:
The patent replaces manual tracking methods with automated electronic tracking systems. The graphical interface automatically monitors and displays asset movements across multiple accounts through programmed routines that continuously update account balances and transfer histories. This substitution maintains detailed control and tracking accuracy while eliminating the complexity of manual record-keeping across numerous accounts.
Data Source
AI summary
A system and a method are disclosed for simulating asset transfers (e.g., sweeps) using a user interface generated by various collections of display routines. A sweep management system may generate a graphical user interface (GUI) on a webpage to simulate sweeps. The GUI may include a list of entities rendered using a first collection of display routines and a graphical representation of some of the entities rendered using a second collection of display routines. The graphical representation may be rendered using a shared webpage object. Furthermore, callback functions are executed to perform operations based on user interactions. For example, callback functions are used to update the graphical representation after a user has dragged and dropped an entry from the list into the graphical representation.